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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 70 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 PUT Etsy Inc 2,619.0 $14.5M 0.01% NEW $5544.00
1382 GPI Group 1 Automotive Inc Consumer Cyclical 36,917.0 $14.5M 0.01% NEW $393.30 -17.1%
1383 MHK Mohawk Industries Inc Consumer Cyclical 132,723.0 $14.5M 0.01% NEW $109.30 -6.3%
1384 FLYW Flywire Corp Technology 1,023,958.0 $14.5M 0.01% NEW $14.16 +13.8%
1385 ASX ASE Technology Holding Co Ltd Technology 898,625.0 $14.5M 0.01% NEW $16.10 +116.2%
1386 LEA Lear Corp Consumer Cyclical 125,930.0 $14.4M 0.01% NEW $114.60 +22.0%
1387 CALL Cencora Inc 427.0 $14.4M 0.01% NEW $33775.00
1388 MDT CALL Medtronic PLC Healthcare 1,498.0 $14.4M 0.01% NEW $9606.00 -99.2%
1389 USRT iShares Core U.S. REIT ETF 252,200.0 $14.4M 0.01% NEW $56.96 +15.0%
1390 ESTA Establishment Labs Holdings Inc Healthcare 196,120.0 $14.3M 0.01% NEW $72.88 -0.9%
1391 COP CALL ConocoPhillips Energy 1,525.0 $14.3M 0.01% NEW $9361.00 -98.7%
1392 SVM Silvercorp Metals Inc Basic Materials 1,711,412.0 $14.3M 0.01% NEW $8.34 +41.8%
1393 ASML CALL ASML Holding NV Technology 133.0 $14.2M 0.01% NEW $106986.00 -98.5%
1394 VPU Vanguard Utilities ETF 76,651.0 $14.2M 0.01% NEW $185.04 +6.2%
1395 CELC Celcuity Inc Healthcare 142,203.0 $14.2M 0.01% NEW $99.74 +38.6%
1396 RUN Sunrun Inc Energy 768,582.0 $14.1M 0.01% NEW $18.40 -20.5%
1397 CCL CALL Carnival Corp Consumer Cyclical 4,630.0 $14.1M 0.01% NEW $3054.00 -99.1%
1398 BMY CALL Bristol-Myers Squibb Co Healthcare 2,620.0 $14.1M 0.01% NEW $5394.00 -98.9%
1399 LOW CALL Lowe's Cos Inc Consumer Cyclical 585.0 $14.1M 0.01% NEW $24116.00 -99.1%
1400 APA APA Corp Energy 576,715.0 $14.1M 0.01% NEW $24.46 +58.6%
Page 70 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%