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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 13 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LPLA LPL FINL HLDGS INC Financial Services 7,330.0 $2.6M 0.01% +164.0 +2.3% $357.19 -17.7%
242 EVEREST GROUP LTD 7,697.0 $2.6M 0.01% +4K +105.2% $339.36
243 KHC KRAFT HEINZ CO Consumer Defensive 106,668.0 $2.6M 0.01% +16K +17.5% $24.25 -5.9%
244 ENB ENBRIDGE INC Energy 53,683.0 $2.6M 0.01% +45K +532.1% $47.92 +13.8%
245 ODFL OLD DOMINION FREIGHT LINE IN Industrials 16,278.0 $2.6M 0.01% +1K +8.3% $156.81 +41.0%
246 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 12,882.0 $2.5M 0.01% +2K +21.9% $193.44 -3.4%
247 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 38,608.0 $2.5M 0.01% +8K +24.9% $64.31 +49.3%
248 WAT WATERS CORP Healthcare 6,534.0 $2.5M 0.01% +2K +43.7% $379.85 -6.4%
249 EQR EQUITY RESIDENTIAL Real Estate 38,568.0 $2.4M 0.01% +660.0 +1.7% $63.04 +1.7%
250 TXT TEXTRON INC Industrials 27,481.0 $2.4M 0.01% +834.0 +3.1% $87.17 +2.6%
251 HPE HEWLETT PACKARD ENTERPRISE C Technology 99,312.0 $2.4M 0.01% +5K +5.1% $24.02 +97.4%
252 DOC HEALTHPEAK PROPERTIES INC Real Estate 133,865.0 $2.2M 0.01% +20K +17.8% $16.08 +21.6%
253 SFM SPROUTS FMRS MKT INC Consumer Defensive 25,747.0 $2.1M 0.01% +4K +17.9% $79.67 +1.0%
254 TYL TYLER TECHNOLOGIES INC Technology 4,363.0 $2.0M 0.01% +1K +35.6% $453.97 -38.6%
255 WSM WILLIAMS SONOMA INC Consumer Cyclical 10,951.0 $2.0M 0.01% +1K +11.1% $178.60 +27.1%
256 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 23,388.0 $1.9M 0.01% +259.0 +1.1% $82.02 -24.9%
257 HPQ HP INC Technology 85,927.0 $1.9M 0.01% +17K +24.3% $22.28 +5.5%
258 CNI CANADIAN NATL RY CO Industrials 18,696.0 $1.9M 0.01% +4K +23.3% $99.04 +14.5%
259 EXR EXTRA SPACE STORAGE INC Real Estate 14,195.0 $1.8M 0.01% +2K +14.2% $130.23 +11.6%
260 WRB BERKLEY W R CORP Financial Services 26,335.0 $1.8M 0.01% +7K +37.7% $70.12 -4.2%
Page 13 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%