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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 52 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 HXL Hexcel Corp Industrials 58,006.0 $4.7M 0.00% +8K +16.4% $80.93 +4.7%
1022 SATS CALL EchoStar Corp Technology 400.0 $4.7M 0.00% +200.0 +100.0% $11707.00 -98.8%
1023 Rivian Automotive Inc 4,877,000.0 $4.7M 0.00% +557K +12.9% $0.96
1024 CIBR First Trust NASDAQ Cybersecurity ETF 74,402.0 $4.7M 0.00% +35K +87.0% $62.68 +31.1%
1025 BKSY BlackSky Technology Inc Technology 184,982.0 $4.7M 0.00% +179K +2890.3% $25.16 +77.5%
1026 StandardAero Inc 179,844.0 $4.6M 0.00% +96K +114.0% $25.83
1027 PPC Pilgrim's Pride Corp Consumer Defensive 122,676.0 $4.6M 0.00% +116K +1662.3% $37.76 -24.1%
1028 BC Brunswick CorpDE Consumer Cyclical 63,624.0 $4.6M 0.00% +39K +159.8% $72.76 +8.2%
1029 MMSI Merit Medical Systems Inc Healthcare 66,942.0 $4.6M 0.00% +53K +394.8% $68.93 -7.7%
1030 BALL CALL Ball Corp Consumer Cyclical 775.0 $4.6M 0.00% +604.0 +353.2% $5911.00 -99.0%
1031 IWV iShares Russell 3000 ETF 12,300.0 $4.6M 0.00% +4K +47.6% $370.68 +13.5%
1032 HVMC Highview Merger Corp Financial Services 453,043.0 $4.6M 0.00% +55K +13.7% $10.05 +1.0%
1033 BCC Boise Cascade Co Basic Materials 59,989.0 $4.6M 0.00% +33K +125.3% $75.85 -11.5%
1034 NAT Nordic American Tankers Ltd Industrials 776,372.0 $4.5M 0.00% +672K +643.2% $5.86 -6.1%
1035 LECO Lincoln Electric Holdings Inc Industrials 18,261.0 $4.5M 0.00% +6K +45.4% $249.08 +4.4%
1036 MWA Mueller Water Products Inc Industrials 163,903.0 $4.5M 0.00% +77K +88.7% $27.49 -8.6%
1037 ABVX Abivax SA Healthcare 40,362.0 $4.5M 0.00% +37K +1237.8% $111.35 +11.4%
1038 ATKR Atkore Inc Industrials 76,228.0 $4.5M 0.00% +15K +23.7% $58.91 +29.3%
1039 MLTX MoonLake Immunotherapeutics Healthcare 239,838.0 $4.5M 0.00% +229K +2020.6% $18.64 -0.9%
1040 HWC Hancock Whitney Corp Financial Services 69,241.0 $4.4M 0.00% +34K +98.9% $63.59 +4.8%
Page 52 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%