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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 40 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CMB Tech NV 838,669.0 $10.6M 0.01% +838K +10000.0% $12.65
782 ESGU iShares ESG Aware MSCI USA ETF 74,909.0 $10.6M 0.01% +33K +78.8% $141.42 +14.5%
783 RH RH Consumer Cyclical 74,500.0 $10.4M 0.01% +31K +70.8% $139.82 -4.8%
784 LGN Legence Corp Industrials 184,306.0 $10.4M 0.01% +176K +2220.4% $56.46 +45.1%
785 TE T1 Energy Inc Industrials 2,367,542.0 $10.4M 0.01% +908K +62.2% $4.39 +98.2%
786 XMTR Xometry Inc Industrials 254,417.0 $10.4M 0.01% +47K +22.5% $40.84 +124.8%
787 TFX Teleflex Inc Healthcare 86,809.0 $10.4M 0.01% +83K +1983.8% $119.61 +13.0%
788 SIRI Sirius XM Holdings Inc Communication Services 449,827.0 $10.4M 0.01% +305K +210.3% $23.08 +17.2%
789 DLO Dlocal LtdUruguay Technology 792,943.0 $10.3M 0.01% +200K +33.8% $12.97 -5.6%
790 YETI YETI Holdings Inc Consumer Cyclical 280,749.0 $10.3M 0.01% +157K +126.8% $36.59 +22.1%
791 UBS UBS Group AG Financial Services 262,183.0 $10.2M 0.01% +257K +5073.3% $39.07 +21.0%
792 VGT Vanguard Information Technology ETF 14,547.0 $10.1M 0.01% +3K +26.2% $697.72 -83.6%
793 SPB Spectrum Brands Holdings Inc Consumer Defensive 137,606.0 $10.1M 0.01% +16K +13.0% $73.70 +1.1%
794 Ionis Pharmaceuticals Inc 6,662,000.0 $10.1M 0.01% +6.6M +10000.0% $1.51
795 LUMN Lumen Technologies Inc Communication Services 1,446,187.0 $10.1M 0.01% +1.2M +557.9% $6.95 +35.8%
796 SO PUT Southern Co Utilities 1,037.0 $10.0M 0.01% +847.0 +445.8% $9652.00 -99.0%
797 XLB PUT State Street Materials Select Sector SPDR ETF 2,000.0 $10.0M 0.01% +2K +10000.0% $4997.00 -99.0%
798 Ibotta Inc 327,173.0 $9.8M 0.01% +2K +0.7% $29.97
799 EVLV Evolv Technologies Holdings Inc Industrials 1,609,207.0 $9.7M 0.01% +202K +14.3% $6.05 -0.8%
800 VIR Vir Biotechnology Inc Healthcare 1,078,020.0 $9.7M 0.01% +798K +285.4% $8.96 -0.9%
Page 40 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%