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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 108 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 Joby Aviation Inc 5,000,000.0 $4.3M 0.00% NEW $0.86
2142 ClearThink 1 Acquisition Corp 428,257.0 $4.3M 0.00% NEW $9.98
2143 TGE Value Creative Solutions Corp 431,810.0 $4.3M 0.00% NEW $9.88
2144 BRX Brixmor Property Group Inc Real Estate 148,080.0 $4.3M 0.00% -1K -0.9% $28.80 +10.9%
2145 MNTN Inc 484,294.0 $4.3M 0.00% +14K +2.9% $8.80
2146 AGX Argan Inc Industrials 7,817.0 $4.3M 0.00% +3K +59.8% $544.65 +34.4%
2147 MDYV State Street SPDR S&P 400 Mid Cap Value ETF 50,000.0 $4.3M 0.00% NEW $85.15 +10.0%
2148 MTUM iShares MSCI USA Momentum Factor ETF 17,681.0 $4.2M 0.00% -294K -94.3% $239.99 +36.8%
2149 LEGN Legend Biotech Corp Healthcare 234,533.0 $4.2M 0.00% -30K -11.5% $18.09 +62.4%
2150 DOO BRP Inc Consumer Cyclical 58,897.0 $4.2M 0.00% +59K +10000.0% $71.81 -13.7%
2151 WDAY PUT Workday Inc Technology 325.0 $4.2M 0.00% -121.0 -27.1% $12992.00 -99.1%
2152 Marex Group PLC 94,641.0 $4.2M 0.00% -157K -62.4% $44.58
2153 Kaspi.KZ JSC 56,959.0 $4.2M 0.00% -4K -6.1% $74.07
2154 RACE Ferrari NV Consumer Cyclical 12,463.0 $4.2M 0.00% -127K -91.1% $338.45 +3.0%
2155 PUT Amrize Ltd 750.0 $4.2M 0.00% NEW $5602.00
2156 ARDX Ardelyx Inc Healthcare 698,744.0 $4.2M 0.00% -302K -30.2% $5.99 +3.3%
2157 AYI Acuity Inc Industrials 14,930.0 $4.2M 0.00% +403.0 +2.8% $280.22 +9.0%
2158 FNDX Schwab Fundamental U.S. Large Company ETF 150,000.0 $4.2M 0.00% NEW $27.85 +10.8%
2159 EPR EPR Properties Real Estate 83,592.0 $4.2M 0.00% +24K +39.2% $49.96 +18.0%
2160 HR Healthcare Realty Trust Inc Real Estate 244,566.0 $4.2M 0.00% +54K +28.1% $16.99 +20.2%
Page 108 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%