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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 32 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BAP Credicorp Ltd Financial Services 199,847.0 $57.4M 0.03% NEW $287.00 +16.1%
622 BKNG PUT Booking Holdings Inc Consumer Cyclical 107.0 $57.3M 0.03% NEW $535533.00 -100.0%
623 FUTU Futu Holdings Ltd Financial Services 348,465.0 $57.2M 0.03% NEW $164.21 -24.2%
624 CNC Centene Corp Healthcare 1,390,503.0 $57.2M 0.03% NEW $41.15 +43.7%
625 COST PUT Costco Wholesale Corp Consumer Defensive 661.0 $57.0M 0.03% NEW $86234.00 -98.7%
626 EXR Extra Space Storage Inc Real Estate 437,042.0 $56.9M 0.03% NEW $130.22 +7.7%
627 VXF Vanguard Extended Market ETF 272,131.0 $56.9M 0.03% NEW $209.12 +8.6%
628 OXY Occidental Petroleum Corp Energy 1,379,804.0 $56.7M 0.03% NEW $41.12 +47.6%
629 XLY CALL State Street Consumer Discretionary Select Sector SPDR ETF 4,750.0 $56.7M 0.03% NEW $11941.00 -99.0%
630 CPT Camden Property Trust Real Estate 514,935.0 $56.7M 0.03% NEW $110.08 -4.6%
631 Bunge Global SA 636,289.0 $56.7M 0.03% NEW $89.08
632 WAB Westinghouse Air Brake Technologies Corp Industrials 265,360.0 $56.6M 0.03% NEW $213.45 +19.6%
633 ITA iShares U.S. Aerospace & Defense ETF 262,706.0 $56.4M 0.03% NEW $214.69 +4.0%
634 HD PUT Home Depot Inc Consumer Cyclical 1,626.0 $56.0M 0.03% NEW $34410.00 -99.1%
635 AXSM Axsome Therapeutics Inc Healthcare 304,388.0 $55.6M 0.03% NEW $182.64 +26.3%
636 VWO Vanguard FTSE Emerging Markets ETF 1,033,783.0 $55.6M 0.03% NEW $53.76 +9.1%
637 EL Estee Lauder Cos Inc Consumer Defensive 529,684.0 $55.5M 0.03% NEW $104.72 -27.3%
638 PANW PUT Palo Alto Networks Inc Technology 2,993.0 $55.1M 0.03% NEW $18420.00 -98.7%
639 AVB AvalonBay Communities Inc Real Estate 302,845.0 $54.9M 0.03% NEW $181.31 +3.0%
640 TMO PUT Thermo Fisher Scientific Inc Healthcare 947.0 $54.9M 0.03% NEW $57945.00 -99.2%
Page 32 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%