Credit Industriel Et Commercial Portfolio Stock Holdings

Credit Industriel Et Commercial disclosed 217 stock positions valued at approximately $923.2 million in its latest SEC 13F filing. The largest holdings include JANUS HENDERSON GROUP PLC, PG&E CORP, and PENUMBRA INC. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.

Report Period
June 30, 2026
No. of Stocks
217
Portfolio Value
$923.2M
Holdings by Sector
Credit Industriel Et Commercial Portfolio Holdings in Q2 2026

174 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
JANUS HENDERSON GROUP PLCJHGOther11.89%2,113,002+1,996,702+1716.85%$109,770,454
PG&E CORP69331C306Other3.26%725,000+100,000+16.00%$30,109,250
PENUMBRA INCPENHealthcare1.78%52,078+26,261+101.72%$16,443,629
RYANAIR HOLDINGS PLCRYAAYIndustrials1.70%243,500+143,659+143.89%$15,729,350
WARNER BROS DISCOVERY INCWBDCommunication Services1.67%577,251+260,000+81.95%$15,389,512
ALPHABET INCGOOGCommunication Services1.40%36,451-148,284-80.27%$12,879,232
KENVUE INCKVUEConsumer Defensive1.30%626,479+83,228+15.32%$11,972,014
FOX CORPFOXCommunication Services1.29%254,476+9,300+3.79%$11,919,656
WEBSTER FINL CORPWBSFinancial Services1.21%146,757+41,536+39.48%$11,215,170
UNDER ARMOUR INCUAAConsumer Cyclical1.09%1,567,618+31,214+2.03%$10,017,079
TOPBUILD CORBLDIndustrials1.03%26,950+26,950+100.00%$9,554,584
TECK RESOURCES LTDTECKBasic Materials1.01%157,200+52,000+49.43%$9,347,112
TXNM ENERGY INCTXNMUtilities0.99%160,279+5,626+3.64%$9,100,642
APOGEE THERAPEUTICS INCAPGEHealthcare0.91%63,424+63,424+100.00%$8,418,268
SILA REALTY TRUST INCSILAReal Estate0.90%275,000+275,000+100.00%$8,349,000
ORGANON & COOGNHealthcare0.86%584,944+584,944+100.00%$7,920,142
HEICO CORP NEWHEI-AIndustrials0.85%30,544--$7,877,603
TWO HARBORS INVENTMENT CORPOTWOReal Estate0.81%602,257+509,257+547.59%$7,474,009
BRIGHTHOUSE FINL INCBHFFinancial Services0.80%116,192-21,084-15.36%$7,354,954
U HAUL HOLDING COMPANYUHAL-BIndustrials0.79%125,898+21,200+20.25%$7,264,315
LIBERTY GLOBAL LTDLBTYKOther0.69%574,930--$6,324,230
CHART INDS INCGTLSIndustrials0.68%30,248-12,100-28.57%$6,320,017
CATALYST PHARMACEUTICALS INCCPRXHealthcare0.66%193,503+193,503+100.00%$6,081,799
AVANOS MED INCAVNSHealthcare0.64%235,940+235,940+100.00%$5,870,187
ROKU INCROKUCommunication Services0.63%42,140+42,140+100.00%$5,821,220
NATHANS FAMOUS INCNATHConsumer Cyclical0.60%54,814+12,000+28.03%$5,569,102
NUVALENT INCNUVLHealthcare0.58%43,670+43,670+100.00%$5,393,245
ISHARES INCEWZOther0.52%138,846+33,640+31.98%$4,790,187
BROOKFIELD INFRASTRUCTURE PAG16252101Other0.51%129,126-58,187-31.06%$4,711,808
ISHARES TRFXIOther0.49%144,115-67,994-32.06%$4,552,593
NEWS CORP NEWNWSACommunication Services0.48%179,085-16,241-8.31%$4,446,681
BROOKFIELD RENEWABLE ENERGYG16258108Other0.46%122,930-42,600-25.74%$4,269,359
GREEN DOT CORPGDOTFinancial Services0.45%310,000-35,000-10.14%$4,188,100
ELECTRONIC ARTS INCEACommunication Services0.43%19,385-26,400-57.66%$3,974,700
GRIFOLS S AGRFSHealthcare0.42%555,250+193,795+53.62%$3,915,460
TAYLOR MORRISON HOME CORPTMHCConsumer Cyclical0.42%53,500+53,500+100.00%$3,838,090
SELECT SECTOR SPDR TRXLEOther0.38%65,747+25,538+63.51%$3,491,823
CENTRAL GARDEN & PET COCENTAConsumer Defensive0.36%86,883+56,038+181.68%$3,368,454
ESPERION THERAPEUTICS INC NEESPRHealthcare0.36%1,044,420+1,044,420+100.00%$3,300,367
CLEAR CHANNEL OUTDOOR HLDGSCCOCommunication Services0.35%1,349,475+501,515+59.14%$3,265,730
LENNAR CORPLENConsumer Cyclical0.34%34,808+34,808+100.00%$3,149,776
KRANESHARES TRUSTKWEBOther0.34%126,689-2,118-1.64%$3,100,080
BROWN FORMAN CORPBF-BConsumer Defensive0.34%116,122+116,122+100.00%$3,094,651
TALKSPACE INCTALKHealthcare0.33%584,410+149,210+34.29%$3,038,932
OLAPLEX HLDGS INCOLPXConsumer Cyclical0.32%1,443,040+955,640+196.07%$2,958,232
GREIF INCGEFConsumer Cyclical0.31%38,762+38,762+100.00%$2,887,381
CROSS CTRY HEALTHCARE INCCCRNHealthcare0.31%216,700+216,700+100.00%$2,862,607
BLACKSTONE INCBXFinancial Services0.30%23,818+19,787+490.87%$2,802,664
LIBERTY MEDIA CORP DELFWONKCommunication Services0.30%29,350+11,450+63.97%$2,792,359
SELECT MED HLDGS CORPSEMHealthcare0.30%167,503--$2,765,475
QORVO INCQRVOTechnology0.30%29,631-25,214-45.97%$2,763,683
ZILLOW GROUP INCZCommunication Services0.30%86,873+86,873+100.00%$2,738,237
GLOBAL X FDSURAOther0.28%58,685+45,727+352.89%$2,564,535
APPLE INCAAPLTechnology0.27%8,714-12,344-58.62%$2,521,483
ELME COMMUNITIESELMEReal Estate0.26%1,625,516--$2,405,764
GLOBAL X FDSCOPXOther0.25%30,472+21,212+229.07%$2,345,430
OPEN LENDING CORPLPROFinancial Services0.24%720,000+720,000+100.00%$2,239,200
LIBERTY BROADBAND CORPLBRDACommunication Services0.24%66,372--$2,208,860
MGM RESORTS INTERNATIONALMGMConsumer Cyclical0.24%45,941+23,764+107.16%$2,196,439
MERCADOLIBRE INCMELIConsumer Cyclical0.23%1,275+339+36.22%$2,164,172
TRUBRIDGE INCTBRGHealthcare0.23%81,241+81,241+100.00%$2,129,327
SPDR SERIES TRUSTKREOther0.23%28,280-53,968-65.62%$2,116,758
MCCORMICK & CO INCMKCConsumer Defensive0.22%40,000+40,000+100.00%$2,016,800
VANECK ETF TRUSTSMHOther0.22%3,046-12,723-80.68%$1,997,841
ISHARES TRIWMOther0.22%6,618-34,724-83.99%$1,988,378
ISHARES TREFAOther0.21%18,606-24,237-56.57%$1,932,791
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare0.20%33,013-7,000-17.49%$1,889,004
NORFOLK SOUTHN CORPNSCIndustrials0.20%6,000+2,000+50.00%$1,887,540
SPDR SERIES TRUSTXBIOther0.20%11,590-24,043-67.47%$1,834,118
ABBOTT LABORATORIESABTHealthcare0.20%20,002-10,795-35.05%$1,814,981
SIRIUSXM HOLDINGS INCSIRIConsumer Discretionary0.19%60,385--$1,783,773
MICROSOFT CORPMSFTTechnology0.19%4,614+4,614+100.00%$1,721,114
VANECK ETF TRUSTGDXOther0.18%22,443+22,443+100.00%$1,693,324
ALCON AGALCOther0.18%24,758-18,820-43.19%$1,669,803
SELECT SECTOR SPDR TRXLUOther0.18%35,704-3,100-7.99%$1,618,819
SIMULATIONS PLUS INCSLPHealthcare0.17%84,800+84,800+100.00%$1,552,688
XOMA ROYALTY CORPORATIONXOMAHealthcare0.16%34,853+34,853+100.00%$1,481,253
SERITAGE GROWTH PPTYSSRGReal Estate0.16%561,648--$1,477,134
BILL HOLDINGS INCBILLTechnology0.16%40,000--$1,446,400
STELLANTIS N.VSTLAOther0.15%244,966+100,006+68.99%$1,390,547
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.14%7,510+7,153+2003.64%$1,338,582
UNIFIRST CORP MASSUNFIndustrials0.14%5,000+5,000+100.00%$1,322,300
BIRKENSTOCK HOLDING PLCBIRKOther0.14%30,000-27,000-47.37%$1,290,900
ARCOSA INCACAIndustrials0.14%8,750+8,750+100.00%$1,271,288
INTERNATIONAL MONEY EXPRESSIMXITechnology0.13%83,059-39,000-31.95%$1,200,203
ISHARES TREEMOther0.13%17,468-34,563-66.43%$1,194,986
GRAPHIC PACKAGING HLDG COGPKConsumer Cyclical0.13%110,000+110,000+100.00%$1,162,700
FERRARI N VRACEOther0.12%3,084-4,477-59.21%$1,139,737
ASTRONOVA INCALOTTechnology0.12%40,000+40,000+100.00%$1,138,800
UBER TECHNOLOGIES INCUBERTechnology0.12%15,428+13,153+578.15%$1,113,284
SELECT SECTOR SPDR TRXLKOther0.12%5,837-51,869-89.88%$1,112,065
EMERALD HOLDING INCEEXCommunication Services0.12%217,600+217,600+100.00%$1,096,704
METLIFE INCMETFinancial Services0.11%12,026-23,788-66.42%$1,017,520
SELECT SECTOR SPDR TRXLFOther0.10%17,256-95,779-84.73%$925,094
D R HORTON INCDHIConsumer Cyclical0.10%5,512+5,512+100.00%$897,795
DISTRIBUTION SOLUTIONS GRP IDSGRIndustrials0.10%32,650+800+2.51%$892,978
LITHIUM AMERS CORP NEWLACBasic Materials0.10%230,000--$885,500
ABBVIE INCABBVHealthcare0.10%3,509-4,366-55.44%$883,005
LENSAR INCLNSRHealthcare0.09%144,359--$824,290
PFIZER INCPFEHealthcare0.09%34,071+15,866+87.15%$820,430
Credit Industriel Et Commercial Options Holdings in Q2 2026

119 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SMHVanEck Semiconductor ETFPUT110,900$72,738,201
Q2 2026IWMiShares Russell 2000 ETFPUT175,000$52,578,750
Q2 2026XLESPDR Select Sector Fund - EnergPUT885,400$47,023,594
Q2 2026XLKSPDR Select Sector Fund - TechnPUT154,000$29,340,080
Q2 2026XBISPDR Series Trust SPDR S&P BioPUT179,600$28,421,700
Q2 2026KRESPDR S&P Regional Banking ETFPUT359,800$26,931,030
Q2 2026AAPLApple Inc.PUT75,600$21,875,616
Q2 2026SOXXiShares Semiconductor ETFPUT30,500$19,543,180
Q2 2026EWZiShares Inc iShares MSCI BrazilPUT545,000$18,802,500
Q2 2026EFAiShares MSCI EAFE ETFPUT130,000$13,504,400
Q2 2026FXIiShares China Large-Cap ETFPUT419,900$13,264,641
Q2 2026XOPSPDR S&P Oil & Gas Explor & ProPUT80,000$12,340,800
Q2 2026XLFSPDR Select Sector Fund - FinanPUT222,000$11,901,420
Q2 2026QQQInvesco QQQ Trust, Series 1PUT15,000$11,046,000
Q2 2026BXBlackstone Inc.PUT92,500$10,884,475
Q2 2026EEMiShares MSCI Emerging Index FunPUT150,000$10,261,500
Q2 2026RACEFerrariPUT25,000$9,239,110
Q2 2026XLUSPDR Select Sector Fund - UtiliPUT185,000$8,387,900
Q2 2026KLACKLA CorporationPUT25,000$7,542,750
Q2 2026TSLATesla, Inc.PUT17,500$7,360,500
Q2 2026COPXGlobal X Copper Miners ETFPUT90,000$6,927,300
Q2 2026GMGeneral Motors CompanyPUT86,400$6,659,712
Q2 2026XMESPDR S&P Metals & Mining ETFPUT60,000$6,415,800
Q2 2026MRNAModerna, Inc.PUT85,000$5,952,550
Q2 2026MELIMercadoLibre, Inc.PUT3,500$5,940,865
Q2 2026XLYSPDR Select Sector Fund - ConsuPUT50,000$5,864,000
Q2 2026URAGlobal X Uranium ETFPUT125,000$5,462,500
Q2 2026STLDSteel Dynamics, Inc.PUT22,500$5,162,850
Q2 2026CBChubb LimitedPUT14,700$5,008,878
Q2 2026CZRCaesars Entertainment, Inc.CALL161,200$4,865,016
Q2 2026KBWBInvesco KBW Bank ETFPUT50,000$4,649,000
Q2 2026UBSUBS GroupPUT93,400$4,621,838
Q2 2026FCXFreeport-McMoRan, Inc.PUT70,000$4,402,300
Q2 2026METMetLife, Inc.PUT51,500$4,357,415
Q2 2026KWEBKraneShares Trust KraneShares CPUT175,000$4,282,250
Q2 2026AXONAxon Enterprise, Inc.PUT7,500$4,204,575
Q2 2026GSGoldman Sachs Group, Inc. (The)PUT4,000$4,045,480
Q2 2026CRWDCrowdStrike Holdings, Inc.PUT20,000$3,815,700
Q2 2026ABBVAbbVie Inc.PUT15,000$3,774,600
Q2 2026UBERUber Technologies, Inc.PUT49,000$3,535,840
Q2 2026BACBank of America CorporationPUT61,500$3,504,270
Q2 2026PFEPfizer, Inc.PUT138,500$3,335,080
Q2 2026DHID.R. Horton, Inc.PUT20,000$3,257,600
Q2 2026TTTrane TechnologiesPUT6,600$3,241,656
Q2 2026AALAmerican Airlines Group, Inc.PUT175,000$3,162,250
Q2 2026FEZSPDR DJ Euro STOXX 50 EtfPUT45,000$3,090,600
Q2 2026XLREReal Estate Select Sector SPDR PUT70,000$3,082,100
Q2 2026USBU.S. BancorpPUT50,000$3,020,000
Q2 2026GDXVanEck Gold Miners ETFPUT40,000$3,018,000
Q2 2026LYBLyondellBasellPUT55,000$2,895,750
Q2 2026ORCLOracle CorporationPUT19,000$2,784,450
Q2 2026WFCWells Fargo & CompanyPUT30,000$2,479,200
Q2 2026MGMMGM Resorts InternationalPUT50,000$2,390,500
Q2 2026BKNGBooking Holdings Inc. Common StPUT12,500$2,228,000
Q2 2026MOSMosaic Company (The)PUT100,000$2,119,000
Q2 2026KKRKKR & Co. Inc.PUT22,500$2,065,050
Q2 2026IGViShares Expanded Tech-Software PUT22,500$2,038,500
Q2 2026SYYSysco CorporationPUT24,000$2,005,920
Q2 2026DEDeere & CompanyPUT2,900$1,839,557
Q2 2026RGTIRigetti Computing, Inc.PUT95,000$1,835,400
Q2 2026JNJJohnson & JohnsonPUT7,200$1,828,584
Q2 2026ABTAbbott LaboratoriesPUT20,000$1,814,800
Q2 2026JPMJP Morgan Chase & Co.PUT5,500$1,800,315
Q2 2026STLAStellantisCALL300,000$1,702,947
Q2 2026ALCAlconPUT25,000$1,686,124
Q2 2026XLISPDR Select Sector Fund - IndusPUT8,800$1,630,024
Q2 2026CCJCameco CorporationPUT15,000$1,527,900
Q2 2026NBISNebius GroupPUT5,000$1,380,850
Q2 2026RIOTRiot Platforms, Inc.PUT50,000$1,369,000
Q2 2026MSMorgan StanleyPUT6,300$1,316,952
Q2 2026CCitigroup, Inc.PUT9,200$1,287,632
Q2 2026CGThe Carlyle Group Inc.PUT30,000$1,263,300
Q2 2026HPEHewlett Packard Enterprise CompPUT27,000$1,217,970
Q2 2026TEMTempus AI, Inc.PUT20,000$1,158,600
Q2 2026BBYBest Buy Co., Inc.PUT15,000$1,138,200
Q2 2026SNPSSynopsys, Inc.PUT2,500$1,115,175
Q2 2026TMToyota Motor CorporationPUT6,500$1,094,730
Q2 2026MDTMedtronicPUT12,600$985,698
Q2 2026WENWendy's Company (The)CALL117,200$971,588
Q2 2026AXPAmerican Express CompanyPUT2,800$947,100
Q2 2026BMOBank Of MontrealPUT5,000$883,500
Q2 2026LITELumentum Holdings Inc.PUT1,000$858,060
Q2 2026DELLDell Technologies Inc.PUT1,700$733,482
Q2 2026RMBSRambus, Inc.PUT5,000$663,700
Q2 2026AZOAutoZone, Inc.PUT200$639,188
Q2 2026SHWSherwin-Williams Company (The)PUT1,800$619,776
Q2 2026CAHCardinal Health, Inc.PUT2,500$593,900
Q2 2026KBHKB HomePUT9,400$588,346
Q2 2026MSFTMicrosoft CorporationPUT1,500$559,530
Q2 2026KHCThe Kraft Heinz CompanyPUT23,000$543,260
Q2 2026WBDWarner Bros. Discovery, Inc. - CALL20,000$533,200
Q2 2026FDXFedEx CorporationPUT1,500$469,695
Q2 2026LOWLowe's Companies, Inc.PUT2,000$440,980
Q2 2026TJXTJX Companies, Inc. (The)PUT2,500$378,750
Q2 2026AVGOBroadcom Inc.PUT1,000$377,750
Q2 2026AXTIAXT IncPUT5,000$360,400
Q2 2026HALHalliburton CompanyPUT10,000$339,500
Q2 2026JCIJohnson Controls International PUT2,000$292,220
Q2 2026MDLZMondelez International, Inc.PUT5,000$289,200
Q2 2026MCDMcDonald's CorporationPUT1,000$270,310

Notional value represents the total exposure of the options position.