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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 69 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ANI Pharmaceuticals Inc 649,000.0 $804K -891K -57.9% $1.24
1362 BCAX Bicara Therapeutics Inc Healthcare 40,396.0 $803K -56K -57.9% $19.89 +4.8%
1363 DBI Designer Brands Inc Consumer Cyclical 140,583.0 $800K -91K -39.3% $5.69 +20.7%
1364 MMM CALL 3M Co Industrials 55.0 $799K -478.0 -89.7% $14523.00 -99.0%
1365 SEB Seaboard Corp Industrials 141.0 $797K -173.0 -55.1% $5654.02 -11.7%
1366 WSFS WSFS Financial Corp Financial Services 12,112.0 $793K -887.0 -6.8% $65.46 +9.7%
1367 SVV Savers Value Village Inc Consumer Cyclical 105,608.0 $786K -204K -65.8% $7.44 +6.2%
1368 WHD Cactus Inc Energy 16,568.0 $785K -632.0 -3.7% $47.37 +31.2%
1369 SYF CALL Synchrony Financial Financial Services 115.0 $782K -285.0 -71.2% $6802.00 -98.9%
1370 WLK Westlake Corp Basic Materials 6,690.0 $782K -86K -92.8% $116.82 -24.2%
1371 FCN FTI Consulting Inc Industrials 4,408.0 $779K -103K -95.9% $176.77 -13.3%
1372 NUTX Nutex Health Inc Healthcare 8,182.0 $778K -8K -50.1% $95.04 +25.1%
1373 ALMS Alumis Inc Healthcare 35,146.0 $774K -12K -25.0% $22.03 +0.6%
1374 GHM Graham Corp Industrials 9,803.0 $774K -2K -15.5% $78.92 +17.4%
1375 LOB Live Oak Bancshares Inc Financial Services 23,393.0 $774K -5K -17.5% $33.07 +13.1%
1376 HYD VanEck High Yield Muni ETF 15,375.0 $771K -48K -75.8% $50.14 +1.1%
1377 EVGO EVgo Inc Consumer Cyclical 447,710.0 $770K -1.2M -72.8% $1.72 +9.3%
1378 AMBA Ambarella Inc Technology 14,915.0 $768K -216K -93.5% $51.48 +62.5%
1379 Unilever PLC 13,430.0 $765K -32K -70.3% $56.97
1380 NEU NewMarket Corp Basic Materials 1,193.0 $765K -1K -48.9% $640.95 +12.4%
Page 69 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%