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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 163 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 NVST Envista Holdings Corp Healthcare 38,264.0 $831K NEW $21.71 +8.2%
3242 RDVT Red Violet Inc Technology 14,555.0 $829K NEW $56.95 -9.1%
3243 PotlatchDeltic Corp 20,815.0 $828K NEW $39.78
3244 ESPO VanEck Video Gaming and eSports ETF 7,989.0 $828K NEW $103.60 -14.4%
3245 JOUT Johnson Outdoors Inc Consumer Cyclical 19,462.0 $826K NEW $42.45 +4.6%
3246 EC Ecopetrol SA Energy 82,345.0 $825K NEW $10.02 +48.3%
3247 BOW Bowhead Specialty Holdings Inc Financial Services 28,906.0 $825K NEW $28.54 -2.7%
3248 CENTA Central Garden & Pet Co Consumer Defensive 28,173.0 $822K NEW $29.19 +18.6%
3249 TERN Terns Pharmaceuticals Inc Healthcare 20,353.0 $822K NEW $40.40 +31.1%
3250 Liberty Global Ltd 73,494.0 $819K NEW $11.14
3251 INFU InfuSystem Holdings Inc Healthcare 91,221.0 $818K NEW $8.97 +6.0%
3252 EBND SPDR Bloomberg Emerging Markets Local Bond ETF 38,268.0 $818K NEW $21.37 -2.2%
3253 LEMB iShares J.P. Morgan EM Local Currency Bond ETF 19,630.0 $816K NEW $41.57 +0.9%
3254 BOTZ Global X Robotics & Artificial Intelligence ETF 22,412.0 $812K NEW $36.23 +12.9%
3255 FXN First Trust Energy AlphaDEX Fund 49,200.0 $810K NEW $16.47 +32.5%
3256 XGN Exagen Inc Healthcare 133,242.0 $810K NEW $6.08 -29.9%
3257 Calisa Acquisition Corp 77,440.0 $809K NEW $10.45
3258 LXP Industrial Trust 16,301.0 $808K NEW $49.58
3259 CMPR Cimpress PLC Communication Services 12,131.0 $808K NEW $66.59 +56.3%
3260 NRIM Northrim BanCorp Inc Financial Services 30,315.0 $807K NEW $26.61 -6.0%
Page 163 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%