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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 166 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 FAC CARTESIAN GROWTH CORP III Industrials 76,691.0 $786K +39K +105.4% $10.26 -52.1%
3302 DIOD Diodes Inc Technology 11,519.0 $786K +419.0 +3.8% $68.26 +28.9%
3303 SVV Savers Value Village Inc Consumer Cyclical 105,608.0 $786K -204K -65.8% $7.44 +42.1%
3304 WHD Cactus Inc Energy 16,568.0 $785K -632.0 -3.7% $47.37 +47.0%
3305 SYF CALL Synchrony Financial Financial Services 115.0 $782K -285.0 -71.2% $6802.00 -98.9%
3306 WLK Westlake Corp Basic Materials 6,690.0 $782K -86K -92.8% $116.82 -35.2%
3307 MICROCHIP TECHNOLOGY INC 427,000.0 $780K $1.83
3308 FCN FTI Consulting Inc Industrials 4,408.0 $779K -103K -95.9% $176.77 -13.0%
3309 INGN Inogen Inc Healthcare 126,037.0 $779K +9K +7.4% $6.18 -11.0%
3310 GLP Global Partners LPMA Energy 18,497.0 $779K +1K +7.4% $42.10 +20.0%
3311 SLN Silence Therapeutics PLC Healthcare 147,668.0 $778K +136K +1127.8% $5.27 +154.6%
3312 NUTX Nutex Health Inc Healthcare 8,182.0 $778K -8K -50.1% $95.04 +99.1%
3313 TG Tredegar Corp Industrials 97,800.0 $778K +91K +1356.2% $7.95 -1.9%
3314 NNI Nelnet Inc Financial Services 6,025.0 $777K +2K +36.3% $128.96 -1.2%
3315 PGJ Invesco Golden Dragon China ETF 30,000.0 $775K $25.84 -7.2%
3316 ALMS Alumis Inc Healthcare 35,146.0 $774K -12K -25.0% $22.03 +1.6%
3317 GHM Graham Corp Industrials 9,803.0 $774K -2K -15.5% $78.92 +9.1%
3318 LOB Live Oak Bancshares Inc Financial Services 23,393.0 $774K -5K -17.5% $33.07 +21.3%
3319 BHF Brighthouse Financial Inc Financial Services 12,881.0 $771K +2K +13.3% $59.88 -11.4%
3320 HYD VanEck High Yield Muni ETF 15,375.0 $771K -48K -75.8% $50.14 -0.1%
Page 166 of 291  ·  5,804 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 33.4%
Financial Services 14.6%
Consumer Cyclical 10.7%
Healthcare 10.2%
Industrials 9.1%
Communication Services 6.3%
Consumer Defensive 4.4%
Energy 3.9%
Basic Materials 2.6%
Utilities 2.6%