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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 40 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PATH UiPath Inc Technology 602,921.0 $6.7M 0.00% -2.7M -81.6% $11.10 -5.4%
782 HAL CALL Halliburton Co Energy 1,716.0 $6.7M 0.00% -323.0 -15.8% $3899.00 -98.9%
783 GLW PUT Corning Inc Technology 490.0 $6.7M 0.00% -564.0 -53.5% $13597.00 -98.7%
784 UAL PUT United Airlines Holdings Inc Industrials 723.0 $6.7M 0.00% -7K -90.9% $9207.00 -98.9%
785 SPOT CALL Spotify Technology SA Communication Services 137.0 $6.6M 0.00% -49.0 -26.3% $48491.00 -99.1%
786 QNST QuinStreet Inc Communication Services 547,570.0 $6.6M 0.00% -61K -10.1% $12.01 -2.5%
787 BLBD Blue Bird Corp Consumer Cyclical 115,444.0 $6.6M 0.00% -229K -66.5% $56.79 +15.4%
788 RPM RPM International Inc Basic Materials 65,819.0 $6.5M 0.00% -21K -24.4% $99.40 -0.9%
789 OZK Bank OZK Financial Services 142,136.0 $6.5M 0.00% -68K -32.4% $45.89 +4.7%
790 CVI CVR Energy Inc Energy 193,113.0 $6.5M 0.00% -422K -68.6% $33.65 -1.6%
791 SCHD Schwab US Dividend Equity ETF 211,451.0 $6.5M 0.00% -126K -37.4% $30.68 +4.7%
792 RDNT RadNet Inc Healthcare 115,585.0 $6.5M 0.00% -921.0 -0.8% $55.89 -4.2%
793 CMG PUT Chipotle Mexican Grill Inc Consumer Cyclical 1,999.0 $6.4M 0.00% -2K -54.2% $3201.00 -99.0%
794 SCHH Schwab U.S. REIT ETF 297,738.0 $6.4M 0.00% -112K -27.4% $21.49 +9.9%
795 Pacira BioSciences Inc 6,633,000.0 $6.4M 0.00% -6.0M -47.4% $0.96
796 LINE Lineage Inc Real Estate 193,570.0 $6.3M 0.00% -270K -58.3% $32.76 +21.4%
797 ENVA Enova International Inc Financial Services 46,577.0 $6.3M 0.00% -8K -15.4% $135.83 +20.8%
798 GIB CGI Inc Technology 86,265.0 $6.3M 0.00% -5K -6.0% $73.10 -10.5%
799 XLV CALL State Street Health Care Select Sector SPDR ETF 426.0 $6.2M 0.00% -574.0 -57.4% $14661.00 -99.0%
800 ELS Equity LifeStyle Properties Inc Real Estate 100,003.0 $6.2M 0.00% -56K -36.0% $62.42 +0.9%
Page 40 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%