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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 28 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 JBHT HUNT J B TRANS SVCS INC Industrials 7,638.0 $1.5M 0.01% -2K -18.7% $194.35 +39.6%
542 OXY OCCIDENTAL PETE CORP Energy 35,965.0 $1.5M 0.01% -5K -11.6% $41.12 +26.0%
543 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 5,556.0 $1.5M 0.01% NEW $263.64 -3.5%
544 VICI VICI PPTYS INC Real Estate 51,571.0 $1.5M 0.01% -1K -2.3% $28.12 -6.5%
545 BE BLOOM ENERGY CORP Industrials 16,629.0 $1.4M 0.01% -98K -85.5% $86.89 +278.5%
546 GPN GLOBAL PMTS INC Industrials 18,656.0 $1.4M 0.01% $77.40 -13.6%
547 FOXA FOX CORP Communication Services 19,219.0 $1.4M 0.01% -14K -42.2% $73.07 -28.5%
548 BHF BRIGHTHOUSE FINL INC Financial Services 21,489.0 $1.4M 0.01% NEW $64.79 -2.4%
549 TDY TELEDYNE TECHNOLOGIES INC Technology 2,664.0 $1.4M 0.01% $510.75 +21.3%
550 TRU TRANSUNION Industrials 15,773.0 $1.4M 0.01% -5K -24.8% $85.75 -24.7%
551 NUTANIX INC 1,400.0 $1.4M 0.01% NEW $964.34
552 EQH EQUITABLE HLDGS INC Financial Services 27,917.0 $1.3M 0.01% -11K -27.7% $47.65 -5.0%
553 FFIV F5 INC Technology 5,204.0 $1.3M 0.01% $255.27 +51.0%
554 DUK DUKE ENERGY CORP NEW Utilities 11,160.0 $1.3M 0.01% NEW $117.21 +5.7%
555 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 14,531.0 $1.3M 0.01% +2K +20.2% $89.92 -2.2%
556 AFRM AFFIRM HLDGS INC Technology 17,526.0 $1.3M 0.01% NEW $74.43 -0.7%
557 PLTR PALANTIR TECHNOLOGIES INC Technology 7,295.0 $1.3M 0.01% NEW $177.76 -27.7%
558 ZM ZOOM COMMUNICATIONS INC Technology 15,007.0 $1.3M 0.01% -2K -11.3% $86.29 +0.1%
559 DEXCOM INC 1,400.0 $1.3M 0.01% -300.0 -17.6% $921.40
560 MKS INC. 1,000.0 $1.3M 0.01% -300.0 -23.1% $1280.83
Page 28 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%