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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 67 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 UVSP Univest Financial Corp Financial Services 56,327.0 $1.9M 0.00% +31K +120.2% $34.26 +13.8%
1322 ETD Ethan Allen Interiors Inc Consumer Cyclical 86,309.0 $1.9M 0.00% +55K +174.0% $22.26 -11.4%
1323 MCO CALL Moody's Corp Financial Services 44.0 $1.9M 0.00% +11.0 +33.3% $43625.00 -99.0%
1324 TEX Terex Corp Industrials 32,376.0 $1.9M 0.00% +10K +43.2% $59.10 -2.5%
1325 MOMO Hello Group Inc Communication Services 328,228.0 $1.9M 0.00% +95K +40.5% $5.76 +4.5%
1326 FE PUT FirstEnergy Corp Utilities 373.0 $1.9M 0.00% +185.0 +98.4% $5066.00 -99.1%
1327 SSRM SSR Mining Inc Basic Materials 64,255.0 $1.9M 0.00% +12K +22.6% $29.40 +4.6%
1328 JJSF J & J Snack Foods Corp Consumer Defensive 23,685.0 $1.9M 0.00% +17K +249.4% $79.27 -7.0%
1329 HESM Hess Midstream LP Energy 48,294.0 $1.9M 0.00% +33K +220.4% $38.87 +2.4%
1330 TK Teekay Corp Ltd Energy 153,538.0 $1.9M 0.00% +45K +41.3% $12.21 +15.9%
1331 FRSH Freshworks Inc Technology 231,648.0 $1.9M 0.00% +141K +155.7% $8.03 +13.0%
1332 CLW Clearwater Paper Corp Basic Materials 128,875.0 $1.9M 0.00% +73K +129.8% $14.38 -1.0%
1333 KR CALL Kroger Co Consumer Defensive 255.0 $1.8M 0.00% +105.0 +70.0% $7236.00 -99.1%
1334 BACC Blue Acquisition Corp Financial Services 180,395.0 $1.8M 0.00% +20K +12.5% $10.21 +1.4%
1335 STOK Stoke Therapeutics Inc Healthcare 56,128.0 $1.8M 0.00% +52K +1218.5% $32.56 -6.9%
1336 NHI National Health Investors Inc Real Estate 22,587.0 $1.8M 0.00% +526.0 +2.4% $80.86 -5.3%
1337 GBX Greenbrier Cos Inc Industrials 34,653.0 $1.8M 0.00% +2K +6.2% $52.65 -7.5%
1338 CHCO City Holding Co Financial Services 15,259.0 $1.8M 0.00% +2K +16.9% $119.52 +4.1%
1339 TCOM CALL Trip.com Group Ltd Consumer Cyclical 365.0 $1.8M 0.00% +225.0 +160.7% $4979.00 -99.0%
1340 Stubhub Holdings Inc 290,633.0 $1.8M 0.00% +265K +1021.0% $6.24
Page 67 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%