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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 148 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 SM SM Energy Co Energy 67,401.0 $1.3M 0.00% NEW $18.70 +63.8%
2942 UI Ubiquiti Inc Technology 2,272.0 $1.3M 0.00% NEW $553.35 +10.2%
2943 AXS Axis Capital Holdings Ltd Financial Services 11,717.0 $1.3M 0.00% NEW $107.09 -10.7%
2944 BBSI Barrett Business Services Inc Industrials 34,636.0 $1.3M 0.00% NEW $36.21 -12.7%
2945 PECO Phillips Edison & Co Inc Real Estate 35,205.0 $1.3M 0.00% NEW $35.57 +14.8%
2946 MUR Murphy Oil Corp Energy 39,866.0 $1.2M 0.00% NEW $31.25 +14.1%
2947 UTI Universal Technical Institute Inc Consumer Defensive 47,657.0 $1.2M 0.00% NEW $26.13 +50.7%
2948 YUMC CALL Yum China Holdings Inc Consumer Cyclical 260.0 $1.2M 0.00% NEW $4774.00 -99.1%
2949 IOT CALL Samsara Inc Technology 350.0 $1.2M 0.00% NEW $3545.00 -99.2%
2950 CRMT America's Car-Mart Inc TX Consumer Cyclical 49,099.0 $1.2M 0.00% NEW $25.26 -51.3%
2951 Emera Inc 25,108.0 $1.2M 0.00% NEW $49.24
2952 UFCS United Fire Group Inc Financial Services 33,953.0 $1.2M 0.00% NEW $36.35 +23.9%
2953 ALLO Allogene Therapeutics Inc Healthcare 900,424.0 $1.2M 0.00% NEW $1.37 +64.2%
2954 EVTC EVERTEC Inc Technology 42,349.0 $1.2M 0.00% NEW $29.09 -17.9%
2955 ORI Old Republic International Corp Financial Services 26,992.0 $1.2M 0.00% NEW $45.64 -15.9%
2956 VISN Vistance Networks Inc Technology 67,929.0 $1.2M 0.00% NEW $18.13 -31.1%
2957 WTFC Wintrust Financial Corp Financial Services 8,800.0 $1.2M 0.00% NEW $139.82 +8.3%
2958 Cohen Circle Acquisition Corp II 120,056.0 $1.2M 0.00% NEW $10.24
2959 IMTX Immatics NV Healthcare 116,646.0 $1.2M 0.00% NEW $10.50 +8.5%
2960 KNSL Kinsale Capital Group Inc Financial Services 3,128.0 $1.2M 0.00% NEW $391.12 -21.7%
Page 148 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%