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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 74 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 COKE COCA COLA CONS INC Consumer Defensive 754.0 $144K -22.0 -2.8% $190.92 +0.9%
1462 REZI RESIDEO TECHNOLOGIES INC Industrials 4,591.0 $143K -324.0 -6.6% $31.10 -38.0%
1463 GAMESTOP CORP 6,442.0 $142K -1K -17.4% $22.08
1464 W WAYFAIR INC Consumer Cyclical 1,539.0 $142K -312.0 -16.9% $92.42 +11.6%
1465 SWX SOUTHWEST GAS HLDGS INC Utilities 1,602.0 $142K -41.0 -2.5% $88.68 +1.0%
1466 RIOT RIOT PLATFORMS INC Financial Services 5,174.0 $142K -550.0 -9.6% $27.38 -27.0%
1467 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 2,274.0 $141K +1K +95.4% $62.22 -29.9%
1468 FBP FIRST BANCORP CORPORATION Financial Services 5,427.0 $141K +1K +30.3% $26.07 +8.3%
1469 NHI NATIONAL HEALTH INVS INC Real Estate 1,845.0 $141K -24K -92.9% $76.26 -4.2%
1470 IRT INDEPENDENCE RLTY TR INC Real Estate 8,397.0 $140K -193.0 -2.2% $16.69 +1.1%
1471 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 4,691.0 $140K $29.78 -21.6%
1472 WAL WESTERN ALLIANCE BANCORP Financial Services 1,691.0 $139K -317.0 -15.8% $82.20 -4.6%
1473 TEX TEREX CORP NEW Industrials 1,915.0 $139K -364.0 -16.0% $72.39 -9.0%
1474 MAIR MADISON AIR SOLUTIONS CORP Industrials 3,541.0 $138K NEW $39.00 -36.0%
1475 PRI PRIMERICA INC Financial Services 482.0 $137K -97.0 -16.8% $284.20 +5.6%
1476 RALLIANT CORP 1,855.0 $137K -526.0 -22.1% $73.63
1477 QBTS D-WAVE QUANTUM INC Technology 5,642.0 $135K -27K -82.7% $23.99 -22.1%
1478 ALGM ALLEGRO MICROSYSTEMS INC Technology 1,937.0 $135K -245.0 -11.2% $69.62 -48.8%
1479 CNO CNO FINL GROUP INC Financial Services 2,634.0 $134K -305.0 -10.4% $50.98 +6.4%
1480 GBCI GLACIER BANCORP INC NEW Financial Services 2,593.0 $134K -311.0 -10.7% $51.58 -9.3%
Page 74 of 113  ·  2,257 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%