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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 32 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TIP iShares TIPS Bond ETF 120,712.0 $13.3M 0.01% -35K -22.7% $110.36 -0.2%
622 FCNCA First Citizens BancShares IncNC Financial Services 7,022.0 $13.2M 0.01% -263.0 -3.6% $1884.66 +3.1%
623 Smithfield Foods Inc 468,576.0 $13.1M 0.01% -36K -7.2% $27.97
624 CARR PUT Carrier Global Corp Industrials 2,323.0 $13.1M 0.01% -2K -44.6% $5631.00 -98.9%
625 RIVN Rivian Automotive Inc Consumer Cyclical 868,585.0 $13.1M 0.01% -247K -22.1% $15.05 -11.3%
626 Biohaven Ltd 1,544,338.0 $13.1M 0.01% -549K -26.2% $8.46
627 MPWR PUT Monolithic Power Systems Inc Technology 119.0 $13.0M 0.01% -153.0 -56.2% $109335.00 -98.6%
628 ITA iShares U.S. Aerospace & Defense ETF 59,388.0 $13.0M 0.01% -203K -77.4% $218.75 -0.2%
629 SEDG SolarEdge Technologies Inc Energy 253,234.0 $12.9M 0.01% -499K -66.3% $51.05 +8.2%
630 WYNN PUT Wynn Resorts Ltd Consumer Cyclical 1,261.0 $12.8M 0.01% -1K -51.7% $10155.00 -99.1%
631 KT KT Corp Communication Services 596,566.0 $12.8M 0.01% -39K -6.2% $21.45 -10.7%
632 FSS Federal Signal Corp Industrials 117,984.0 $12.8M 0.01% -10K -7.8% $108.14 +4.2%
633 ZM PUT Zoom Communications Inc Technology 1,579.0 $12.7M 0.01% -445.0 -22.0% $8039.00 -98.8%
634 MXL MaxLinear Inc Technology 720,042.0 $12.5M 0.01% -38K -5.0% $17.39 +402.9%
635 COWZ Pacer US Cash Cows 100 ETF 200,005.0 $12.5M 0.01% -200K -50.0% $62.56 +1.2%
636 Annaly Capital Management Inc 590,930.0 $12.5M 0.01% -235K -28.4% $21.15
637 DVN PUT Devon Energy Corp Energy 2,471.0 $12.4M 0.01% -8K -75.9% $5032.00 -99.0%
638 BCRX BioCryst Pharmaceuticals Inc Healthcare 1,302,257.0 $12.4M 0.01% -1.2M -48.8% $9.52 -7.9%
639 GLOB Globant SA Technology 266,999.0 $12.3M 0.01% -386K -59.1% $46.11 -13.6%
640 POOL Pool Corp Industrials 60,320.0 $12.2M 0.01% -18K -22.8% $202.33 -10.3%
Page 32 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%