Arkolith/Funds/Ostrum Asset Management

Ostrum Asset Management

CIK 1767945
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Ostrum Asset Management holds a diversified book of 562 stocks worth $1.8B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Shopify Inc - Class A and trimmed Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2019 would be +87% (+8.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show OSTRUM ASSET MANAGEMENT's latest
holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
280
existing
Trimmed
265
reduced
Sold out
24
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+87.1%
+8.8%/yr · since Feb '19
Their reported book
+104.2%
held from quarter-end
S&P 500
+200.3%
same window
$9K$14K$20K$25K$31KFeb '19Aug '20Feb '22Aug '23Feb '25Jul '26
Ostrum Asset Management (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +104.2%, a 17.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Ostrum Asset Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
36%
Industrials
14%
Financials
14%
Health Care
10%
Consumer Discretionary
9%
Materials
5%
Consumer Staples
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

562 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
Common Stock
$112.7M646.4K
6.3%
+12%
Added · +71K sh
2Alphabet Inc
Common Stock
$73.7M256.4K
4.1%
−17%
Reduced · −51K sh
3Apple Inc
Common Stock
$73.2M288.5K
4.1%
+11%
Added · +29K sh
4Applied Matls Inc
Common Stock
$72.6M212.5K
4.1%
+12%
Added · +23K sh
5Eli Lilly & Co
Common Stock
$68.1M74.1K
3.8%
+8.9%
Added · +6K sh
6Amazon Com Inc
Common Stock
$55.2M264.9K
3.1%
−33%
Reduced · −129K sh
7Cummins Inc
Common Stock
$37.7M70.1K
2.1%
20×
Added · +67K sh
8JPMorgan Chase & Co
Common Stock
$37.2M126.4K
2.1%
−17%
Reduced · −27K sh
9Ge Aerospace
Common Stock
$37.0M130.3K
2.1%
+26%
Added · +27K sh
10Visa Inc
Common Stock
$36.4M120.5K
2.0%
+195%
Added · +80K sh
11Eaton Corp PLC
Common Stock
$35.3M98.7K
2.0%
+5.2%
Added · +5K sh
12Schwab Charles Corp
Common Stock
$33.5M356.5K
1.9%
12×
Added · +327K sh
13Shopify Inc
Common Stock
$30.3M255.7K
1.7%
New
New position
14Honeywell Intl Inc
Common Stock
$29.4M130.3K
1.7%
30×
Added · +126K sh
15Ross Stores Inc
Common Stock
$29.3M135.1K
1.6%
24×
Added · +129K sh
16Microsoft Corp
Common Stock
$28.6M77.2K
1.6%
−62%
Reduced · −123K sh
17Nucor Corp
Common Stock
$28.5M168.4K
1.6%
+28%
Added · +37K sh
18Illumina Inc
Common Stock
$28.4M230.3K
1.6%
164×
Added · +229K sh
19Vulcan Matls Co
Common Stock
$27.8M102.2K
1.6%
+0.6%
Added · +583 sh
20Meta Platforms Inc
Common Stock
$27.3M47.8K
1.5%
−40%
Reduced · −32K sh
21Berkshire Hathaway Inc Del
Common Stock
$27.0M56.3K
1.5%
−23%
Reduced · −17K sh
22Synopsys Inc
Common Stock
$26.3M66.2K
1.5%
+39%
Added · +19K sh
23Lincoln Elec Hldgs Inc
Common Stock
$26.0M104.2K
1.5%
17×
Added · +98K sh
24United Rentals Inc
Common Stock
$25.6M35.2K
1.4%
−30%
Reduced · −15K sh
25Ishares TR
Exchange Traded Fund
$23.9M520.0K
1.3%
Held
26Monolithic PWR Sys Inc
Common Stock
$22.7M20.8K
1.3%
−56%
Reduced · −26K sh
27Intercontinental Exchange In
Common Stock
$22.2M141.4K
1.2%
−23%
Reduced · −43K sh
28Johnson & Johnson
Common Stock
$13.5M55.3K
0.8%
−23%
Reduced · −16K sh
29Alphabet Inc
Common Stock
$12.9M45.1K
0.7%
−31%
Reduced · −20K sh
30Broadcom Inc
Common Stock
$12.9M41.7K
0.7%
−84%
Reduced · −214K sh
31Kosmos Energy Ltd
Common Stock
$11.1M4.01M
0.6%
Held
32McDonalds Corp
Common Stock
$9.7M31.1K
0.5%
+55%
Added · +11K sh
33Coca-Cola Europacific Partne
Common Stock
$8.5M93.6K
0.5%
−4.3%
Reduced · −4K sh
34Coca Cola Co
Common Stock
$8.4M110.7K
0.5%
−18%
Reduced · −25K sh
35Waste Mgmt Inc Del
Common Stock
$7.7M33.7K
0.4%
+17%
Added · +5K sh
36Cisco Sys Inc
Common Stock
$7.3M94.0K
0.4%
+26%
Added · +19K sh
37Procter & Gamble Co
Common Stock
$7.2M50.1K
0.4%
−20%
Reduced · −12K sh
38Cboe Global MKTS Inc
Common Stock
$7.0M25.0K
0.4%
−1.8%
Reduced · −470 sh
39Abbvie Inc
Common Stock
$6.5M30.0K
0.4%
+24%
Added · +6K sh
40Cencora Inc
Common Stock
$6.1M19.4K
0.3%
−10%
Reduced · −2K sh
41Tesla Inc
Common Stock
$6.0M16.1K
0.3%
−17%
Reduced · −3K sh
42Cme Group Inc
Common Stock
$6.0M20.3K
0.3%
−19%
Reduced · −5K sh
43Ametek Inc
Common Stock
$6.0M27.9K
0.3%
+33%
Added · +7K sh
44McKesson Corp
Common Stock
$5.9M6.9K
0.3%
−34%
Reduced · −3K sh
45Exelon Corp
Common Stock
$5.9M120.5K
0.3%
+93%
Added · +58K sh
46Exxon Mobil Corp
Common Stock
$5.9M34.5K
0.3%
+4.5%
Added · +1K sh
47Mondelez Intl Inc
Common Stock
$5.5M95.0K
0.3%
+58%
Added · +35K sh
48Hubbell Inc
Common Stock
$5.4M10.9K
0.3%
+23%
Added · +2K sh
49Medtronic PLC
Common Stock
$5.1M58.5K
0.3%
+71%
Added · +24K sh
50General Mills Inc
Common Stock
$5.0M135.2K
0.3%
+67%
Added · +54K sh
Showing 50 of 562 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026562$1.8B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026572$2.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025570$2.2B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025571$2.1B13F-HR
Q1 2025Mar 31, 2025May 14, 2025642$1.9B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025627$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024635$1.2B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024644$1.1B13F-HR
Q1 2024Mar 31, 2024May 13, 2024654$1.3B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024659$1.2B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023680$1.1B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023672$1.2B13F-HR
Q1 2023Mar 31, 2023May 12, 2023671$1.1B13F-HR
Q3 2020Sep 30, 2020Nov 12, 202056$155.0M13F-HR
Q2 2020Jun 30, 2020Aug 13, 202067$168.1M13F-HR
Q1 2020Mar 31, 2020May 14, 202064$145.1M13F-HR
Q4 2019Dec 31, 2019Feb 14, 202076$210.3M13F-HR
Q3 2019Sep 30, 2019Nov 13, 201977$199.8M13F-HR
Q2 2019Jun 30, 2019Aug 13, 2019144$360.9M13F-HR
Q1 2019Mar 31, 2019May 15, 2019142$305.2M13F-HR
Q4 2018Dec 31, 2018Feb 14, 2019154$254.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.