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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 53 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PHG Koninklijke Philips NV Healthcare 160,596.0 $4.4M 0.00% +161K +10000.0% $27.40 -2.4%
1042 GSY Invesco Ultra Short Duration ETF 87,658.0 $4.4M 0.00% +87K +9749.2% $50.12 -0.1%
1043 Infinity Natural Resources Inc 249,422.0 $4.4M 0.00% +20K +8.7% $17.61
1044 HLX Helix Energy Solutions Group Inc Energy 441,705.0 $4.4M 0.00% +278K +170.4% $9.89 +1.5%
1045 CSLM Digital Asset Acquisition Corp III Ltd 432,320.0 $4.3M 0.00% +46K +11.8% $10.04
1046 Root IncOH 98,259.0 $4.3M 0.00% +24K +32.0% $44.17
1047 FIZZ National Beverage Corp Consumer Defensive 128,927.0 $4.3M 0.00% +68K +112.8% $33.65 +5.2%
1048 SFL SFL Corp Ltd Industrials 401,965.0 $4.3M 0.00% +364K +959.9% $10.79 +17.9%
1049 CYD China Yuchai International Ltd Industrials 112,468.0 $4.3M 0.00% +3K +2.8% $38.50 +44.6%
1050 Liberty Global Ltd 357,720.0 $4.3M 0.00% +284K +386.7% $12.09
1051 SHG Shinhan Financial Group Co Ltd Financial Services 70,451.0 $4.3M 0.00% +11K +19.1% $61.32 +4.7%
1052 INDA iShares MSCI India ETF 91,874.0 $4.3M 0.00% +37K +67.0% $46.84 +2.6%
1053 LXU LSB Industries Inc Basic Materials 288,115.0 $4.3M 0.00% +155K +116.3% $14.90 -13.0%
1054 CAH CALL Cardinal Health Inc Healthcare 203.0 $4.3M 0.00% +65.0 +47.1% $21131.00 -99.1%
1055 MNTN Inc 484,294.0 $4.3M 0.00% +14K +2.9% $8.80
1056 AGX Argan Inc Industrials 7,817.0 $4.3M 0.00% +3K +59.8% $544.65 +18.4%
1057 DOO BRP Inc Consumer Cyclical 58,897.0 $4.2M 0.00% +59K +10000.0% $71.81 -23.7%
1058 AYI Acuity Inc Industrials 14,930.0 $4.2M 0.00% +403.0 +2.8% $280.22 +0.3%
1059 EPR EPR Properties Real Estate 83,592.0 $4.2M 0.00% +24K +39.2% $49.96 +17.5%
1060 HR Healthcare Realty Trust Inc Real Estate 244,566.0 $4.2M 0.00% +54K +28.1% $16.99 +19.8%
Page 53 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%