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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 48 of 68  ·  1,354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FLO FLOWERS FOODS INC Consumer Defensive 6,284.0 $51K +3K +86.8% $8.15 -14.0%
942 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 2,664.0 $51K +521.0 +24.3% $19.15 -6.1%
943 SFBS SERVISFIRST BANCSHARES INC Financial Services 698.0 $51K +130.0 +22.9% $72.83 +6.0%
944 ABM ABM INDS INC Industrials 1,318.0 $51K +320.0 +32.1% $38.52 +4.2%
945 IPGP IPG PHOTONICS CORP Technology 441.0 $51K +102.0 +30.1% $114.59 +5.2%
946 MC MOELIS & CO Financial Services 883.0 $50K +59.0 +7.2% $57.00 +15.2%
947 PHIN PHINIA INC Consumer Cyclical 732.0 $50K +226.0 +44.7% $68.44 +8.9%
948 SEI SOLARIS ENERGY INFRAS INC Energy 883.0 $50K +188.0 +27.1% $56.51 +26.4%
949 TRMK TRUSTMARK CORP Financial Services 1,182.0 $50K +291.0 +32.7% $42.14 +5.0%
950 PENN PENN ENTERTAINMENT INC Consumer Cyclical 3,300.0 $50K +1K +47.9% $15.03 +11.1%
951 CRVL CORVEL CORP Financial Services 907.0 $50K +399.0 +78.5% $54.65 +12.6%
952 WSBC WESBANCO INC Financial Services 1,435.0 $49K +307.0 +27.2% $34.49 -0.9%
953 FFIN FIRST FINL BANKSHARES INC Financial Services 1,677.0 $49K +295.0 +21.4% $29.45 +9.3%
954 TWST TWIST BIOSCIENCE CORP Healthcare 1,038.0 $49K +258.0 +33.1% $47.52 +12.9%
955 JBGS JBG SMITH PPTYS Real Estate 3,372.0 $49K +583.0 +20.9% $14.61 -1.4%
956 TDW TIDEWATER INC NEW Energy 586.0 $49K +115.0 +24.4% $83.55 +1.2%
957 SXI STANDEX INTL CORP Industrials 192.0 $49K +30.0 +18.5% $254.86 -0.4%
958 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 1,869.0 $48K +503.0 +36.8% $25.90 -34.5%
959 IMAX IMAX CORP Communication Services 1,270.0 $48K +433.0 +51.7% $38.01 -10.9%
960 XRAY DENTSPLY SIRONA INC Healthcare 4,143.0 $48K +1K +37.2% $11.60 -15.2%
Page 48 of 68  ·  1,354 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%