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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 73 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 PBA Pembina Pipeline Corp Energy 14,174.0 $634K -3K -19.2% $44.76 +10.2%
1442 HLNE Hamilton Lane Inc Financial Services 6,382.0 $634K -128K -95.2% $99.40 -10.9%
1443 EHAB Enhabit Inc Healthcare 44,881.0 $632K -34K -43.3% $14.09 -2.1%
1444 ROCK Gibraltar Industries Inc Industrials 15,749.0 $628K -4K -20.6% $39.87 -11.8%
1445 MTX Minerals Technologies Inc Basic Materials 8,813.0 $625K -2K -18.7% $70.92 +6.3%
1446 SBS Cia de Saneamento Basico do Estado de Sao Paulo SABESP Utilities 20,173.0 $615K -3K -13.7% $30.51 -80.8%
1447 SGOL abrdn Physical Gold Shares ETF Financial Services 13,644.0 $609K -8K -37.2% $44.62 -3.1%
1448 EWA iShares MSCI Australia ETF 21,727.0 $603K -4K -15.1% $27.76 +4.4%
1449 AURA Aura Biosciences Inc Healthcare 90,055.0 $602K -25K -21.4% $6.69 +14.3%
1450 DECK PUT Deckers Outdoor Corp Consumer Cyclical 60.0 $601K -90.0 -60.0% $10009.00 -99.0%
1451 NBTB NBT Bancorp Inc Financial Services 14,092.0 $600K -1K -8.9% $42.58 +7.7%
1452 DHC Diversified Healthcare Trust Real Estate 89,875.0 $597K -18K -16.5% $6.64 +34.0%
1453 BRC Brady Corp Industrials 7,322.0 $595K -1K -15.5% $81.24 +4.1%
1454 CVR Partners LP 4,676.0 $592K -4K -44.2% $126.67
1455 LILA Liberty Latin America Ltd Communication Services 67,314.0 $582K -11K -13.7% $8.64 -5.1%
1456 MNST PUT Monster Beverage Corp Consumer Defensive 80.0 $580K -564.0 -87.6% $7246.00 -98.8%
1457 NPK International Inc 39,938.0 $579K -5K -11.0% $14.49
1458 REAX Real Brokerage Inc Real Estate 231,221.0 $578K -264K -53.4% $2.50 -28.0%
1459 LASR nLight Inc Technology 10,133.0 $578K -70K -87.4% $57.02 +34.0%
1460 EXPE PUT Expedia Group Inc Consumer Cyclical 25.0 $577K -548.0 -95.6% $23089.00 -99.1%
Page 73 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%