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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $220.7B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5728 New
Page 14 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ITW Illinois Tool Works Inc Industrials 627,536.0 $154.6M 0.07% NEW $246.30 +1.3%
262 ETN Eaton Corp PLC Industrials 483,993.0 $154.2M 0.07% NEW $318.51 +19.9%
263 INTC PUT Intel Corp Technology 41,630.0 $153.6M 0.07% NEW $3690.00 -97.1%
264 XLE PUT State Street Energy Select Sector SPDR ETF 34,356.0 $153.6M 0.07% NEW $4471.00 -98.6%
265 TTD Trade Desk Inc Technology 4,037,349.0 $153.3M 0.07% NEW $37.96 -41.3%
266 KKR KKR & Co Inc Financial Services 1,196,365.0 $152.5M 0.07% NEW $127.48 -24.7%
267 PH Parker-Hannifin Corp Industrials 173,488.0 $152.5M 0.07% NEW $878.96 -2.3%
268 ADSK Autodesk Inc Technology 511,556.0 $151.4M 0.07% NEW $296.01 -17.5%
269 QCOM PUT QUALCOMM Inc Technology 8,840.0 $151.2M 0.07% NEW $17105.00 -98.8%
270 BNTX BioNTech SE Healthcare 1,578,094.0 $150.2M 0.07% NEW $95.20 -7.8%
271 AON Aon PLC Financial Services 422,064.0 $148.9M 0.07% NEW $352.88 -8.3%
272 EFA CALL iShares MSCI EAFE ETF 15,443.0 $148.3M 0.07% NEW $9603.00 -98.9%
273 MDY SPDR S&P MidCap 400 ETF Trust Financial Services 245,251.0 $148.0M 0.07% NEW $603.28 +8.1%
274 SLB SLB Ltd Energy 3,848,468.0 $147.7M 0.07% NEW $38.38 +48.9%
275 CRWD PUT Crowdstrike Holdings Inc Technology 3,117.0 $146.1M 0.07% NEW $46876.00 -98.7%
276 PNC PNC Financial Services Group Inc Financial Services 697,985.0 $145.7M 0.07% NEW $208.73 +2.4%
277 HYG PUT iShares iBoxx $ High Yield Corporate Bond ETF 17,940.0 $144.7M 0.07% NEW $8063.00 -99.0%
278 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 518,086.0 $144.5M 0.07% NEW $278.92 -9.4%
279 IDXX IDEXX Laboratories Inc Healthcare 213,562.0 $144.5M 0.07% NEW $676.53 -19.3%
280 RIO Rio Tinto PLC Basic Materials 1,800,611.0 $144.1M 0.07% NEW $80.03 +29.1%
Page 14 of 287  ·  5,728 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 32.9%
Financial Services 13.7%
Consumer Cyclical 12.3%
Healthcare 10.0%
Communication Services 9.1%
Industrials 8.2%
Consumer Defensive 4.2%
Energy 3.1%
Utilities 2.3%
Basic Materials 2.2%