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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 40 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RPRX Royalty Pharma PLC Healthcare 1,065,103.0 $41.2M 0.02% NEW $38.64 +37.3%
782 VOD Vodafone Group PLC Communication Services 3,103,024.0 $41.0M 0.02% NEW $13.21 +15.4%
783 EXPD Expeditors International of Washington Inc Industrials 274,943.0 $41.0M 0.02% NEW $149.01 +5.5%
784 WRB W R Berkley Corp Financial Services 581,456.0 $40.8M 0.02% NEW $70.12 -2.7%
785 SITM SiTime Corp Technology 115,243.0 $40.7M 0.02% NEW $353.19 +97.3%
786 TME Tencent Music Entertainment Group Communication Services 2,320,609.0 $40.7M 0.02% NEW $17.53 -47.8%
787 VZ PUT Verizon Communications Inc Communication Services 9,984.0 $40.7M 0.02% NEW $4073.00 -98.8%
788 PPG PPG Industries Inc Basic Materials 396,517.0 $40.6M 0.02% NEW $102.46 +1.9%
789 ARE Alexandria Real Estate Equities Inc Real Estate 830,048.0 $40.6M 0.02% NEW $48.94 -2.2%
790 GEV PUT GE Vernova Inc Utilities 621.0 $40.6M 0.02% NEW $65357.00 -98.4%
791 WAT Waters Corp Healthcare 106,303.0 $40.4M 0.02% NEW $379.83 -10.1%
792 COP PUT ConocoPhillips Energy 4,298.0 $40.2M 0.02% NEW $9361.00 -98.7%
793 AVY Avery Dennison Corp Industrials 221,193.0 $40.2M 0.02% NEW $181.88 -12.6%
794 CVLT Commvault Systems Inc Technology 320,468.0 $40.2M 0.02% NEW $125.36 -15.4%
795 XHB State Street SPDR S&P Homebuilders ETF 388,775.0 $40.0M 0.02% NEW $102.96 -3.3%
796 TDY Teledyne Technologies Inc Technology 78,289.0 $40.0M 0.02% NEW $510.73 +20.3%
797 CMS CMS Energy Corp Utilities 570,443.0 $39.9M 0.02% NEW $69.93 +5.3%
798 Granite Construction Inc 15,690,000.0 $39.8M 0.02% NEW $2.54
799 CHRW CH Robinson Worldwide Inc Industrials 247,446.0 $39.8M 0.02% NEW $160.76 +10.8%
800 EXLS ExlService Holdings Inc Technology 935,783.0 $39.7M 0.02% NEW $42.44 -31.1%
Page 40 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%