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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 41 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 Liberty Media Corp-Liberty Formula One 113,509.0 $9.7M 0.01% +40K +54.2% $85.02
802 PENN Penn Entertainment Inc Consumer Cyclical 638,632.0 $9.6M 0.01% +584K +1076.4% $15.03 +7.3%
803 Akamai Technologies Inc 8,349,000.0 $9.5M 0.01% +3.4M +69.1% $1.14
804 BBB Foods Inc 269,400.0 $9.5M 0.01% +113K +72.7% $35.37
805 GTM ZoomInfo Technologies Inc Technology 1,592,592.0 $9.5M 0.01% +1.1M +254.6% $5.98 -36.3%
806 ICLN iShares Global Clean Energy ETF 520,366.0 $9.5M 0.01% +140K +36.7% $18.29 +17.7%
807 NNN NNN REIT Inc Real Estate 226,401.0 $9.5M 0.01% +42K +22.8% $42.03 +6.7%
808 CTRE CareTrust REIT Inc Real Estate 259,602.0 $9.5M 0.01% +152K +141.3% $36.65 +12.6%
809 BMO Bank of Montreal Financial Services 70,270.0 $9.5M 0.01% +55K +368.5% $135.34 +16.6%
810 Li Auto Inc 9,493,000.0 $9.5M 0.01% +6.3M +201.0% $1.00
811 IGE iShares North American Natural Resources ETF 150,200.0 $9.5M 0.01% +50K +49.5% $62.94 -1.8%
812 KNX Knight-Swift Transportation Holdings Inc Industrials 163,167.0 $9.4M 0.01% +129K +380.5% $57.58 +18.7%
813 USFD US Foods Holding Corp Consumer Defensive 101,876.0 $9.4M 0.01% +70K +221.6% $92.21 -11.9%
814 AR Antero Resources Corp Energy 221,223.0 $9.4M 0.01% +166K +302.4% $42.44 -10.5%
815 Veeco Instruments Inc 6,767,000.0 $9.4M 0.01% +6.4M +1570.9% $1.39
816 NTR Nutrien Ltd Basic Materials 124,206.0 $9.4M 0.01% +107K +617.2% $75.46 -5.1%
817 EQH Equitable Holdings Inc Financial Services 251,472.0 $9.3M 0.01% +11K +4.5% $37.11 +11.2%
818 JEF PUT Jefferies Financial Group Inc Financial Services 2,250.0 $9.3M 0.01% +1K +92.0% $4127.00 -98.8%
819 F CALL Ford Motor Co Consumer Cyclical 8,028.0 $9.3M 0.01% +892.0 +12.5% $1154.00 -98.9%
820 VIG Vanguard Dividend Appreciation ETF 42,998.0 $9.2M 0.00% +43K +10000.0% $215.06 +7.3%
Page 41 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%