Arkolith/Funds/Ostrum Asset Management

Ostrum Asset Management

CIK 1767945
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Ostrum Asset Management holds a diversified book of 549 reported positions worth $2.1B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Carnival Corp Ltd and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 6% of the reported non-option book.

Opened
15
bought for the first time
+12 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
234
already held, bought more
+231 more · largest first

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
37%
Top 20 holdings
54%

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

Where the money is, by sector

100% mapped to company sectors

Information Technology
39%
Industrials
16%
Financials
12%
Health Care
10%
Consumer Discretionary
8%
Materials
5%
Utilities
3%
Consumer Staples
2%

+4 sectors below the cut, 4% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Ostrum Asset Management

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC8 / 80$238.7M
Uhlmann Price Securities, LLC47 / 80$2.5B
Draper Asset Management, LLC9 / 80$174.6M
H&H International Investment, LLC8 / 80$16.3B
Hoey Investments, Inc57 / 80$645.8M
Howard Hughes Medical Institute16 / 80$366.9M
Alcosta Capital Management, Inc.15 / 80$120.5M
Independent Investors Inc24 / 80$417.1M

Ranked by the share of each fund's own book sitting in the names it shares with Ostrum Asset Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

549 positions
#SecurityValueShares% PortLast moveHistory
1Applied Matls Inc
Common Stock
$132.5M183.3K
6.4%
−14%
Reduced · −29K sh
2Nvidia Corporation
Common Stock
$129.7M648.3K
6.3%
+0.3%
Added · +2K sh
3Alphabet Inc
Common Stock
$90.7M253.7K
4.4%
−1.1%
Reduced · −3K sh
4Eli Lilly & Co
Common Stock
$86.8M72.4K
4.2%
−2.3%
Reduced · −2K sh
5Apple Inc
Common Stock
$86.3M298.1K
4.2%
+3.3%
Added · +10K sh
6Amazon Com Inc
Common Stock
$63.9M268.1K
3.1%
+1.2%
Added · +3K sh
7Cummins Inc
Common Stock
$49.5M69.5K
2.4%
−0.9%
Reduced · −653 sh
8Ge Aerospace
Common Stock
$45.2M121.0K
2.2%
−7.2%
Reduced · −9K sh
9Eaton Corp PLC
Common Stock
$43.0M100.9K
2.1%
+2.2%
Added · +2K sh
10JPMorgan Chase & Co
Common Stock
$41.5M126.8K
2.0%
+0.3%
Added · +361 sh
11Visa Inc
Common Stock
$41.4M120.5K
2.0%
~0%
Added · +47 sh
12United Rentals Inc
Common Stock
$38.7M34.2K
1.9%
−2.9%
Reduced · −1K sh
13Monolithic PWR Sys Inc
Common Stock
$38.6M27.9K
1.9%
+35%
Added · +7K sh
14Nucor Corp
Common Stock
$37.5M168.4K
1.8%
~0%
Reduced · −6 sh
15Schwab Charles Corp
Common Stock
$34.4M372.3K
1.7%
+4.4%
Added · +16K sh
16Exelon Corp
Common Stock
$31.5M676.4K
1.5%
+461%
Added · +556K sh
17Parker-Hannifin Corp
Common Stock
$31.4M32.1K
1.5%
16×
Added · +30K sh
18Vulcan Matls Co
Common Stock
$30.6M103.9K
1.5%
+1.6%
Added · +2K sh
19Microsoft Corp
Common Stock
$30.4M81.4K
1.5%
+5.5%
Added · +4K sh
20Ross Stores Inc
Common Stock
$29.7M139.6K
1.4%
+3.3%
Added · +5K sh
21Illumina Inc
Common Stock
$29.6M168.6K
1.4%
−27%
Reduced · −62K sh
22Synopsys Inc
Common Stock
$28.5M63.8K
1.4%
−3.7%
Reduced · −2K sh
23Meta Platforms Inc
Common Stock
$27.7M49.1K
1.3%
+2.8%
Added · +1K sh
24Berkshire Hathaway Inc Del
Common Stock
$27.7M55.3K
1.3%
−1.8%
Reduced · −1K sh
25Shopify Inc
Common Stock
$24.6M215.7K
1.2%
−16%
Reduced · −40K sh
26Qnity Electronics Inc
Common Stock
$24.1M147.3K
1.2%
83×
Added · +146K sh
27Broadcom Inc
Common Stock
$16.3M43.1K
0.8%
+3.2%
Added · +1K sh
28Alphabet Inc
Common Stock
$15.4M43.7K
0.7%
−3.2%
Reduced · −1K sh
29Johnson & Johnson
Common Stock
$14.2M55.7K
0.7%
+0.8%
Added · +475 sh
30Tesla Inc
Common Stock
$10.5M25.1K
0.5%
+56%
Added · +9K sh
31Cisco Sys Inc
Common Stock
$10.5M89.7K
0.5%
−4.5%
Reduced · −4K sh
32Coca-Cola Europacific Partne
Common Stock
$9.9M98.8K
0.5%
+5.6%
Added · +5K sh
33Advanced Micro Devices Inc
Common Stock
$9.8M16.8K
0.5%
+2.9%
Added · +467 sh
34Micron Technology Inc
Common Stock
$9.6M8.3K
0.5%
−6.3%
Reduced · −555 sh
35Coca Cola Co
Common Stock
$9.3M114.6K
0.4%
+3.6%
Added · +4K sh
36McDonalds Corp
Common Stock
$9.0M33.3K
0.4%
+7.1%
Added · +2K sh
37Kosmos Energy Ltd
Common Stock
$8.5M4.01M
0.4%
Held
38Waste Mgmt Inc Del
Common Stock
$7.9M35.4K
0.4%
+5.1%
Added · +2K sh
39Palo Alto Networks Inc
Common Stock
$7.7M22.5K
0.4%
−23%
Reduced · −7K sh
40Abbvie Inc
Common Stock
$7.6M30.3K
0.4%
+1.1%
Added · +334 sh
41Ametek Inc
Common Stock
$7.1M29.3K
0.3%
+5.0%
Added · +1K sh
42Lam Research Corp
Common Stock
$6.8M15.7K
0.3%
−12%
Reduced · −2K sh
43Procter & Gamble Co
Common Stock
$6.7M45.4K
0.3%
−9.5%
Reduced · −5K sh
44Cencora Inc
Common Stock
$6.5M22.9K
0.3%
+18%
Added · +4K sh
45Hubbell Inc
Common Stock
$6.5M12.4K
0.3%
+13%
Added · +1K sh
46Mastercard Incorporated
Common Stock
$6.3M12.2K
0.3%
+45%
Added · +4K sh
47Kla Corp
Common Stock
$6.0M19.8K
0.3%
+834%
Added · +18K sh
48General Mills Inc
Common Stock
$5.8M167.7K
0.3%
+24%
Added · +33K sh
49Mondelez Intl Inc
Common Stock
$5.8M99.5K
0.3%
+4.7%
Added · +4K sh
50McKesson Corp
Common Stock
$5.7M7.6K
0.3%
+10%
Added · +719 sh
Showing 50 of 549 positions
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Filing history

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

$2.2B · Q3 2025Q4 2018 · $254.8MQ2 2026 · $2.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d549$2.1B13F-HR
Q1 2026Mar 31, 2026May 14, 202644d562$1.8B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d572$2.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d570$2.2B13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d571$2.1B13F-HR
Q1 2025Mar 31, 2025May 14, 202544d642$1.9B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d627$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d635$1.2B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202444d644$1.1B13F-HR
Q1 2024Mar 31, 2024May 13, 202443d654$1.3B13F-HR
Q4 2023Dec 31, 2023Feb 13, 202444d659$1.2B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d680$1.1B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202342d672$1.2B13F-HR
Q1 2023Mar 31, 2023May 12, 202342d671$1.1B13F-HR
Q3 2020Sep 30, 2020Nov 12, 202043d56$155.0M13F-HR
Q2 2020Jun 30, 2020Aug 13, 202044d67$168.1M13F-HR
Q1 2020Mar 31, 2020May 14, 202044d64$145.1M13F-HR
Q4 2019Dec 31, 2019Feb 14, 202045d76$210.3M13F-HR
Q3 2019Sep 30, 2019Nov 13, 201944d77$199.8M13F-HR
Q2 2019Jun 30, 2019Aug 13, 201944d144$360.9M13F-HR
Q1 2019Mar 31, 2019May 15, 201945d142$305.2M13F-HR
Q4 2018Dec 31, 2018Feb 14, 201945d154$254.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.