Groupe La Francaise Top Holdings and 13F Report (2026) About Groupe La FrancaiseInvestment ActivityGroupe La Francaise has $7.29 billion in total holdings as of March 31, 2026.Groupe La Francaise owns shares of 433 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 19.87% of the portfolio was purchased this quarter.About 12.65% of the portfolio was sold this quarter.This quarter, Groupe La Francaise has purchased 435 new stocks and bought additional shares in 185 stocks.Groupe La Francaise sold shares of 129 stocks and completely divested from 72 stocks this quarter.Largest Holdings TOTALENERGIES SE $683,234,278NVIDIA $435,444,274Microsoft $350,591,905Apple $283,860,924Amazon.com $235,935,466 Largest New Holdings this Quarter G0593M107 - AstraZeneca $190,802,418 Holding594918904 - MICROSOFT CORP $85,139,100 Holding031100100 - AMETEK $28,566,253 Holding81762P902 - SERVICENOW INC $19,824,600 Holding778296103 - Ross Stores $18,012,701 Holding Largest Purchases this Quarter AstraZeneca 984,608 shares (about $190.80M)MICROSOFT CORP 230,000 shares (about $85.14M)TOTALENERGIES SE 624,764 shares (about $56.03M)Applied Materials 119,687 shares (about $40.84M)Apple 142,217 shares (about $35.85M) Largest Sales this Quarter NVIDIA 1,003,296 shares (about $173.94M)Ferrari 279,460 shares (about $88.00M)Salesforce 290,301 shares (about $53.72M)CRH PLC 442,043 shares (about $43.56M)Netflix 329,490 shares (about $31.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGroupe La Francaise Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTOTALENERGIES SE$683,234,278$56,033,839 â–²8.9%7,617,9009.4%ACTNVDANVIDIA$435,444,274$173,936,593 â–¼-28.5%2,511,7176.0%Computer and TechnologyMSFTMicrosoft$350,591,905$11,207,691 â–²3.3%954,8954.8%Computer and TechnologyAAPLApple$283,860,924$35,852,410 â–²14.5%1,126,0013.9%Computer and TechnologyAMZNAmazon.com$235,935,466$7,812,277 â–¼-3.2%1,144,0293.2%Retail/WholesaleGOOGLAlphabet$211,372,599$28,646,608 â–²15.7%742,8212.9%Computer and TechnologyAVGOBroadcom$204,207,317$27,983,220 â–²15.9%664,2252.8%Computer and TechnologyAZNCFAstraZeneca$190,802,418$190,802,418 â–²New Holding984,6082.6%MedicalJPMJPMorgan Chase & Co.$139,518,611$2,221,267 â–²1.6%478,6151.9%FinanceGIBCGI Group$124,459,074$214,172 â–¼-0.2%1,707,9061.7%Computer and TechnologyVVisa$122,232,250$4,568,865 â–¼-3.6%406,7841.7%Business ServicesLLYEli Lilly and Company$120,987,858$3,264,153 â–¼-2.6%132,1761.7%MedicalGOOGAlphabet$118,916,293$2,303,233 â–²2.0%415,4681.6%Computer and TechnologyMETAMeta Platforms$112,523,507$2,248,217 â–²2.0%197,7981.5%Computer and TechnologyRACEFerrari$111,818,216$88,000,514 â–¼-44.0%355,0971.5%Auto/Tires/TrucksETNEaton$100,450,008$7,945,520 â–²8.6%283,9851.4%IndustrialsTSMTaiwan Semiconductor Manufacturing$86,273,633$11,183,900 â–¼-11.5%255,9691.2%Computer and TechnologyMICROSOFT CORP$85,139,100$85,139,100 â–²New Holding230,0001.2%CALLGEGE Aerospace$80,171,125$12,235,990 â–²18.0%282,7811.1%AerospaceWALMART INC$78,116,353$10,628,515 â–¼-12.0%633,4851.1%COMKOCocaCola$67,478,306$2,901,290 â–¼-4.1%900,6210.9%Consumer StaplesCRH PLC$66,157,551$43,559,996 â–¼-39.7%671,3610.9%ORDGE VERNOVA INC$63,745,964$14,741,091 â–²30.1%73,0300.9%COMLINDE PLC$60,506,896$8,585,580 â–²16.5%123,4370.8%SHSTMUST-Mobile US$60,081,442$12,035,557 â–²25.1%286,2460.8%Computer and TechnologyNFLXNetflix$58,904,568$31,242,249 â–¼-34.7%621,2250.8%Consumer DiscretionaryISRGIntuitive Surgical$56,263,588$24,826,845 â–¼-30.6%123,2200.8%MedicalTMOThermo Fisher Scientific$55,292,673$2,798,618 â–¼-4.8%113,4850.8%MedicalAEMAgnico Eagle Mines$52,973,501$17,085,009 â–²47.6%261,8350.7%Basic MaterialsAMATApplied Materials$52,849,849$40,836,162 â–²339.9%154,8980.7%Computer and TechnologyPWRQuanta Services$51,016,411$11,134,567 â–²27.9%92,9190.7%ConstructionMAMastercard$49,998,772$51,900 â–¼-0.1%100,1910.7%Business ServicesNEMNewmont$48,447,823$16,552,952 â–²51.9%448,8600.7%Basic MaterialsGSThe Goldman Sachs Group$47,864,948$6,291,073 â–²15.1%56,5760.7%FinanceAXPAmerican Express$46,146,345$1,684,042 â–¼-3.5%153,8630.6%FinanceNOWServiceNow$45,789,169$5,469,385 â–²13.6%438,8050.6%Computer and TechnologyCOSTCostco Wholesale$44,550,703$41,583 â–¼-0.1%44,9970.6%Retail/WholesaleBACBank of America$42,734,946$5,671,769 â–¼-11.7%879,6660.6%FinanceABBVAbbVie$42,063,545$15,888,570 â–²60.7%193,3800.6%MedicalLAM RESEARCH CORP$41,630,509$28,429,299 â–²215.4%194,7940.6%COM NEWPANWPalo Alto Networks$39,991,324$7,946,641 â–²24.8%256,4150.5%Computer and TechnologyCATCaterpillar$38,272,955$14,601,182 â–²61.7%54,2200.5%IndustrialsFNVFranco-Nevada$38,253,397$19,003,300 â–²98.7%155,0000.5%Basic MaterialsBARRICK MNG CORP$37,148,452$10,614,204 â–²40.0%913,5110.5%COM SHSBKNGBooking$37,081,185$7,418,636 â–²25.0%15,4600.5%Retail/WholesalePHParker-Hannifin$36,973,551$21,367,047 â–²136.9%41,3410.5%IndustrialsWPMWheaton Precious Metals$36,374,149$16,095,422 â–²79.4%278,0250.5%Basic MaterialsEMREmerson Electric$36,295,018$21,675,622 â–²148.3%277,0030.5%IndustrialsAMDAdvanced Micro Devices$35,390,520$8,453,260 â–²31.4%174,1170.5%Computer and TechnologyHWMHowmet Aerospace$34,501,122$11,638,222 â–²50.9%149,6700.5%AerospaceAPHAmphenol$32,753,596$14,707,148 â–²81.5%259,2000.4%Computer and TechnologyADIAnalog Devices$32,463,290$20,659,585 â–²175.0%102,0540.4%Computer and TechnologyKLACKLA$31,413,701$11,527,626 â–²58.0%21,3510.4%Computer and TechnologyUBERUber Technologies$30,732,111$1,462,521 â–²5.0%429,5290.4%Computer and TechnologySTLAStellantis$30,545,147$30,642,877 â–¼-50.1%4,387,8330.4%Auto/Tires/TrucksKGCKinross Gold$30,472,459$9,903,549 â–²48.1%1,000,0000.4%Basic MaterialsEQXEquinox Gold$28,788,700$15,114,068 â–²110.5%2,000,0000.4%Basic MaterialsNEENextEra Energy$28,734,387$28,216,147 â–²5,444.6%311,2190.4%UtilitiesAMEAMETEK$28,566,253$28,566,253 â–²New Holding133,5460.4%Computer and TechnologyMELIMercadoLibre$28,062,427$1,349,337 â–²5.1%16,3050.4%Retail/WholesaleDBDeutsche Bank Aktiengesellschaft$27,273,651$20,871,718 â–¼-43.4%944,1290.4%FinanceGFIGold Fields$25,887,914$7,331,892 â–²39.5%572,0000.4%Basic MaterialsANGLOGOLD ASHANTI PLC$25,705,920$7,265,170 â–²39.4%264,8550.4%COM SHSBLACKROCK INC$25,479,900$10,603,657 â–¼-29.4%27,3430.3%COMGMGeneral Motors$24,821,985$4,213,296 â–²20.4%334,3810.3%Auto/Tires/TrucksRLRalph Lauren$24,385,968$3,655,512 â–¼-13.0%71,1130.3%Consumer DiscretionaryAGIAlamos Gold$22,171,884$6,651,565 â–²42.9%500,0000.3%Basic MaterialsTJXTJX Companies$21,926,412$1,437,803 â–²7.0%137,2800.3%Retail/WholesaleBSXBoston Scientific$21,852,849$11,246,216 â–¼-34.0%346,9010.3%MedicalWFCWells Fargo & Company$21,664,259$317,408 â–¼-1.4%273,0150.3%FinanceMUMicron Technology$21,464,270$12,021,541 â–²127.3%63,1740.3%Computer and TechnologyORLAOrla Mining$20,195,223$8,975,655 â–²80.0%1,260,0000.3%Basic MaterialsSERVICENOW INC$19,824,600$19,824,600 â–²New Holding190,0000.3%CALLCBChubb$19,391,211$11,116,741 â–¼-36.4%59,4780.3%FinanceHOLXHologic$19,345,069$10,656,376 â–²122.6%255,9210.3%MedicalPAASPan American Silver$18,538,547$7,224,581 â–²63.9%340,0000.3%Basic MaterialsROSTRoss Stores$18,012,701$18,012,701 â–²New Holding83,4090.2%Retail/WholesaleACLXArcellx$17,343,102$17,343,102 â–²New Holding151,0460.2%MedicalARISTA NETWORKS INC$17,096,415$1,584,671 â–²10.2%139,3350.2%COM SHSJCIJohnson Controls International$16,708,267$1,413,375 â–²9.2%127,5780.2%ConstructionMSIMotorola Solutions$16,445,823$850,109 â–¼-4.9%38,0140.2%Computer and TechnologyTXNTexas Instruments$16,267,118$1,255,716 â–¼-7.2%83,9060.2%Computer and TechnologyCSGSCSG Systems International$15,962,179$9,285,830 â–²139.1%199,6770.2%Computer and TechnologyGRABGrab$15,276,112$13,491,268 â–²755.9%4,186,8420.2%Computer and TechnologyCGAUCenterra Gold$15,244,398$5,140,553 â–²50.9%860,0000.2%Basic MaterialsMCDMcDonald's$15,147,702$2,114,207 â–¼-12.2%51,5430.2%Retail/WholesaleCUKCarnival$15,083,129$5,965,755 â–²65.4%585,2980.2%Consumer DiscretionarySSRMSilver Standard Resources$14,052,439$6,147,942 â–²77.8%480,0000.2%Basic MaterialsFOLDAmicus Therapeutics$13,587,411$10,200,850 â–²301.2%939,6550.2%MedicalALAir Lease$13,549,731$6,633,621 â–²95.9%208,6500.2%TransportationSKESkeena Resources$13,357,942$3,710,539 â–²38.5%450,0000.2%Basic MaterialsEAElectronic Arts$13,332,283$5,944,034 â–²80.5%65,3960.2%Consumer DiscretionaryRSGRepublic Services$13,321,726$8,610,776 â–¼-39.3%60,8830.2%Business ServicesTXNM ENERGY INC$13,196,419$8,144,123 â–²161.2%311,8320.2%COMWELLWelltower$13,090,001$8,220,140 â–¼-38.6%66,2260.2%FinanceONESTREAM INC$12,228,000$12,228,000 â–²New Holding509,5000.2%CL AGTLSChart Industries$11,844,501$6,744,185 â–²132.2%57,2890.2%IndustrialsWBDWarner Bros. Discovery$11,691,068$7,846,668 â–²204.1%425,7490.2%Consumer DiscretionaryCLColgate-Palmolive$11,666,306$8,714,976 â–²295.3%138,7230.2%Consumer StaplesWMWaste Management$11,571,981$6,457,509 â–¼-35.8%52,4990.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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