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Portfolio (Quarterly) Guide ↗

CREDIT INDUSTRIEL ET COMMERCIAL

· CIK 0001274419
13F Portfolio $1.6B AUM 338 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 68 Added 104 Reduced 80 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TM TOYOTA MOTOR CORP Consumer Cyclical 3,455.0 $582K 0.04% +2K +107.0% $168.42 +17.2%
62 XOP SPDR SERIES TRUST 3,098.0 $478K 0.03% +317.0 +11.4% $154.26 +22.9%
63 AVGO PUT BROADCOM INC Technology 1,000.0 $378K 0.02% +500.0 +100.0% $377.75 -2.5%
64 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 5,000.0 $289K 0.02% +2K +100.0% $57.84 +11.4%
65 TSLA TESLA INC Consumer Cyclical 509.0 $214K 0.01% +52.0 +11.4% $420.60 -13.7%
66 ADSK AUTODESK INC Technology 879.0 $171K 0.01% +232.0 +35.9% $194.42 +30.6%
67 HAL HALLIBURTON CO Energy 4,500.0 $153K 0.01% +3K +228.7% $33.95 +4.1%
68 SCHW SCHWAB CHARLES CORP Financial Services 742.0 $68K 0.00% +112.0 +17.8% $92.27 +21.7%
Page 4 of 4  ·  68 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
Financial Services 36.6%
Healthcare 18.7%
Communication Services 11.4%
Consumer Cyclical 10.5%
Industrials 5.7%
Consumer Defensive 4.7%
Technology 3.8%
Basic Materials 3.1%
Utilities 3.0%
Real Estate 2.5%