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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 191 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3801 PAA PUT Plains All American Pipeline LP Energy 150.0 $335K NEW $2233.00 -99.0%
3802 AIN Albany International Corp Consumer Cyclical 6,411.0 $335K -215.0 -3.2% $52.21 +22.1%
3803 UFPT UFP Technologies Inc Healthcare 1,718.0 $333K -52.0 -2.9% $193.60 +16.9%
3804 CDZI Cadiz Inc Utilities 67,649.0 $332K +55K +454.9% $4.91 -9.6%
3805 ASTE Astec Industries Inc Industrials 6,163.0 $332K +1K +20.4% $53.84 -5.1%
3806 CRI Carter's Inc Consumer Cyclical 9,265.0 $331K -10K -52.3% $35.76 +10.1%
3807 Palisade Bio Inc 189,261.0 $331K NEW $1.75
3808 MSBI Midland States Bancorp Inc Financial Services 14,829.0 $331K -1K -7.0% $22.31 +24.7%
3809 ECVT Ecovyst Inc Basic Materials 25,613.0 $329K +213.0 +0.8% $12.86 +8.6%
3810 Willow Lane Acquisition Corp 113,542.0 $329K $2.90
3811 HLIT Harmonic Inc Technology 36,632.0 $329K +5K +14.7% $8.98 +90.5%
3812 SILA Sila Realty Trust Inc Real Estate 13,890.0 $329K -2K -12.5% $23.68 +27.8%
3813 Safehold Inc 24,290.0 $329K -1K -5.2% $13.53
3814 MRTN Marten Transport Ltd Industrials 25,021.0 $329K -122K -83.0% $13.13 +31.4%
3815 NN NextNav Inc Communication Services 20,500.0 $328K +345.0 +1.7% $16.02 +34.1%
3816 HOV Hovnanian Enterprises Inc Consumer Cyclical 2,955.0 $328K -12K -80.1% $110.91 +1.7%
3817 TOL PUT Toll Brothers Inc Consumer Cyclical 24.0 $328K NEW $13647.00 -99.0%
3818 JCI CALL JOHNSON CONTROLS INTERNATIONAL PLC ORDINARY SHARES Industrials 25.0 $327K -59.0 -70.2% $13095.00 -98.9%
3819 GABC German American Bancorp Inc Financial Services 7,813.0 $327K -201.0 -2.5% $41.79 +4.0%
3820 ARI Apollo Commercial Real Estate Finance Inc Real Estate 30,897.0 $326K -532.0 -1.7% $10.56 +3.5%
Page 191 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 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%