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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 15 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 Archimedes Tech SPAC Partners II Co 37,744.0 $393K NEW $10.41
282 SOXL Semiconductors ETF 8,000.0 $383K NEW $47.91 +217.0%
283 HIVE Hive Digital Technologies Ltd Financial Services 200,988.0 $382K NEW $1.90 +82.1%
284 GASS StealthGas Inc Industrials 41,452.0 $381K NEW $9.18 +9.7%
285 Live Oak Acquisition Corp V 36,566.0 $380K NEW $10.40
286 KMX PUT CarMax Inc Consumer Cyclical 90.0 $374K NEW $4158.00 -99.1%
287 Cal Redwood Acquisition Corp 36,817.0 $374K NEW $10.16
288 TDG PUT TransDigm Group Inc Industrials 3.0 $348K NEW $115896.00 -99.0%
289 NOC PUT Northrop Grumman Corp Industrials 5.0 $341K NEW $68224.00 -99.2%
290 RBLX PUT ROBLOX Corp Technology 60.0 $339K NEW $5656.00 -99.2%
291 PAA PUT Plains All American Pipeline LP Energy 150.0 $335K NEW $2233.00 -99.0%
292 Palisade Bio Inc 189,261.0 $331K NEW $1.75
293 TOL PUT Toll Brothers Inc Consumer Cyclical 24.0 $328K NEW $13647.00 -99.1%
294 EGH Acquisition Corp 31,599.0 $323K NEW $10.21
295 Charlton Aria Acquisition Corp 30,388.0 $321K NEW $10.57
296 Range Capital Acquisition Corp 29,926.0 $315K NEW $10.51
297 Tavia Acquisition Corp 29,599.0 $313K NEW $10.57
298 RDAG Republic Digital Acquisition Co Financial Services 29,682.0 $303K NEW $10.22 +0.4%
299 SLX VanEck Steel ETF 3,159.0 $290K NEW $91.81 +12.5%
300 MOAT VanEck Morningstar Wide Moat ETF 2,883.0 $279K NEW $96.70 +3.2%
Page 15 of 30  ·  581 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%