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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 37 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 IRM Iron Mountain Inc Real Estate 562,253.0 $46.6M 0.02% NEW $82.95 +53.5%
722 TSCO Tractor Supply Co Consumer Cyclical 931,768.0 $46.6M 0.02% NEW $50.01 -36.6%
723 XLE CALL State Street Energy Select Sector SPDR ETF 10,412.0 $46.6M 0.02% NEW $4471.00 -98.7%
724 MA PUT Mastercard Inc Financial Services 813.0 $46.4M 0.02% NEW $57088.00 -99.1%
725 TSM PUT Taiwan Semiconductor Manufacturing Co Ltd Technology 1,520.0 $46.2M 0.02% NEW $30389.00 -98.7%
726 LULU PUT Lululemon Athletica Inc Consumer Cyclical 2,215.0 $46.0M 0.02% NEW $20781.00 -99.4%
727 LUV Southwest Airlines Co Industrials 1,111,706.0 $45.9M 0.02% NEW $41.33 -1.3%
728 JNJ CALL Johnson & Johnson Healthcare 2,218.0 $45.9M 0.02% NEW $20695.00 -98.9%
729 Ferrovial SE 707,840.0 $45.7M 0.02% NEW $64.61
730 KTOS Kratos Defense & Security Solutions Inc Industrials 601,674.0 $45.7M 0.02% NEW $75.91 -28.0%
731 TGT CALL Target Corp Consumer Defensive 4,667.0 $45.6M 0.02% NEW $9775.00 -98.7%
732 TKO TKO Group Holdings Inc Communication Services 217,807.0 $45.5M 0.02% NEW $209.00 -7.0%
733 ABBV CALL AbbVie Inc Healthcare 1,990.0 $45.5M 0.02% NEW $22849.00 -99.1%
734 THC Tenet Healthcare Corp Healthcare 228,144.0 $45.3M 0.02% NEW $198.72 -5.7%
735 HPQ HP Inc Technology 2,034,704.0 $45.3M 0.02% NEW $22.28 -1.7%
736 SU Suncor Energy Inc Energy 1,019,823.0 $45.2M 0.02% NEW $44.36 +52.9%
737 NEE PUT NextEra Energy Inc Utilities 5,624.0 $45.1M 0.02% NEW $8028.00 -98.9%
738 BR Broadridge Financial Solutions Inc Technology 202,231.0 $45.1M 0.02% NEW $223.17 -32.8%
739 ATI ATI Inc Industrials 392,682.0 $45.1M 0.02% NEW $114.76 +39.8%
740 Everest Group Ltd 132,721.0 $45.0M 0.02% NEW $339.35
Page 37 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%