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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 190 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3781 RYN Rayonier Inc Real Estate 15,891.0 $344K NEW $21.65 -6.0%
3782 GTN Gray Media Inc Communication Services 71,004.0 $344K NEW $4.84 -15.9%
3783 UMH UMH Properties Inc Real Estate 21,573.0 $343K NEW $15.91 -3.8%
3784 ASAN PUT Asana Inc Technology 250.0 $343K NEW $1371.00 -99.5%
3785 LGN Legence Corp Industrials 7,943.0 $342K NEW $43.04 +89.5%
3786 CBNK Capital Bancorp Inc Financial Services 12,134.0 $342K NEW $28.17 +11.7%
3787 WGO Winnebago Industries Inc Consumer Cyclical 8,401.0 $340K NEW $40.52 -26.5%
3788 MEOH Methanex Corp Basic Materials 8,554.0 $340K NEW $39.72 +51.4%
3789 ACDC ProFrac Holding Corp Energy 87,249.0 $339K NEW $3.89 +83.8%
3790 VST PUT Vistra Corp Utilities 21.0 $339K NEW $16133.00 -99.0%
3791 BLZE Backblaze Inc Technology 72,626.0 $338K NEW $4.66 +64.6%
3792 Pelican Acquisition Corp 33,281.0 $338K NEW $10.15
3793 MSBI Midland States Bancorp Inc Financial Services 15,941.0 $337K NEW $21.17 +30.5%
3794 RSPR Invesco S&P 500 Equal Weight Real Estate ETF 10,000.0 $336K NEW $33.63 +7.9%
3795 SHYG iShares 0-5 Year High Yield Corporate Bond ETF 7,843.0 $336K NEW $42.87 -1.0%
3796 First Foundation Inc 54,558.0 $336K NEW $6.16
3797 AIN Albany International Corp Consumer Cyclical 6,626.0 $336K NEW $50.70 +22.5%
3798 NN NextNav Inc Communication Services 20,155.0 $335K NEW $16.64 +30.6%
3799 ZROZ PIMCO 25 Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 5,200.0 $334K NEW $64.25 -4.5%
3800 CHTR PUT Charter Communications Inc Communication Services 16.0 $334K NEW $20875.00 -99.3%
Page 190 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%