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Portfolio (Quarterly) Guide ↗

Groupe la Francaise

· CIK 0002056088
13F Portfolio $7.4B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 773 New
Page 15 of 39  ·  773 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NEE NEXTERA ENERGY INC Utilities 19,633.0 $1.3M 0.02% NEW $66.51 +33.0%
282 HD PUT HOME DEPOT INC Consumer Cyclical 3,200.0 $1.3M 0.02% NEW $405.95 -27.4%
283 HBAN HUNTINGTON BANCSHARES INC Financial Services 75,189.0 $1.3M 0.02% NEW $17.28 -11.0%
284 PERFORMANT HEALTHCARE INC 162,000.0 $1.3M 0.02% NEW $7.73
285 SMH VANECK ETF TRUST 4,420.0 $1.2M 0.02% NEW $274.72 +98.4%
286 RUN SUNRUN INC Energy 70,007.0 $1.2M 0.02% NEW $17.30 -25.8%
287 GS PUT GOLDMAN SACHS GROUP INC Financial Services 1,500.0 $1.2M 0.02% NEW $796.35 +16.4%
288 MS PUT MORGAN STANLEY Financial Services 7,500.0 $1.2M 0.02% NEW $158.96 +19.5%
289 IYG ISHARES TR 15,000.0 $1.1M 0.02% NEW $76.48 +13.0%
290 WIDEOPENWEST INC 217,782.0 $1.1M 0.01% NEW $5.16
291 ESTC ELASTIC N V Technology 12,800.0 $1.1M 0.01% NEW $84.44 -35.3%
292 SOHO HOUSE & CO INC 120,309.0 $1.1M 0.01% NEW $8.85
293 CARR CARRIER GLOBAL CORPORATION Industrials 17,239.0 $1.0M 0.01% NEW $58.69 +7.0%
294 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 3,500.0 $988K 0.01% NEW $282.16 -20.7%
295 QBTS D-WAVE QUANTUM INC Technology 42,950.0 $926K 0.01% NEW $21.55 -13.4%
296 AZO PUT AUTOZONE INC Consumer Cyclical 200.0 $864K 0.01% NEW $4318.20 -22.9%
297 TOURMALINE BIO INC 17,998.0 $861K 0.01% NEW $47.83
298 CLOA BLACKROCK ETF TRUST II 19,400.0 $858K 0.01% NEW $44.25 +17.4%
299 DE PUT DEERE & CO Industrials 1,800.0 $823K 0.01% NEW $457.26 +21.9%
300 INTC INTEL CORP Technology 27,892.0 $819K 0.01% NEW $29.36 +266.8%
Page 15 of 39  ·  773 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 37.5%
Consumer Cyclical 15.4%
Financial Services 10.6%
Communication Services 10.4%
Healthcare 7.1%
Industrials 7.1%
Basic Materials 5.0%
Consumer Defensive 4.8%
Real Estate 1.1%
Utilities 0.7%