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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 127 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 CGW Invesco S&P Global Water Index ETF 37,295.0 $2.3M 0.00% NEW $63.01 -0.2%
2522 BK Technologies Corp 31,441.0 $2.3M 0.00% NEW $74.59
2523 PCVX Vaxcyte Inc Healthcare 50,762.0 $2.3M 0.00% NEW $46.14 +10.6%
2524 FELE Franklin Electric Co Inc Industrials 24,364.0 $2.3M 0.00% NEW $95.53 +5.9%
2525 SANM Sanmina Corp Technology 15,500.0 $2.3M 0.00% NEW $150.07 +74.5%
2526 SKY Champion Homes Inc Consumer Cyclical 27,494.0 $2.3M 0.00% NEW $84.50 -12.3%
2527 VSEC VSE Corp Industrials 13,442.0 $2.3M 0.00% NEW $172.77 +0.5%
2528 RGTI Rigetti Computing Inc Technology 104,616.0 $2.3M 0.00% NEW $22.15 +11.2%
2529 ED CALL Consolidated Edison Inc Utilities 233.0 $2.3M 0.00% NEW $9932.00 -98.9%
2530 AX Axos Financial Inc Financial Services 26,756.0 $2.3M 0.00% NEW $86.16 +1.1%
2531 GEHC CALL GE HealthCare Technologies Inc Healthcare 281.0 $2.3M 0.00% NEW $8202.00 -99.2%
2532 FIGS Figs Inc Consumer Cyclical 202,815.0 $2.3M 0.00% NEW $11.36 +12.0%
2533 SSL Sasol Ltd Basic Materials 351,976.0 $2.3M 0.00% NEW $6.51 +92.2%
2534 APAM Artisan Partners Asset Management Inc Financial Services 55,837.0 $2.3M 0.00% NEW $40.74 -6.8%
2535 CME PUT CME Group Inc Financial Services 83.0 $2.3M 0.00% NEW $27308.00 -99.0%
2536 CF CALL CF Industries Holdings Inc Basic Materials 293.0 $2.3M 0.00% NEW $7734.00 -98.5%
2537 Parsons Corp 2,200,000.0 $2.3M 0.00% NEW $1.03
2538 FXU First Trust Utilities AlphaDEX Fund 50,209.0 $2.3M 0.00% NEW $45.01 +8.3%
2539 EXP Eagle Materials Inc Basic Materials 10,928.0 $2.3M 0.00% NEW $206.68 +3.9%
2540 KAI Kadant Inc Industrials 7,912.0 $2.3M 0.00% NEW $285.02 +16.5%
Page 127 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%