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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 30 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SCHF Schwab International Equity ETF 2,588,215.0 $62.2M 0.03% NEW $24.04 +13.0%
582 DG Dollar General Corp Consumer Defensive 467,403.0 $62.1M 0.03% NEW $132.77 -22.0%
583 HAL Halliburton Co Energy 2,194,627.0 $62.0M 0.03% NEW $28.26 +52.1%
584 DNUT Krispy Kreme Inc Consumer Defensive 15,340,195.0 $61.7M 0.03% NEW $4.02 -20.1%
585 INFY Infosys Ltd Technology 3,447,437.0 $61.4M 0.03% NEW $17.82 -28.6%
586 BROS Dutch Bros Inc Consumer Cyclical 1,001,790.0 $61.3M 0.03% NEW $61.22 -13.8%
587 KMB Kimberly-Clark Corp Consumer Defensive 606,636.0 $61.2M 0.03% NEW $100.89 -4.4%
588 KHC Kraft Heinz Co Consumer Defensive 2,520,019.0 $61.1M 0.03% NEW $24.25 -4.0%
589 AWK American Water Works Co Inc Utilities 466,251.0 $60.8M 0.03% NEW $130.50 -6.2%
590 EWJ CALL iShares MSCI Japan ETF 7,500.0 $60.6M 0.03% NEW $8074.00 -98.9%
591 GRMN Garmin Ltd Technology 298,186.0 $60.5M 0.03% NEW $202.85 +11.9%
592 FISV PUT Fiserv Inc Technology 9,000.0 $60.5M 0.03% NEW $6717.00 -99.2%
593 TLT CALL iShares 20 Year Treasury Bond ETF 6,900.0 $60.1M 0.03% NEW $8716.00 -99.0%
594 ARKK PUT ARK Innovation ETF 7,803.0 $60.0M 0.03% NEW $7692.00 -99.0%
595 ROK Rockwell Automation Inc Industrials 154,260.0 $60.0M 0.03% NEW $389.07 +8.5%
596 ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 1,821,249.0 $59.8M 0.03% NEW $32.85 +8.1%
597 HUM Humana Inc Healthcare 233,525.0 $59.8M 0.03% NEW $256.13 +21.2%
598 VALE Vale SA Basic Materials 4,585,885.0 $59.8M 0.03% NEW $13.03 +22.9%
599 MGM MGM Resorts International Consumer Cyclical 1,635,933.0 $59.7M 0.03% NEW $36.49 -1.3%
600 XPO XPO Inc Industrials 439,175.0 $59.7M 0.03% NEW $135.91 +48.8%
Page 30 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%