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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $220.7B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5728 New
Page 102 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 GFS GLOBALFOUNDRIES Inc Technology 149,356.0 $5.2M 0.00% NEW $34.92 +130.7%
2022 Upbound Group Inc 296,712.0 $5.2M 0.00% NEW $17.56
2023 BBB Foods Inc 156,026.0 $5.2M 0.00% NEW $33.39
2024 NOBL ProShares S&P 500 Dividend Aristocrats ETF 50,010.0 $5.2M 0.00% NEW $104.07 +4.3%
2025 VNO Vornado Realty Trust Real Estate 156,275.0 $5.2M 0.00% NEW $33.28 -0.6%
2026 TEL PUT TE Connectivity PLC Technology 228.0 $5.2M 0.00% NEW $22751.00 -99.1%
2027 KHC PUT Kraft Heinz Co Consumer Defensive 2,138.0 $5.2M 0.00% NEW $2425.00 -99.0%
2028 PLD PUT Prologis Inc Real Estate 406.0 $5.2M 0.00% NEW $12766.00 -98.8%
2029 MATX Matson Inc Industrials 41,925.0 $5.2M 0.00% NEW $123.55 +50.0%
2030 PNC CALL PNC Financial Services Group Inc Financial Services 248.0 $5.2M 0.00% NEW $20873.00 -98.9%
2031 EWW iShares MSCI Mexico ETF 74,627.0 $5.2M 0.00% NEW $69.33 +13.5%
2032 RPD Rapid7 Inc Technology 337,955.0 $5.1M 0.00% NEW $15.20 -52.7%
2033 HUM CALL Humana Inc Healthcare 200.0 $5.1M 0.00% NEW $25613.00 -98.8%
2034 GILD CALL Gilead Sciences Inc Healthcare 417.0 $5.1M 0.00% NEW $12274.00 -98.9%
2035 LYB PUT LyondellBasell Industries NV Basic Materials 1,180.0 $5.1M 0.00% NEW $4330.00 -98.4%
2036 MZTI Marzetti Company Consumer Defensive 31,026.0 $5.1M 0.00% NEW $164.42 -29.8%
2037 CMC Commercial Metals Co Basic Materials 73,505.0 $5.1M 0.00% NEW $69.22 +7.2%
2038 GRPN Groupon Inc Communication Services 288,702.0 $5.1M 0.00% NEW $17.61 +19.2%
2039 SBH Sally Beauty Holdings Inc Consumer Cyclical 354,016.0 $5.0M 0.00% NEW $14.26 -6.9%
2040 IGE iShares North American Natural Resources ETF 100,500.0 $5.0M 0.00% NEW $50.20 +19.6%
Page 102 of 287  ·  5,728 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 32.9%
Financial Services 13.7%
Consumer Cyclical 12.3%
Healthcare 10.0%
Communication Services 9.1%
Industrials 8.2%
Consumer Defensive 4.2%
Energy 3.1%
Utilities 2.3%
Basic Materials 2.2%