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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 64 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 RYTM Rhythm Pharmaceuticals Inc Healthcare 164,563.0 $17.6M 0.01% NEW $107.04 -15.3%
1262 AIT Applied Industrial Technologies Inc Industrials 68,548.0 $17.6M 0.01% NEW $256.77 +19.0%
1263 MAR PUT Marriott International Inc MD Consumer Cyclical 565.0 $17.5M 0.01% NEW $31024.00 -98.8%
1264 TEVA Teva Pharmaceutical Industries Ltd Healthcare 561,231.0 $17.5M 0.01% NEW $31.21 +10.0%
1265 NUVL Nuvalent Inc Healthcare 174,066.0 $17.5M 0.01% NEW $100.59 +0.6%
1266 KEX Kirby Corp Industrials 158,698.0 $17.5M 0.01% NEW $110.18 +32.2%
1267 ZM PUT Zoom Communications Inc Technology 2,024.0 $17.5M 0.01% NEW $8629.00 -98.8%
1268 SLB CALL SLB Ltd Energy 4,538.0 $17.4M 0.01% NEW $3838.00 -98.5%
1269 GLPI Gaming and Leisure Properties Inc Real Estate 389,368.0 $17.4M 0.01% NEW $44.69 +6.3%
1270 MCHP PUT MICROCHIP TECHNOLOGY INC Technology 2,729.0 $17.4M 0.01% NEW $6372.00 -98.6%
1271 CWST Casella Waste Systems Inc Industrials 177,222.0 $17.4M 0.01% NEW $97.94 -10.9%
1272 CW Curtiss-Wright Corp Industrials 31,472.0 $17.3M 0.01% NEW $551.27 +31.9%
1273 UPS CALL United Parcel Service Inc Industrials 1,742.0 $17.3M 0.01% NEW $9919.00 -99.0%
1274 KSS Kohl's Corp Consumer Cyclical 846,155.0 $17.3M 0.01% NEW $20.41 -37.8%
1275 OHI Omega Healthcare Investors Inc Real Estate 389,305.0 $17.3M 0.01% NEW $44.34 +8.8%
1276 TENB Tenable Holdings Inc Technology 733,541.0 $17.3M 0.01% NEW $23.53 +8.4%
1277 TREX Trex Co Inc Industrials 491,455.0 $17.2M 0.01% NEW $35.08 +9.0%
1278 ON Semiconductor Corp 14,474,000.0 $17.2M 0.01% NEW $1.19
1279 CHH Choice Hotels International Inc Consumer Cyclical 180,288.0 $17.2M 0.01% NEW $95.26 +17.0%
1280 TIP iShares TIPS Bond ETF 156,078.0 $17.2M 0.01% NEW $109.91 +0.4%
Page 64 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%