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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 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 5,153.0 $945K 0.01% NEW $183.41 +1.2%
42 RKT ROCKET COS INC Financial Services 47,654.0 $923K 0.01% NEW $19.36 -25.5%
43 AOS SMITH A O CORP Industrials 13,376.0 $895K 0.00% NEW $66.88 -13.0%
44 LIVE NATION ENTERTAINMENT IN 800.0 $855K 0.00% NEW $1068.20
45 LUV SOUTHWEST AIRLS CO Industrials 20,516.0 $848K 0.00% NEW $41.33 +16.1%
46 PM PHILIP MORRIS INTL INC Consumer Defensive 5,281.0 $847K 0.00% NEW $160.41 +11.2%
47 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 2,471.0 $799K 0.00% NEW $323.41 -4.7%
48 SATS ECHOSTAR CORP Technology 7,285.0 $792K 0.00% NEW $108.70 +0.4%
49 VST VISTRA CORP Utilities 4,838.0 $781K 0.00% NEW $161.34 -1.6%
50 TD TORONTO DOMINION BK ONT Financial Services 7,792.0 $735K 0.00% NEW $94.37 +26.4%
51 ALLY ALLY FINL INC Financial Services 15,209.0 $689K 0.00% NEW $45.29 +0.4%
52 BEPC BROOKFIELD RENEWABLE CORP Utilities 14,508.0 $557K 0.00% NEW $38.41 -2.6%
53 UBER UBER TECHNOLOGIES INC Technology 6,734.0 $550K 0.00% NEW $81.71 -12.3%
54 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 4,770.0 $519K 0.00% NEW $108.77 +4.8%
55 CSX CSX CORP Industrials 13,818.0 $501K 0.00% NEW $36.25 +25.9%
56 CANADIAN PACIFIC KANSAS CITY 6,783.0 $500K 0.00% NEW $73.72
57 XEL XCEL ENERGY INC Utilities 6,550.0 $484K 0.00% NEW $73.86 +4.9%
58 MO ALTRIA GROUP INC Consumer Defensive 7,827.0 $451K 0.00% NEW $57.66 +19.9%
59 MMM 3M CO Industrials 2,601.0 $416K 0.00% NEW $160.11 +0.3%
60 B BARRICK MNG CORP Basic Materials 8,989.0 $392K 0.00% NEW $43.62 -7.5%
Page 3 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%