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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 34 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AMERICAN WTR CAP CORP 11,142,000.0 $11.1M 0.01% NEW $1.00
662 PRIM PRIMORIS SVCS CORP Industrials 88,253.0 $11.0M 0.01% NEW $124.14 -14.1%
663 BEPC BROOKFIELD RENEWABLE CORP Utilities 282,838.0 $10.9M 0.01% NEW $38.51 -2.3%
664 HUM HUMANA INC Healthcare 42,054.0 $10.8M 0.01% NEW $256.27 +18.5%
665 HDB HDFC BANK LTD Financial Services 294,668.0 $10.8M 0.01% NEW $36.54 -32.6%
666 EGP EASTGROUP PPTYS INC Real Estate 59,976.0 $10.7M 0.01% NEW $178.14 +15.2%
667 DHI D R HORTON INC Consumer Cyclical 74,017.0 $10.7M 0.01% NEW $144.20 -0.0%
668 ARES ARES MANAGEMENT CORPORATION Financial Services 65,741.0 $10.6M 0.01% NEW $161.98 -23.5%
669 TKR TIMKEN CO Industrials 126,397.0 $10.6M 0.01% NEW $84.13 +39.3%
670 CLS CELESTICA INC Technology 34,551.0 $10.5M 0.01% NEW $305.23 +16.2%
671 LPLA LPL FINL HLDGS INC Financial Services 29,467.0 $10.5M 0.01% NEW $357.79 -19.6%
672 SNX TD SYNNEX CORPORATION Technology 69,671.0 $10.5M 0.01% NEW $150.22 +53.6%
673 LNC LINCOLN NATL CORP IND Financial Services 233,764.0 $10.4M 0.01% NEW $44.53 -19.2%
674 CELC CELCUITY INC Healthcare 3,249.0 $10.4M 0.01% NEW $3188.67 -95.5%
675 BEONE MEDICINES LTD 34,065.0 $10.3M 0.01% NEW $303.80
676 GFL GFL ENVIRONMENTAL INC Industrials 239,126.0 $10.3M 0.01% NEW $43.27 -16.9%
677 PEB PEBBLEBROOK HOTEL TR Real Estate 905,450.0 $10.2M 0.01% NEW $11.32 +31.3%
678 AAON AAON INC Industrials 89,689.0 $10.2M 0.01% NEW $113.53 +16.6%
679 BLDR BUILDERS FIRSTSOURCE INC Industrials 98,734.0 $10.2M 0.01% NEW $102.91 -28.2%
680 VNQ VANGUARD INDEX FDS 114,556.0 $10.1M 0.01% NEW $88.49 +9.2%
Page 34 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%