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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 23 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PLTR CALL Palantir Technologies Inc Technology 5,073.0 $90.2M 0.04% NEW $17775.00 -99.2%
442 MET CALL MetLife Inc Financial Services 11,410.0 $90.1M 0.04% NEW $7894.00 -99.0%
443 XLU PUT State Street Utilities Select Sector SPDR ETF 20,989.0 $89.6M 0.04% NEW $4269.00 -99.0%
444 NUE Nucor Corp Basic Materials 549,018.0 $89.6M 0.04% NEW $163.11 +37.1%
445 BIIB Biogen Inc Healthcare 508,067.0 $89.4M 0.04% NEW $175.99 +6.6%
446 PRU PUT Prudential Financial Inc Financial Services 7,895.0 $89.1M 0.04% NEW $11288.00 -99.1%
447 UAL PUT United Airlines Holdings Inc Industrials 7,915.0 $88.5M 0.04% NEW $11182.00 -99.1%
448 PRU Prudential Financial Inc Financial Services 779,930.0 $88.0M 0.04% NEW $112.88 -8.5%
449 ROKU Roku Inc Communication Services 809,374.0 $87.8M 0.04% NEW $108.49 +14.2%
450 LHX L3Harris Technologies Inc Industrials 297,345.0 $87.3M 0.04% NEW $293.57 +4.4%
451 KMI Kinder Morgan Inc Energy 3,173,580.0 $87.2M 0.04% NEW $27.49 +22.9%
452 IP International Paper Co Consumer Cyclical 2,212,544.0 $87.2M 0.04% NEW $39.39 -22.3%
453 OKE ONEOK Inc Energy 1,183,675.0 $87.0M 0.04% NEW $73.50 +26.3%
454 SYY Sysco Corp Consumer Defensive 1,171,712.0 $86.3M 0.04% NEW $73.69 +2.3%
455 ITB iShares U.S. Home Construction ETF 893,414.0 $86.0M 0.04% NEW $96.30 -7.5%
456 LRCX CALL Lam Research Corp Technology 5,025.0 $86.0M 0.04% NEW $17118.00 -98.3%
457 URI United Rentals Inc Industrials 105,851.0 $85.7M 0.04% NEW $809.32 +15.5%
458 Lumentum Holdings Inc 22,995,000.0 $85.3M 0.04% NEW $3.71
459 UPS PUT United Parcel Service Inc Industrials 8,589.0 $85.2M 0.04% NEW $9919.00 -99.0%
460 PSX Phillips 66 Energy 659,034.0 $85.0M 0.04% NEW $129.04 +38.5%
Page 23 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%