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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 97 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 NATH Nathan's Famous Inc Consumer Cyclical 649.0 $65K -869.0 -57.2% $100.73 +0.3%
1922 GNE Genie Energy Ltd Utilities 4,583.0 $65K -212.0 -4.4% $14.14 -3.0%
1923 PKOH Park-Ohio Holdings Corp Industrials 2,690.0 $65K -108.0 -3.9% $24.04 +21.1%
1924 ICVT iShares Convertible Bond ETF 634.0 $65K -4K -86.6% $101.79 +12.9%
1925 VOOG Vanguard S&P 500 Growth ETF 156.0 $64K -91.0 -36.8% $407.69 -80.1%
1926 VPL Vanguard FTSE Pacific ETF 648.0 $63K -1K -68.5% $97.73 +11.9%
1927 INSE Inspired Entertainment Inc Consumer Cyclical 8,839.0 $63K -58.0 -0.7% $7.13 +2.2%
1928 GCO Genesco Inc Consumer Cyclical 2,164.0 $63K -115.0 -5.0% $28.99 +12.4%
1929 RLGT Radiant Logistics Inc Industrials 8,836.0 $62K -2K -21.0% $7.05 +19.2%
1930 Strata Critical Medical Inc 14,870.0 $62K -78K -83.9% $4.18
1931 PBYI Puma Biotechnology Inc Healthcare 9,667.0 $62K -91.0 -0.9% $6.39 +8.5%
1932 PFLT PennantPark Floating Rate Capital Ltd Financial Services 7,649.0 $61K -52K -87.1% $8.04 +2.5%
1933 OLPX Olaplex Holdings Inc Consumer Cyclical 30,240.0 $61K -3K -8.0% $2.03 +0.0%
1934 AMCX AMC Global Media Inc Communication Services 8,998.0 $61K -53K -85.5% $6.79 +24.9%
1935 CRNC Cerence Inc Technology 9,643.0 $61K -92.0 -0.9% $6.31 +44.7%
1936 FNKO Funko Inc Consumer Cyclical 19,294.0 $61K -19K -50.0% $3.15 +45.6%
1937 LCNB LCNB Corp Financial Services 3,860.0 $60K -159.0 -4.0% $15.59 +4.9%
1938 XGN Exagen Inc Healthcare 19,824.0 $59K -113K -85.1% $3.00 +22.8%
1939 TTWO PUT Take-Two Interactive Software Inc Communication Services 3.0 $59K -6.0 -66.7% $19750.00 -98.8%
1940 FVCB FVCBankcorp Inc Financial Services 3,875.0 $59K -220.0 -5.4% $15.19 +1.8%
Page 97 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%