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Portfolio (Quarterly) Guide ↗

CREDIT INDUSTRIEL ET COMMERCIAL

· CIK 0001274419
13F Portfolio $1.3B AUM 349 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New 101 Added 78 Reduced 107 Exited
Page 3 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES TR 42,843.0 $4.2M 0.32% +39K +1057.6% $97.13 +7.7%
42 GDOT GREEN DOT CORP Financial Services 345,000.0 $3.9M 0.30% +245K +245.0% $11.22 +15.7%
43 SWKH SWK HLDGS CORP Financial Services 225,000.0 $3.8M 0.30% +100K +80.0% $17.01 -6.5%
44 PFE PUT PFIZER INC Healthcare 134,000.0 $3.8M 0.29% +9K +7.2% $28.08 -6.5%
45 KWEB KRANESHARES TRUST 128,807.0 $3.7M 0.28% +68K +111.6% $28.43 -5.1%
46 ENVIRI CORP 180,000.0 $3.5M 0.28% +50K +38.5% $19.62
47 FIRST FNDTN INC 580,462.0 $3.4M 0.27% +100K +20.9% $5.90
48 ELME COMMUNITIES 1,625,516.0 $3.3M 0.25% +1.4M +702.7% $2.01
49 ABT ABBOTT LABORATORIES Healthcare 30,797.0 $3.2M 0.25% +12K +67.8% $102.67 -16.7%
50 EEM ISHARES TR 52,031.0 $3.0M 0.23% +42K +438.6% $56.79 +20.2%
51 XLRE PUT SELECT SECTOR SPDR TR 70,000.0 $2.9M 0.22% +20K +40.0% $40.83 +9.6%
52 UBS UBS GROUP AG Financial Services 74,087.0 $2.8M 0.22% +58K +365.1% $38.43 +22.1%
53 SOXX ISHARES TR 8,652.0 $2.8M 0.22% +9K +10000.0% $328.66 +70.3%
54 USB PUT US BANCORP Financial Services 50,000.0 $2.6M 0.20% +10K +25.3% $52.01 +5.2%
55 MET METLIFE INC Financial Services 35,814.0 $2.5M 0.20% +16K +76.7% $70.72 +18.0%
56 RACE FERRARI N V Consumer Cyclical 7,561.0 $2.5M 0.20% +4K +118.8% $332.29 -0.5%
57 BIRKENSTOCK HOLDING PLC 57,000.0 $2.0M 0.16% +27K +87.6% $35.83
58 LOGI LOGITECH INTL S A Technology 22,189.0 $2.0M 0.16% +11K +90.3% $90.49 +21.5%
59 DHIL DIAMOND HILL INVT GROUP INC Financial Services 11,600.0 $2.0M 0.16% +3K +31.8% $172.10 +1.7%
60 IMXI INTERNATIONAL MONEY EXPRESS Technology 122,059.0 $1.9M 0.15% +50K +69.5% $15.80 -3.9%
Page 3 of 6  ·  101 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
Communication Services 26.8%
Healthcare 19.4%
Consumer Cyclical 13.2%
Financial Services 12.9%
Technology 10.9%
Consumer Defensive 4.6%
Utilities 4.3%
Industrials 3.9%
Basic Materials 2.2%
Real Estate 1.7%