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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 15 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GVA Granite Construction Inc Industrials 569,416.0 $68.3M 0.03% +66K +13.2% $119.88 +14.4%
282 TSM PUT Taiwan Semiconductor Manufacturing Co Ltd Technology 2,019.0 $68.2M 0.03% +499.0 +32.8% $33795.00 -98.8%
283 COST PUT Costco Wholesale Corp Consumer Defensive 684.0 $68.2M 0.03% +23.0 +3.5% $99643.00 -98.9%
284 ITT ITT Inc Industrials 351,027.0 $66.9M 0.03% +176K +100.5% $190.53 +2.5%
285 GPN Global Payments Inc Industrials 983,939.0 $66.2M 0.03% +98K +11.1% $67.30 +0.4%
286 KHC Kraft Heinz Co Consumer Defensive 2,885,591.0 $64.9M 0.03% +366K +14.5% $22.49 +2.2%
287 MOH Molina Healthcare Inc Healthcare 485,736.0 $64.7M 0.03% +46K +10.6% $133.30 +35.4%
288 ASML PUT ASML Holding NV Technology 488.0 $64.5M 0.03% +222.0 +83.5% $132083.00 -98.9%
289 RSP PUT Invesco S&P 500 Equal Weight ETF 3,350.0 $64.3M 0.03% +3K +378.6% $19192.00 -98.9%
290 INFY Infosys Ltd Technology 4,758,862.0 $64.3M 0.03% +1.3M +38.0% $13.51 -10.6%
291 DPZ Domino's Pizza Inc Consumer Cyclical 178,646.0 $64.1M 0.03% +99K +124.6% $358.79 -16.9%
292 UAL United Airlines Holdings Inc Industrials 689,837.0 $63.5M 0.03% +299K +76.6% $92.07 +2.5%
293 INTC CALL Intel Corp Technology 14,361.0 $63.4M 0.03% +383.0 +2.7% $4413.00 -97.5%
294 CX Cemex SAB de CV Basic Materials 5,528,311.0 $63.2M 0.03% +1.4M +33.6% $11.44 +11.5%
295 DAL PUT Delta Air Lines Inc Industrials 9,492.0 $63.1M 0.03% +323.0 +3.5% $6648.00 -98.9%
296 DG Dollar General Corp Consumer Defensive 530,823.0 $63.0M 0.03% +63K +13.6% $118.73 -14.6%
297 TWLO Twilio Inc Communication Services 499,506.0 $62.8M 0.03% +342K +217.1% $125.82 +54.8%
298 PTCT PTC Therapeutics Inc Healthcare 920,476.0 $62.7M 0.03% +92K +11.1% $68.13 +4.5%
299 WWD Woodward Inc Industrials 171,332.0 $61.3M 0.03% +112K +187.0% $357.92 -2.0%
300 PEG Public Service Enterprise Group Inc Utilities 756,629.0 $61.2M 0.03% +228K +43.0% $80.95 -5.2%
Page 15 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%