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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 236 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4701 DH Definitive Healthcare Corp Healthcare 16,837.0 $48K NEW $2.87 -71.4%
4702 TG Tredegar Corp Industrials 6,716.0 $48K NEW $7.18 +6.7%
4703 FRAF Franklin Financial Services Corp Financial Services 960.0 $48K NEW $50.20 +14.7%
4704 PESI Perma-Fix Environmental Services Inc Industrials 3,820.0 $48K NEW $12.59 -28.0%
4705 OABI OmniAb Inc Healthcare 25,870.0 $48K NEW $1.85 +37.8%
4706 LRMR Larimar Therapeutics Inc Healthcare 12,553.0 $48K NEW $3.81 -6.3%
4707 SANUWAVE Health Inc 1,598.0 $48K NEW $29.84
4708 OSUR OraSure Technologies Inc Healthcare 19,676.0 $48K NEW $2.42 +36.0%
4709 NKSH National Bankshares Inc Financial Services 1,419.0 $48K NEW $33.53 +6.0%
4710 PANL Pangaea Logistics Solutions Ltd Industrials 6,884.0 $47K NEW $6.88 +20.3%
4711 FCCO First Community Corp SC Financial Services 1,595.0 $47K NEW $29.65 +2.7%
4712 IYF iShares U.S. Financials ETF 366.0 $47K NEW $128.93 -4.3%
4713 FLTR VanEck IG Floating Rate ETF 1,848.0 $47K NEW $25.48 +0.3%
4714 Thayer Ventures Acquisition Corp II 221,227.0 $46K NEW $0.21
4715 ALTI AlTi Global Inc Financial Services 9,995.0 $46K NEW $4.64 -25.4%
4716 CMT Core Molding Technologies Inc Basic Materials 2,303.0 $46K NEW $20.05 +20.7%
4717 NFGC New Found Gold Corp Basic Materials 15,526.0 $46K NEW $2.97 -35.0%
4718 GILT Gilat Satellite Networks Ltd Technology 3,555.0 $46K NEW $12.94 +18.7%
4719 CGBD Carlyle Secured Lending Inc Financial Services 3,678.0 $46K NEW $12.49 -13.6%
4720 Plum Acquisition Corp IV 169,785.0 $46K NEW $0.27
Page 236 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%