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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $205.8B AUM 17,681 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 581 New 2339 Added 2339 Reduced 505 Exited
Page 14 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MTB M&T Bank Corp Financial Services 302,403.0 $62.5M 0.03% -76K -20.1% $206.72 -0.3%
262 BA PUT Boeing Co Industrials 3,129.0 $62.3M 0.03% -2K -43.9% $19903.00 -98.9%
263 LRCX CALL Lam Research Corp Technology 2,901.0 $62.0M 0.03% -2K -42.3% $21366.00 -98.7%
264 CHTR Charter Communications Inc Communication Services 286,032.0 $61.7M 0.03% -32K -10.0% $215.88 -32.8%
265 IBKR Interactive Brokers Group Inc Financial Services 919,886.0 $61.7M 0.03% -199K -17.8% $67.07 +28.4%
266 D Dominion Energy Inc Utilities 989,461.0 $61.2M 0.03% -354K -26.3% $61.82 +8.1%
267 DIS PUT Walt Disney Co Communication Services 6,338.0 $61.1M 0.03% -8K -54.4% $9638.00 -98.9%
268 ADM Archer-Daniels-Midland Co Consumer Defensive 839,642.0 $61.0M 0.03% -110K -11.6% $72.69 +11.7%
269 FISV Fiserv Inc Technology 1,076,003.0 $60.0M 0.03% -1.3M -54.6% $55.80 +2.0%
270 MPC PUT Marathon Petroleum Corp Energy 2,452.0 $59.9M 0.03% -529.0 -17.8% $24418.00 -98.9%
271 TPR Tapestry Inc Consumer Cyclical 421,332.0 $59.5M 0.03% -72K -14.6% $141.11 -6.7%
272 PAYX Paychex Inc Industrials 645,339.0 $59.4M 0.03% -236K -26.8% $92.12 +1.9%
273 WDAY Workday Inc Technology 454,743.0 $59.1M 0.03% -52K -10.3% $129.92 -1.9%
274 TLN Talen Energy Corp Utilities 182,995.0 $58.4M 0.03% -133K -42.0% $319.23 +0.9%
275 GRMN Garmin Ltd Technology 251,587.0 $58.4M 0.03% -47K -15.6% $232.01 -2.4%
276 NTAP NetApp Inc Technology 568,815.0 $58.2M 0.03% -128K -18.4% $102.39 +17.7%
277 CSCO PUT Cisco Systems Inc Technology 7,485.0 $58.1M 0.03% -5K -37.7% $7759.00 -98.5%
278 DDOG Datadog Inc Technology 487,138.0 $57.5M 0.03% -452K -48.1% $118.05 +77.0%
279 XPO XPO Inc Industrials 288,249.0 $56.1M 0.03% -151K -34.4% $194.55 +3.1%
280 FXI PUT iShares China Large-Cap ETF 15,600.0 $56.0M 0.03% -11K -41.0% $3590.00 -99.0%
Page 14 of 117  ·  2,339 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 32.3%
Financial Services 14.5%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 9.0%
Communication Services 8.0%
Consumer Defensive 4.3%
Energy 4.0%
Basic Materials 2.5%
Utilities 2.5%