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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 106 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 LECO Lincoln Electric Holdings Inc Industrials 18,261.0 $4.5M 0.00% +6K +45.4% $249.08 +8.0%
2102 KMI PUT Kinder Morgan Inc Energy 1,356.0 $4.5M 0.00% -1K -44.1% $3353.00 -99.0%
2103 Colombier Acquisition Corp III 446,240.0 $4.5M 0.00% NEW $10.18
2104 SORN Soren Acquisition Corp Financial Services 460,161.0 $4.5M 0.00% NEW $9.87 +0.7%
2105 CUBE CubeSmart Real Estate 123,257.0 $4.5M 0.00% -84K -40.6% $36.65 +10.8%
2106 LOW CALL Lowe's Cos Inc Consumer Cyclical 191.0 $4.5M 0.00% -394.0 -67.3% $23628.00 -99.1%
2107 MWA Mueller Water Products Inc Industrials 163,903.0 $4.5M 0.00% +77K +88.7% $27.49 -4.6%
2108 GFI Gold Fields Ltd Basic Materials 99,233.0 $4.5M 0.00% -16K -14.1% $45.40 -29.8%
2109 ABVX Abivax SA Healthcare 40,362.0 $4.5M 0.00% +37K +1237.8% $111.35 -16.9%
2110 ATKR Atkore Inc Industrials 76,228.0 $4.5M 0.00% +15K +23.7% $58.91 +32.2%
2111 SHW PUT Sherwin-Williams Co Basic Materials 140.0 $4.5M 0.00% -73.0 -34.3% $32055.00 -99.0%
2112 XXV Simplify Ancorato Target 25 Distribution ETF 197,917.0 $4.5M 0.00% NEW $22.66 +3.9%
2113 Inflection Point Acquisition Corp VI 442,700.0 $4.5M 0.00% NEW $10.12
2114 PNQI Invesco Nasdaq Internet ETF 100,000.0 $4.5M 0.00% NEW $44.73 +0.9%
2115 MLTX MoonLake Immunotherapeutics Healthcare 239,838.0 $4.5M 0.00% +229K +2020.6% $18.64 +7.3%
2116 NSSC Napco Security Technologies Inc Industrials 112,950.0 $4.4M 0.00% -107K -48.6% $39.39 -5.0%
2117 VNQ Vanguard Real Estate ETF 49,685.0 $4.4M 0.00% -43K -46.1% $88.70 +9.4%
2118 HWC Hancock Whitney Corp Financial Services 69,241.0 $4.4M 0.00% +34K +98.9% $63.59 +14.8%
2119 PHG Koninklijke Philips NV Healthcare 160,596.0 $4.4M 0.00% +161K +10000.0% $27.40 -2.4%
2120 ARRY Array Technologies Inc Energy 608,488.0 $4.4M 0.00% -391K -39.1% $7.23 +6.4%
Page 106 of 291  ·  5,804 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%