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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $205.8B AUM 17,681 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 581 New 2339 Added 2339 Reduced 505 Exited
Page 33 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MUFG Mitsubishi UFJ Financial Group Inc Financial Services 1,006,250.0 $17.1M 0.01% +890K +765.1% $16.97 +15.1%
642 TTMI TTM Technologies Inc Technology 174,549.0 $17.0M 0.01% +152K +658.9% $97.42 +74.5%
643 Alibaba Group Holding Ltd 12,234,000.0 $17.0M 0.01% +3.8M +44.2% $1.39
644 EPAM EPAM Systems Inc Technology 124,052.0 $16.8M 0.01% +9K +7.5% $135.40 -23.6%
645 Progress Software Corp 18,905,000.0 $16.8M 0.01% +941K +5.2% $0.89
646 BHP BHP Group Ltd Basic Materials 230,467.0 $16.8M 0.01% +216K +1478.2% $72.74 +14.6%
647 ADC Agree Realty Corp Real Estate 221,897.0 $16.7M 0.01% +70K +46.5% $75.38 +0.2%
648 BEAM Beam Therapeutics Inc Healthcare 700,647.0 $16.7M 0.01% +232K +49.4% $23.83 +15.1%
649 WCN Waste Connections Inc Industrials 101,840.0 $16.5M 0.01% +10K +10.8% $162.44 -3.4%
650 BBVA Banco Bilbao Vizcaya Argentaria SA Financial Services 762,483.0 $16.5M 0.01% +195K +34.4% $21.66 +4.7%
651 SPSC SPS Commerce Inc Technology 295,692.0 $16.5M 0.01% +51K +20.9% $55.67 -4.4%
652 IAC IACInterActiveCorp Technology 411,114.0 $16.5M 0.01% +211K +105.5% $40.03 +1.2%
653 POR Portland General Electric Co Utilities 311,678.0 $16.4M 0.01% +227K +266.9% $52.77 -6.0%
654 OKLO Oklo Inc Utilities 331,540.0 $16.4M 0.01% +198K +147.8% $49.59 +24.0%
655 XSD State Street SPDR S&P Semiconductor ETF 50,361.0 $16.4M 0.01% +25K +99.2% $326.12 +70.4%
656 AGCO AGCO Corp Industrials 141,101.0 $16.3M 0.01% +129K +1115.3% $115.87 -1.4%
657 BlackLine Inc 17,395,000.0 $16.3M 0.01% +2.5M +16.6% $0.94
658 ON PUT ON Semiconductor Corp Technology 2,612.0 $16.2M 0.01% +1K +109.5% $6192.00 -98.2%
659 PULS PGIM Ultra Short Bond ETF 324,349.0 $16.1M 0.01% +236K +266.7% $49.50 +0.3%
660 DVY iShares Select Dividend ETF 105,702.0 $16.0M 0.01% +49K +85.0% $151.41 +1.2%
Page 33 of 117  ·  2,339 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 32.3%
Financial Services 14.5%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 9.0%
Communication Services 8.0%
Consumer Defensive 4.3%
Energy 4.0%
Basic Materials 2.5%
Utilities 2.5%