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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 144 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 HOV Hovnanian Enterprises Inc Consumer Cyclical 14,864.0 $1.4M 0.00% NEW $97.54 +11.6%
2862 Polestar Automotive Holding UK PLC 67,832.0 $1.4M 0.00% NEW $21.37
2863 BDC Belden Inc Technology 12,427.0 $1.4M 0.00% NEW $116.55 -9.0%
2864 Northern Oil & Gas Inc 1,500,000.0 $1.4M 0.00% NEW $0.96
2865 ARW Arrow Electronics Inc Technology 13,066.0 $1.4M 0.00% NEW $110.18 +96.4%
2866 CGNX CALL Cognex Corp Technology 400.0 $1.4M 0.00% NEW $3598.00 -98.2%
2867 RKT PUT Rocket Cos Inc Financial Services 742.0 $1.4M 0.00% NEW $1936.00 -99.3%
2868 FMS Fresenius Medical Care AG Healthcare 60,295.0 $1.4M 0.00% NEW $23.82 -8.9%
2869 Piper Sandler Cos 4,225.0 $1.4M 0.00% NEW $339.71
2870 AVO Mission Produce Inc Consumer Defensive 123,715.0 $1.4M 0.00% NEW $11.60 -1.3%
2871 PVH PVH Corp Consumer Cyclical 21,411.0 $1.4M 0.00% NEW $67.02 +46.1%
2872 GIC Global Industrial Co Industrials 49,106.0 $1.4M 0.00% NEW $29.22 +3.3%
2873 BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF 15,699.0 $1.4M 0.00% NEW $91.38 +0.3%
2874 SOLS Solstice Advanced Materials Inc Basic Materials 29,422.0 $1.4M 0.00% NEW $48.58 +75.6%
2875 TSN PUT Tyson Foods Inc Consumer Defensive 242.0 $1.4M 0.00% NEW $5862.00 -98.9%
2876 CRSP CRISPR Therapeutics AG Healthcare 26,987.0 $1.4M 0.00% NEW $52.44 +6.6%
2877 AWR American States Water Co Utilities 19,469.0 $1.4M 0.00% NEW $72.48 +6.3%
2878 SR Spire Inc Utilities 17,055.0 $1.4M 0.00% NEW $82.70 +2.5%
2879 MGM CALL MGM Resorts International Consumer Cyclical 386.0 $1.4M 0.00% NEW $3649.00 -98.8%
2880 NBBK NB Bancorp Inc Financial Services 70,879.0 $1.4M 0.00% NEW $19.82 -0.4%
Page 144 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%