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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 84 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 M Macy's Inc Consumer Cyclical 421,478.0 $9.3M 0.00% NEW $22.05 -6.3%
1662 SMPL Simply Good Foods Co Consumer Defensive 461,310.0 $9.3M 0.00% NEW $20.08 -40.9%
1663 SCHD Schwab US Dividend Equity ETF 337,500.0 $9.3M 0.00% NEW $27.43 +19.7%
1664 Installed Building Products Inc 35,666.0 $9.3M 0.00% NEW $259.39
1665 CR Crane Co Industrials 50,159.0 $9.3M 0.00% NEW $184.43 -2.5%
1666 GLW PUT Corning Inc Technology 1,054.0 $9.2M 0.00% NEW $8756.00 -97.8%
1667 ARRY Array Technologies Inc Energy 999,881.0 $9.2M 0.00% NEW $9.22 -8.0%
1668 BP PUT BP PLC Energy 2,651.0 $9.2M 0.00% NEW $3473.00 -98.7%
1669 FOUR Shift4 Payments Inc Technology 146,174.0 $9.2M 0.00% NEW $62.97 -31.3%
1670 UVE Universal Insurance Holdings Inc Financial Services 271,815.0 $9.2M 0.00% NEW $33.80 +15.3%
1671 AN AutoNation Inc Consumer Cyclical 44,467.0 $9.2M 0.00% NEW $206.48 -8.0%
1672 QRVO Qorvo Inc Technology 108,609.0 $9.2M 0.00% NEW $84.51 +25.9%
1673 CDNA CareDx Inc Healthcare 487,050.0 $9.2M 0.00% NEW $18.84 +14.8%
1674 NSSC Napco Security Technologies Inc Industrials 219,884.0 $9.2M 0.00% NEW $41.70 -10.3%
1675 BLKB Blackbaud Inc Technology 143,484.0 $9.1M 0.00% NEW $63.32 -53.3%
1676 RPM RPM International Inc Basic Materials 87,062.0 $9.1M 0.00% NEW $104.00 -3.0%
1677 EWY iShares MSCI South Korea ETF 93,079.0 $9.0M 0.00% NEW $97.22 +87.2%
1678 DLTR PUT Dollar Tree Inc Consumer Defensive 735.0 $9.0M 0.00% NEW $12301.00 -99.2%
1679 TGB Taseko Mines Ltd Basic Materials 1,597,333.0 $9.0M 0.00% NEW $5.66 +16.1%
1680 IOT Samsara Inc Technology 254,509.0 $9.0M 0.00% NEW $35.45 -12.1%
Page 84 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%