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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 4 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT PRODTNS Communication Services 20,500.0 $2.0M 0.46% $96.38 +6.6%
62 BAE SYSTEMS PLC 68,000.0 $2.0M 0.46% $29.01
63 WELL WELLTOWER INC. Real Estate 9,938.0 $2.0M 0.46% $197.71 +8.1%
64 SUMITOMO MITSUI FINCL GP 61,800.0 $1.9M 0.46% $31.47
65 LEGRAND SA 12,800.0 $1.9M 0.46% $151.74
66 BANCO SANTANDER SA 177,100.0 $1.9M 0.45% $10.93
67 DELL DELL COMPUTER Technology 11,400.0 $1.9M 0.44% $164.13 +47.5%
68 PEP PEPSICO INC. Consumer Defensive 12,011.0 $1.9M 0.44% $155.29 -4.0%
69 SOMPO HOLDINGS INC 49,000.0 $1.9M 0.43% $37.79
70 COMPAGNIE DE SAINT GOBAIN 22,900.0 $1.8M 0.43% $80.72
71 SANOFI 19,200.0 $1.8M 0.43% $95.31
72 GSK PLC 65,976.0 $1.8M 0.42% $27.22
73 GEA GROUP AG 25,300.0 $1.8M 0.42% $70.51
74 BMY BRISTOL MYERS SQUIBB Healthcare 29,408.0 $1.8M 0.42% $60.65 -5.5%
75 AIR LIQUIDE SA 8,600.0 $1.8M 0.41% $205.00
76 BNP PARIBAS 18,875.0 $1.8M 0.41% $93.32
77 HALEON PLC 357,120.0 $1.8M 0.41% $4.93
78 LNG CHENIERE ENERGY INC Energy 6,200.0 $1.8M 0.41% $283.76 -14.8%
79 ING GROEP NV-CVA 67,652.0 $1.7M 0.40% $25.47
80 T AT&T INC. Communication Services 58,580.0 $1.7M 0.40% $28.99 -17.1%
Page 4 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%