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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 61 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 AKAM PUT Akamai Technologies Inc Technology 2,228.0 $19.4M 0.01% NEW $8725.00 -98.3%
1202 Encore Capital Group Inc 17,634,000.0 $19.4M 0.01% NEW $1.10
1203 VGK Vanguard FTSE Europe ETF 231,370.0 $19.3M 0.01% NEW $83.61 +6.2%
1204 Wayfair Inc 11,620,000.0 $19.3M 0.01% NEW $1.66
1205 IHF iShares U.S. Healthcare Providers ETF 401,000.0 $19.2M 0.01% NEW $47.94 +4.7%
1206 SNA Snap-on Inc Industrials 55,709.0 $19.2M 0.01% NEW $344.60 +4.5%
1207 Cidara Therapeutics Inc 86,869.0 $19.2M 0.01% NEW $220.89
1208 CPRI Capri Holdings Ltd Consumer Cyclical 785,600.0 $19.2M 0.01% NEW $24.40 -24.7%
1209 CyberArk Software Ltd 42,853.0 $19.1M 0.01% NEW $446.06
1210 FNF Fidelity National Financial Inc Financial Services 349,860.0 $19.1M 0.01% NEW $54.59 -9.6%
1211 PL Planet Labs PBC Industrials 966,280.0 $19.1M 0.01% NEW $19.72 +116.3%
1212 LNG CALL Cheniere Energy Inc Energy 980.0 $19.1M 0.01% NEW $19439.00 -98.8%
1213 QXO QXO Inc Industrials 985,651.0 $19.0M 0.01% NEW $19.29 -10.7%
1214 VLO CALL Valero Energy Corp Energy 1,166.0 $19.0M 0.01% NEW $16279.00 -98.4%
1215 IVE iShares S&P 500 Value ETF 89,444.0 $19.0M 0.01% NEW $212.07 +6.6%
1216 IHS IHS Holding Ltd Communication Services 2,540,472.0 $19.0M 0.01% NEW $7.46 +11.4%
1217 HON PUT Honeywell International Inc Industrials 968.0 $18.9M 0.01% NEW $19509.00 -98.9%
1218 HUM PUT Humana Inc Healthcare 736.0 $18.9M 0.01% NEW $25613.00 -98.8%
1219 SMTC Semtech Corp Technology 255,270.0 $18.8M 0.01% NEW $73.69 +92.5%
1220 SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 401,200.0 $18.8M 0.01% NEW $46.86 +13.1%
Page 61 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%