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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 59 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 YOU Clear Secure Inc Technology 582,658.0 $20.4M 0.01% NEW $35.08 +76.8%
1162 Vertex Inc 21,584,000.0 $20.4M 0.01% NEW $0.95
1163 WING Wingstop Inc Consumer Cyclical 85,675.0 $20.4M 0.01% NEW $238.49 -46.3%
1164 KWEB PUT KraneShares CSI China Internet ETF 6,000.0 $20.4M 0.01% NEW $3405.00 -99.2%
1165 VALE CALL Vale SA Basic Materials 15,670.0 $20.4M 0.01% NEW $1303.00 -98.7%
1166 LNTH Lantheus Holdings Inc Healthcare 306,723.0 $20.4M 0.01% NEW $66.55 +42.0%
1167 CUK Carnival PLC Consumer Cyclical 672,890.0 $20.4M 0.01% NEW $30.33 -9.4%
1168 TGTX TG Therapeutics Inc Healthcare 683,653.0 $20.4M 0.01% NEW $29.81 +33.4%
1169 DDS Dillard's Inc Consumer Cyclical 33,566.0 $20.4M 0.01% NEW $606.34 -9.0%
1170 ARQT Arcutis Biotherapeutics Inc Healthcare 699,803.0 $20.3M 0.01% NEW $29.04 -27.7%
1171 LIN CALL Linde PLC Basic Materials 474.0 $20.2M 0.01% NEW $42639.00 -98.8%
1172 Pagaya Technologies Ltd 11,088,000.0 $20.2M 0.01% NEW $1.82
1173 SHOP CALL Shopify Inc Technology 1,254.0 $20.2M 0.01% NEW $16097.00 -99.3%
1174 MLI Mueller Industries Inc Industrials 175,759.0 $20.2M 0.01% NEW $114.80 +16.4%
1175 U Unity Software Inc Technology 456,191.0 $20.1M 0.01% NEW $44.17 -40.6%
1176 IHG InterContinental Hotels Group PLC Consumer Cyclical 143,030.0 $20.1M 0.01% NEW $140.83 +9.4%
1177 SUI Sun Communities Inc Real Estate 162,403.0 $20.1M 0.01% NEW $123.91 -0.7%
1178 PAGP Plains GP Holdings LP Energy 1,047,327.0 $20.0M 0.01% NEW $19.14 +33.3%
1179 CRCL Circle Internet Group Inc Financial Services 252,514.0 $20.0M 0.01% NEW $79.30 +44.9%
1180 PALL abrdn Physical Palladium Shares ETF Financial Services 137,729.0 $20.0M 0.01% NEW $145.38 -82.7%
Page 59 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%