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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 93 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 CMCO Columbus McKinnon CorpNY Industrials 6,792.0 $99K -2K -21.1% $14.53 -4.9%
1842 CCSI Consensus Cloud Solutions Inc Technology 4,071.0 $97K -250.0 -5.8% $23.74 +15.3%
1843 IHRT iHeartMedia Inc Communication Services 33,092.0 $97K -15K -30.6% $2.92 +64.4%
1844 DIN Dine Brands Global Inc Consumer Cyclical 3,669.0 $96K -333.0 -8.3% $26.24 +12.2%
1845 FPI Farmland Partners Inc Real Estate 8,553.0 $96K -420.0 -4.7% $11.23 -8.3%
1846 CIG Cia Energetica de Minas Gerais Utilities 40,115.0 $96K -919.0 -2.2% $2.39 -5.4%
1847 James River Group Holdings Inc 15,094.0 $95K -539.0 -3.5% $6.30
1848 ATEX Anterix Inc Communication Services 2,477.0 $95K -14.0 -0.6% $38.19 +53.6%
1849 NRDS NerdWallet Inc Financial Services 9,102.0 $94K -19K -67.2% $10.38 -22.3%
1850 DHIL Diamond Hill Investment Group Inc Financial Services 547.0 $94K -126.0 -18.7% $172.10 +1.7%
1851 XRN Chiron Real Estate Inc Financial Services 2,844.0 $94K -115.0 -3.9% $33.08 +4.9%
1852 BTBT Bit Digital Inc Financial Services 71,439.0 $94K -6K -7.8% $1.31 +32.1%
1853 RSVR Reservoir Media Inc Communication Services 9,490.0 $93K -676.0 -6.7% $9.79 +3.8%
1854 CYRX CryoPort Inc Industrials 11,213.0 $93K -1K -10.5% $8.28 +63.9%
1855 IMXI International Money Express Inc Technology 5,876.0 $93K -75.0 -1.3% $15.80 -3.4%
1856 AHRT AH Realty Trust Inc Financial Services 16,866.0 $93K -2K -10.4% $5.50 +20.6%
1857 VREX Varex Imaging Corp Healthcare 8,616.0 $91K -3K -23.0% $10.61 -10.3%
1858 YORW York Water Co Utilities 2,999.0 $91K -143.0 -4.5% $30.45 -4.2%
1859 FRST Primis Financial Corp Financial Services 6,843.0 $91K -5K -42.6% $13.28 +6.7%
1860 PLBC Plumas Bancorp Financial Services 1,835.0 $90K -57.0 -3.0% $48.82 +8.5%
Page 93 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%