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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 34 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FTS FORTIS INC Utilities 6,773.0 $353K 0.00% $52.06 +7.7%
662 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 17,318.0 $348K 0.00% -4K -20.0% $20.08 -37.1%
663 ITUB ITAU UNIBANCO HLDG S A Financial Services 47,829.0 $342K 0.00% -10K -17.9% $7.16 +8.8%
664 GAP GAP INC Consumer Cyclical 13,285.0 $340K 0.00% $25.60 -17.4%
665 TU TELUS CORPORATION Communication Services 24,744.0 $327K 0.00% $13.20 -12.6%
666 PBR PETROLEO BRASILEIRO SA PETRO Energy 25,741.0 $305K 0.00% $11.85 +41.3%
667 DOW DOW INC Basic Materials 12,530.0 $293K 0.00% $23.38 +35.7%
668 HEI HEICO CORP NEW Industrials 762.0 $247K 0.00% NEW $323.60 +4.2%
669 VITL VITAL FARMS INC Consumer Defensive 7,594.0 $243K 0.00% NEW $31.94 -67.4%
670 GATX GATX CORP Industrials 1,411.0 $239K 0.00% +247.0 +21.2% $169.61 +4.5%
671 SE SEA LTD Consumer Cyclical 1,863.0 $238K 0.00% -26K -93.3% $127.58 -28.5%
672 LYEL LYELL IMMUNOPHARMA INC Healthcare 7,617.0 $234K 0.00% NEW $30.78 -58.6%
673 BBD BANCO BRADESCO S A Financial Services 69,650.0 $232K 0.00% $3.33 +0.9%
674 FOX FOX CORP Communication Services 3,500.0 $227K 0.00% $64.93 -27.7%
675 UMC UNITED MICROELECTRONICS CORP Technology 28,764.0 $226K 0.00% $7.86 +206.3%
676 HAL HALLIBURTON CO Energy 7,995.0 $226K 0.00% NEW $28.26 +23.6%
677 CDW CDW CORP Technology 1,657.0 $226K 0.00% -822.0 -33.2% $136.21 -5.8%
678 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,759.0 $225K 0.00% -3K -34.8% $47.36 -8.6%
679 RB GLOBAL INC 2,121.0 $219K 0.00% $103.09
680 AMKR AMKOR TECHNOLOGY INC Technology 5,410.0 $214K 0.00% NEW $39.48 +129.1%
Page 34 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%