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Portfolio (Quarterly) Guide ↗

BNP PARIBAS

· CIK 0000872786
13F Portfolio $3.5B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 351 New
Page 18 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VEGI SALESFORCE INC 8.0 $309.0 NEW $38.62 +14.0%
342 PLUG PLUG POWER INC COM NEW Industrials 120.0 $236.0 NEW $1.97 +34.2%
343 CRON CRONOS GROUP INC COM Healthcare 62.0 $162.0 NEW $2.61 +9.5%
344 JNK State Street SPDR Bloomberg High Yield Bond ETF 1.0 $97.0 NEW $97.00 -1.2%
345 VCIT Vanguard Intermediate-Term Corporate Bond ETF 1.0 $84.0 NEW $84.00 -2.2%
346 VCSH Vanguard Short-Term Corporate Bond ETF 1.0 $80.0 NEW $80.00 -1.6%
347 VCLT Vanguard Long-Term Corporate Bond ETF 1.0 $76.0 NEW $76.00 -1.8%
348 SNSE HONEYWELL INTL INC Healthcare 7.0 $59.0 NEW $8.43 +64.3%
349 CNDT LULULEMON ATHLETICA INC Technology 10.0 $19.0 NEW $1.90 -22.6%
350 SPDR GOLD TR 3.0 $9.0 NEW $3.00
351 CANOPY GROWTH CORP COM NEW 2.0 $2.0 NEW $1.00
Page 18 of 18  ·  351 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.4%
Financial Services 14.3%
Communication Services 12.8%
Healthcare 10.9%
Consumer Cyclical 8.2%
Industrials 5.3%
Consumer Defensive 4.5%
Utilities 1.6%
Energy 1.1%
Basic Materials 0.5%