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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 59 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 BLDR BUILDERS FIRSTSOURCE INC Industrials 12,341.0 $1.0M 0.00% -86K -87.5% $82.33 -8.7%
1162 SATS ECHOSTAR CORP Technology 8,674.0 $1.0M 0.00% +520.0 +6.4% $117.07 +4.2%
1163 RGA REINSURANCE GROUP AMER INC Financial Services 4,972.0 $1.0M 0.00% +4K +406.3% $204.16 +5.1%
1164 CVSA COVISTA INC Consumer Cyclical 8,792.0 $1.0M 0.00% +2K +38.7% $115.25 +8.9%
1165 BLMN BLOOMIN BRANDS INC Consumer Cyclical 187,063.0 $1.0M 0.00% -4K -2.2% $5.40 +45.6%
1166 AMRIZE LTD 17,993.0 $1.0M 0.00% NEW $56.02
1167 HEICO CORP NEW 4,768.0 $1.0M 0.00% +870.0 +22.3% $211.09
1168 ERIE ERIE INDTY CO Financial Services 3,950.0 $993K 0.00% +347.0 +9.6% $251.31 -10.8%
1169 CRWV COREWEAVE INC Technology 12,697.0 $984K 0.00% +8K +146.3% $77.47 +39.9%
1170 NFG NATIONAL FUEL GAS CO Energy 10,430.0 $980K 0.00% NEW $93.96 -14.0%
1171 MERITAGE HOMES CORP 1,000,000.0 $973K 0.00% $0.97
1172 CTO CTO RLTY GROWTH INC NEW Real Estate 51,566.0 $953K 0.00% $18.49 +10.2%
1173 RIGL RIGEL PHARMACEUTICALS INC Healthcare 35,029.0 $947K 0.00% $27.04 +7.7%
1174 UNFI UNITED NAT FOODS INC Consumer Defensive 20,844.0 $939K 0.00% +12K +140.9% $45.06 +9.7%
1175 FULT FULTON FINL CORP PA Financial Services 45,905.0 $934K 0.00% +7K +18.4% $20.34 +6.6%
1176 IONQ IONQ INC Technology 32,176.0 $928K 0.00% -2K -5.7% $28.83 +113.6%
1177 RKT ROCKET COS INC Financial Services 64,992.0 $926K 0.00% -12K -15.8% $14.25 -0.1%
1178 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,673.0 $923K 0.00% -1K -12.1% $95.41 +14.1%
1179 PRGS PROGRESS SOFTWARE CORP Technology 35,613.0 $913K 0.00% -3K -6.6% $25.65 +15.0%
1180 BILL BILL HOLDINGS INC Technology 23,688.0 $907K 0.00% -3K -10.2% $38.30 -7.0%
Page 59 of 113  ·  2,258 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%