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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 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,892.0 $900K 0.00% -1K -22.5% $184.03 +16.0%
242 CTRA COTERRA ENERGY INC Energy 34,106.0 $898K 0.00% -67K -66.2% $26.32 +23.7%
243 CSL CARLISLE COS INC Industrials 2,753.0 $881K 0.00% -10K -79.0% $319.87 +12.8%
244 TETRA TECH INC NEW 750.0 $821K 0.00% -300.0 -28.6% $1094.80
245 CTVA CORTEVA INC Basic Materials 10,575.0 $709K 0.00% -24K -69.6% $67.03 +17.2%
246 SNOWFLAKE INC 450.0 $696K 0.00% -100.0 -18.2% $1546.75
247 COOPER COS INC 7,942.0 $651K 0.00% -4K -31.4% $81.96
248 HSAI HESAI GROUP Consumer Cyclical 29,000.0 $650K 0.00% -43K -59.7% $22.40 -24.6%
249 DKNG DRAFTKINGS INC NEW Consumer Cyclical 18,605.0 $641K 0.00% -7K -28.3% $34.46 -23.4%
250 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,040.0 $621K 0.00% -47K -88.6% $102.89 -21.7%
251 MOS MOSAIC CO NEW Basic Materials 25,793.0 $621K 0.00% -861.0 -3.2% $24.09 -4.9%
252 JBT MAREL CORPORATION 3,918.0 $590K 0.00% -1K -24.9% $150.68
253 ESS ESSEX PPTY TR INC Real Estate 2,072.0 $542K 0.00% -3K -54.8% $261.69 +4.6%
254 DAR DARLING INGREDIENTS INC Consumer Defensive 14,848.0 $535K 0.00% -66K -81.7% $36.00 +49.1%
255 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 14,494.0 $529K 0.00% -2K -14.5% $36.49 +28.4%
256 HURN HURON CONSULTING GROUP INC Industrials 2,669.0 $462K 0.00% -1K -31.9% $172.92 -47.6%
257 AGCO AGCO CORP Industrials 3,970.0 $414K 0.00% -5K -57.5% $104.32 +8.9%
258 KB KB FINL GROUP INC Financial Services 4,603.0 $396K 0.00% -1K -24.1% $86.04 +24.1%
259 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 23,859.0 $359K 0.00% -109K -82.0% $15.06 -28.9%
260 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 167.0 $358K 0.00% -225.0 -57.4% $2146.27 -3.5%
Page 13 of 14  ·  267 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%