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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 87 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 STC STEWART INFORMATION SVCS COR Financial Services 580.0 $41K NEW $70.69 -3.6%
1722 VCTR VICTORY CAP HLDGS INC Financial Services 654.0 $41K NEW $62.69 +33.4%
1723 FIRST HAWAIIAN INC 1,628.0 $41K NEW $25.18
1724 REV GROUP INC 670.0 $41K NEW $61.19
1725 BXMT BLACKSTONE MTG TR INC Real Estate 2,143.0 $41K NEW $19.13 -6.0%
1726 CVBF CVB FINL CORP Financial Services 2,208.0 $41K NEW $18.57 +9.4%
1727 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,756.0 $41K NEW $23.35 +34.0%
1728 FFIN FIRST FINL BANKSHARES INC Financial Services 1,382.0 $41K NEW $29.67 +8.5%
1729 CSGS CSG SYS INTL INC Technology 517.0 $40K NEW $77.37 +4.3%
1730 CPF CENTRAL PAC FINL CORP Financial Services 1,288.0 $40K NEW $31.06 +12.1%
1731 EPAC ENERPAC TOOL GROUP CORP Industrials 1,040.0 $40K NEW $38.46 -11.1%
1732 MSM MSC INDL DIRECT INC Industrials 473.0 $40K NEW $84.57 +25.3%
1733 MTX MINERALS TECHNOLOGIES INC Basic Materials 658.0 $40K NEW $60.79 +24.0%
1734 NOK NOKIA CORP Technology 6,116.0 $40K NEW $6.54 +116.8%
1735 ALG ALAMO GROUP INC Industrials 230.0 $39K NEW $169.57 -11.6%
1736 BCC BOISE CASCADE CO DEL Basic Materials 535.0 $39K NEW $72.90 -7.9%
1737 OSCR OSCAR HEALTH INC Healthcare 2,710.0 $39K NEW $14.39 +53.8%
1738 PII POLARIS INC Consumer Cyclical 613.0 $39K NEW $63.62 -0.9%
1739 PSMT PRICESMART INC Consumer Defensive 314.0 $39K NEW $124.20 +33.6%
1740 WDFC WD 40 CO Basic Materials 198.0 $39K NEW $196.97 +5.6%
Page 87 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%