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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 107 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 GSY Invesco Ultra Short Duration ETF 87,658.0 $4.4M 0.00% +87K +9749.2% $50.12 -0.0%
2122 RHI Robert Half Inc Industrials 172,950.0 $4.4M 0.00% -57K -24.9% $25.40 +18.4%
2123 Infinity Natural Resources Inc 249,422.0 $4.4M 0.00% +20K +8.7% $17.61
2124 HLX Helix Energy Solutions Group Inc Energy 441,705.0 $4.4M 0.00% +278K +170.4% $9.89 -13.3%
2125 ADM PUT Archer-Daniels-Midland Co Consumer Defensive 599.0 $4.4M 0.00% -4K -87.2% $7269.00 -99.0%
2126 CSLM Digital Asset Acquisition Corp III Ltd 432,320.0 $4.3M 0.00% +46K +11.8% $10.04
2127 Root IncOH 98,259.0 $4.3M 0.00% +24K +32.0% $44.17
2128 FIZZ National Beverage Corp Consumer Defensive 128,927.0 $4.3M 0.00% +68K +112.8% $33.65 -0.2%
2129 SFL SFL Corp Ltd Industrials 401,965.0 $4.3M 0.00% +364K +959.9% $10.79 +3.4%
2130 APOS CALL Apollo Global Management Inc Financial Services 389.0 $4.3M 0.00% -212.0 -35.3% $11142.00 -99.8%
2131 CYD China Yuchai International Ltd Industrials 112,468.0 $4.3M 0.00% +3K +2.8% $38.50 +19.4%
2132 BIII Black Spade Acquisition III Co Financial Services 439,560.0 $4.3M 0.00% NEW $9.84 +1.3%
2133 Liberty Global Ltd 357,720.0 $4.3M 0.00% +284K +386.7% $12.09
2134 SHG Shinhan Financial Group Co Ltd Financial Services 70,451.0 $4.3M 0.00% +11K +19.1% $61.32 +2.0%
2135 MACOM Technology Solutions Holdings Inc 2,963,000.0 $4.3M 0.00% NEW $1.46
2136 INDA iShares MSCI India ETF 91,874.0 $4.3M 0.00% +37K +67.0% $46.84 +5.9%
2137 MEVO M Evo Global Acquisition Corp II Financial Services 436,650.0 $4.3M 0.00% NEW $9.84 +0.9%
2138 TJX CALL TJX Cos Inc Consumer Cyclical 269.0 $4.3M 0.00% -389.0 -59.1% $15970.00 -99.0%
2139 LXU LSB Industries Inc Basic Materials 288,115.0 $4.3M 0.00% +155K +116.3% $14.90 -28.1%
2140 CAH CALL Cardinal Health Inc Healthcare 203.0 $4.3M 0.00% +65.0 +47.1% $21131.00 -98.9%
Page 107 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%