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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 7 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FITB FIFTH THIRD BANCORP Financial Services 269,699.0 $12.5M 0.17% +27K +11.1% $46.46 +2.7%
122 TROW PRICE T ROWE GROUP INC Financial Services 138,751.0 $12.5M 0.17% -18K -11.6% $90.14 +13.6%
123 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 340,112.0 $12.5M 0.17% -57K -14.2% $36.75 +12.6%
124 MDB MONGODB INC Technology 50,101.0 $12.3M 0.17% -60K -54.4% $244.77 +23.8%
125 RSG REPUBLIC SVCS INC Industrials 55,926.0 $12.2M 0.17% -8K -13.1% $219.02 -4.7%
126 MMM 3M CO Industrials 83,468.0 $12.1M 0.17% +27K +48.5% $145.23 -0.1%
127 HSY HERSHEY CO Consumer Defensive 57,674.0 $12.0M 0.16% -3K -5.4% $207.89 -8.5%
128 TMUS T-MOBILE US INC Communication Services 56,921.0 $12.0M 0.16% -28K -33.2% $210.03 -10.4%
129 MCHP MICROCHIP TECHNOLOGY INC. Technology 183,225.0 $11.8M 0.16% NEW $64.61 +50.2%
130 SHOP SHOPIFY INC Technology 99,711.0 $11.8M 0.16% $118.62 -17.9%
131 INCY INCYTE CORP Healthcare 124,999.0 $11.8M 0.16% -106K -46.0% $94.12 +3.7%
132 AMT AMERICAN TOWER CORP Real Estate 68,003.0 $11.7M 0.16% -36K -34.9% $172.58 -1.1%
133 ADBE ADOBE INC Technology 48,218.0 $11.7M 0.16% -95K -66.4% $243.08 +1.9%
134 HIG HARTFORD INSURANCE GROUP INC Financial Services 85,858.0 $11.6M 0.16% -11K -11.3% $135.23 -0.7%
135 ADSK AUTODESK INC Technology 47,690.0 $11.4M 0.16% -11K -18.7% $239.40 -1.2%
136 AMP AMERIPRISE FINL INC Financial Services 25,569.0 $11.4M 0.15% +23K +838.0% $444.40 +5.8%
137 LPLA LPL FINL HLDGS INC Financial Services 37,605.0 $11.3M 0.15% +3K +9.7% $300.83 -0.9%
138 MRSH MARSH & MCLENNAN COS INC Financial Services 64,771.0 $11.2M 0.15% +36K +124.6% $173.45 -7.7%
139 ABNB AIRBNB INC Consumer Cyclical 88,417.0 $11.2M 0.15% -26K -22.5% $126.28 +5.2%
140 MCO MOODYS CORP Financial Services 25,393.0 $11.1M 0.15% -13K -34.5% $436.25 -0.8%
Page 7 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%