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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 25 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MET MetLife Inc Financial Services 1,018,027.0 $80.4M 0.04% NEW $78.94 +2.7%
482 AXP CALL AMERICAN EXPRESS COMPANY Financial Services 2,171.0 $80.3M 0.04% NEW $36995.00 -99.2%
483 AGG iShares Core U.S. Aggregate Bond ETF 801,450.0 $80.0M 0.04% NEW $99.88 -1.7%
484 FCX CALL Freeport-McMoRan Inc Basic Materials 15,738.0 $79.9M 0.04% NEW $5079.00 -98.8%
485 CTVA Corteva Inc Basic Materials 1,188,069.0 $79.6M 0.04% NEW $67.03 +17.8%
486 COHR Coherent Corp Technology 430,640.0 $79.5M 0.04% NEW $184.57 +91.6%
487 CELH Celsius Holdings Inc Consumer Defensive 1,728,735.0 $79.1M 0.04% NEW $45.74 -37.4%
488 HST Host Hotels & Resorts Inc Real Estate 4,454,755.0 $79.0M 0.04% NEW $17.73 +22.9%
489 DAL Delta Air Lines Inc Industrials 1,135,929.0 $78.8M 0.04% NEW $69.40 -2.4%
490 NFLX CALL Netflix Inc Communication Services 8,394.0 $78.7M 0.04% NEW $9376.00 -99.0%
491 D Dominion Energy Inc Utilities 1,343,135.0 $78.7M 0.04% NEW $58.59 +16.3%
492 Aptiv PLC 1,033,886.0 $78.7M 0.04% NEW $76.09
493 CLS Celestica Inc Technology 265,977.0 $78.6M 0.04% NEW $295.61 +14.7%
494 EIX Edison International Utilities 1,306,929.0 $78.4M 0.04% NEW $60.02 +17.8%
495 ARES Ares Management Corp Financial Services 485,149.0 $78.4M 0.04% NEW $161.63 -24.5%
496 VTR Ventas Inc Real Estate 1,012,219.0 $78.3M 0.04% NEW $77.38 +14.2%
497 MTUM iShares MSCI USA Momentum Factor ETF 311,428.0 $78.0M 0.04% NEW $250.31 +19.7%
498 DHI DR Horton Inc Consumer Cyclical 535,102.0 $77.1M 0.04% NEW $144.03 -6.5%
499 NSC Norfolk Southern Corp Industrials 266,051.0 $76.8M 0.04% NEW $288.72 +10.2%
500 DUK Duke Energy Corp Utilities 651,673.0 $76.4M 0.04% NEW $117.21 +6.3%
Page 25 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%