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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $99.8B AUM 4,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 764 Added 1233 Reduced 118 Exited
Page 29 of 39  ·  764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ATI ATI INC Industrials 2,623.0 $517K 0.00% +78.0 +3.1% $197.10 +5.0%
562 PIPR PIPER SANDLER COMPANIES Financial Services 7,062.0 $511K 0.00% +6K +592.4% $72.34 +3.7%
563 NBR NABORS INDUSTRIES LTD Energy 5,796.0 $487K +2K +58.2% $84.01 +10.0%
564 LC HAPPEN INC Financial Services 23,337.0 $484K +18K +311.3% $20.74 -7.4%
565 TECH BIO-TECHNE CORP Healthcare 6,776.0 $479K +3K +86.5% $70.65 +2.4%
566 MTX MINERALS TECHNOLOGIES INC Basic Materials 6,225.0 $460K +5K +578.8% $73.97 -3.9%
567 TCBI TEXAS CAP BANCSHARES INC Financial Services 4,345.0 $449K +3K +395.4% $103.26 -4.8%
568 INTERNATIONAL BANCSHARES COR 5,836.0 $443K +5K +1266.7% $75.95
569 TPG TPG INC Financial Services 10,816.0 $439K +2K +20.1% $40.55 +29.2%
570 PLAB PHOTRONICS INC Technology 13,432.0 $437K +215.0 +1.6% $32.53 -6.2%
571 HII HUNTINGTON INGALLS INDS INC Industrials 1,557.0 $436K +535.0 +52.4% $279.89 +6.5%
572 NMRK NEWMARK GROUP INC Real Estate 28,693.0 $434K +27K +1310.0% $15.11 +7.3%
573 ENVA ENOVA INTL INC Financial Services 1,792.0 $431K +2K +542.3% $240.73 +0.9%
574 CWEN CLEARWAY ENERGY INC Utilities 12,377.0 $423K +10K +445.2% $34.18 -4.7%
575 NNN NNN REIT INC Real Estate 8,227.0 $383K +210.0 +2.6% $46.53 -1.5%
576 HSIC SCHEIN HENRY INC Healthcare 4,474.0 $374K +2K +66.3% $83.52 +6.0%
577 AM ANTERO MIDSTREAM CORP Energy 16,196.0 $368K +8K +88.4% $22.75 -2.7%
578 EPR EPR PPTYS Real Estate 6,319.0 $367K +771.0 +13.9% $58.01 +4.0%
579 LMAT LEMAITRE VASCULAR INC Healthcare 3,662.0 $351K +4K +2443.1% $95.96 -14.7%
580 STRA STRATEGIC ED INC Consumer Defensive 4,524.0 $347K +4K +1139.5% $76.62 +8.9%
Page 29 of 39  ·  764 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 42.5%
Healthcare 12.5%
Financial Services 10.3%
Consumer Cyclical 8.9%
Industrials 7.9%
Communication Services 6.2%
Consumer Defensive 3.1%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%