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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 60 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CDRE CADRE HLDGS INC Industrials 455.0 $13K -19.0 -4.0% $28.51 +19.7%
1182 AVBP ARRIVENT BIOPHARMA INC Healthcare 368.0 $13K -126.0 -25.5% $34.74 -16.2%
1183 BKSY BLACKSKY TECHNOLOGY INC Technology 451.0 $13K -77.0 -14.6% $27.92 -0.6%
1184 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 998.0 $13K -33.0 -3.2% $12.61 -4.4%
1185 CGEM CULLINAN THERAPEUTICS INC Healthcare 683.0 $12K -239.0 -25.9% $18.21 +19.1%
1186 SGRY SURGERY PARTNERS INC Healthcare 735.0 $12K -505.0 -40.7% $16.80 -13.6%
1187 VITL VITAL FARMS INC Consumer Defensive 1,057.0 $12K -78K -98.7% $11.63 -9.1%
1188 LQDT LIQUIDITY SVCS INC Consumer Cyclical 313.0 $12K -53.0 -14.5% $39.12 +10.6%
1189 WS WORTHINGTON STL INC Basic Materials 361.0 $12K -29.0 -7.4% $33.58 +4.0%
1190 LMB LIMBACH HLDGS INC Industrials 157.0 $12K -27.0 -14.7% $77.00 -44.3%
1191 VERX VERTEX INC Technology 1,046.0 $12K -177.0 -14.5% $11.48 +17.3%
1192 CCOI COGENT COMM HOLDINGS INC Communication Services 865.0 $12K -224.0 -20.6% $13.88 -33.9%
1193 FMBH FIRST MID BANCSHARES INC Financial Services 248.0 $12K -90.0 -26.6% $48.09 +4.6%
1194 GEF GREIF INC Consumer Cyclical 160.0 $12K -1K -86.6% $74.49 +18.0%
1195 NNE NANO NUCLEAR ENERGY INC Industrials 558.0 $12K -156.0 -21.9% $21.14 -10.8%
1196 AMPL AMPLITUDE INC Technology 1,518.0 $12K -257.0 -14.5% $7.65 +73.7%
1197 NRGV ENERGY VAULT HOLDINGS INC Utilities 2,465.0 $12K -1K -30.9% $4.71 -19.3%
1198 ANNX ANNEXON INC Healthcare 2,024.0 $12K -343.0 -14.5% $5.71 -11.2%
1199 INDI INDIE SEMICONDUCTOR INC Technology 2,534.0 $11K -430.0 -14.5% $4.49 -7.6%
1200 AGM FEDERAL AGRIC MTG CORP Financial Services 57.0 $11K -93.0 -62.0% $199.26 +10.8%
Page 60 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%