StockDriftsStockDriftsTop 50 Groupe La Francaise Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.4% | 2.62M | $520.9M | +4.26%(+107.07K) | $137.31(+58.98%) | 2026-06-30 | |
| TTE | TOTALENERGIES SE | 6.28% | 6.80M | $511.2M | -10.78%(-821.12K) | $63.84(+43.94%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.72% | 1.03M | $384.0M | +8.35%(+79.74K) | $427.59(+15.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.39% | 1.24M | $357.5M | +10.10%(+113.74K) | $236.68(+40.39%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.68% | 845.5K | $299.3M | +13.82%(+102.64K) | $207.03(+63.50%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.44% | 1.18M | $279.7M | +3.21%(+36.70K) | $206.91(+24.10%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.12% | 678.3K | $254.2M | +2.20%(+14.61K) | $227.55(+59.08%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.41% | 601.1K | $196.1M | +27.06%(+128.03K) | $248.10(+43.58%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.1% | 143.1K | $171.3M | +8.30%(+10.97K) | $834.17(+33.75%) | 2026-06-30 | |
| V | VISA INC | 1.98% | 470.6K | $161.1M | +15.68%(+63.78K) | $323.23(+14.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.03% |
Groupe La Francaise reports $8.31B in US-listed equity holdings across 451 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.4%), TTE (6.3%) and MSFT (4.7%). The top 20 holdings account for 52.63% of reported assets. Its disclosed equity book has returned +18.08% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Groupe La Francaise, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Groupe La Francaise’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056088). View Groupe La Francaise’s 13F filings on SEC