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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 11 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COF CAPITAL ONE FINL CORP Financial Services 73,678.0 $17.9M 0.09% +6K +9.6% $242.37 -16.9%
202 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 256,600.0 $17.7M 0.09% +18K +7.4% $68.80 +15.8%
203 DGX QUEST DIAGNOSTICS INC Healthcare 101,727.0 $17.7M 0.09% +30K +41.6% $173.54 +12.4%
204 INTU INTUIT Technology 26,337.0 $17.4M 0.09% +363.0 +1.4% $662.45 -59.7%
205 VNO VORNADO RLTY TR Real Estate 521,253.0 $17.3M 0.09% -264K -33.6% $33.28 +13.6%
206 IMVT IMMUNOVANT INC Healthcare 680,372.0 $17.3M 0.09% NEW $25.42 +39.0%
207 OLMA OLEMA PHARMACEUTICALS INC Healthcare 679,484.0 $17.0M 0.09% -570K -45.6% $25.00 -62.0%
208 EXACT SCIENCES CORP 166,157.0 $16.9M 0.08% -179K -51.9% $101.56
209 VZ VERIZON COMMUNICATIONS INC Communication Services 407,288.0 $16.6M 0.08% -4K -0.9% $40.73 +11.4%
210 BRO BROWN & BROWN INC Financial Services 207,323.0 $16.5M 0.08% -10K -4.7% $79.70 -25.9%
211 FCX FREEPORT-MCMORAN INC Basic Materials 324,642.0 $16.5M 0.08% -161K -33.2% $50.79 +35.2%
212 TXN TEXAS INSTRS INC Technology 94,344.0 $16.4M 0.08% +2K +1.8% $173.50 +86.1%
213 PDD PDD HOLDINGS INC Consumer Cyclical 139,800.0 $15.9M 0.08% -35K -20.1% $113.39 -29.8%
214 KYMR KYMERA THERAPEUTICS INC Healthcare 201,672.0 $15.7M 0.08% +10K +5.2% $77.81 +16.2%
215 ANET ARISTA NETWORKS INC Technology 117,935.0 $15.5M 0.08% +4K +3.6% $131.04 +29.5%
216 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 43,840.0 $15.4M 0.08% -5K -11.0% $350.56 +10.8%
217 NEM NEWMONT CORP Basic Materials 152,936.0 $15.3M 0.08% -6K -3.7% $99.85 +3.9%
218 EQIX EQUINIX INC Real Estate 19,901.0 $15.2M 0.08% -64K -76.3% $766.19 +42.5%
219 GH GUARDANT HEALTH INC Healthcare 148,406.0 $15.2M 0.08% -23K -13.6% $102.14 +29.0%
220 MGA MAGNA INTL INC Consumer Cyclical 275,637.0 $14.7M 0.07% +29K +11.9% $53.38 +22.4%
Page 11 of 35  ·  685 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%