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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZN ASTRAZENECA PLC Healthcare 1,479.0 $288K 0.02% NEW $194.52 -4.6%
82 EMN PUT EASTMAN CHEM CO Basic Materials 3,500.0 $267K 0.02% NEW $76.32 -0.5%
83 CCJ CAMECO CORP Energy 2,403.0 $261K 0.02% NEW $108.61 -1.1%
84 QIAGEN NV 6,331.0 $253K 0.02% NEW $40.04
85 GRND GRINDR INC Technology 20,000.0 $242K 0.02% NEW $12.09 +5.3%
86 IONQ IONQ INC Technology 8,150.0 $235K 0.02% NEW $28.83 +126.8%
87 AMRIZE LTD 3,959.0 $216K 0.02% NEW $54.45
88 AMZN PUT AMAZON COM INC Consumer Cyclical 1,000.0 $208K 0.02% NEW $208.27 +30.5%
89 AIZ PUT ASSURANT INC Financial Services 800.0 $174K 0.01% NEW $217.81 +15.7%
90 TSLA TESLA INC Consumer Cyclical 457.0 $170K 0.01% NEW $371.75 +18.5%
91 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 2,500.0 $144K 0.01% NEW $57.64 +8.0%
92 NOVANTA INC 130,000.0 $130K 0.01% NEW $1.00
93 AIZ ASSURANT INC Financial Services 450.0 $98K 0.01% NEW $217.81 +15.7%
94 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 200.0 $61K 0.01% NEW $304.08 +10.8%
95 AIG AMERICAN INTL GROUP INC Financial Services 729.0 $55K 0.00% NEW $75.25 +0.0%
96 HAL HALLIBURTON CO Energy 1,369.0 $53K 0.00% NEW $38.99 +1.6%
97 CAT CATERPILLAR INC Industrials 67.0 $47K 0.00% NEW $708.46 +28.4%
98 TJX TJX COS INC NEW Consumer Cyclical 198.0 $32K 0.00% NEW $159.70 -1.7%
99 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 90.0 $27K 0.00% NEW $304.08 +10.8%
100 MUX MCEWEN INC. Basic Materials 277.0 $6K NEW $20.43 +3.0%
Page 5 of 5  ·  100 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%