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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $205.8B AUM 17,681 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 581 New 2339 Added 2339 Reduced 505 Exited
Page 111 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 ALVO Alvotech SA Healthcare 6,981.0 $24K +230.0 +3.4% $3.43 -5.2%
2202 Pony AI Inc 2,500.0 $24K +400.0 +19.1% $9.44
2203 Lifezone Metals Ltd 7,013.0 $24K +208.0 +3.1% $3.36
2204 CARL Carlsmed Inc Healthcare 2,567.0 $23K +417.0 +19.4% $9.05 +20.8%
2205 SunPower Inc 17,759.0 $23K +3K +24.1% $1.27
2206 KLC KinderCare Learning Cos Inc Consumer Defensive 10,089.0 $22K +2K +29.4% $2.20 +82.7%
2207 Mesoblast Ltd 1,421.0 $22K +400.0 +39.2% $15.38
2208 FURY Fury Gold Mines Ltd Basic Materials 35,700.0 $22K +29K +457.8% $0.61 -1.6%
2209 AD Array Digital Infrastructure Inc Communication Services 461.0 $21K +396.0 +609.2% $46.14 +9.6%
2210 CRDF Cardiff Oncology Inc Healthcare 13,076.0 $21K +436.0 +3.5% $1.62 +4.3%
2211 PNBK Patriot National Bancorp Inc Financial Services 16,415.0 $21K +2K +13.0% $1.29 -13.2%
2212 KULR Technology Group Inc 8,911.0 $21K +467.0 +5.5% $2.37
2213 PETS PetMed Express Inc Healthcare 9,112.0 $21K +334.0 +3.8% $2.28 -1.3%
2214 Cheetah Mobile Inc 3,700.0 $20K +200.0 +5.7% $5.51
2215 GVI iShares Intermediate GovernmentCredit Bond ETF 191.0 $20K +162.0 +558.6% $106.68 -1.0%
2216 ARAY Accuray Inc Healthcare 50,775.0 $20K +10K +24.7% $0.39 -24.6%
2217 XFOR X4 Pharmaceuticals Inc Healthcare 4,756.0 $20K +4K +830.7% $4.13 -10.9%
2218 FOSL Fossil Group Inc Consumer Cyclical 4,499.0 $19K +4K +782.2% $4.31 -5.8%
2219 Genelux Corp 7,879.0 $19K +46.0 +0.6% $2.42
2220 MKTW MarketWise Inc Technology 988.0 $18K +441.0 +80.6% $18.72 -11.3%
Page 111 of 117  ·  2,339 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 32.3%
Financial Services 14.5%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 9.0%
Communication Services 8.0%
Consumer Defensive 4.3%
Energy 4.0%
Basic Materials 2.5%
Utilities 2.5%