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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 35 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HSY Hershey Co Consumer Defensive 278,913.0 $50.8M 0.02% NEW $181.98 +5.9%
682 EFX Equifax Inc Industrials 233,147.0 $50.6M 0.02% NEW $216.98 -25.9%
683 GE CALL General Electric Co Industrials 1,639.0 $50.5M 0.02% NEW $30803.00 -99.1%
684 LNG PUT Cheniere Energy Inc Energy 2,578.0 $50.1M 0.02% NEW $19439.00 -98.7%
685 DASH PUT DoorDash Inc Communication Services 2,210.0 $50.1M 0.02% NEW $22648.00 -99.3%
686 SCCO Southern Copper Corp Basic Materials 348,452.0 $50.0M 0.02% NEW $143.47 +17.8%
687 STLD Steel Dynamics Inc Basic Materials 294,689.0 $49.9M 0.02% NEW $169.45 +31.8%
688 ROIV Roivant Sciences Ltd Healthcare 2,294,506.0 $49.8M 0.02% NEW $21.70 +30.0%
689 CCL PUT Carnival Corp Consumer Cyclical 16,264.0 $49.7M 0.02% NEW $3054.00 -99.1%
690 EL PUT Estee Lauder Cos Inc Consumer Defensive 4,719.0 $49.4M 0.02% NEW $10472.00 -99.3%
691 RVMD Revolution Medicines Inc Healthcare 619,387.0 $49.3M 0.02% NEW $79.65 +84.9%
692 BBY Best Buy Co Inc Consumer Cyclical 735,628.0 $49.2M 0.02% NEW $66.93 -8.9%
693 EXEL Exelixis Inc Healthcare 1,117,936.0 $49.0M 0.02% NEW $43.83 +11.0%
694 VLO PUT Valero Energy Corp Energy 3,007.0 $49.0M 0.02% NEW $16279.00 -98.4%
695 SF Stifel Financial Corp Financial Services 389,794.0 $48.8M 0.02% NEW $125.22 -42.0%
696 NVR NVR Inc Consumer Cyclical 6,682.0 $48.7M 0.02% NEW $7292.77 -20.8%
697 FLR Fluor Corp Industrials 1,227,618.0 $48.7M 0.02% NEW $39.63 +7.3%
698 BRO Brown & Brown Inc Financial Services 609,825.0 $48.6M 0.02% NEW $79.70 -27.9%
699 MPC PUT Marathon Petroleum Corp Energy 2,981.0 $48.5M 0.02% NEW $16263.00 -98.4%
700 HOOD PUT Robinhood Markets Inc Financial Services 4,284.0 $48.5M 0.02% NEW $11310.00 -99.3%
Page 35 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%