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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 16 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BLOCK INC 25,014.0 $1.5M 0.02% +7K +39.0% $60.18
302 ONON ON HLDG AG Consumer Cyclical 44,031.0 $1.5M 0.02% -32K -41.9% $34.02 +8.3%
303 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 24,200.0 $1.5M 0.02% -79K -76.5% $61.35 -24.9%
304 HOOD ROBINHOOD MKTS INC Financial Services 21,158.0 $1.5M 0.02% -58K -73.2% $69.30 +16.5%
305 MIR MIRION TECHNOLOGIES INC Industrials 78,246.0 $1.5M 0.02% +41K +111.0% $18.59 +1.8%
306 CF CF INDUSTRIES HOLD Basic Materials 11,083.0 $1.4M 0.02% $129.84 -3.5%
307 ACGL ARCH CAP GROUP LTD Financial Services 14,874.0 $1.4M 0.02% $95.99 -2.1%
308 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 17,500.0 $1.4M 0.02% NEW $80.94 +7.2%
309 PCG PG&E CORP Utilities 80,600.0 $1.4M 0.02% +17K +26.0% $17.57 -4.3%
310 ABT ABBOTT LABORATORIES Healthcare 13,776.0 $1.4M 0.02% -1K -9.5% $102.67 -17.7%
311 SCHW SCHWAB CHARLES CORP Financial Services 14,769.0 $1.4M 0.02% -160K -91.6% $93.98 -4.8%
312 CINF CINCINNATI FINL CORP Financial Services 8,602.0 $1.4M 0.02% $157.35 +5.8%
313 UPS UNITED PARCEL SVCS INC Industrials 13,497.0 $1.3M 0.02% -2K -11.3% $98.38 +0.0%
314 VRSN VERISIGN INC Technology 5,323.0 $1.3M 0.02% $248.36 +18.0%
315 MP MP MATERIALS CORP Basic Materials 27,165.0 $1.3M 0.02% +541.0 +2.0% $48.26 +25.0%
316 EME EMCOR GROUP INC Industrials 1,767.0 $1.3M 0.02% $738.31 +26.0%
317 DIS DISNEY WALT CO Communication Services 13,338.0 $1.3M 0.02% $96.38 +9.4%
318 SYF SYNCHRONY FINANCIAL Financial Services 18,807.0 $1.3M 0.02% +4K +26.3% $68.02 +4.8%
319 RKT ROCKET COS INC Financial Services 89,380.0 $1.3M 0.02% NEW $14.25 +0.2%
320 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,863.0 $1.3M 0.02% -25K -86.5% $327.07 +8.1%
Page 16 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%