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Portfolio (Quarterly) Guide ↗

AG2R LA MONDIALE GESTION D'ACTIFS

· CIK 0002047606
13F Portfolio $2.8B AUM 343 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 342 New
Page 14 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DOV DOVER CORP Industrials 8,452.0 $1.9M 0.07% NEW $224.28 -8.8%
262 XYL XYLEM INC Industrials 15,999.0 $1.9M 0.07% NEW $118.21 -4.1%
263 HIG HARTFORD INSURANCE GROUP INC Financial Services 14,250.0 $1.9M 0.07% NEW $132.52 +5.5%
264 KMB KIMBERLY-CLARK CORP Consumer Defensive 17,195.0 $1.9M 0.07% NEW $109.77 +0.5%
265 KVUE KENVUE INC Consumer Defensive 98,543.0 $1.9M 0.07% NEW $19.11 +0.5%
266 ADSK AUTODESK INC Technology 9,682.0 $1.9M 0.07% NEW $194.42 +31.0%
267 PAYX PAYCHEX INC Industrials 19,136.0 $1.9M 0.07% NEW $98.33 +27.0%
268 HBAN HUNTINGTON BANCSHARES INC Financial Services 106,122.0 $1.9M 0.07% NEW $17.73 -3.9%
269 PPG PPG INDUSTRIES INC Basic Materials 15,437.0 $1.9M 0.07% NEW $121.29 -5.7%
270 HUBB HUBBELL INC Industrials 3,577.0 $1.9M 0.07% NEW $523.20 -9.7%
271 HEI HEICO CORP Industrials 5,247.0 $1.9M 0.07% NEW $356.19 -2.7%
272 NDAQ NASDAQ INC Financial Services 23,659.0 $1.9M 0.07% NEW $78.82 +26.2%
273 MTB M & T BANK CORP Financial Services 7,806.0 $1.9M 0.07% NEW $238.01 +1.5%
274 MTD METTLER-TOLEDO INTERNATIONAL Healthcare 1,453.0 $1.9M 0.07% NEW $1277.51 +9.5%
275 AWK AMERICAN WATER WORKS CO INC Utilities 14,065.0 $1.9M 0.07% NEW $131.58 +4.5%
276 A AGILENT TECHNOLOGIES INC Healthcare 13,874.0 $1.8M 0.07% NEW $132.83 +16.8%
277 WAT WATERS CORP Healthcare 4,870.0 $1.8M 0.07% NEW $375.04 +10.5%
278 CW CURTISS-WRIGHT CORP Industrials 2,404.0 $1.8M 0.07% NEW $757.76 -18.3%
279 MLM MARTIN MARIETTA MATERIALS Basic Materials 3,156.0 $1.8M 0.07% NEW $576.70 -7.7%
280 OTIS OTIS WORLDWIDE CORP Industrials 25,262.0 $1.8M 0.07% NEW $71.60 +1.0%
Page 14 of 18  ·  342 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 40.3%
Financial Services 10.7%
Consumer Cyclical 10.2%
Healthcare 9.7%
Industrials 8.9%
Communication Services 8.0%
Consumer Defensive 3.8%
Energy 3.0%
Utilities 2.1%
Real Estate 1.9%