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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 11 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CHRW C H ROBINSON WORLDWIDE INC Industrials 29,215.0 $4.7M 0.02% +10K +50.9% $160.77 +15.1%
202 OKE ONEOK INC NEW Energy 62,293.0 $4.6M 0.02% +14K +28.7% $73.50 +15.7%
203 AFL AFLAC INC Financial Services 40,951.0 $4.5M 0.02% +2K +4.2% $110.27 +4.7%
204 BKR BAKER HUGHES COMPANY Energy 97,864.0 $4.5M 0.02% +6K +6.5% $45.54 +28.3%
205 TRGP TARGA RES CORP Energy 23,909.0 $4.4M 0.02% +4K +23.1% $184.51 +40.1%
206 FITB FIFTH THIRD BANCORP Financial Services 89,811.0 $4.2M 0.02% +28K +45.6% $46.81 +12.7%
207 PCAR PACCAR INC Industrials 38,217.0 $4.2M 0.02% +6K +19.5% $109.51 +8.6%
208 ON SEMICONDUCTOR CORP 4,400.0 $4.2M 0.02% +250.0 +6.0% $950.97
209 CCI CROWN CASTLE INC Real Estate 46,369.0 $4.1M 0.02% +6K +14.8% $88.87 -7.7%
210 TSCO TRACTOR SUPPLY CO Consumer Cyclical 81,760.0 $4.1M 0.02% +2K +2.1% $50.01 -39.5%
211 MPC MARATHON PETE CORP Energy 25,041.0 $4.1M 0.02% +3K +14.4% $162.64 +49.4%
212 ROST ROSS STORES INC Consumer Cyclical 21,864.0 $3.9M 0.02% +5K +26.9% $180.15 +29.2%
213 VTR VENTAS INC Real Estate 50,622.0 $3.9M 0.02% +4K +9.2% $77.38 +5.5%
214 O REALTY INCOME CORP Real Estate 68,259.0 $3.8M 0.02% +11K +19.7% $56.37 +6.9%
215 HUBB HUBBELL INC Industrials 8,620.0 $3.8M 0.02% +238.0 +2.8% $444.13 +17.9%
216 DROPBOX INC 3,800.0 $3.7M 0.02% +800.0 +26.7% $984.07
217 CARR CARRIER GLOBAL CORPORATION Industrials 69,358.0 $3.7M 0.02% +2K +2.7% $52.84 +35.9%
218 TROW PRICE T ROWE GROUP INC Financial Services 35,404.0 $3.6M 0.02% +3K +8.9% $102.38 +5.1%
219 FIS FIDELITY NATL INFORMATION SV Technology 54,160.0 $3.6M 0.02% +4K +8.3% $66.46 -42.5%
220 FTV FORTIVE CORP Technology 64,887.0 $3.6M 0.02% +3K +5.3% $55.21 +10.5%
Page 11 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%