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Portfolio (Quarterly) Guide ↗

LBP AM SA

· CIK 0001970075
13F Portfolio $10.0B AUM 514 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 67 New 214 Added 112 Reduced 32 Exited
Page 22 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ZM ZOOM COMMUNICATIONS INC Technology 2,489.0 $215K 0.00% -50K -95.3% $86.31 +24.5%
422 BDX BECTON DICKINSON & CO Healthcare 1,405.0 $213K 0.00% NEW $151.33 +26.9%
423 AMERICAS GOLD AND SILVER COR 27,203.0 $128K 0.00% NEW $4.72
Page 22 of 22  ·  423 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 45.2%
Healthcare 9.8%
Industrials 9.5%
Financial Services 9.5%
Consumer Cyclical 9.0%
Communication Services 6.9%
Basic Materials 3.0%
Consumer Defensive 2.4%
Utilities 2.2%
Real Estate 1.9%