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Portfolio (Quarterly) Guide ↗

BNP PARIBAS

· CIK 0000872786
13F Portfolio $3.1B AUM 641 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 106 Added 127 Reduced 44 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PINS PINTEREST INC CL A Communication Services 625 $16K SOLD
22 SWKS SKYWORKS SOLUTIONS INC COM Technology 250 $16K SOLD
23 CLH CLEAN HARBORS INC COM Industrials 60 $14K SOLD
24 ARES INTERCONTINENTAL EXCHANGE IN Financial Services 85 $14K SOLD
25 CVX CHEVRON CORP NEW COM Energy 88 $13K SOLD
26 NOC NORTHROP GRUMMAN CORP COM Industrials 23 $13K SOLD
27 XLP STRYKER CORPORATION 167 $13K SOLD
28 LNG CHENIERE ENERGY INC COM NEW Energy 65 $13K SOLD
29 VLO VALERO ENERGY CORP COM Energy 75 $12K SOLD
30 MUX MCEWEN INC. COM NEW Basic Materials 650 $12K SOLD
31 PLNT PLANET FITNESS INC CL A Consumer Cyclical 90 $10K SOLD
32 INGR INGREDION INC COM Consumer Defensive 75 $8K SOLD
33 WIT QUANTA SVCS INC Technology $8K SOLD
34 ROL ROLLINS INC COM Consumer Cyclical 125 $8K SOLD
35 COMERICA INC COM 80 $7K SOLD
36 TROW HOWMET AEROSPACE INC Financial Services 60 $6K SOLD
37 ARMK ARAMARK COM Industrials 140 $5K SOLD
38 SOLS PFIZER INC Basic Materials 100 $5K SOLD
39 JXN JACKSON FINANCIAL INC COM CL A Financial Services 14 $1K SOLD
40 BYND BEYOND MEAT INC COM Consumer Defensive 910 $771.0 SOLD
Page 2 of 3  ·  44 positions
Sector Allocation
Technology 39.8%
Communication Services 12.2%
Financial Services 12.1%
Healthcare 10.9%
Consumer Cyclical 7.9%
Industrials 5.8%
Consumer Defensive 5.3%
Energy 2.4%
Utilities 2.3%
Basic Materials 1.1%