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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 76 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 Millrose Properties Inc 395,907.0 $11.8M 0.01% NEW $29.87
1502 FND Floor & Decor Holdings Inc Consumer Cyclical 193,437.0 $11.8M 0.01% NEW $60.89 -20.8%
1503 GTLB Gitlab Inc Technology 313,063.0 $11.7M 0.01% NEW $37.53 -28.8%
1504 NXE NexGen Energy Ltd Energy 1,276,863.0 $11.7M 0.01% NEW $9.20 +15.9%
1505 Tyler Technologies Inc 11,617,000.0 $11.7M 0.01% NEW $1.01
1506 Fortuna Mining Corp 6,941,000.0 $11.7M 0.01% NEW $1.69
1507 NU CALL NU Holdings Ltd Cayman Islands Financial Services 7,000.0 $11.7M 0.01% NEW $1674.00 -99.2%
1508 EAT Brinker International Inc Consumer Cyclical 81,624.0 $11.7M 0.01% NEW $143.52 -4.3%
1509 Upstart Holdings Inc 9,278,000.0 $11.7M 0.01% NEW $1.26
1510 VXUS Vanguard Total International Stock ETF 154,700.0 $11.7M 0.01% NEW $75.44 +12.0%
1511 BURL Burlington Stores Inc Consumer Cyclical 40,350.0 $11.7M 0.01% NEW $288.85 +12.3%
1512 MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 115,917.0 $11.6M 0.01% NEW $100.34 +0.3%
1513 FTRE Fortrea Holdings Inc Healthcare 673,737.0 $11.6M 0.01% NEW $17.25 -23.4%
1514 GGG Graco Inc Industrials 141,738.0 $11.6M 0.01% NEW $81.97 -7.7%
1515 NWS News Corp Communication Services 392,027.0 $11.6M 0.01% NEW $29.63 +0.2%
1516 DQ Daqo New Energy Corp Technology 393,251.0 $11.6M 0.01% NEW $29.50 -39.7%
1517 DE CALL Deere & Co Industrials 249.0 $11.6M 0.01% NEW $46557.00 -98.9%
1518 UMC United Microelectronics Corp Technology 1,474,210.0 $11.6M 0.01% NEW $7.86 +131.8%
1519 BYD Boyd Gaming Corp Consumer Cyclical 135,930.0 $11.6M 0.01% NEW $85.24 -7.0%
1520 MCHP CALL MICROCHIP TECHNOLOGY INC Technology 1,813.0 $11.6M 0.01% NEW $6372.00 -98.5%
Page 76 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%