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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 132 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 LEN PUT Lennar Corp Consumer Cyclical 194.0 $2.0M 0.00% NEW $10280.00 -99.1%
2622 OPLN OPENLANE Inc Consumer Cyclical 66,904.0 $2.0M 0.00% NEW $29.78 +26.1%
2623 NMP NMP Acquisition Corp Financial Services 198,093.0 $2.0M 0.00% NEW $10.02 +2.0%
2624 HPE PUT Hewlett Packard Enterprise Co Technology 826.0 $2.0M 0.00% NEW $2402.00 -98.4%
2625 CHWY PUT Chewy Inc Consumer Cyclical 600.0 $2.0M 0.00% NEW $3305.00 -99.3%
2626 Acadian Asset Management Inc 42,187.0 $2.0M 0.00% NEW $47.00
2627 RCI Rogers Communications Inc Communication Services 52,397.0 $2.0M 0.00% NEW $37.73 +1.7%
2628 CARR CALL Carrier Global Corp Industrials 374.0 $2.0M 0.00% NEW $5284.00 -98.8%
2629 IESC IES Holdings Inc Industrials 5,072.0 $2.0M 0.00% NEW $389.02 +79.5%
2630 TEM PUT Tempus AI Inc Healthcare 334.0 $2.0M 0.00% NEW $5905.00 -99.1%
2631 EVTL Vertical Aerospace Ltd Industrials 368,449.0 $2.0M 0.00% NEW $5.33 -47.5%
2632 MNST CALL Monster Beverage Corp Consumer Defensive 256.0 $2.0M 0.00% NEW $7667.00 -98.8%
2633 NXT CALL Nextpower Inc Technology 225.0 $2.0M 0.00% NEW $8711.00 -98.4%
2634 BCC Boise Cascade Co Basic Materials 26,629.0 $2.0M 0.00% NEW $73.60 -4.3%
2635 GPN CALL Global Payments Inc Industrials 253.0 $2.0M 0.00% NEW $7740.00 -99.0%
2636 DAN Dana Inc Consumer Cyclical 82,398.0 $2.0M 0.00% NEW $23.76 +50.9%
2637 ASPN Aspen Aerogels Inc Industrials 691,270.0 $2.0M 0.00% NEW $2.83 +130.9%
2638 NYT New York Times Co Communication Services 28,083.0 $1.9M 0.00% NEW $69.42 +8.3%
2639 BMO Bank of Montreal Financial Services 14,999.0 $1.9M 0.00% NEW $129.79 +25.1%
2640 GNTX Gentex Corp Consumer Cyclical 83,440.0 $1.9M 0.00% NEW $23.27 +3.3%
Page 132 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%