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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 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OTIS OTIS WORLDWIDE CORP Industrials 69,734.0 $6.1M 0.03% -12K -15.1% $87.35 -16.1%
142 ULS UL SOLUTIONS INC Industrials 76,886.0 $6.1M 0.03% -31K -28.9% $78.86 +15.8%
143 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 96,729.0 $6.1M 0.03% -21K -17.6% $62.59 -17.1%
144 CENCORA INC 17,840.0 $6.0M 0.03% -14K -44.5% $337.76
145 MSCI MSCI INC Financial Services 9,862.0 $5.7M 0.03% -26K -72.8% $573.75 +1.3%
146 GLOBAL PMTS INC 6,100.0 $5.5M 0.03% -100.0 -1.6% $903.97
147 AJG GALLAGHER ARTHUR J & CO Financial Services 20,300.0 $5.3M 0.03% -742.0 -3.5% $258.80 -17.3%
148 CAH CARDINAL HEALTH INC Healthcare 25,286.0 $5.2M 0.03% -171K -87.1% $205.51 +7.9%
149 BENTLEY SYS INC 5,500.0 $5.1M 0.03% -600.0 -9.8% $935.13
150 VRT VERTIV HOLDINGS CO Industrials 31,238.0 $5.1M 0.03% -10K -25.1% $162.02 +105.6%
151 KR KROGER CO Consumer Defensive 76,559.0 $4.8M 0.02% -766.0 -1.0% $62.48 -9.4%
152 BLD TOPBUILD CORP Industrials 11,160.0 $4.7M 0.02% -8K -43.1% $417.21 +2.2%
153 PRU PRUDENTIAL FINL INC Financial Services 39,785.0 $4.5M 0.02% -735.0 -1.8% $112.88 -5.6%
154 DLR DIGITAL RLTY TR INC Real Estate 28,925.0 $4.5M 0.02% -98K -77.2% $154.72 +21.6%
155 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 57,722.0 $4.4M 0.02% -7K -10.9% $76.67 +19.1%
156 MTB M & T BK CORP Financial Services 21,870.0 $4.4M 0.02% -80K -78.4% $201.49 +11.7%
157 PCG PG&E CORP Utilities 273,936.0 $4.4M 0.02% -49K -15.2% $16.07 +2.5%
158 FISV FISERV INC Technology 63,907.0 $4.3M 0.02% -93K -59.4% $67.17 -28.8%
159 BSY BENTLEY SYS INC Technology 109,981.0 $4.2M 0.02% -52K -32.0% $38.17 -23.0%
160 FAST FASTENAL CO Industrials 104,106.0 $4.2M 0.02% -7K -6.0% $40.13 +14.3%
Page 8 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%