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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 14 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CARR CARRIER GLOBAL CORP Industrials 4,400.0 $248K 0.06% $56.31 +14.6%
262 MCD MCDONALDS CORP. Consumer Cyclical 793.0 $246K 0.06% $310.79 -11.1%
263 COF CAPITAL ONE FINL Financial Services 1,304.0 $238K 0.06% $182.43 +2.6%
264 WYNN WYNN RESORTS LTD Consumer Cyclical 2,313.0 $235K 0.06% $101.55 -6.0%
265 TESCO PLC 35,253.0 $220K 0.05% $6.24
266 WSO WATSCO INC. Industrials 600.0 $218K 0.05% $363.79 +10.8%
267 BA BOEING CO. Industrials 1,080.0 $215K 0.05% $199.03 +10.8%
268 VZ VERIZON COMM. Communication Services 4,248.0 $213K 0.05% $50.20 -7.6%
269 GM GENERAL MTRS CO Consumer Cyclical 2,700.0 $201K 0.05% $74.50 +0.5%
270 DRI DARDEN RESTAURANTS Consumer Cyclical 1,000.0 $196K 0.05% $196.04 -0.1%
271 FLR FLUOR CORP. Industrials 4,200.0 $196K 0.05% $46.65 -4.9%
272 NEM NEWMONT CORP Basic Materials 1,800.0 $195K 0.05% $108.25 +0.7%
273 INPEX CORP. 6,600.0 $194K 0.05% $29.40
274 RCL ROYAL CARRIBEAN CRUISE Consumer Cyclical 700.0 $193K 0.04% $275.18 -5.4%
275 RALLIANT CORP. 4,565.0 $190K 0.04% $41.59
276 FCNCA FIRST CITZENS BCSHS A Financial Services 100.0 $188K 0.04% $1884.66 +2.8%
277 MITSUBISHI CORP 5,400.0 $180K 0.04% $33.42
278 BLK BLACKROCK INC. Financial Services 187.0 $180K 0.04% $961.71 +12.5%
279 UPS UNITED PARCEL SERVICE Industrials 1,824.0 $179K 0.04% $98.38 +0.6%
280 ACN ACCENTURE PLC CL A Technology 900.0 $178K 0.04% $198.29 -10.5%
Page 14 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%