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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 18 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DGX Quest Diagnostics Inc Healthcare 270,281.0 $53.0M 0.03% +42K +18.5% $195.98 -4.8%
342 NI NiSource Inc Utilities 1,132,144.0 $52.8M 0.03% +241K +27.0% $46.66 -0.8%
343 ESTC Elastic NV Technology 1,055,798.0 $52.8M 0.03% +639K +153.4% $49.99 +1.2%
344 PPL PPL Corp Utilities 1,377,970.0 $52.6M 0.03% +139K +11.2% $38.20 -8.7%
345 ALB Albemarle Corp Basic Materials 292,894.0 $52.6M 0.03% +41K +16.1% $179.53 -2.1%
346 HOOD PUT Robinhood Markets Inc Financial Services 7,580.0 $52.5M 0.03% +3K +76.9% $6930.00 -98.9%
347 IYE iShares U.S. Energy ETF 802,696.0 $52.0M 0.03% +778K +3217.2% $64.77 -1.0%
348 TSCO Tractor Supply Co Consumer Cyclical 1,144,948.0 $51.9M 0.03% +213K +22.9% $45.30 -32.5%
349 Smurfit Westrock PLC 1,300,851.0 $51.8M 0.03% +85K +7.0% $39.85
350 HUBB Hubbell Inc Industrials 105,589.0 $51.8M 0.03% +6K +5.7% $490.74 -2.2%
351 DB Deutsche Bank AG Financial Services 1,737,550.0 $51.7M 0.03% +1.5M +556.0% $29.78 +3.8%
352 FN Fabrinet Technology 98,885.0 $51.6M 0.03% +48K +95.8% $521.52 +38.4%
353 AM Antero Midstream Corp Energy 2,259,307.0 $51.5M 0.03% +666K +41.8% $22.80 -2.3%
354 CNP CenterPoint Energy Inc Utilities 1,192,407.0 $51.5M 0.03% +25K +2.2% $43.16 -3.3%
355 STZ Constellation Brands Inc Consumer Defensive 339,369.0 $50.9M 0.03% +78K +29.7% $150.00 -5.1%
356 FENY Fidelity MSCI Energy Index ETF 1,496,303.0 $50.9M 0.03% +1.1M +326.3% $34.02 -0.9%
357 ARM PUT ARM Holdings PLC Technology 3,363.0 $50.9M 0.03% +2K +83.9% $15128.00 -98.6%
358 PAGP Plains GP Holdings LP Energy 2,092,235.0 $50.8M 0.03% +1.0M +99.8% $24.28 +1.2%
359 ON Semiconductor Corp 51,706,000.0 $50.5M 0.03% +12.4M +31.5% $0.98
360 CHKP Check Point Software Technologies Ltd Technology 352,196.0 $50.3M 0.02% +291K +471.7% $142.85 -10.9%
Page 18 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%