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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 82 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 TITN Titan Machinery Inc Industrials 17,435.0 $292K -6K -25.0% $16.72 +13.9%
1622 BBY CALL Best Buy Co Inc Consumer Cyclical 45.0 $289K -107.0 -70.4% $6420.00 -99.1%
1623 TRNS Transcat Inc Industrials 3,873.0 $284K -30K -88.5% $73.45 -5.2%
1624 CLBK Columbia Financial Inc Financial Services 16,194.0 $284K -346.0 -2.1% $17.51 +12.0%
1625 THRM Gentherm Inc Consumer Cyclical 10,202.0 $283K -288.0 -2.8% $27.78 +7.8%
1626 Collective Mining Ltd 16,065.0 $283K -52K -76.4% $17.61
1627 DLX Deluxe Corp Communication Services 10,260.0 $283K -1K -9.6% $27.54 -15.3%
1628 COLM Columbia Sportswear Co Consumer Cyclical 5,105.0 $280K -2K -28.2% $54.81 +6.9%
1629 Skeena Resources Ltd 9,289.0 $276K -72K -88.6% $29.72
1630 FPE First Trust Preferred Securities and Income ETF 15,522.0 $276K -125.0 -0.8% $17.75 +1.4%
1631 AAT American Assets Trust Inc Real Estate 14,873.0 $274K -274.0 -1.8% $18.41 +18.2%
1632 WDAY CALL Workday Inc Technology 21.0 $273K -241.0 -92.0% $12992.00 -99.0%
1633 LFVN Lifevantage Corp Consumer Defensive 63,081.0 $273K -33K -34.4% $4.32 +21.5%
1634 PRA ProAssurance Corp Financial Services 10,994.0 $272K -307.0 -2.7% $24.72 -0.2%
1635 XPEL XPEL Inc Consumer Cyclical 6,124.0 $271K -8K -57.1% $44.26 -2.3%
1636 ASTL Algoma Steel Group Inc Basic Materials 65,417.0 $270K -49K -42.7% $4.13 +19.4%
1637 TGLS Tecnoglass Inc Basic Materials 6,043.0 $269K -144.0 -2.3% $44.55 -12.5%
1638 LADR Ladder Capital Corp Real Estate 27,478.0 $268K -4K -13.6% $9.77 +1.7%
1639 ORIC ORIC Pharmaceuticals Inc Healthcare 21,101.0 $267K -19K -47.4% $12.67 -37.1%
1640 SAM Boston Beer Co Inc Consumer Defensive 1,145.0 $264K -756.0 -39.8% $230.40 -22.4%
Page 82 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%