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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 8 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DD DUPONT DE NEMOURS INC COM Basic Materials 42,927.0 $2.0M 0.06% +21K +98.8% $45.80 +205.0%
142 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 26,855.0 $2.0M 0.06% +17K +162.1% $72.93 +5.9%
143 HAS HASBRO Consumer Cyclical 21,382.0 $1.9M 0.06% -3K -12.4% $89.94 -10.7%
144 EEM ISHARES TR MSCI EMG MKT ETF 33,842.0 $1.9M 0.06% -85K -71.5% $56.79 +16.0%
145 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 4,291.0 $1.9M 0.06% -3K -39.9% $446.54 +16.4%
146 PRU PRUDENTIAL FINL INC COM Financial Services 19,052.0 $1.9M 0.06% -8K -28.6% $98.01 +14.8%
147 BIDU BAIDU INC SPON ADR REP A Communication Services 16,789.0 $1.9M 0.06% +550.0 +3.4% $111.03 +0.9%
148 ABT ABBOTT LABORATORIES COM Healthcare 17,488.0 $1.8M 0.06% -3K -15.2% $102.81 -8.0%
149 AXP AMERICAN EXPRESS CO COM Financial Services 6,039.0 $1.8M 0.06% -478.0 -7.3% $296.68 +17.6%
150 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 40,429.0 $1.8M 0.06% -7K -15.1% $44.25
151 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 3,243.0 $1.8M 0.06% +3K +999.3% $542.42 +10.0%
152 CVS CVS HEALTH CORP COM Healthcare 24,354.0 $1.8M 0.06% +14K +138.2% $72.03 +45.8%
153 VWOB VANGUARD WHITEHALL FDS EM MK GOV BD ETF 26,306.0 $1.7M 0.06% +4K +15.8% $65.69 +1.9%
154 IVV ISHARES TR CORE S&P500 ETF 2,634.0 $1.7M 0.06% -4K -61.0% $653.21 +14.6%
155 GOVT ISHARES TR US TREAS BD ETF 74,283.0 $1.7M 0.05% +5K +7.9% $22.91 -0.9%
156 ADI ANALOG DEVICES INC COM Technology 5,178.0 $1.6M 0.05% -1K -19.4% $318.14 +20.0%
157 NET CLOUDFLARE INC CL A COM Technology 7,852.0 $1.6M 0.05% -208.0 -2.6% $206.34 +17.0%
158 IVZ INVESCO LTD SHS Financial Services 66,573.0 $1.6M 0.05% NEW $24.25 +11.4%
159 GLD SPDR GOLD TR GOLD SHS Financial Services 3,705.0 $1.6M 0.05% -746.0 -16.8% $430.29 -12.1%
160 HON HONEYWELL INTL INC COM Industrials 6,808.0 $1.5M 0.05% -38K -84.9% $225.69 -2.0%
Page 8 of 17  ·  333 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 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%