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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 11 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CCJ PUT Cameco Corp Energy 142.0 $1.5M 0.00% NEW $10861.00 -99.0%
202 Fastly Inc 826,000.0 $1.5M 0.00% NEW $1.86
203 BNTX CALL BioNTech SE Healthcare 170.0 $1.5M 0.00% NEW $8888.00 -99.0%
204 RVTY CALL Revvity Inc Healthcare 168.0 $1.5M 0.00% NEW $8761.00 -98.9%
205 XPO CALL XPO Inc Industrials 75.0 $1.5M 0.00% NEW $19455.00 -99.0%
206 CEPS Cantor Equity Partners VI Inc Financial Services 142,821.0 $1.4M 0.00% NEW $10.10 +0.2%
207 XSW State Street SPDR S&P Software & Services ETF 9,920.0 $1.4M 0.00% NEW $142.29 +12.2%
208 Green Plains Inc 996,000.0 $1.4M 0.00% NEW $1.41
209 ELV PUT Elevance Health Inc Healthcare 47.0 $1.4M 0.00% NEW $29275.00 -98.7%
210 DOW PUT Dow Inc Basic Materials 330.0 $1.4M 0.00% NEW $4165.00 -99.1%
211 SOUN PUT SoundHound AI Inc Technology 2,000.0 $1.4M 0.00% NEW $687.00 -98.8%
212 BLDR PUT Builders FirstSource Inc Industrials 165.0 $1.4M 0.00% NEW $8233.00 -99.1%
213 STZ PUT Constellation Brands Inc Consumer Defensive 89.0 $1.3M 0.00% NEW $15000.00 -99.1%
214 CZR CALL Caesars Entertainment Inc Consumer Cyclical 500.0 $1.3M 0.00% NEW $2643.00 -98.9%
215 PIPR Piper Sandler Cos Financial Services 17,194.0 $1.3M 0.00% NEW $76.55 +2.9%
216 SMFG Sumitomo Mitsui Financial Group Inc Financial Services 66,332.0 $1.3M 0.00% NEW $19.75 +10.6%
217 CSWC Capital Southwest Corp Financial Services 56,578.0 $1.3M 0.00% NEW $22.12 +6.6%
218 Bold Eagle Acquisition Corp 116,433.0 $1.2M 0.00% NEW $10.56
219 Cogent Biosciences Inc 994,000.0 $1.2M 0.00% NEW $1.22
220 HXL CALL Hexcel Corp Industrials 150.0 $1.2M 0.00% NEW $8093.00 -98.9%
Page 11 of 30  ·  581 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%