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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $205.8B AUM 17,681 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 581 New 2339 Added 2339 Reduced 505 Exited
Page 33 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VRTX PUT Vertex Pharmaceuticals Inc Healthcare 271.0 $12.1M 0.01% -80.0 -22.8% $44654.00 -99.0%
642 CRUS Cirrus Logic Inc Technology 83,676.0 $12.1M 0.01% -5K -5.3% $144.62 +13.3%
643 Guardant Health Inc 11,688,000.0 $12.0M 0.01% -103K -0.9% $1.03
644 VERA Vera Therapeutics Inc Healthcare 298,149.0 $12.0M 0.01% -177K -37.2% $40.23 -14.0%
645 Fortuna Mining Corp 6,881,000.0 $11.9M 0.01% -60K -0.9% $1.73
646 GGG Graco Inc Industrials 140,351.0 $11.9M 0.01% -1K -1.0% $84.65 -10.9%
647 CSX CALL CSX Corp Industrials 2,886.0 $11.8M 0.01% -795.0 -21.6% $4105.00 -98.9%
648 WIT Wipro Ltd Technology 5,580,517.0 $11.8M 0.01% -5.4M -49.3% $2.12 -8.0%
649 MDT CALL Medtronic PLC Healthcare 1,360.0 $11.8M 0.01% -138.0 -9.2% $8665.00 -99.1%
650 VVV Valvoline Inc Energy 349,496.0 $11.8M 0.01% -4K -1.1% $33.68 -2.0%
651 SYNA Synaptics Inc Technology 166,854.0 $11.7M 0.01% -31K -15.7% $70.04 +88.8%
652 ARCC Ares Capital Corp Financial Services 647,572.0 $11.7M 0.01% -426K -39.7% $18.02 +3.9%
653 AFRM Affirm Holdings Inc Technology 253,569.0 $11.6M 0.01% -218K -46.2% $45.82 +45.9%
654 TENB Tenable Holdings Inc Technology 674,205.0 $11.4M 0.01% -59K -8.1% $16.92 +48.5%
655 GLW CALL Corning Inc Technology 835.0 $11.4M 0.01% -437.0 -34.4% $13597.00 -98.7%
656 MRCY Mercury Systems Inc Industrials 155,380.0 $11.3M 0.01% -9K -5.5% $72.91 +30.0%
657 AOS A O Smith Corp Industrials 171,539.0 $11.3M 0.01% -71K -29.2% $65.94 -14.4%
658 EXK Endeavour Silver Corp Basic Materials 1,210,296.0 $11.3M 0.01% -1.8M -60.2% $9.31 +0.2%
659 ASHR PUT Xtrackers Harvest CSI 300 China A-Shares ETF 3,450.0 $11.3M 0.01% -1K -29.9% $3264.00 -98.9%
660 Globus Medical Inc 130,418.0 $11.2M 0.01% -47K -26.6% $86.16
Page 33 of 117  ·  2,339 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 32.3%
Financial Services 14.5%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 9.0%
Communication Services 8.0%
Consumer Defensive 4.3%
Energy 4.0%
Basic Materials 2.5%
Utilities 2.5%