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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 89 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 URBN Urban Outfitters Inc Consumer Cyclical 104,424.0 $7.9M 0.00% NEW $75.26 +0.2%
1762 MTRN Materion Corp Basic Materials 63,113.0 $7.8M 0.00% NEW $124.32 +79.3%
1763 BMY PUT Bristol-Myers Squibb Co Healthcare 1,454.0 $7.8M 0.00% NEW $5394.00 -98.9%
1764 ALL CALL Allstate Corp Financial Services 376.0 $7.8M 0.00% NEW $20815.00 -99.0%
1765 IAC IAC InterActiveCorp Technology 200,060.0 $7.8M 0.00% NEW $39.10 +8.6%
1766 RH RH Consumer Cyclical 43,623.0 $7.8M 0.00% NEW $179.15 -22.7%
1767 CGAU Centerra Gold Inc Basic Materials 540,483.0 $7.8M 0.00% NEW $14.37 +21.2%
1768 SHAK Shake Shack Inc Consumer Cyclical 95,642.0 $7.8M 0.00% NEW $81.17 -23.8%
1769 ISRG CALL Intuitive Surgical Inc Healthcare 137.0 $7.8M 0.00% NEW $56636.00 -99.2%
1770 WHR Whirlpool Corp Consumer Cyclical 107,295.0 $7.7M 0.00% NEW $72.14 -40.9%
1771 Great Lakes Dredge & Dock Corp 589,172.0 $7.7M 0.00% NEW $13.12
1772 Duke Energy Corp 7,493,000.0 $7.7M 0.00% NEW $1.03
1773 FOXF Fox Factory Holding Corp Consumer Cyclical 449,123.0 $7.7M 0.00% NEW $17.11 -2.3%
1774 Live Nation Entertainment Inc 5,267,000.0 $7.7M 0.00% NEW $1.45
1775 XLP CALL State Street Consumer Staples Select Sector SPDR ETF 984.0 $7.6M 0.00% NEW $7768.00 -98.9%
1776 SNX TD SYNNEX Corp Technology 50,690.0 $7.6M 0.00% NEW $150.23 +59.8%
1777 Dropbox Inc 7,660,000.0 $7.6M 0.00% NEW $0.99
1778 AQST Aquestive Therapeutics Inc Healthcare 1,171,675.0 $7.6M 0.00% NEW $6.46 -36.8%
1779 HSBC PUT HSBC Holdings PLC Financial Services 958.0 $7.5M 0.00% NEW $7867.00 -98.8%
1780 RS Reliance Inc Basic Materials 26,041.0 $7.5M 0.00% NEW $288.87 +30.3%
Page 89 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%