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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 69 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 PUT Cencora Inc 447.0 $15.1M 0.01% NEW $33775.00
1362 FAST PUT Fastenal Co Industrials 3,756.0 $15.1M 0.01% NEW $4013.00 -98.9%
1363 AMT CALL American Tower Corp Real Estate 858.0 $15.1M 0.01% NEW $17557.00 -99.0%
1364 CDNS CALL Cadence Design Systems Inc Technology 480.0 $15.0M 0.01% NEW $31258.00 -98.8%
1365 CHE Chemed Corp Healthcare 35,024.0 $15.0M 0.01% NEW $427.86 +2.7%
1366 FRT Federal Realty Investment Trust Real Estate 148,006.0 $14.9M 0.01% NEW $100.80 +18.8%
1367 ATEC Alphatec Holdings Inc Healthcare 708,548.0 $14.9M 0.01% NEW $21.04 -60.7%
1368 SIL Global X Silver Miners ETF 178,397.0 $14.9M 0.01% NEW $83.52 +5.5%
1369 DG CALL Dollar General Corp Consumer Defensive 1,122.0 $14.9M 0.01% NEW $13277.00 -99.2%
1370 IVW iShares S&P 500 Growth ETF 120,763.0 $14.9M 0.01% NEW $123.26 +10.8%
1371 VCYT Veracyte Inc Healthcare 352,621.0 $14.8M 0.01% NEW $42.10 +7.0%
1372 IYJ iShares U.S. Industrials ETF 100,000.0 $14.8M 0.01% NEW $148.17 +5.4%
1373 CWH Camping World Holdings Inc Consumer Cyclical 1,522,570.0 $14.8M 0.01% NEW $9.73 -23.4%
1374 CCJ Cameco Corp Energy 161,878.0 $14.8M 0.01% NEW $91.49 +14.5%
1375 ASR Grupo Aeroportuario del Sureste SAB de CV Industrials 45,733.0 $14.8M 0.01% NEW $323.40 -6.7%
1376 IDA IDACORP Inc Utilities 116,574.0 $14.8M 0.01% NEW $126.56 +12.2%
1377 SYNA Synaptics Inc Technology 197,952.0 $14.7M 0.01% NEW $74.02 +94.1%
1378 Guess Inc 872,400.0 $14.6M 0.01% NEW $16.75
1379 CIEN Ciena Corp Technology 62,172.0 $14.5M 0.01% NEW $233.87 +149.6%
1380 WHR PUT Whirlpool Corp Consumer Cyclical 2,013.0 $14.5M 0.01% NEW $7214.00 -99.4%
Page 69 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%