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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 2 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GD CALL General Dynamics Corp Industrials 651.0 $22.3M 0.01% NEW $34322.00 -99.0%
22 XPO PUT XPO Inc Industrials 1,140.0 $22.2M 0.01% NEW $19455.00 -98.9%
23 MDLN Medline Inc Healthcare 480,327.0 $21.4M 0.01% NEW $44.50 -12.6%
24 BKLN CALL Invesco Senior Loan ETF 10,000.0 $20.4M 0.01% NEW $2041.00 -99.0%
25 XTL State Street SPDR S&P Telecom ETF 100,000.0 $18.8M 0.01% NEW $188.06 +20.1%
26 SCHM Schwab U.S. Mid-Cap ETF 600,030.0 $18.6M 0.01% NEW $30.96 +9.7%
27 AG CALL First Majestic Silver Corp Basic Materials 8,541.0 $18.3M 0.01% NEW $2148.00 -99.0%
28 SOXS Direxion Daily Semiconductor Bear 3X ETF 459,015.0 $18.3M 0.01% NEW $39.86 -76.8%
29 FOUR PUT Shift4 Payments Inc Technology 4,114.0 $18.0M 0.01% NEW $4373.00 -99.0%
30 Fluence Energy Inc 17,563,000.0 $17.6M 0.01% NEW $1.00
31 SCHZ Schwab U.S. Aggregate Bond ETF 751,102.0 $17.4M 0.01% NEW $23.22 -1.2%
32 SPDW State Street SPDR Portfolio Developed World ex-US ETF 376,600.0 $17.2M 0.01% NEW $45.65 +7.7%
33 NTSK Netskope Inc Technology 1,986,582.0 $16.9M 0.01% NEW $8.49 +28.6%
34 TAN CALL Invesco Solar ETF 3,000.0 $16.7M 0.01% NEW $5571.00 -98.8%
35 APH PUT Amphenol Corp Technology 1,250.0 $15.8M 0.01% NEW $12635.00 -99.0%
36 RVTY PUT Revvity Inc Healthcare 1,719.0 $15.1M 0.01% NEW $8761.00 -98.9%
37 Unity Software Inc 14,932,000.0 $14.9M 0.01% NEW $1.00
38 Arrowhead Pharmaceuticals Inc 13,979,000.0 $14.5M 0.01% NEW $1.03
39 SOFI PUT SoFi Technologies Inc Financial Services 8,000.0 $12.7M 0.01% NEW $1588.00 -99.0%
40 Lumentum Holdings Inc 2,338,000.0 $12.5M 0.01% NEW $5.35
Page 2 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%