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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 93 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 BCO BRINKS CO Industrials 414.0 $39K -185.0 -30.9% $94.49 +17.9%
1842 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 448.0 $39K -155.0 -25.7% $87.10 -13.8%
1843 PURSUIT ATTRACTIONS AND HOSP 697.0 $39K +22.0 +3.3% $55.97
1844 OMCL OMNICELL COM Healthcare 939.0 $39K -168.0 -15.2% $41.52 -14.3%
1845 AXGN AXOGEN INC Healthcare 844.0 $39K -42.0 -4.7% $46.19 +9.1%
1846 FMC FMC CORP Basic Materials 3,381.0 $39K +163.0 +5.1% $11.50 -4.2%
1847 RAMP LIVERAMP HLDGS INC Technology 1,029.0 $39K -106K -99.0% $37.64 -0.2%
1848 PRLB PROTO LABS INC Industrials 475.0 $39K -55.0 -10.4% $81.51 -2.3%
1849 ASH ASHLAND INC Basic Materials 587.0 $39K -1K -70.0% $65.89 +10.3%
1850 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 1,309.0 $39K -591.0 -31.1% $29.53 -5.8%
1851 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 2,224.0 $38K +634.0 +39.9% $17.31 +3.5%
1852 GFS GLOBALFOUNDRIES INC Technology 467.0 $38K -55.0 -10.5% $82.41 -41.7%
1853 SCL STEPAN CO Basic Materials 690.0 $38K +45.0 +7.0% $55.72 +14.2%
1854 ACAD ACADIA PHARMACEUTICALS INC Healthcare 1,509.0 $38K -221.0 -12.8% $25.30 +16.6%
1855 HE HAWAIIAN ELEC INDS INC MTN B Utilities 2,821.0 $38K -98.0 -3.4% $13.53 -15.0%
1856 CALX CALIX INC Technology 1,020.0 $38K -266.0 -20.7% $37.32 +7.5%
1857 NHC NATIONAL HEALTHCARE CORP Healthcare 180.0 $38K +80.0 +80.0% $211.36 +10.4%
1858 FLO FLOWERS FOODS INC Consumer Defensive 4,809.0 $38K -1K -23.5% $7.90 -12.0%
1859 GRC GORMAN RUPP CO Industrials 414.0 $38K +162.0 +64.3% $91.74 -14.9%
1860 GFF GRIFFON CORP Industrials 389.0 $38K -316.0 -44.8% $97.53 +3.1%
Page 93 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%