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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 16 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ADBE ADOBE SYS INC. Technology 550.0 $134K 0.03% $243.08 +5.2%
302 LH LABCORP HOLDINGS Healthcare 501.0 $134K 0.03% $266.81 -6.2%
303 CSL CARLISLE COS. Industrials 399.0 $133K 0.03% $333.62 -0.8%
304 INTC INTEL CORP. Technology 3,002.0 $132K 0.03% $44.13 +146.5%
305 BANK LEUMI LE-ISRAEL 5,875.0 $130K 0.03% $22.10
306 TOKIO MARINE HOLDINGS 2,754.0 $130K 0.03% $47.14
307 HITACHI LIMITED 4,450.0 $130K 0.03% -1K -23.9% $29.11
308 CEG CONSTELLATION ENERGY Utilities 451.0 $126K 0.03% $279.25 -6.2%
309 GILD GILEAD SCIENCES INC. Healthcare 900.0 $125K 0.03% $139.37 -7.0%
310 AFRM AFFIRM HOLDINGS INC Technology 2,700.0 $124K 0.03% $45.82 +40.6%
311 RSG REPUBLIC SVCS Industrials 562.0 $123K 0.03% $219.02 -4.9%
312 R RYDER SYS INC Industrials 600.0 $123K 0.03% $204.71 +12.8%
313 DAL DELTA AIR LINES Industrials 1,800.0 $120K 0.03% $66.48 +5.6%
314 DKS DICKS SPORTING GOODS Consumer Cyclical 600.0 $119K 0.03% $198.29 +9.2%
315 TRMB TRIMBLE NAVIGATION LTD Technology 1,793.0 $117K 0.03% $65.23 -15.5%
316 ABN AMRO BANK NV-CVA 3,695.0 $115K 0.03% $31.24
317 IP INT'L PAPER CO. Consumer Cyclical 3,200.0 $114K 0.03% $35.70 -15.2%
318 MUENCHENER RUECK-UNSPON ADR 9,030.0 $114K 0.03% $12.57
319 SOCIETE GENERALE 1,579.0 $112K 0.03% $71.16
320 MCHP MICROCHIP TECH Technology 1,700.0 $110K 0.03% $64.61 +45.3%
Page 16 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%