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Portfolio (Quarterly) Guide ↗

Candriam S.C.A.

· CIK 0001537014
13F Portfolio $20.1B AUM 685 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 67 New 302 Added 267 Reduced 46 Exited
Page 10 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LOPE GRAND CANYON ED INC Consumer Defensive 39,268.0 $6.5M 0.03% +35K +886.6% $166.32 -14.9%
182 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 81,300.0 $6.5M 0.03% +15K +22.0% $80.30 -0.5%
183 SHW SHERWIN WILLIAMS CO Basic Materials 19,794.0 $6.4M 0.03% +1K +7.8% $324.04 -1.0%
184 TFC TRUIST FINL CORP Financial Services 125,710.0 $6.2M 0.03% +13K +11.4% $49.21 -1.8%
185 LENZ LENZ THERAPEUTICS INC Healthcare 374,932.0 $6.0M 0.03% +146K +63.8% $16.00 -61.6%
186 DASH DOORDASH INC Communication Services 26,260.0 $5.9M 0.03% +414.0 +1.6% $226.49 -23.4%
187 KRG KITE RLTY GROUP TR Real Estate 244,623.0 $5.9M 0.03% +152K +164.1% $23.97 +16.4%
188 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 63,465.0 $5.8M 0.03% +6K +9.9% $91.21 -4.8%
189 ES EVERSOURCE ENERGY Utilities 85,668.0 $5.8M 0.03% +4K +4.8% $67.33 +3.4%
190 THOMSON REUTERS CORP 42,959.0 $5.7M 0.03% +40K +1292.1% $132.14
191 APOS APOLLO GLOBAL MGMT INC Financial Services 38,652.0 $5.6M 0.03% +4K +11.9% $144.77 -82.3%
192 WMG WARNER MUSIC GROUP CORP Communication Services 180,793.0 $5.5M 0.03% +171K +1809.7% $30.67 -8.2%
193 PSA PUBLIC STORAGE OPER CO Real Estate 21,332.0 $5.5M 0.03% +6K +41.7% $259.51 +22.6%
194 LNG CHENIERE ENERGY INC Energy 26,195.0 $5.1M 0.03% +4K +19.4% $194.40 +16.8%
195 IRM IRON MTN INC DEL Real Estate 61,143.0 $5.1M 0.03% +2K +3.5% $82.95 +54.1%
196 DT DYNATRACE INC Technology 115,553.0 $5.0M 0.03% +27K +30.0% $43.34 -4.4%
197 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 19,372.0 $5.0M 0.03% +1K +7.4% $256.04 -6.5%
198 WBD WARNER BROS DISCOVERY INC Communication Services 170,821.0 $4.9M 0.03% +8K +5.2% $28.82 -9.1%
199 ACGL ARCH CAP GROUP LTD Financial Services 49,510.0 $4.7M 0.02% +20K +69.3% $95.92 -4.9%
200 GIS GENERAL MLS INC Consumer Defensive 102,124.0 $4.7M 0.02% +39K +61.2% $46.50 -28.1%
Page 10 of 16  ·  302 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 34.2%
Healthcare 25.8%
Financial Services 11.2%
Consumer Cyclical 8.0%
Communication Services 7.2%
Industrials 5.5%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.5%
Real Estate 1.4%