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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 25 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TXT TEXTRON INC Industrials 27,481.0 $2.4M 0.01% +834.0 +3.1% $87.17 +2.6%
482 HPE HEWLETT PACKARD ENTERPRISE C Technology 99,312.0 $2.4M 0.01% +5K +5.1% $24.02 +97.4%
483 TWLO TWILIO INC Communication Services 16,533.0 $2.4M 0.01% -164K -90.8% $142.25 +30.9%
484 LKQ LKQ CORP Consumer Cyclical 77,751.0 $2.3M 0.01% -13K -14.3% $30.20 -14.6%
485 CW CURTISS WRIGHT CORP Industrials 4,250.0 $2.3M 0.01% -228.0 -5.1% $551.29 +40.0%
486 ALGM ALLEGRO MICROSYSTEMS INC Technology 87,888.0 $2.3M 0.01% -1K -1.4% $26.38 +123.6%
487 ARES ARES MANAGEMENT CORPORATION Financial Services 14,336.0 $2.3M 0.01% -4K -22.7% $161.64 -20.0%
488 DHI D R HORTON INC Consumer Cyclical 16,007.0 $2.3M 0.01% -3K -14.7% $144.04 +9.6%
489 L LOEWS CORP Financial Services 21,827.0 $2.3M 0.01% NEW $105.31 +1.9%
490 BLOCK INC 34,444.0 $2.2M 0.01% -2K -6.2% $65.09
491 KVUE KENVUE INC Consumer Defensive 128,380.0 $2.2M 0.01% -18K -12.6% $17.25 +5.0%
492 NEXTERA ENERGY CAP HLDGS INC 1,750.0 $2.2M 0.01% -200.0 -10.3% $1253.26
493 LNN LINDSAY CORP Industrials 18,512.0 $2.2M 0.01% -8K -29.0% $117.88 +1.0%
494 RF REGIONS FINANCIAL CORP NEW Financial Services 80,174.0 $2.2M 0.01% $27.10 +5.6%
495 SPG SIMON PPTY GROUP INC NEW Real Estate 11,694.0 $2.2M 0.01% -2K -15.2% $185.12 +14.2%
496 DOC HEALTHPEAK PROPERTIES INC Real Estate 133,865.0 $2.2M 0.01% +20K +17.8% $16.08 +21.6%
497 VENTAS RLTY LTD PARTNERSHIP 1,500.0 $2.1M 0.01% -400.0 -21.1% $1427.19
498 RKLB ROCKET LAB CORP Industrials 30,662.0 $2.1M 0.01% -2K -7.2% $69.76 +53.7%
499 SFM SPROUTS FMRS MKT INC Consumer Defensive 25,747.0 $2.1M 0.01% +4K +17.9% $79.67 +1.0%
500 STM STMICROELECTRONICS N V Technology 76,811.0 $2.0M 0.01% -37K -32.3% $25.94 +202.2%
Page 25 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%