GROUPAMA ASSET MANAGMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRI | 24K | $5.19M |
 | EL | 24K | $1.92M |
 | VFC | 24K | $279.42K |
 | MDB | 23K | $4.92M |
 | KEY | 23K | $400.85K |
 | MKC | 23K | $1.74M |
 | DAL | 22K | $1.09M |
 | HOLX | 22K | $1.43M |
 | PM | 22K | $3.96M |
 | HD | 22K | $8.03M |
 | BSY | 21K | $1.12M |
 | PSX | 21K | $2.50M |
 | CNI | 20K | $2.89M |
 | BBY | 20K | $1.38M |
 | CEG | 20K | $6.45M |
 | HIG | 20K | $2.49M |
 | VLTO | 20K | $2.02M |
 | COO | 20K | $1.42M |
 | AMAT | 20K | $3.64M |
 | MNST | 20K | $1.21M |
Darden Restaurants, Inc.
DRI
Shares Held
24K
Value
$5.19M
The Estée Lauder Companies Inc.
EL
Shares Held
24K
Value
$1.92M
V.F. Corporation
VFC
Shares Held
24K
Value
$279.42K
MongoDB, Inc.
MDB
Shares Held
23K
Value
$4.92M
KeyCorp
KEY
Shares Held
23K
Value
$400.85K
McCormick & Company, Incorporated
MKC
Shares Held
23K
Value
$1.74M
Delta Air Lines, Inc.
DAL
Shares Held
22K
Value
$1.09M
Hologic, Inc.
HOLX
Shares Held
22K
Value
$1.43M
Philip Morris International Inc.
PM
Shares Held
22K
Value
$3.96M
The Home Depot, Inc.
HD
Shares Held
22K
Value
$8.03M
Bentley Systems, Incorporated
BSY
Shares Held
21K
Value
$1.12M
Phillips 66
PSX
Shares Held
21K
Value
$2.50M
Canadian National Railway Company
CNI
Shares Held
20K
Value
$2.89M
Best Buy Co., Inc.
BBY
Shares Held
20K
Value
$1.38M
Constellation Energy Corporation
CEG
Shares Held
20K
Value
$6.45M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
20K
Value
$2.49M
Veralto Corporation
VLTO
Shares Held
20K
Value
$2.02M
The Cooper Companies, Inc.
COO
Shares Held
20K
Value
$1.42M
Applied Materials, Inc.
AMAT
Shares Held
20K
Value
$3.64M
Monster Beverage Corporation
MNST
Shares Held
20K
Value
$1.21M