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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 89 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 CBRL Cracker Barrel Old Country Store Inc Consumer Cyclical 15,749.0 $443K +3K +21.6% $28.11 +13.1%
1762 EMBJ Embraer SA Industrials 7,334.0 $435K +3K +65.9% $59.34 -4.8%
1763 RWM ProShares Short Russell2000 26,740.0 $434K +25K +1570.2% $16.22 -12.0%
1764 OBNK Origin Bancorp Inc Financial Services 10,461.0 $434K +4K +55.9% $41.46 -31.0%
1765 FSBC Five Star Bancorp Financial Services 11,465.0 $432K +7K +164.6% $37.72 +11.3%
1766 VRE Veris Residential Inc Real Estate 22,867.0 $432K +1K +6.6% $18.87 +0.7%
1767 GTES Gates Industrial Corp PLC Industrials 18,994.0 $429K +2K +14.7% $22.61 +6.5%
1768 CAPR Capricor Therapeutics Inc Healthcare 14,000.0 $426K +6K +68.8% $30.40 -2.7%
1769 HPK HighPeak Energy Inc Energy 61,615.0 $425K +57K +1228.2% $6.90 +5.8%
1770 LXFR Luxfer Holdings PLC Industrials 34,901.0 $425K +9K +35.9% $12.18 +30.6%
1771 HLLY Holley Inc Consumer Cyclical 138,394.0 $425K +31K +29.4% $3.07 -20.5%
1772 ECH iShares MSCI Chile ETF 10,627.0 $423K +11K +10000.0% $39.76 +2.5%
1773 BSAA BEST SPAC I Acquisition Corp Financial Services 40,646.0 $415K +5K +13.0% $10.22 +17.4%
1774 ALGT Allegiant Travel Co Industrials 5,097.0 $413K +2K +43.8% $81.04 +0.4%
1775 HCI HCI Group Inc Financial Services 2,658.0 $411K +208.0 +8.5% $154.61 +2.5%
1776 TCBK TriCo Bancshares Financial Services 8,630.0 $410K +598.0 +7.5% $47.54 +6.4%
1777 MBWM Mercantile Bank Corp Financial Services 8,077.0 $408K +571.0 +7.6% $50.50 +4.1%
1778 LSPD Lightspeed Commerce Inc Technology 45,375.0 $407K +27K +146.1% $8.96 -6.6%
1779 SFST Southern First Bancshares Inc Financial Services 7,423.0 $405K +2K +40.1% $54.50 +3.5%
1780 JBIO Jade Biosciences Inc Healthcare 28,624.0 $402K +19K +190.0% $14.05 +67.0%
Page 89 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%