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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 109 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 965.0 $9K NEW $9.33 -20.9%
2162 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 351.0 $9K NEW $25.64 +24.0%
2163 PLAY DAVE & BUSTERS ENTMT INC Communication Services 537.0 $9K NEW $16.76 -33.5%
2164 DNTH DIANTHUS THERAPEUTICS INC Healthcare 216.0 $9K NEW $41.67 +115.1%
2165 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 407.0 $9K NEW $22.11 -10.8%
2166 FMBH FIRST MID ILL BANCSHARES INC Financial Services 235.0 $9K NEW $38.30 +14.3%
2167 LAB STANDARD BIOTOOLS INC Healthcare 6,664.0 $9K NEW $1.35 -23.0%
2168 FWRD FORWARD AIR CORP Industrials 352.0 $9K NEW $25.57 -67.3%
2169 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 531.0 $9K NEW $16.95 -3.7%
2170 HTZ HERTZ GLOBAL HLDGS INC Industrials 1,845.0 $9K NEW $4.88 +3.7%
2171 HOPE HOPE BANCORP INC Financial Services 791.0 $9K NEW $11.38 +9.4%
2172 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 3,196.0 $9K NEW $2.82 +31.4%
2173 MFA MFA FINL INC Real Estate 1,001.0 $9K NEW $8.99 +5.7%
2174 MCB METROPOLITAN BK HLDG CORP Financial Services 115.0 $9K NEW $78.26 +16.7%
2175 MSEX MIDDLESEX WTR CO Utilities 187.0 $9K NEW $48.13 +7.5%
2176 MCW MISTER CAR WASH INC Consumer Cyclical 1,539.0 $9K NEW $5.85 +21.4%
2177 NAVI NAVIENT CORPORATION Financial Services 656.0 $9K NEW $13.72 -39.1%
2178 NNI NELNET INC Financial Services 65.0 $9K NEW $138.46 -6.4%
2179 AIOT POWERFLEET INC Technology 1,715.0 $9K NEW $5.25 -37.5%
2180 RPD RAPID7 INC Technology 571.0 $9K NEW $15.76 -53.6%
Page 109 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%