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Portfolio (Quarterly) Guide ↗

PARADIGM ASSET MANAGEMENT CO LLC

· CIK 0001034549
13F Portfolio $426.5B AUM 424 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 1 Added 20 Reduced 82 Exited
Page 12 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MKC MCCORMICK & CO NON VTG Consumer Defensive 12,000.0 $605K 0.14% $50.44 -8.1%
222 DOX AMDOCS LTD. Technology 9,100.0 $594K 0.14% $65.26 -7.2%
223 COST COSTCO WHOLESALE Consumer Defensive 581.0 $579K 0.14% $996.43 +5.3%
224 GEV GE VERNOVA INC. Utilities 596.0 $520K 0.12% $872.90 +20.2%
225 YPF YPF S.A. Energy 10,692.0 $494K 0.12% $46.22 -5.5%
226 SPG SIMON PPTY GP Real Estate 2,635.0 $492K 0.12% $186.53 +7.2%
227 EQIX EQUINIX INC Real Estate 497.0 $487K 0.11% $980.24 +8.1%
228 ALB ALBEMARLE CORP Basic Materials 2,700.0 $485K 0.11% $179.53 -2.1%
229 AXP AMER EXPRESS CO. Financial Services 1,600.0 $484K 0.11% $302.48 +3.2%
230 LMT LOCKHEED MARTIN Industrials 700.0 $423K 0.10% $604.39 -14.6%
231 BKNG BOOKING HOLDINGS INC. Consumer Cyclical 100.0 $421K 0.10% $4210.32 -96.3%
232 CMCSA COMCAST CORP-Cl A Communication Services 14,000.0 $402K 0.09% $28.71 -13.2%
233 JBL JABIL CIRCUIT INC. Technology 1,500.0 $398K 0.09% $265.63 +27.9%
234 DVN DEVON ENERGY (NEW) Energy 7,730.0 $389K 0.09% $50.32 -1.6%
235 AMGN AMGEN INC. Healthcare 1,100.0 $387K 0.09% $351.85 -7.8%
236 GD GENERAL DYNAMICS Industrials 1,106.0 $380K 0.09% $343.22 -2.5%
237 PG PROCTOR & GAMBLE Consumer Defensive 2,593.0 $375K 0.09% $144.44 -2.0%
238 MDLZ MONDELEZ INTERNATIONAL CL A Consumer Defensive 6,366.0 $367K 0.09% $57.64 +4.9%
239 AMD ADVANCED MICRO DEV Technology 1,767.0 $359K 0.08% $203.43 +106.9%
240 PHM PULTE HOMES INC Consumer Cyclical 3,000.0 $353K 0.08% $117.61 -6.4%
Page 12 of 22  ·  424 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.6%
Financial Services 18.3%
Industrials 12.1%
Healthcare 10.2%
Communication Services 7.5%
Consumer Defensive 7.2%
Consumer Cyclical 6.9%
Energy 6.5%
Utilities 3.2%
Basic Materials 2.6%