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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 17 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HUBS HUBSPOT INC Technology 17,431.0 $7.0M 0.04% +12K +214.4% $401.32 -56.1%
322 ELVN ENLIVEN THERAPEUTICS INC Healthcare 453,019.0 $7.0M 0.04% -156K -25.7% $15.40 +192.8%
323 UPS UNITED PARCEL SERVICE INC Industrials 70,224.0 $7.0M 0.04% +10K +17.5% $99.19 +5.7%
324 KMI KINDER MORGAN INC DEL Energy 253,063.0 $7.0M 0.04% -10K -3.7% $27.49 +14.9%
325 MWA MUELLER WTR PRODS INC Industrials 291,808.0 $7.0M 0.04% -136K -31.8% $23.82 +9.7%
326 ITT ITT INC Industrials 39,783.0 $6.9M 0.03% -6K -13.9% $173.52 +13.4%
327 NDAQ NASDAQ INC Financial Services 70,968.0 $6.9M 0.03% +7K +11.1% $97.13 -15.3%
328 CMI CUMMINS INC Industrials 13,470.0 $6.9M 0.03% +1K +10.5% $510.47 +40.4%
329 MMS MAXIMUS INC Industrials 79,349.0 $6.8M 0.03% NEW $86.32 -35.4%
330 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 28,085.0 $6.8M 0.03% -831.0 -2.9% $242.83 -2.8%
331 BX BLACKSTONE INC Financial Services 43,857.0 $6.8M 0.03% +2K +5.2% $154.15 -19.7%
332 MRNA MODERNA INC Healthcare 228,998.0 $6.8M 0.03% +11K +5.2% $29.49 +116.9%
333 MELI MERCADOLIBRE INC Consumer Cyclical 3,349.0 $6.7M 0.03% -12K -77.6% $2014.35 -18.8%
334 VLO VALERO ENERGY CORP Energy 40,968.0 $6.7M 0.03% +4K +12.1% $162.80 +45.2%
335 CRL CHARLES RIV LABS INTL INC Healthcare 33,281.0 $6.6M 0.03% NEW $199.49 -7.3%
336 HIG HARTFORD INSURANCE GROUP INC Financial Services 48,073.0 $6.6M 0.03% +1K +3.2% $137.81 -6.9%
337 FDX FEDEX CORP Industrials 22,671.0 $6.5M 0.03% +2K +9.8% $288.87 +12.9%
338 LOPE GRAND CANYON ED INC Consumer Defensive 39,268.0 $6.5M 0.03% +35K +886.6% $166.32 -14.9%
339 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 81,300.0 $6.5M 0.03% +15K +22.0% $80.30 -0.5%
340 CTAS CINTAS CORP Industrials 34,169.0 $6.4M 0.03% -145K -81.0% $188.08 -9.2%
Page 17 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%