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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 8 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BAC BANK OF AMER CORP Financial Services 244,714.0 $13.9M 0.14% +29K +13.5% $56.98 +9.4%
142 NEXTERA ENERGY CAP HLDGS INC 10,500,000.0 $13.9M 0.14% NEW $1.32
143 AMP AMERIPRISE FINL INC Financial Services 30,137.0 $13.8M 0.14% +5K +17.9% $458.76 +22.3%
144 MMM 3M CO Industrials 85,135.0 $13.8M 0.14% +2K +2.0% $161.91 +10.6%
145 AMT AMERICAN TOWER CORP Real Estate 84,252.0 $13.8M 0.14% +16K +23.9% $163.57 +9.1%
146 EXC EXELON CORP Utilities 294,170.0 $13.7M 0.14% +195K +197.9% $46.62 -4.9%
147 COHR COHERENT CORP Technology 34,562.0 $13.6M 0.14% NEW $394.47 -30.2%
148 BSX BOSTON SCIENTIFIC CORP Healthcare 317,075.0 $13.5M 0.14% -20K -6.0% $42.68 +14.8%
149 EBAY EBAY INC. Consumer Cyclical 118,366.0 $13.2M 0.13% -39K -24.9% $111.75 -4.2%
150 LIVE NATION ENTERTAINMENT IN 10,800,000.0 $13.1M 0.13% NEW $1.21
151 AEM AGNICO EAGLE MINES LTD Basic Materials 84,259.0 $13.1M 0.13% -9K -9.3% $155.13 +40.5%
152 HSY HERSHEY CO Consumer Defensive 71,197.0 $12.5M 0.12% +14K +23.4% $175.45 +8.3%
153 VLTO VERALTO CORP Industrials 140,810.0 $12.5M 0.12% +25K +21.7% $88.68 +12.1%
154 GEN GEN DIGITAL INC Technology 497,836.0 $12.4M 0.12% +93K +22.9% $24.89 +17.0%
155 SJM SMUCKER J M CO Consumer Defensive 109,577.0 $12.3M 0.12% +23K +25.9% $112.50 +11.9%
156 BMY BRISTOL-MYERS SQUIBB CO Healthcare 208,620.0 $12.0M 0.12% +38K +22.5% $57.62 +16.8%
157 MAR MARRIOTT INTL INC NEW Consumer Cyclical 32,406.0 $12.0M 0.12% +29K +738.9% $370.59 -2.8%
158 CW CURTISS WRIGHT CORP Industrials 15,796.0 $12.0M 0.12% NEW $757.76 -18.8%
159 EW EDWARDS LIFESCIENCES CORP Healthcare 131,104.0 $11.9M 0.12% +12K +10.3% $90.46 +0.0%
160 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 237,683.0 $11.9M 0.12% +30K +14.4% $49.86 +6.4%
Page 8 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%