Arkolith/Funds/Paradigm Asset Management Co LLC

Paradigm Asset Management Co LLC

CIK 1034549
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Paradigm Asset Management Co LLC holds a diversified book of 419 stocks worth $468.1M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Valero Energy Corp and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 2% of the equity book.

Opened
71
bought for the first time
Added to
123
already held, bought more
Trimmed
71
sold some, still holds it
Sold out
76
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
16%
Top 20 holdings
25%

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

Direct sector allocation

63% mapped to company sectors

ETF / fund or unclassified
37%
Information Technology
20%
Financials
11%
Industrials
8%
Consumer Discretionary
5%
Health Care
4%
Energy
4%
Materials
3%

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

Funds with the most overlap

Other tracked managers holding the same core names as Paradigm Asset Management Co LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.46 / 80$2.1T
STATE STREET CORP46 / 80$1.4T
FMR LLC46 / 80$738.3B
MORGAN STANLEY46 / 80$446.5B
JPMORGAN CHASE & CO46 / 80$438.4B
BANK OF AMERICA CORP /DE/46 / 80$281.3B
NORTHERN TRUST CORP46 / 80$275.2B
Sixth Street Partners Management Company, L.P.46 / 80$235.3B

Ranked by how many of Paradigm Asset Management Co LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

419 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc. CL A
COM
$11.2M31.2K
2.4%
−2.8%
Reduced · −900 sh
2Micron Technology
COM
$10.2M8.8K
2.2%
+878%
Added · +8K sh
3ASML Holding NV
COM
$7.2M3.7K
1.5%
Held
4Exxon Mobil Corp.
COM
$7.0M51.1K
1.5%
+173%
Added · +32K sh
5Lam Research Corp
COM
$6.9M16.0K
1.5%
−13%
Reduced · −2K sh
6Cisco Systems
COM
$6.6M56.6K
1.4%
+60%
Added · +21K sh
7JPMorgan Chase & Co
COM
$6.6M20.1K
1.4%
−31%
Reduced · −9K sh
8Samsung Electronics Co LT
COM
$6.3M29.0K
1.3%
−47%
Reduced · −26K sh
9Microsoft Corp.
COM
$6.0M16.1K
1.3%
+65%
Added · +6K sh
10Applied Matls Inc.
COM
$5.5M7.6K
1.2%
+82%
Added · +3K sh
11Nvidia Corp
COM
$5.5M27.4K
1.2%
−27%
Reduced · −10K sh
12Amazon Com
COM
$5.2M21.9K
1.1%
+94%
Added · +11K sh
13Goldman Sachs Group
COM
$5.1M5.0K
1.1%
+16%
Added · +700 sh
14Apple Inc.
COM
$5.0M17.4K
1.1%
−13%
Reduced · −3K sh
15Bank Of America
COM
$4.7M82.7K
1.0%
+18%
Added · +13K sh
16Citigroup Inc.
COM
$4.3M30.8K
0.9%
+57%
Added · +11K sh
17Qualcomm Inc.
COM
$4.0M21.7K
0.9%
+15%
Added · +3K sh
18Raytheon Technologies Cor
COM
$3.9M20.6K
0.8%
+38%
Added · +6K sh
19FRPT McMoran CPR
COM
$3.9M62.1K
0.8%
+397%
Added · +50K sh
20AstraZeneca PLC
COM
$3.8M20.3K
0.8%
Held
21Johnson & Johnson
COM
$3.8M14.9K
0.8%
11×
Added · +14K sh
22Chevron Corp
COM
$3.8M22.8K
0.8%
+109%
Added · +12K sh
23Broadcom Inc.
COM
$3.8M10.0K
0.8%
−6.5%
Reduced · −700 sh
24Valero Energy New
COM
$3.6M13.7K
0.8%
New
New position
25Novartis AG-Reg
COM
$3.4M21.5K
0.7%
Held
26Roche Holding AG
COM
$3.3M8.1K
0.7%
Held
27Abb Ltd-Reg
COM
$3.3M30.8K
0.7%
Held
28Unicredit SPA
COM
$3.2M35.3K
0.7%
Held
29Renesas Electronics Corp
COM
$3.0M102.0K
0.6%
Held
30Sap AG - Sponsored ADR
ADR
$3.0M19.4K
0.6%
+56%
Added · +7K sh
31General MTRS Co
COM
$3.0M38.3K
0.6%
14×
Added · +36K sh
32Texas Instrs Inc.
COM
$2.9M9.8K
0.6%
+18%
Added · +2K sh
33Caterpillar Tractor
COM
$2.9M2.7K
0.6%
−31%
Reduced · −1K sh
34Western Digital Corp
COM
$2.9M4.5K
0.6%
New
New position
35BHP Group Ltd
COM
$2.7M66.1K
0.6%
Held
36Bank Of New York Mellon C
COM
$2.7M18.7K
0.6%
+6.8%
Added · +1K sh
37Rolls Royce Holdings PLC
COM
$2.7M139.9K
0.6%
Held
38United Rentals
COM
$2.6M2.3K
0.5%
Held
39Caixabank Sa
COM
$2.6M180.1K
0.5%
Held
40Orix - Spon ADR
ADR
$2.5M66.4K
0.5%
Held
41Banco Santander Sa
COM
$2.4M177.1K
0.5%
Held
42Sumitomo Mitsui Fincl GP
COM
$2.4M61.8K
0.5%
Held
43Fedex Corporation
COM
$2.4M7.6K
0.5%
+27%
Added · +2K sh
44Meta Platforms Inc CL A
COM
$2.4M4.2K
0.5%
+739%
Added · +4K sh
45Proctor & Gamble
COM
$2.4M16.1K
0.5%
+521%
Added · +14K sh
46DBS Group Holdings Ltd
COM
$2.3M46.3K
0.5%
Held
47Fujikura Ltd
COM
$2.3M60.0K
0.5%
Held
48Deutsche Telekom AG-Reg
COM
$2.3M83.2K
0.5%
+0.2%
Added · +142 sh
49Ge Vernova Inc.
COM
$2.2M1.9K
0.5%
+218%
Added · +1K sh
50BNP Paribas
COM
$2.2M18.9K
0.5%
Held
Showing 50 of 419 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026419$468.1M13F-HR
Q1 2026Mar 31, 2026May 12, 2026424$426.5M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026503$433.1M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025491$435.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.