FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.800.13%
RUT2,788.130.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001034549

PARADIGM ASSET MANAGEMENT CO LLC

NEW YORK, NY · File #028-06194

Latest AUM
$433.1M
Positions
503
Top-10 Concentration
35.4%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCETESCO PLC00BLGZ986-747,600-$4.4M-$43,158
EXITEDRHEINMETALL AG005334588-1,500-$3.5M$0
REDUCEDEUTSCHE TELEKOM AG-REGDTEGF-98,000-$3.2M-$289,955
NEWCAIXABANK SACIXPF+180,100+$2.2M$0
REDUCEINPEX CORP.00B10RB15-110,000-$2.2M+$215,735
NEWBANCO SANTANDER SA005705946+177,100+$2.1M$0
EXITEDFUJITSU LTD006356945-85,000-$2.0M$0
EXITEDSUZUKI MOTOR CORP006865504-137,000-$2.0M$0
ADDBP PLCBPPFF+333,300+$1.9M+$1,414
NEWLEGRAND SA00B11ZRK9+12,800+$1.9M$0

Sector Allocation

Technology
12.3%$53.3M
Healthcare
6.2%$26.8M
Industrials
5.7%$24.7M
Financials
3.5%$15.3M
Energy
2.0%$8.8M
Real Estate
1.1%$4.7M
Materials
0.7%$2.9M
Utilities
0.7%$2.8M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ALPHABET INC. CL AGOOG32,110$10.1M6.06%
2JPMORGAN CHASE & COVYLD29,391$9.5M5.71%
3NVIDIA CORPNVDA37,370$7.0M4.20%
4APPLE INC.AAPL20,146$5.5M3.30%
5WELLS FARGO & CO94974610152,352$4.9M2.94%
6ORACLE SYSTEMSORCL-PD24,550$4.8M2.89%
7MICROSOFT CORP.MSFT9,750$4.7M2.84%
8SAMSUNG ELECTRONICS CO LTD00677172055,000$4.6M2.76%
9ASML HOLDING NVASMLF3,668$4.0M2.39%
10BANK OF AMERICA06050510469,925$3.8M2.32%
11GOLDMAN SACHS GROUPGSCE4,302$3.8M2.28%
12ASTRAZENECA PLCAZN20,300$3.8M2.27%
13ABBVIE INC.ABBV16,400$3.7M2.26%
14BROADCOM INC.AVGO10,700$3.7M2.23%
15MORGAN STANLEYMS-PQ19,500$3.5M2.09%
16ROCHE HOLDING AG-GENUSSCHEIN0071103888,108$3.4M2.03%
17QUALCOMM INC.QCOM18,900$3.2M1.95%
18LAM RESEARCH CORPLRCX18,300$3.1M1.89%
19SAP AG - SPONSORED ADRSAPGF12,700$3.1M1.86%
20MERCK & CO. INC.MRK28,388$3.0M1.80%