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Portfolio (Quarterly) Guide ↗

Covea Finance

· CIK 0001636948
13F Portfolio $2.9B AUM 146 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 29 Added 67 Reduced 7 Exited
Page 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITT ITT INC Industrials 28,300.0 $5.4M 0.19% $190.53 +2.4%
102 NKE NIKE INC Consumer Cyclical 101,539.0 $5.4M 0.19% -268K -72.6% $52.82 -15.4%
103 AMKR AMKOR TECHNOLOGY INC Technology 116,755.0 $5.3M 0.18% +52K +79.1% $45.03 +46.0%
104 EXP EAGLE MATLS INC Basic Materials 27,443.0 $5.2M 0.18% +8K +44.4% $189.45 +5.3%
105 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 52,636.0 $5.2M 0.18% +10K +24.7% $98.42 -12.0%
106 WWD WOODWARD INC Industrials 14,173.0 $5.1M 0.18% -6K -30.2% $357.92 -1.8%
107 UBER UBER TECHNOLOGIES INC Technology 67,700.0 $4.9M 0.17% +8K +12.7% $71.93 -0.2%
108 PEP PEPSICO INC Consumer Defensive 31,240.0 $4.9M 0.17% NEW $155.29 -3.0%
109 EQIX EQUINIX INC Real Estate 4,932.0 $4.8M 0.17% -6K -56.7% $980.24 +10.2%
110 MP MP MATERIALS CORP Basic Materials 97,300.0 $4.7M 0.16% +15K +17.6% $48.26 +33.6%
111 DDOG DATADOG INC Technology 39,500.0 $4.7M 0.16% -4K -8.1% $118.05 +88.3%
112 CMC COMMERCIAL METALS CO Basic Materials 75,900.0 $4.7M 0.16% -13K -14.7% $61.43 +17.0%
113 ARM ARM HOLDINGS PLC Technology 29,918.0 $4.5M 0.16% NEW $151.28 +102.6%
114 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,508.0 $4.4M 0.15% NEW $1261.20 -12.5%
115 H HYATT HOTELS CORP Consumer Cyclical 30,100.0 $4.3M 0.15% $143.79 +21.1%
116 IEX IDEX CORP Industrials 22,800.0 $4.3M 0.15% -3K -10.2% $189.55 +10.1%
117 CGNX COGNEX CORP Technology 83,900.0 $4.1M 0.14% NEW $48.99 +34.9%
118 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 42,600.0 $3.9M 0.14% $90.42 -5.7%
119 CHE CHEMED CORP NEW Healthcare 9,900.0 $3.7M 0.13% $377.74 +16.3%
120 ROP ROPER TECHNOLOGIES INC Industrials 9,828.0 $3.5M 0.12% -11K -52.0% $353.86 -7.6%
Page 6 of 8  ·  146 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 29.4%
Industrials 15.7%
Consumer Cyclical 10.3%
Healthcare 8.6%
Financial Services 7.2%
Consumer Defensive 6.5%
Communication Services 6.4%
Basic Materials 6.2%
Utilities 5.1%
Energy 4.4%