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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 38 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 QFIN Qfin Holdings Inc Financial Services 608,728.0 $7.9M 0.00% -339K -35.7% $12.91 -1.4%
742 JOBY Joby Aviation Inc Industrials 947,279.0 $7.8M 0.00% -55K -5.5% $8.26 +24.9%
743 VSH Vishay Intertechnology Inc Technology 432,248.0 $7.8M 0.00% -61K -12.3% $18.00 +119.2%
744 Brown-Forman Corp 293,979.0 $7.8M 0.00% -72K -19.8% $26.44
745 LI Li Auto Inc Consumer Cyclical 432,678.0 $7.7M 0.00% -89K -17.0% $17.83 -10.2%
746 PLUG Plug Power Inc Industrials 3,402,553.0 $7.7M 0.00% -273K -7.4% $2.26 +48.7%
747 O CALL Realty Income Corp Real Estate 1,250.0 $7.6M 0.00% -72.0 -5.5% $6118.00 -99.0%
748 TFC CALL Truist Financial Corp Financial Services 1,655.0 $7.6M 0.00% -42.0 -2.5% $4597.00 -99.0%
749 AIG CALL American International Group Inc Financial Services 1,002.0 $7.5M 0.00% -5K -83.9% $7525.00 -99.0%
750 FSLR CALL First Solar Inc Energy 382.0 $7.5M 0.00% -205.0 -34.9% $19726.00 -98.8%
751 SVM Silvercorp Metals Inc Basic Materials 700,100.0 $7.5M 0.00% -1.0M -59.1% $10.74 +16.5%
752 DLTR PUT Dollar Tree Inc Consumer Defensive 685.0 $7.5M 0.00% -50.0 -6.8% $10951.00 -99.2%
753 BMY CALL Bristol-Myers Squibb Co Healthcare 1,235.0 $7.5M 0.00% -1K -52.9% $6065.00 -99.0%
754 PUMP ProPetro Holding Corp Energy 518,750.0 $7.5M 0.00% -309K -37.3% $14.41 +19.4%
755 ALK Alaska Air Group Inc Industrials 202,415.0 $7.4M 0.00% -157K -43.6% $36.78 +8.1%
756 SFM Sprouts Farmers Market Inc Consumer Defensive 96,510.0 $7.4M 0.00% -148K -60.5% $77.13 +15.5%
757 NTLA Intellia Therapeutics Inc Healthcare 579,430.0 $7.4M 0.00% -12K -2.0% $12.82 -3.4%
758 IYJ iShares U.S. Industrials ETF 50,000.0 $7.4M 0.00% -50K -50.0% $147.54 +4.8%
759 ROKU CALL Roku Inc Communication Services 777.0 $7.4M 0.00% -347.0 -30.9% $9462.00 -98.7%
760 PUT Cencora Inc 234.0 $7.4M 0.00% -213.0 -47.6% $31414.00
Page 38 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%