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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 3 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BHP GROUP LTD 66,100.0 $2.3M 0.54% $34.51
42 UNH UNITED HEALTHCARE Healthcare 8,380.0 $2.3M 0.53% $270.59 +43.2%
43 CVX CHEVRON CORP Energy 10,928.0 $2.3M 0.53% $206.90 -5.9%
44 KO COCA COLA COMPANY Consumer Defensive 29,600.0 $2.3M 0.53% $76.05 +6.3%
45 C CITIGROUP INC. Financial Services 19,600.0 $2.2M 0.52% $113.41 +8.2%
46 EME EMCOR GROUP INC Industrials 2,900.0 $2.1M 0.50% $738.31 +19.7%
47 FDX FEDEX CORPORATION Industrials 6,000.0 $2.1M 0.50% $356.18 +3.3%
48 SAP SAP AG - SPONSORED ADR Technology 12,400.0 $2.1M 0.50% -300.0 -2.4% $171.21 +0.8%
49 ORANGE S.A. 104,000.0 $2.1M 0.50% $20.37
50 CAIXABANK SA 180,100.0 $2.1M 0.49% $11.71
51 ROLLS ROYCE HOLDINGS PLC 139,900.0 $2.1M 0.49% $14.93
52 CNP CENTERPOINT ENERGY INC Utilities 48,200.0 $2.1M 0.49% $43.16 -4.3%
53 TJX TJX COMPANIES INC. Consumer Cyclical 13,010.0 $2.1M 0.49% $159.70 -6.0%
54 BK BANK OF NY MELLON Financial Services 17,500.0 $2.1M 0.49% $118.63 +14.9%
55 STT STATE STREET Financial Services 16,400.0 $2.1M 0.49% $126.56 +20.9%
56 ENGIE 65,000.0 $2.1M 0.49% $31.93
57 DBS GROUP HOLDINGS LTD 46,300.0 $2.0M 0.48% $44.10
58 LOW LOWES COS INC. Consumer Cyclical 8,623.0 $2.0M 0.48% $236.28 -7.1%
59 IX ORIX - SPON ADR Financial Services 66,400.0 $2.0M 0.47% $29.99 +22.9%
60 RIO TINTO PLC 21,700.0 $2.0M 0.47% $91.57
Page 3 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%