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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 13 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DUK DUKE ENERGY CORP. Utilities 2,500.0 $327K 0.08% $130.94 -6.2%
242 EPD ENTERPRISE PRODUCTS PRTNRS Energy 8,600.0 $325K 0.08% $37.84 +4.3%
243 ETN EATON CORP PLC Industrials 900.0 $322K 0.07% $357.67 +6.8%
244 KMI KINDER MORGAN INC Energy 9,500.0 $319K 0.07% $33.53 +0.7%
245 JNJ JOHNSON & JOHNSON Healthcare 1,300.0 $318K 0.07% $244.44 -6.3%
246 PAA PLAINS ALL AMER PIPELINE LP Energy 14,162.0 $316K 0.07% $22.33 +3.8%
247 MU MICRON TECHNOLOGY Technology 900.0 $304K 0.07% $337.84 +101.7%
248 KR KROGER CO. Consumer Defensive 4,100.0 $297K 0.07% $72.36 -5.6%
249 META META PLATFORMS INC CL A Communication Services 501.0 $287K 0.07% $572.13 +6.8%
250 OVV OVINTIV INC Energy 4,700.0 $279K 0.07% $59.36 +1.1%
251 APP APPLOVIN CORP. Cl A Technology 700.0 $279K 0.07% $398.00 +23.7%
252 GFI GOLD FIELDS LTD Basic Materials 6,118.0 $278K 0.07% $45.40 -10.7%
253 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,500.0 $273K 0.06% $182.33 -7.2%
254 COMMERZBANK AG 7,667.0 $272K 0.06% $35.48
255 SBUX STARBUCKS CORP Consumer Cyclical 3,000.0 $269K 0.06% $89.59 +19.0%
256 AMP AMERIPRISE FINANCIAL Financial Services 600.0 $267K 0.06% $444.40 +6.0%
257 ADSK AUTODESK INC. Technology 1,100.0 $263K 0.06% $239.40 +1.7%
258 SPGI S&P GLOBAL INC. Financial Services 600.0 $255K 0.06% $425.34 -1.9%
259 APH AMPHENOL CORP Technology 2,000.0 $253K 0.06% $126.35 -3.7%
260 NVS NOVARTIS A G Healthcare 1,628.0 $249K 0.06% -600.0 -26.9% $152.75 -2.4%
Page 13 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%