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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 32 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BIDU BAIDU INC Communication Services 2,000.0 $229K -372.0 -15.7% $114.29 -18.4%
622 KNSL KINSALE CAP GROUP INC Financial Services 686.0 $226K -1K -68.1% $329.81 +16.3%
623 AGNC AGNC INVT CORP Real Estate 20,675.0 $225K -3K -11.9% $10.90 -0.1%
624 ELAN ELANCO ANIMAL HEALTH INC Healthcare 8,820.0 $217K -1K -10.9% $24.61 -2.6%
625 NTNX NUTANIX INC Technology 4,220.0 $215K -49K -92.0% $50.96 +32.7%
626 FLS FLOWSERVE CORP Industrials 2,876.0 $213K -118K -97.6% $74.16 +7.1%
627 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,400.0 $213K -1K -29.8% $88.60 -36.6%
628 NOV NOV INC Energy 11,376.0 $211K -646.0 -5.4% $18.55 +10.1%
629 WEN WENDYS CO Consumer Cyclical 25,053.0 $208K -1K -5.2% $8.29 +8.7%
630 BPOP POPULAR INC Financial Services 1,260.0 $207K -161.0 -11.3% $164.18 +3.0%
631 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2,656.0 $207K -341.0 -11.4% $77.87 -8.1%
632 MOOG INC 479.0 $203K -82.0 -14.6% $423.84
633 FHN FIRST HORIZON CORPORATION Financial Services 7,916.0 $203K -1K -12.8% $25.64 -3.9%
634 WBS WEBSTER FINL CORP Financial Services 2,609.0 $199K -398.0 -13.2% $76.42 +1.5%
635 SPXC SPX TECHNOLOGIES INC Industrials 812.0 $199K -136.0 -14.3% $245.17 -15.5%
636 IEUS ISHARES TR 2,846.0 $197K -464.0 -14.0% $69.21 +7.0%
637 FFBC 1ST FINL BANCORP Financial Services 5,818.0 $197K -20K -77.2% $33.83 -2.4%
638 FORM FORMFACTOR INC Technology 1,227.0 $196K -99.0 -7.5% $159.93 -28.6%
639 MOH MOLINA HEALTHCARE INC Healthcare 845.0 $193K -453.0 -34.9% $228.70 -12.4%
640 AIT APPLIED INDL TECHNOLOGIES IN Industrials 567.0 $192K -161.0 -22.1% $338.15 +1.0%
Page 32 of 62  ·  1,233 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%