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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 30 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 WFC WELLS FARGO CO NEW Financial Services 10,962.0 $1.0M 0.01% NEW $93.20 -11.8%
582 CVX CHEVRON CORP NEW Energy 6,682.0 $1.0M 0.01% NEW $152.42 +13.9%
583 DD DUPONT DE NEMOURS INC Basic Materials 25,191.0 $1.0M 0.01% +653.0 +2.7% $40.20 +18.6%
584 DATADOG INC 1,000.0 $1.0M 0.01% NEW $1001.86
585 TTD THE TRADE DESK INC Technology 26,331.0 $1000K 0.01% +760.0 +3.0% $37.96 -51.2%
586 PKG PACKAGING CORP AMER Consumer Cyclical 4,835.0 $997K 0.01% $206.24 +11.0%
587 TPL TEXAS PACIFIC LAND CORPORATI Energy 3,459.0 $994K 0.01% +2K +191.2% $287.23 +23.6%
588 PINS PINTEREST INC Communication Services 38,167.0 $988K 0.01% +302.0 +0.8% $25.89 -21.6%
589 CHD CHURCH & DWIGHT CO INC Consumer Defensive 11,639.0 $976K 0.01% -1K -10.8% $83.85 +14.1%
590 CRDF CARDIFF ONCOLOGY INC Healthcare 344,437.0 $968K 0.01% NEW $2.81 -56.9%
591 NVR NVR INC Consumer Cyclical 132.0 $963K 0.01% +50.0 +61.0% $7293.08 -11.0%
592 LII LENNOX INTL INC Industrials 1,949.0 $946K 0.01% -892.0 -31.4% $485.60 +9.6%
593 RTX RTX CORPORATION Industrials 5,153.0 $945K 0.01% NEW $183.41 +1.2%
594 TW TRADEWEB MKTS INC Financial Services 8,762.0 $942K 0.01% -875.0 -9.1% $107.54 -7.5%
595 IP INTERNATIONAL PAPER CO Consumer Cyclical 23,884.0 $941K 0.01% -6K -20.8% $39.39 -6.5%
596 RKT ROCKET COS INC Financial Services 47,654.0 $923K 0.01% NEW $19.36 -25.5%
597 NOMD NOMAD FOODS LTD Consumer Defensive 73,301.0 $917K 0.01% $12.51 -19.9%
598 TYLER TEX INDPT SCH DIST 900.0 $911K 0.01% -200.0 -18.2% $1012.25
599 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,892.0 $900K 0.00% -1K -22.5% $184.03 +16.0%
600 CTRA COTERRA ENERGY INC Energy 34,106.0 $898K 0.00% -67K -66.2% $26.32 +23.7%
Page 30 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%