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LBP AM SA

· CIK 0001970075
13F Portfolio $7.3B AUM 476 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New 121 Added 184 Reduced 75 Exited
Page 14 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ASB ASSOCIATED BANC-CORP Financial Services 98,956.0 $2.6M 0.04% NEW $25.86 +5.3%
262 INTU INTUIT Technology 5,911.0 $2.6M 0.04% -53K -89.9% $432.38 -12.5%
263 LOW LOWES COS INC Consumer Cyclical 10,640.0 $2.5M 0.03% -54K -83.6% $236.28 -5.4%
264 TOST TOAST INC Technology 94,607.0 $2.5M 0.03% -2K -1.8% $26.51 -13.0%
265 LUV SOUTHWEST AIRLS CO Industrials 62,402.0 $2.3M 0.03% NEW $37.57 +4.7%
266 TPR TAPESTRY INC Consumer Cyclical 16,419.0 $2.3M 0.03% -30K -64.4% $141.11 -7.7%
267 XOM EXXON MOBIL CORP Energy 13,636.0 $2.3M 0.03% $169.66 -9.9%
268 GLPI GAMING & LEISURE P Real Estate 51,706.0 $2.3M 0.03% NEW $44.37 +5.6%
269 BSY BENTLEY SYS INC Technology 63,884.0 $2.2M 0.03% -109K -63.1% $35.12 -8.7%
270 BE BLOOM ENERGY CORP Industrials 16,283.0 $2.2M 0.03% NEW $135.49 +103.7%
271 VLO VALERO ENERGY CORP Energy 8,829.0 $2.2M 0.03% -61K -87.4% $247.08 -0.9%
272 BKNG BOOKING HOLDINGS INC Consumer Cyclical 505.0 $2.1M 0.03% -1K -69.3% $4210.32 -96.3%
273 JKHY HENRY JACK & ASSOC INC Technology 13,045.0 $2.1M 0.03% NEW $158.04 -15.2%
274 REGN REGENERON PHARMACEUTICALS Healthcare 2,657.0 $2.1M 0.03% -3K -55.6% $772.64 -7.7%
275 XEL XCEL ENERGY INC Utilities 25,651.0 $2.0M 0.03% -3K -8.9% $79.44 +0.7%
276 INGERSOLL RAND INC 25,409.0 $2.0M 0.03% NEW $80.12
277 CVNA CARVANA CO Consumer Cyclical 6,299.0 $2.0M 0.03% +3K +122.6% $314.38 -77.9%
278 PSA PUBLIC STORAGE OPER CO Real Estate 7,241.0 $2.0M 0.03% NEW $270.88 +11.9%
279 CG CARLYLE GROUP INC Financial Services 39,877.0 $1.9M 0.03% -48K -54.7% $48.39 -0.8%
280 HDB HDFC BANK LTD Financial Services 77,000.0 $1.9M 0.03% +17K +28.3% $24.88 -0.2%
Page 14 of 20  ·  388 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 38.7%
Healthcare 11.1%
Financial Services 11.1%
Industrials 10.2%
Consumer Cyclical 9.0%
Communication Services 8.1%
Basic Materials 3.6%
Real Estate 2.8%
Consumer Defensive 2.7%
Utilities 2.1%