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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 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACM AECOM Industrials 43,084.0 $4.1M 0.02% NEW $95.33 -27.8%
22 SOFI SOFI TECHNOLOGIES INC Financial Services 137,635.0 $3.6M 0.02% NEW $26.18 -31.6%
23 ALLO ALLOGENE THERAPEUTICS INC Healthcare 2,305,644.0 $3.2M 0.02% NEW $1.37 +46.0%
24 SNEX STONEX GROUP INC Financial Services 28,398.0 $2.7M 0.01% NEW $95.13 +46.1%
25 CIEN CIENA CORP Technology 10,937.0 $2.6M 0.01% NEW $233.88 +83.1%
26 L LOEWS CORP Financial Services 21,827.0 $2.3M 0.01% NEW $105.31 +1.9%
27 LW LAMB WESTON HLDGS INC Consumer Defensive 43,274.0 $1.8M 0.01% NEW $41.89 +7.6%
28 SO SOUTHERN CO Utilities 19,157.0 $1.7M 0.01% NEW $87.20 +6.8%
29 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 5,556.0 $1.5M 0.01% NEW $263.64 -3.5%
30 BHF BRIGHTHOUSE FINL INC Financial Services 21,489.0 $1.4M 0.01% NEW $64.79 -2.4%
31 NUTANIX INC 1,400.0 $1.4M 0.01% NEW $964.34
32 DUK DUKE ENERGY CORP NEW Utilities 11,160.0 $1.3M 0.01% NEW $117.21 +5.7%
33 AFRM AFFIRM HLDGS INC Technology 17,526.0 $1.3M 0.01% NEW $74.43 -0.7%
34 PLTR PALANTIR TECHNOLOGIES INC Technology 7,295.0 $1.3M 0.01% NEW $177.76 -27.7%
35 AEP AMERICAN ELEC PWR CO INC Utilities 10,715.0 $1.2M 0.01% NEW $115.31 +10.7%
36 D DOMINION ENERGY INC Utilities 18,561.0 $1.1M 0.01% NEW $58.59 +16.8%
37 WFC WELLS FARGO CO NEW Financial Services 10,962.0 $1.0M 0.01% NEW $93.20 -10.1%
38 CVX CHEVRON CORP NEW Energy 6,682.0 $1.0M 0.01% NEW $152.42 +13.9%
39 DATADOG INC 1,000.0 $1.0M 0.01% NEW $1001.86
40 CRDF CARDIFF ONCOLOGY INC Healthcare 344,437.0 $968K 0.01% NEW $2.81 -56.9%
Page 2 of 4  ·  67 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%