LBP AM SA
Top Portfolio Positions
385 positions ·
$7,205,027,198 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,748,629 | $479,360,897 | 6.65% | |
| MSFT |
Microsoft Corp
Technology
|
1,233,032 | $456,431,454 | 6.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,882,675 | $392,104,721 | 5.44% | |
| AAPL |
Apple Inc.
Technology
|
1,284,226 | $325,923,716 | 4.52% | |
| V |
Visa Inc.
Financial Services
|
779,193 | $235,503,291 | 3.27% | |
| AVGO |
Broadcom Inc.
Technology
|
611,963 | $189,408,667 | 2.63% | |
| LLY |
ELI LILLY & Co
Healthcare
|
186,999 | $171,996,069 | 2.39% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
503,027 | $169,997,974 | 2.36% | |
| MA |
Mastercard Inc
Financial Services
|
333,723 | $166,748,033 | 2.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
524,022 | $150,687,766 | 2.09% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SJM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,393,655 | 87,035 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,644,750 | 98,607 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,552,437 | 14,295 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,427,435 | 14,536 | Shares | Sole | 2025-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||