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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 17 of 23  ·  458 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 4,993.0 $401K 0.01% +5K +1394.9% $80.30 -3.2%
322 BMI BADGER METER INC Technology 2,300.0 $401K 0.01% -100.0 -4.2% $174.18 -34.4%
323 BNTX BIONTECH SE Healthcare 4,200.0 $400K 0.01% -485.0 -10.3% $95.15 -5.9%
324 TRP TC ENERGY CORP Energy 7,198.0 $397K 0.01% -900.0 -11.1% $55.14 +23.6%
325 OKE ONEOK INC NEW Energy 5,374.0 $395K 0.01% +517.0 +10.6% $73.50 +23.9%
326 SR SPIRE INC Utilities 4,763.0 $394K 0.01% -669.0 -12.3% $82.70 +4.1%
327 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 2,006.0 $388K 0.01% -2K -52.1% $193.43 +4.0%
328 CANADIAN PACIFIC KANSAS CITY 5,252.0 $387K 0.01% -149K -96.6% $73.72
329 BK BANK NEW YORK MELLON CORP Financial Services 3,331.0 $387K 0.01% $116.09 +16.3%
330 ACM AECOM Industrials 4,052.0 $386K 0.01% -500.0 -11.0% $95.28 -25.2%
331 ENTERGY CORP NEW 4,163.0 $385K 0.01% -607.0 -12.7% $92.43
332 ED CONSOLIDATED EDISON INC Utilities 3,873.0 $385K 0.01% -78.0 -2.0% $99.32 +7.9%
333 AWR AMER STATES WTR CO Utilities 5,288.0 $383K 0.01% +116.0 +2.2% $72.48 +4.5%
334 UNP UNION PAC CORP Industrials 1,643.0 $380K 0.01% -695.0 -29.7% $231.32 +16.4%
335 KMI KINDER MORGAN INC DEL Energy 13,776.0 $379K 0.01% +289.0 +2.1% $27.49 +21.5%
336 EXC EXELON CORP Utilities 8,568.0 $373K 0.01% -564.0 -6.2% $43.59 +1.9%
337 NJR NEW JERSEY RES CORP Utilities 8,086.0 $373K 0.01% -761.0 -8.6% $46.12 +25.3%
338 NSC NORFOLK SOUTHN CORP Industrials 1,289.0 $372K 0.01% $288.72 +10.0%
339 OGS ONE GAS INC Utilities 4,805.0 $371K 0.01% -713.0 -12.9% $77.25 +9.1%
340 PBA PEMBINA PIPELINE CORP Energy 9,585.0 $366K 0.01% -1K -9.4% $38.15 +27.4%
Page 17 of 23  ·  458 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 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%