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Portfolio (Quarterly) Guide ↗

Groupe la Francaise

· CIK 0002056088
13F Portfolio $7.1B AUM 536 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 141 Added 176 Reduced 363 Exited
Page 6 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 MDLZ MONDELEZ INTL INC Consumer Defensive 1,746 $93K 0.00% SOLD
102 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 7,730 $93K 0.00% SOLD
103 MED MEDIFAST INC Consumer Cyclical 7,580 $89K 0.00% SOLD
104 BHP BHP GROUP LTD Basic Materials 1,793 $86K 0.00% SOLD
105 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,140 $85K 0.00% SOLD
106 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 650 $81K 0.00% SOLD
107 QUAL ISHARES TR 490 $81K 0.00% SOLD
108 CIBR FIRST TR EXCHANGE TRADED FD 1,200 $78K 0.00% SOLD
109 MARA MARA HOLDINGS INC Financial Services 4,737 $75K 0.00% SOLD
110 GIS GENERAL MLS INC Consumer Defensive 1,740 $74K 0.00% SOLD
111 SBSW SIBANYE STILLWATER LTD Basic Materials 7,500 $72K 0.00% SOLD
112 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 2,870 $71K 0.00% SOLD
113 HACK AMPLIFY ETF TR 870 $64K 0.00% SOLD
114 BDX BECTON DICKINSON & CO Healthcare 334 $62K 0.00% SOLD
115 CHEER HLDG INC 88,035 $60K 0.00% SOLD
116 SPYD SPDR SERIES TRUST 1,495 $56K 0.00% SOLD
117 PDD PDD HOLDINGS INC Consumer Cyclical 500 $56K 0.00% SOLD
118 LWAY LIFEWAY FOODS INC Consumer Defensive 1,906 $53K 0.00% SOLD
119 TOT ADVISOR MANAGED PORTFOLIOS 1,000 $53K 0.00% SOLD
120 XLF SELECT SECTOR SPDR TR 1,135 $52K 0.00% SOLD
Page 6 of 19  ·  363 positions
Sector Allocation
Technology 35.7%
Consumer Cyclical 13.9%
Financial Services 13.2%
Communication Services 10.5%
Healthcare 8.2%
Industrials 6.9%
Basic Materials 5.4%
Consumer Defensive 3.6%
Real Estate 1.2%
Utilities 1.1%