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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 83 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 OKLO Oklo Inc Utilities 133,766.0 $9.6M 0.00% NEW $71.76 -3.9%
1642 Alarm.com Holdings Inc 10,078,000.0 $9.6M 0.00% NEW $0.95
1643 JD.com Inc 9,590,000.0 $9.6M 0.00% NEW $1.00
1644 PH PUT Parker-Hannifin Corp Industrials 109.0 $9.6M 0.00% NEW $87896.00 -99.0%
1645 WDAY PUT Workday Inc Technology 446.0 $9.6M 0.00% NEW $21478.00 -99.4%
1646 Brown-Forman Corp 366,446.0 $9.5M 0.00% NEW $26.06
1647 MGM PUT MGM Resorts International Consumer Cyclical 2,610.0 $9.5M 0.00% NEW $3649.00 -98.9%
1648 FLOT iShares Floating Rate Bond ETF 187,162.0 $9.5M 0.00% NEW $50.86 +0.3%
1649 ELS Equity LifeStyle Properties Inc Real Estate 156,313.0 $9.5M 0.00% NEW $60.61 +3.7%
1650 PAC Grupo Aeroportuario del Pacifico SAB de CV Industrials 35,900.0 $9.5M 0.00% NEW $263.63 -7.4%
1651 AMT PUT American Tower Corp Real Estate 539.0 $9.5M 0.00% NEW $17557.00 -98.9%
1652 W CALL Wayfair Inc Consumer Cyclical 942.0 $9.5M 0.00% NEW $10041.00 -99.3%
1653 STM PUT STMicroelectronics NV Technology 3,640.0 $9.4M 0.00% NEW $2594.00 -97.3%
1654 ACN PUT Accenture PLC Technology 349.0 $9.4M 0.00% NEW $26830.00 -99.3%
1655 F CALL Ford Motor Co Consumer Cyclical 7,136.0 $9.4M 0.00% NEW $1312.00 -98.8%
1656 RCL PUT Royal Caribbean Cruises Ltd Consumer Cyclical 335.0 $9.3M 0.00% NEW $27892.00 -99.0%
1657 NextEra Energy Inc 7,500,000.0 $9.3M 0.00% NEW $1.24
1658 RGA Reinsurance Group of America Inc Financial Services 45,742.0 $9.3M 0.00% NEW $203.46 +4.4%
1659 VEU Vanguard FTSE All-World ex-US ETF 126,465.0 $9.3M 0.00% NEW $73.56 +13.9%
1660 KEY PUT KeyCorp Financial Services 4,507.0 $9.3M 0.00% NEW $2064.00 -99.0%
Page 83 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%