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PARADIGM ASSET MANAGEMENT CO LLC

Q2 2026 13F filing

Updated 35 days ago

419 disclosed positions worth $468.1M

Portfolio value
$468.1M
Total holdings
419
New positions
71
Closed positions
76
Increased
123
Decreased
71
Turnover
35.1%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET INC. CL A

-2.8%
Value
$11.2M
Shares
31.2K
% Port
2.38%
M
2.MU

MICRON TECHNOLOGY

+877.8%
Value
$10.2M
Shares
8.8K
% Port
2.17%
A

ASML HOLDING NV

Unchanged
Value
$7.2M
Shares
3.7K
% Port
1.54%
X
4.XOM

EXXON MOBIL CORP.

+172.8%
Value
$7M
Shares
51.1K
% Port
1.49%
L

LAM RESEARCH CORP

-12.6%
Value
$6.9M
Shares
16.0K
% Port
1.48%
C

CISCO SYSTEMS

+60.3%
Value
$6.6M
Shares
56.6K
% Port
1.42%
J

JPMORGAN CHASE & CO

-31.4%
Value
$6.6M
Shares
20.1K
% Port
1.41%
?
8.N/A

SAMSUNG ELECTRONICS CO LT

-47.3%
Value
$6.3M
Shares
29.0K
% Port
1.34%
M

MICROSOFT CORP.

+64.6%
Value
$6M
Shares
16.1K
% Port
1.28%
A
10.AMAT

APPLIED MATLS INC.

+81.9%
Value
$5.5M
Shares
7.6K
% Port
1.17%
N
11.NVDA

NVIDIA CORP

-26.7%
Value
$5.5M
Shares
27.4K
% Port
1.17%
A
12.AMZN

AMAZON COM

+94.2%
Value
$5.2M
Shares
21.9K
% Port
1.11%
G

GOLDMAN SACHS GROUP

+16.3%
Value
$5.1M
Shares
5.0K
% Port
1.08%
A
14.AAPL

APPLE INC.

-13.4%
Value
$5M
Shares
17.4K
% Port
1.08%
B

BANK OF AMERICA

+18.2%
Value
$4.7M
Shares
82.7K
% Port
1.01%
C
16.C-PR

CITIGROUP INC.

+57.1%
Value
$4.3M
Shares
30.8K
% Port
0.92%
Q
17.QCOM

QUALCOMM INC.

+14.8%
Value
$4M
Shares
21.7K
% Port
0.86%
R
18.RTX

RAYTHEON TECHNOLOGIES COR

+37.7%
Value
$3.9M
Shares
20.6K
% Port
0.83%
F
19.FCX

FRPT MCMORAN CPR

+396.8%
Value
$3.9M
Shares
62.1K
% Port
0.83%
A
20.AZN

ASTRAZENECA PLC

Unchanged
Value
$3.8M
Shares
20.3K
% Port
0.81%
J
21.JNJ

JOHNSON & JOHNSON

+1046.2%
Value
$3.8M
Shares
14.9K
% Port
0.81%
C
22.CVX

CHEVRON CORP

+108.9%
Value
$3.8M
Shares
22.8K
% Port
0.81%
A
23.AVGO

BROADCOM INC.

-6.5%
Value
$3.8M
Shares
10.0K
% Port
0.81%
V
24.VLO

VALERO ENERGY NEW

Value
$3.6M
Shares
13.7K
% Port
0.76%
?
25.N/A

NOVARTIS AG-REG

Unchanged
Value
$3.4M
Shares
21.5K
% Port
0.72%
?
26.N/A

ROCHE HOLDING AG

Unchanged
Value
$3.3M
Shares
8.1K
% Port
0.71%
?
27.N/A

ABB LTD-REG

Unchanged
Value
$3.3M
Shares
30.8K
% Port
0.71%
?
28.N/A

UNICREDIT SPA

Unchanged
Value
$3.2M
Shares
35.3K
% Port
0.67%
?
29.N/A

RENESAS ELECTRONICS CORP

Unchanged
Value
$3M
Shares
102.0K
% Port
0.64%
S

SAP AG - SPONSORED ADR

+56.5%
Value
$3M
Shares
19.4K
% Port
0.64%
G
31.GM

GENERAL MTRS CO

+1318.5%
Value
$3M
Shares
38.3K
% Port
0.63%
T
32.TXN

TEXAS INSTRS INC.

+18.1%
Value
$2.9M
Shares
9.8K
% Port
0.62%
C
33.CAT

CATERPILLAR TRACTOR

-30.8%
Value
$2.9M
Shares
2.7K
% Port
0.61%
W
34.WDC

WESTERN DIGITAL CORP

Value
$2.9M
Shares
4.5K
% Port
0.61%
B

BHP GROUP LTD

Unchanged
Value
$2.7M
Shares
66.1K
% Port
0.58%
B

BANK OF NEW YORK MELLON C

+6.9%
Value
$2.7M
Shares
18.7K
% Port
0.58%
?
37.N/A

ROLLS ROYCE HOLDINGS PLC

Unchanged
Value
$2.7M
Shares
139.9K
% Port
0.57%
U
38.URI

UNITED RENTALS

Unchanged
Value
$2.6M
Shares
2.3K
% Port
0.55%
?
39.N/A

CAIXABANK SA

Unchanged
Value
$2.6M
Shares
180.1K
% Port
0.54%
O

ORIX - SPON ADR

Unchanged
Value
$2.5M
Shares
66.4K
% Port
0.54%
?
41.N/A

BANCO SANTANDER SA

Unchanged
Value
$2.4M
Shares
177.1K
% Port
0.52%
?
42.N/A

SUMITOMO MITSUI FINCL GP

Unchanged
Value
$2.4M
Shares
61.8K
% Port
0.52%
F
43.FDX

FEDEX CORPORATION

+26.7%
Value
$2.4M
Shares
7.6K
% Port
0.51%
M
44.META

META PLATFORMS INC CL A

+738.5%
Value
$2.4M
Shares
4.2K
% Port
0.51%
P
45.PG

PROCTOR & GAMBLE

+520.9%
Value
$2.4M
Shares
16.1K
% Port
0.50%
?
46.N/A

DBS GROUP HOLDINGS LTD

Unchanged
Value
$2.3M
Shares
46.3K
% Port
0.50%
F

FUJIKURA LTD

Unchanged
Value
$2.3M
Shares
60.0K
% Port
0.49%
?
48.N/A

DEUTSCHE TELEKOM AG-REG

+0.2%
Value
$2.3M
Shares
83.2K
% Port
0.48%
G
49.GEV

GE VERNOVA INC.

+218.1%
Value
$2.2M
Shares
1.9K
% Port
0.48%
?
50.N/A

BNP PARIBAS

Unchanged
Value
$2.2M
Shares
18.9K
% Port
0.47%