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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 57 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 Sphere Entertainment Co 8,000,000.0 $21.9M 0.01% NEW $2.74
1122 IYZ iShares US Telecommunications ETF 645,806.0 $21.9M 0.01% NEW $33.90 +30.4%
1123 SPSC SPS Commerce Inc Technology 244,529.0 $21.8M 0.01% NEW $89.13 -39.7%
1124 URI CALL United Rentals Inc Industrials 269.0 $21.8M 0.01% NEW $80932.00 -98.8%
1125 MUB iShares National Muni Bond ETF 203,120.0 $21.8M 0.01% NEW $107.11 -1.0%
1126 HBM Hudbay Minerals Inc Basic Materials 1,094,978.0 $21.7M 0.01% NEW $19.85 +24.6%
1127 ARCC Ares Capital Corp Financial Services 1,073,821.0 $21.7M 0.01% NEW $20.23 -7.4%
1128 SEDG SolarEdge Technologies Inc Energy 752,092.0 $21.7M 0.01% NEW $28.85 +94.9%
1129 CVS PUT CVS Health Corp Healthcare 2,734.0 $21.7M 0.01% NEW $7936.00 -98.8%
1130 MCK PUT McKesson Corp Healthcare 263.0 $21.6M 0.01% NEW $82029.00 -99.1%
1131 MELI CALL MercadoLibre Inc Consumer Cyclical 107.0 $21.6M 0.01% NEW $201426.00 -99.2%
1132 Cooper Cos Inc 262,305.0 $21.5M 0.01% NEW $81.96
1133 HCA PUT HCA Healthcare Inc Healthcare 460.0 $21.5M 0.01% NEW $46686.00 -99.2%
1134 IDCC InterDigital Inc Technology 67,403.0 $21.5M 0.01% NEW $318.38 -16.1%
1135 NTAP PUT NetApp Inc Technology 2,002.0 $21.4M 0.01% NEW $10709.00 -98.8%
1136 VRT PUT Vertiv Holdings Co Industrials 1,323.0 $21.4M 0.01% NEW $16201.00 -98.1%
1137 Cloudflare Inc 18,193,000.0 $21.4M 0.01% NEW $1.17
1138 TOL Toll Brothers Inc Consumer Cyclical 157,799.0 $21.3M 0.01% NEW $135.22 +0.8%
1139 BTI British American Tobacco PLC Consumer Defensive 374,835.0 $21.2M 0.01% NEW $56.62 +16.1%
1140 JBT Marel Corp 140,856.0 $21.2M 0.01% NEW $150.67
Page 57 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%