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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 34 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DJP iPath Bloomberg Commodity Index Total Return ETN Financial Services 329,693.0 $15.9M 0.01% +28K +9.4% $48.14 +4.4%
662 YUMC Yum China Holdings Inc Consumer Cyclical 324,652.0 $15.8M 0.01% +256K +375.9% $48.78 -7.1%
663 ORA Ormat Technologies Inc Utilities 141,429.0 $15.8M 0.01% +50K +54.0% $111.92 +16.8%
664 BW Babcock & Wilcox Enterprises Inc Industrials 1,067,246.0 $15.7M 0.01% +139K +15.0% $14.69 +30.5%
665 HCA CALL HCA Healthcare Inc Healthcare 330.0 $15.6M 0.01% +50.0 +17.9% $47324.00 -99.1%
666 TECH Bio-Techne Corp Healthcare 296,073.0 $15.5M 0.01% +11K +3.8% $52.26 -13.0%
667 HRMY Harmony Biosciences Holdings Inc Healthcare 545,188.0 $15.3M 0.01% +20K +3.8% $28.01 +8.7%
668 CASY Casey's General Stores Inc Consumer Cyclical 20,941.0 $15.2M 0.01% +6K +40.8% $727.86 +17.1%
669 LTBR Lightbridge Corp Industrials 1,413,971.0 $15.1M 0.01% +1.2M +461.6% $10.66 -2.4%
670 SNX TD SYNNEX Corp Technology 89,340.0 $15.1M 0.01% +39K +76.2% $168.71 +34.1%
671 ECG Everus Construction Group Inc Industrials 127,310.0 $15.0M 0.01% +78K +158.8% $118.06 +23.9%
672 MT ArcelorMittal SA Basic Materials 288,788.0 $15.0M 0.01% +281K +3626.8% $51.98 +13.8%
673 MDB PUT MongoDB Inc Technology 612.0 $15.0M 0.01% +214.0 +53.8% $24477.00 -98.6%
674 CBZ CBIZ Inc Industrials 557,857.0 $15.0M 0.01% +538K +2701.5% $26.85 +17.7%
675 RUN Sunrun Inc Energy 1,104,084.0 $15.0M 0.01% +336K +43.6% $13.56 -2.9%
676 SNEX StoneX Group Inc Financial Services 185,104.0 $14.9M 0.01% +82K +78.8% $80.65 +35.6%
677 RY Royal Bank of Canada Financial Services 91,898.0 $14.9M 0.01% +77K +504.0% $161.78 +13.4%
678 AI C3.ai Inc Technology 1,763,897.0 $14.9M 0.01% +922K +109.6% $8.42 +10.2%
679 KGC Kinross Gold Corp Basic Materials 486,336.0 $14.8M 0.01% +82K +20.3% $30.52 -10.1%
680 KRMN Karman Holdings Inc Industrials 185,340.0 $14.8M 0.01% +133K +255.3% $80.05 -19.8%
Page 34 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%