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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 18 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BUNGE GLOBAL SA 6,861.0 $873K 0.01% $127.20
342 APH AMPHENOL CORP Technology 6,880.0 $869K 0.01% -17K -71.8% $126.35 -1.1%
343 AON AON PLC Financial Services 2,655.0 $857K 0.01% -9K -76.5% $322.78 -1.7%
344 FERG FERGUSON ENTERPRISES INC Industrials 3,519.0 $821K 0.01% $233.26 -0.5%
345 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,485.0 $818K 0.01% -26K -85.4% $182.33 -4.8%
346 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,172.0 $815K 0.01% NEW $195.40 +1.7%
347 BIIB BIOGEN INC Healthcare 4,367.0 $801K 0.01% NEW $183.33 +5.2%
348 IAG IAMGOLD CORP Basic Materials 42,135.0 $793K 0.01% -16K -27.4% $18.82 -1.9%
349 ORLA ORLA MNG LTD NEW Basic Materials 48,881.0 $788K 0.01% +31K +175.3% $16.13 -8.3%
350 INFY INFOSYS LTD Technology 58,100.0 $785K 0.01% -47K -44.7% $13.51 -13.7%
351 FLS FLOWSERVE CORP Industrials 10,511.0 $773K 0.01% -239.0 -2.2% $73.51 -7.5%
352 RDDT REDDIT INC Communication Services 5,487.0 $739K 0.01% NEW $134.65 +16.1%
353 PNC PNC FINL SVCS GROUP INC Financial Services 3,371.0 $701K 0.01% $208.09 +2.6%
354 ERO ERO COPPER CORP Basic Materials 26,008.0 $694K 0.01% NEW $26.67 +12.2%
355 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,442.0 $690K 0.01% $282.37 +28.0%
356 DAL DELTA AIR LINES INC Industrials 10,286.0 $684K 0.01% $66.48 +7.6%
357 AER AERCAP HOLDINGS NV Industrials 4,957.0 $680K 0.01% -110.0 -2.2% $137.18 +1.9%
358 DG DOLLAR GEN CORP Consumer Defensive 5,616.0 $667K 0.01% NEW $118.73 -11.5%
359 GRMN GARMIN LTD Technology 2,811.0 $652K 0.01% -1K -28.2% $232.01 +1.0%
360 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,820.0 $651K 0.01% NEW $230.89 -5.9%
Page 18 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%