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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 47 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 NESR National Energy Services Reunited Corp Energy 305,978.0 $6.6M 0.00% +292K +2118.0% $21.47 +22.4%
922 Ingram Micro Holding Corp 278,738.0 $6.5M 0.00% +149K +115.6% $23.31
923 AAL CALL American Airlines Group Inc Industrials 6,025.0 $6.5M 0.00% +3K +131.7% $1074.00 -98.7%
924 BNS Bank of Nova Scotia Financial Services 92,472.0 $6.4M 0.00% +83K +884.1% $69.31 +14.6%
925 AG First Majestic Silver Corp Basic Materials 297,740.0 $6.4M 0.00% +260K +686.0% $21.48 -7.4%
926 WFRD Weatherford International PLC Energy 67,308.0 $6.4M 0.00% +45K +203.8% $94.58 +17.8%
927 FLNG FLEX LNG Ltd Energy 213,555.0 $6.3M 0.00% +183K +603.8% $29.71 +9.0%
928 PHR Phreesia Inc Healthcare 755,730.0 $6.3M 0.00% +731K +2979.2% $8.38 +5.6%
929 BXSL Blackstone Secured Lending Fund Financial Services 266,501.0 $6.3M 0.00% +2K +0.8% $23.69 -0.6%
930 Avalo Therapeutics Inc 422,781.0 $6.3M 0.00% +225K +113.8% $14.93
931 AXS Axis Capital Holdings Ltd Financial Services 62,232.0 $6.3M 0.00% +51K +431.1% $101.41 -0.7%
932 NTB Bank of NT Butterfield & Son Ltd Financial Services 119,425.0 $6.3M 0.00% +32K +37.3% $52.48 +6.9%
933 EW CALL Edwards Lifesciences Corp Healthcare 782.0 $6.3M 0.00% +472.0 +152.3% $8008.00 -99.0%
934 MAT Mattel Inc Consumer Cyclical 429,259.0 $6.2M 0.00% +382K +806.5% $14.53 +3.0%
935 MRNA CALL Moderna Inc Healthcare 1,226.0 $6.2M 0.00% +597.0 +94.9% $5080.00 -99.1%
936 ACDC ProFrac Holding Corp Energy 1,003,809.0 $6.2M 0.00% +917K +1050.5% $6.20 +19.4%
937 FLOC Flowco Holdings Inc Energy 301,693.0 $6.2M 0.00% +136K +81.8% $20.60 +33.0%
938 VSTS Vestis Corp Industrials 789,156.0 $6.2M 0.00% +742K +1565.1% $7.86 +48.9%
939 BOKF BOK Financial Corp Financial Services 48,099.0 $6.2M 0.00% +42K +754.2% $128.06 +1.3%
940 CXT Crane NXT Co Industrials 151,139.0 $6.1M 0.00% +139K +1180.5% $40.59 -1.3%
Page 47 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%