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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 226 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4501 KROS Keros Therapeutics Inc Healthcare 6,904.0 $76K +3K +60.0% $11.04 +1.4%
4502 HII PUT Huntington Ingalls Industries Inc Industrials 2.0 $76K NEW $37990.00 -99.2%
4503 API Agora Inc Technology 21,417.0 $76K -2K -8.2% $3.54 +2.8%
4504 PTLO Portillo's Inc Consumer Cyclical 14,293.0 $76K -678.0 -4.5% $5.29 -23.8%
4505 Oaktree Acquisition Corp III Life Sciences 105,907.0 $75K $0.71
4506 CSAN Cosan SA Energy 18,300.0 $75K +8K +86.4% $4.12 -18.4%
4507 IYF iShares U.S. Financials ETF 639.0 $75K +273.0 +74.6% $117.66 +5.2%
4508 RR Richtech Robotics Inc Industrials 35,925.0 $75K +4K +11.2% $2.09 +28.2%
4509 Titan Acquisition Corp 268,041.0 $75K $0.28
4510 UTMD Utah Medical Products Inc Healthcare 1,205.0 $75K +557.0 +86.0% $61.99 +4.1%
4511 ISTR Investar Holding Corp Financial Services 2,739.0 $75K -984.0 -26.4% $27.27 +4.7%
4512 Activate Energy Acquisition Corp 244,867.0 $75K NEW $0.30
4513 AEYE AudioEye Inc Technology 11,711.0 $75K +10K +571.1% $6.37 +13.8%
4514 BLND Blend Labs Inc Technology 43,771.0 $74K -325.0 -0.7% $1.70 -13.5%
4515 UA Under Armour Inc Consumer Cyclical 12,845.0 $74K -30K -69.7% $5.79 -6.7%
4516 FITB CALL Fifth Third Bancorp Financial Services 16.0 $74K -547.0 -97.2% $4646.00 -98.9%
4517 Brown-Forman Corp 2,774.0 $74K +497.0 +21.8% $26.79
4518 Soulpower Acquisition Corp 411,978.0 $74K $0.18
4519 WNC Wabash National Corp Industrials 8,584.0 $74K -517.0 -5.7% $8.62 -9.9%
4520 MSDL Morgan Stanley Direct Lending Fund Financial Services 5,300.0 $74K -100.0 -1.9% $13.96 +8.1%
Page 226 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%