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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 62 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 BK Technologies Corp 17,651.0 $1.3M 0.00% -14K -43.9% $74.63
1222 HWM CALL Howmet Aerospace Inc Industrials 57.0 $1.3M 0.00% -26.0 -31.3% $23046.00 -98.9%
1223 DBX Dropbox Inc Technology 57,716.0 $1.3M 0.00% -911K -94.0% $22.72 +19.9%
1224 LXEO Lexeo Therapeutics Inc Healthcare 228,201.0 $1.3M 0.00% -29K -11.3% $5.74 -8.9%
1225 ULTA CALL Ulta Beauty Inc Consumer Cyclical 25.0 $1.3M 0.00% -25.0 -50.0% $52271.00 -99.1%
1226 MNST CALL Monster Beverage Corp Consumer Defensive 180.0 $1.3M 0.00% -76.0 -29.7% $7246.00 -98.8%
1227 REZI Resideo Technologies Inc Industrials 38,573.0 $1.3M 0.00% -13K -24.5% $33.71 -14.2%
1228 NWPX NWPX Infrastructure Inc Industrials 16,688.0 $1.3M 0.00% -1K -6.9% $77.86 +40.0%
1229 Six Flags Entertainment Corp 73,194.0 $1.3M 0.00% -40K -35.5% $17.75
1230 AMT CALL American Tower Corp Real Estate 75.0 $1.3M 0.00% -783.0 -91.3% $17258.00 -98.9%
1231 CSTM Constellium SE Basic Materials 52,536.0 $1.3M 0.00% -43K -45.1% $24.58 +30.3%
1232 LTH Life Time Group Holdings Inc Consumer Cyclical 47,834.0 $1.3M 0.00% -15K -24.4% $26.94 +22.3%
1233 BFAM Bright Horizons Family Solutions Inc Consumer Cyclical 15,559.0 $1.3M 0.00% -6K -28.6% $82.13 -17.8%
1234 HNI HNI Corp Industrials 38,254.0 $1.3M 0.00% -20K -34.3% $33.39 -7.5%
1235 SEDG PUT SolarEdge Technologies Inc Energy 250.0 $1.3M 0.00% -350.0 -58.3% $5105.00 -98.9%
1236 AWR American States Water Co Utilities 16,860.0 $1.3M 0.00% -3K -13.4% $75.62 +0.9%
1237 SKT Tanger Inc Real Estate 37,357.0 $1.3M 0.00% -27K -41.8% $33.98 +4.9%
1238 GRVY Gravity Co Ltd Technology 20,442.0 $1.3M 0.00% -2K -9.3% $61.96 +0.1%
1239 SSD Simpson Manufacturing Co Inc Industrials 7,339.0 $1.3M 0.00% -18K -70.7% $171.62 +7.8%
1240 BDC Belden Inc Technology 10,953.0 $1.3M 0.00% -1K -11.9% $114.83 -8.7%
Page 62 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%