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Portfolio (Quarterly) Guide ↗

PARADIGM ASSET MANAGEMENT CO LLC

· CIK 0001034549
13F Portfolio $433M AUM 503 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 503 New
Page 14 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SBUX STARBUCKS CORP Consumer Cyclical 3,000.0 $253K 0.06% NEW $84.21 +26.6%
262 MCD MCDONALDS CORP. Consumer Cyclical 793.0 $242K 0.06% NEW $305.63 -7.6%
263 ACN ACCENTURE PLC CL A Technology 900.0 $241K 0.06% NEW $268.30 -34.1%
264 BA BOEING CO. Industrials 1,080.0 $234K 0.05% NEW $217.12 -1.0%
265 CARR CARRIER GLOBAL CORP Industrials 4,400.0 $232K 0.05% NEW $52.84 +16.3%
266 RALLIANT CORP. 4,565.0 $232K 0.05% NEW $50.91
267 NOW SERVICENOW INC Technology 1,500.0 $230K 0.05% NEW $153.19 -32.5%
268 ROCHE HOLDINGS 4,351.0 $224K 0.05% NEW $51.57
269 SNY SANOFI AVENTIS Healthcare 4,619.0 $224K 0.05% NEW $48.46 -10.2%
270 GM GENERAL MTRS CO Consumer Cyclical 2,700.0 $220K 0.05% NEW $81.32 -10.1%
271 LVS LAS VEGAS SANDS CORP Consumer Cyclical 3,300.0 $215K 0.05% NEW $65.09 -22.9%
272 FCNCA FIRST CITZENS BCSHS A Financial Services 100.0 $215K 0.05% NEW $2146.18 -9.5%
273 APOS APOLLO GLOBAL MANAGEMENT Financial Services 1,456.0 $211K 0.05% NEW $144.76 -82.2%
274 TESCO PLC 35,253.0 $209K 0.05% NEW $5.94
275 WSO WATSCO INC. Industrials 600.0 $202K 0.05% NEW $336.95 +16.2%
276 AFRM AFFIRM HOLDINGS INC Technology 2,700.0 $201K 0.05% NEW $74.43 -12.3%
277 BLK BLACKROCK INC. Financial Services 187.0 $200K 0.05% NEW $1070.34 -3.2%
278 RCL ROYAL CARRIBEAN CRUISE Consumer Cyclical 700.0 $195K 0.04% NEW $278.92 -9.4%
279 ADBE ADOBE SYS INC. Technology 550.0 $192K 0.04% NEW $349.99 -27.1%
280 MRSH MARSH & MCLENNON Financial Services 1,000.0 $186K 0.04% NEW $185.52 -10.5%
Page 14 of 26  ·  503 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 25.3%
Financial Services 19.9%
Industrials 11.3%
Healthcare 10.4%
Communication Services 7.9%
Consumer Cyclical 7.2%
Consumer Defensive 6.6%
Energy 4.6%
Utilities 2.7%
Basic Materials 2.2%