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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 197 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 CZR PUT Caesars Entertainment Inc Consumer Cyclical 100.0 $264K NEW $2643.00 -98.9%
3922 SAM Boston Beer Co Inc Consumer Defensive 1,145.0 $264K -756.0 -39.8% $230.40 -20.4%
3923 BANC PUT Banc of California Inc Financial Services 150.0 $264K NEW $1758.00 -98.9%
3924 VGSH Vanguard Short-Term Treasury ETF 4,500.0 $263K -43K -90.5% $58.54 -0.4%
3925 BW LPG Ltd 15,158.0 $263K +15K +4952.7% $17.37
3926 SBR Sabine Royalty Trust Energy 3,494.0 $263K -1K -25.4% $75.34 -0.7%
3927 Two Harbors Investment Corp 23,047.0 $263K -72K -75.6% $11.42
3928 XNCR Xencor Inc Healthcare 21,788.0 $263K -27K -55.2% $12.06 -3.6%
3929 SENEA Seneca Foods Corp Consumer Defensive 1,736.0 $262K +425.0 +32.4% $151.12 -2.2%
3930 WEC Energy Group Inc 212,000.0 $262K +19K +9.8% $1.24
3931 Shift4 Payments Inc 279,000.0 $262K -24.9M -98.9% $0.94
3932 EC Ecopetrol SA Energy 17,385.0 $261K -65K -78.9% $14.99 -0.5%
3933 Great Lakes Dredge & Dock Corp 15,318.0 $260K -574K -97.4% $17.00
3934 TNC Tennant Co Industrials 3,921.0 $260K -472.0 -10.7% $66.40 +30.9%
3935 DFIN Donnelley Financial Solutions Inc Financial Services 5,520.0 $260K -43.0 -0.8% $47.14 -16.5%
3936 MidCap Financial Investment Corp 23,123.0 $260K -42K -64.5% $11.24
3937 MATW Matthews International Corp Industrials 10,041.0 $259K +3K +47.2% $25.82 +5.3%
3938 INOD Innodata Inc Technology 6,694.0 $259K -2K -24.0% $38.62 +130.5%
3939 KIDS OrthoPediatrics Corp Healthcare 16,274.0 $258K -2K -9.9% $15.87 +10.6%
3940 Real Asset Acquisition Corp 194,799.0 $258K $1.33
Page 197 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%