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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $87.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2265 New
Page 62 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CTRE CARETRUST REIT INC Real Estate 18,158.0 $662K 0.00% NEW $36.46 +12.8%
1222 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 6,338.0 $655K 0.00% NEW $103.34 +21.1%
1223 ORA ORMAT TECHNOLOGIES INC Utilities 5,932.0 $655K 0.00% NEW $110.42 +20.9%
1224 TPG TPG INC Financial Services 10,210.0 $652K 0.00% NEW $63.86 -34.8%
1225 WEX WEX INC Technology 4,331.0 $646K 0.00% NEW $149.16 +0.9%
1226 HNI HNI CORP Industrials 15,285.0 $643K 0.00% NEW $42.07 -27.0%
1227 HWC HANCOCK WHITNEY CORPORATION Financial Services 10,098.0 $643K 0.00% NEW $63.68 +6.0%
1228 DNOW DNOW INC Energy 48,095.0 $637K 0.00% NEW $13.24 -1.3%
1229 SWK STANLEY BLACK & DECKER INC Industrials 8,540.0 $634K 0.00% NEW $74.24 +3.0%
1230 MEOH METHANEX CORP Basic Materials 13,567.0 $613K 0.00% NEW $45.18 +33.1%
1231 LNT ALLIANT ENERGY CORP Utilities 9,156.0 $597K 0.00% NEW $65.20 +13.4%
1232 CPNG COUPANG INC Consumer Cyclical 25,232.0 $595K 0.00% NEW $23.58 -31.6%
1233 VOYA VOYA FINANCIAL INC Financial Services 7,859.0 $592K 0.00% NEW $75.33 +9.4%
1234 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 6,230.0 $589K 0.00% NEW $94.54 +18.4%
1235 LUV SOUTHWEST AIRLS CO Industrials 13,953.0 $577K 0.00% NEW $41.35 -1.2%
1236 ATI ATI INC Industrials 4,981.0 $577K 0.00% NEW $115.84 +40.1%
1237 CPT CAMDEN PPTY TR Real Estate 5,194.0 $572K 0.00% NEW $110.13 -2.4%
1238 KMT KENNAMETAL INC Industrials 20,140.0 $572K 0.00% NEW $28.40 +27.0%
1239 SUNC SUNOCOCORP LLC Energy 11,549.0 $569K 0.00% NEW $49.27 +43.7%
1240 RGTI RIGETTI COMPUTING INC Technology 25,544.0 $566K 0.00% NEW $22.16 +19.2%
Page 62 of 114  ·  2,265 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 37.3%
Healthcare 12.7%
Consumer Cyclical 10.7%
Financial Services 10.7%
Communication Services 9.0%
Industrials 7.9%
Consumer Defensive 3.4%
Real Estate 2.4%
Basic Materials 2.3%
Energy 2.2%