GROUPAMA ASSET MANAGMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CARR | 15K | $1.10M |
 | COST | 15K | $14.64M |
 | YUM | 15K | $2.19M |
 | HEI | 15K | $4.76M |
 | AKAM | 15K | $1.16M |
 | NWSA | 15K | $426.74K |
 | MA | 14K | $7.88M |
 | ALL | 14K | $2.79M |
 | AMGN | 14K | $3.81M |
 | HUBB | 13K | $5.36M |
 | INSM | 13K | $1.31M |
 | ATO | 13K | $2.00M |
 | AVB | 13K | $2.64M |
 | APH | 13K | $1.25M |
 | CAH | 13K | $2.13M |
 | MPC | 12K | $2.04M |
 | VMC | 12K | $3.14M |
 | LW | 12K | $638.13K |
 | ILMN | 12K | $1.13M |
 | FER | 12K | $540.38K |
Carrier Global Corporation
CARR
Shares Held
15K
Value
$1.10M
Costco Wholesale Corporation
COST
Shares Held
15K
Value
$14.64M
Yum! Brands, Inc.
YUM
Shares Held
15K
Value
$2.19M
HEICO Corporation
HEI
Shares Held
15K
Value
$4.76M
Akamai Technologies, Inc.
AKAM
Shares Held
15K
Value
$1.16M
News Corporation
NWSA
Shares Held
15K
Value
$426.74K
Mastercard Incorporated
MA
Shares Held
14K
Value
$7.88M
The Allstate Corporation
ALL
Shares Held
14K
Value
$2.79M
Amgen Inc.
AMGN
Shares Held
14K
Value
$3.81M
Hubbell Incorporated
HUBB
Shares Held
13K
Value
$5.36M
Insmed Incorporated
INSM
Shares Held
13K
Value
$1.31M
Atmos Energy Corporation
ATO
Shares Held
13K
Value
$2.00M
AvalonBay Communities, Inc.
AVB
Shares Held
13K
Value
$2.64M
Amphenol Corporation
APH
Shares Held
13K
Value
$1.25M
Cardinal Health, Inc.
CAH
Shares Held
13K
Value
$2.13M
Marathon Petroleum Corporation
MPC
Shares Held
12K
Value
$2.04M
Vulcan Materials Company
VMC
Shares Held
12K
Value
$3.14M
Lamb Weston Holdings, Inc.
LW
Shares Held
12K
Value
$638.13K
Illumina, Inc.
ILMN
Shares Held
12K
Value
$1.13M
Ferrovial SE
FER
Shares Held
12K
Value
$540.38K