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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 2 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP. Energy 18,750.0 $3.2M 0.75% $169.66 -5.3%
22 ROCHE HOLDING AG 8,108.0 $3.2M 0.74% NEW $391.64
23 DEUTSCHE TELEKOM AG-REG 83,058.0 $3.1M 0.72% $36.81
24 PM PHILIP MORRIS INT'L Consumer Defensive 18,200.0 $3.0M 0.71% $165.34 +15.6%
25 KEYS KEYSIGHT TECHNOLOGIES Technology 10,600.0 $3.0M 0.70% $282.37 +20.8%
26 KLAC KLA INSTRUMENT CORP Technology 2,000.0 $2.9M 0.69% $1472.41 +19.3%
27 RTX RAYTHEON TECHNOLOGIES CORP Industrials 14,963.0 $2.9M 0.68% $192.90 -9.9%
28 BP PLC 349,178.0 $2.8M 0.66% $8.00
29 WMT WALMART STORES INC. Consumer Defensive 22,336.0 $2.8M 0.65% $124.28 +6.4%
30 PH PARKER HANNIFIN Industrials 3,100.0 $2.8M 0.65% $895.24 -4.3%
31 CAT CATERPILLAR TRACTOR Industrials 3,900.0 $2.8M 0.65% $708.46 +22.0%
32 CSCO CISCO SYSTEMS Technology 35,300.0 $2.7M 0.64% $77.59 +51.4%
33 USFD US FOODS HOLDING Consumer Defensive 27,700.0 $2.6M 0.60% $92.21 -11.1%
34 EQUINOR ASA 59,100.0 $2.6M 0.60% $43.16
35 UNICREDIT SPA 35,300.0 $2.5M 0.58% $70.12
36 QCOM QUALCOMM INC. Technology 18,900.0 $2.4M 0.57% $128.78 +54.9%
37 ABB LTD-REG 30,800.0 $2.4M 0.57% $78.70
38 TMO THERMO FISHER SCIENTIFIC Healthcare 4,900.0 $2.4M 0.56% $491.53 -10.6%
39 FANG DIAMONDBACK ENERGY INC Energy 12,100.0 $2.4M 0.56% $197.79 +3.6%
40 AMZN AMAZON COM Consumer Cyclical 11,250.0 $2.3M 0.55% $208.27 +27.0%
Page 2 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%