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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 77 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 TNK Teekay Tankers Ltd Energy 6,084.0 $446K -407.0 -6.3% $73.32 +3.6%
1522 VECO Veeco Instruments Inc Technology 13,151.0 $445K -180.0 -1.4% $33.86 +61.5%
1523 Triple Flag Precious Metals Corp 12,798.0 $444K -10K -43.4% $34.71
1524 SEM Select Medical Holdings Corp Healthcare 27,033.0 $440K -2K -5.9% $16.29 +1.4%
1525 GLAD Gladstone Capital Corp Financial Services 25,315.0 $439K -4K -13.3% $17.35 +9.5%
1526 ZD Ziff Davis Inc Communication Services 10,458.0 $439K -17K -61.8% $41.96 -0.0%
1527 ABCL AbCellera Biologics Inc Healthcare 125,322.0 $437K -86K -40.7% $3.49 +30.9%
1528 OR OR Royalties Inc Basic Materials 11,497.0 $437K -114.0 -1.0% $38.02 -6.7%
1529 VNM VanEck Vietnam ETF 24,862.0 $430K -33K -56.9% $17.31 +11.6%
1530 Lionsgate Studios Corp 44,521.0 $427K -3K -5.7% $9.59
1531 ALRS Alerus Financial Corp Financial Services 17,828.0 $423K -4K -18.6% $23.71 +18.6%
1532 BCH Banco de Chile Financial Services 11,407.0 $423K -12K -51.8% $37.04 +2.5%
1533 CGEM Cullinan Therapeutics Inc Healthcare 29,543.0 $420K -10K -25.1% $14.21 +0.8%
1534 SGHC Super Group SGHC Ltd Consumer Cyclical 38,781.0 $419K -56K -58.9% $10.80 +28.4%
1535 ARMOUR Residential REIT Inc 25,085.0 $418K -47K -65.0% $16.68
1536 ESPR Esperion Therapeutics Inc Healthcare 152,340.0 $417K -61K -28.7% $2.74 +14.2%
1537 Ventas Inc 280,000.0 $416K -1.6M -84.7% $1.49
1538 UTI Universal Technical Institute Inc Consumer Defensive 11,531.0 $416K -36K -75.8% $36.10 -0.1%
1539 AGYS Agilysys Inc Technology 5,840.0 $415K -207.0 -3.4% $71.14 +14.4%
1540 HLF Herbalife Ltd Consumer Defensive 27,995.0 $412K -10K -25.6% $14.72 -17.4%
Page 77 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%