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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 165 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 FRME First Merchants Corp Financial Services 20,952.0 $785K NEW $37.48 +9.3%
3282 CALX Calix Inc Technology 14,826.0 $785K NEW $52.93 -23.8%
3283 TM Toyota Motor Corp Consumer Cyclical 3,664.0 $784K NEW $214.06 -11.2%
3284 CM Canadian Imperial Bank of Commerce Financial Services 8,626.0 $782K NEW $90.61 +27.8%
3285 BUD Anheuser-Busch InBev SA NV Consumer Defensive 12,102.0 $775K NEW $64.04 +28.8%
3286 CBU Community Financial System Inc Financial Services 13,467.0 $774K NEW $57.44 +12.8%
3287 RYAN Ryan Specialty Holdings Inc Financial Services 14,925.0 $771K NEW $51.63 -37.4%
3288 SID Cia Siderurgica Nacional SA Basic Materials 480,979.0 $770K NEW $1.60 -16.2%
3289 HWKN Hawkins Inc Basic Materials 5,415.0 $769K NEW $142.06 +10.3%
3290 Miluna Acquisition Corp 76,962.0 $769K NEW $9.99
3291 MICROCHIP TECHNOLOGY INC 427,000.0 $768K NEW $1.80
3292 LZB La-Z-Boy Inc Consumer Cyclical 20,570.0 $767K NEW $37.27 +0.0%
3293 SBLK Star Bulk Carriers Corp Industrials 39,884.0 $767K NEW $19.22 +43.3%
3294 Riot Platforms Inc 679,000.0 $766K NEW $1.13
3295 AKR Acadia Realty Trust Real Estate 37,189.0 $764K NEW $20.54 +8.8%
3296 PD PagerDuty Inc Technology 58,262.0 $764K NEW $13.11 -45.2%
3297 KTB Kontoor Brands Inc Consumer Cyclical 12,476.0 $762K NEW $61.09 +16.9%
3298 New Providence Acquisition Corp III 74,284.0 $762K NEW $10.26
3299 DXJ WisdomTree Japan Hedged Equity Fund 5,275.0 $760K NEW $144.16 +18.8%
3300 AII American Integrity Insurance Group Inc Financial Services 36,416.0 $759K NEW $20.83 -20.1%
Page 165 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%