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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 14 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KEZAR LIFE SCIENCES INC 53,600.0 $398K 0.03% NEW $7.42
262 XLI SELECT SECTOR SPDR TR 2,408.0 $389K 0.03% +353.0 +17.2% $161.73 +7.8%
263 HTBK HERITAGE COMM CORP Financial Services 29,617.0 $370K 0.03% NEW $12.48 +7.8%
264 XLB SELECT SECTOR SPDR TR 7,334.0 $366K 0.03% -23K -76.2% $49.97 +2.4%
265 ESI ELEMENT SOLUTIONS INC Basic Materials 10,709.0 $366K 0.03% $34.14 +25.7%
266 TM TOYOTA MOTOR CORP Consumer Cyclical 1,669.0 $344K 0.03% +369.0 +28.4% $206.09 -7.8%
267 PERFECT CORP 200,000.0 $338K 0.03% NEW $1.69
268 NEXTERA ENERGY INC 325,000.0 $325K 0.03% +50K +18.2% $1.00
269 SHW SHERWIN WILLIAMS CO Basic Materials 1,002.0 $321K 0.03% NEW $320.55 -3.3%
270 TSN PUT TYSON FOODS INC Consumer Defensive 5,000.0 $320K 0.03% $64.07 +3.0%
271 MCD PUT MCDONALDS CORP Consumer Cyclical 1,000.0 $311K 0.02% -4K -77.8% $310.79 -9.6%
272 RNA ATRIUM THERAPEUTICS INC Healthcare 23,000.0 $308K 0.02% NEW $13.37 -2.8%
273 KBH KB HOME Consumer Cyclical 5,861.0 $303K 0.02% +1K +29.0% $51.75 -4.0%
274 IONQ PUT IONQ INC Technology 10,500.0 $303K 0.02% NEW $28.83 +126.8%
275 CORZ PUT CORE SCIENTIFIC INC NEW Technology 20,000.0 $299K 0.02% $14.96 +81.8%
276 AZN ASTRAZENECA PLC Healthcare 1,479.0 $288K 0.02% NEW $194.52 -4.6%
277 CAG PUT CONAGRA BRANDS INC Consumer Defensive 17,500.0 $275K 0.02% $15.72 -15.2%
278 EMN PUT EASTMAN CHEM CO Basic Materials 3,500.0 $267K 0.02% NEW $76.32 -0.5%
279 JCI PUT JOHNSON CONTROLS INTERNATION Industrials 2,000.0 $262K 0.02% -1K -33.3% $130.95 +5.5%
280 CCJ CAMECO CORP Energy 2,403.0 $261K 0.02% NEW $108.61 -1.1%
Page 14 of 18  ·  349 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%