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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 21 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BNS BANK NOVA SCOTIA HALIFAX Financial Services 334,976.0 $33.9M 0.04% NEW $101.23 -21.5%
402 HAL HALLIBURTON CO Energy 1,197,689.0 $33.8M 0.04% NEW $28.26 +48.5%
403 GIS GENERAL MLS INC Consumer Defensive 725,262.0 $33.7M 0.04% NEW $46.51 -28.0%
404 FOX FOX CORP Communication Services 519,224.0 $33.7M 0.04% NEW $64.93 -11.2%
405 KKR KKR & CO INC Financial Services 263,952.0 $33.7M 0.04% NEW $127.61 -25.7%
406 NU NU HLDGS LTD Financial Services 2,008,777.0 $33.6M 0.04% NEW $16.74 -21.4%
407 WRB BERKLEY W R CORP Financial Services 479,097.0 $33.6M 0.04% NEW $70.13 -2.7%
408 AMH AMERICAN HOMES 4 RENT Real Estate 1,046,380.0 $33.6M 0.04% NEW $32.10 +0.0%
409 AWR AMER STATES WTR CO Utilities 460,050.0 $33.3M 0.04% NEW $72.48 +5.3%
410 YMM FULL TRUCK ALLIANCE CO LTD Technology 3,103,462.0 $33.3M 0.04% NEW $10.73 -21.2%
411 PI IMPINJ INC Technology 148,592.0 $33.3M 0.04% NEW $223.96 -38.7%
412 TD TORONTO DOMINION BK ONT Financial Services 256,368.0 $33.2M 0.04% NEW $129.34 -15.3%
413 KNF KNIFE RIVER CORP Basic Materials 471,016.0 $33.1M 0.04% NEW $70.35 +4.7%
414 NTNX NUTANIX INC Technology 640,863.0 $33.1M 0.04% NEW $51.69 -13.5%
415 TTD THE TRADE DESK INC Technology 872,388.0 $33.1M 0.04% NEW $37.96 -44.6%
416 ELF E L F BEAUTY INC Consumer Defensive 429,531.0 $32.7M 0.04% NEW $76.04 -30.1%
417 SYY SYSCO CORP Consumer Defensive 438,975.0 $32.4M 0.04% NEW $73.70 +2.4%
418 EIX EDISON INTL Utilities 536,299.0 $32.2M 0.04% NEW $60.02 +17.2%
419 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,834,660.0 $32.2M 0.04% NEW $17.53 -47.8%
420 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 1,023,369.0 $31.9M 0.04% NEW $31.22 +6.7%
Page 21 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%