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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 123 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 RNR RenaissanceRe Holdings Ltd Financial Services 9,640.0 $2.9M 0.00% +4K +86.8% $297.23 +3.5%
2442 SOC Sable Offshore Corp Energy 173,390.0 $2.9M 0.00% +22K +14.3% $16.52 -45.9%
2443 Columbus Circle Capital Corp II 291,198.0 $2.9M 0.00% NEW $9.83
2444 ITIC Investors Title Co Financial Services 13,161.0 $2.9M 0.00% -7K -34.2% $217.34 +21.7%
2445 SIG Signet Jewelers Ltd Consumer Cyclical 33,746.0 $2.9M 0.00% -52K -60.6% $84.64 +0.3%
2446 BAB Invesco Taxable Municipal Bond 105,926.0 $2.9M 0.00% +65K +156.4% $26.96 -0.8%
2447 HTGC Hercules Capital Inc Financial Services 193,310.0 $2.9M 0.00% -14K -6.8% $14.77 +2.8%
2448 JXN Jackson Financial Inc Financial Services 26,977.0 $2.9M 0.00% -24K -46.9% $105.72 +3.9%
2449 CTMX CytomX Therapeutics Inc Healthcare 606,275.0 $2.8M 0.00% +603K +10000.0% $4.70 -33.0%
2450 PMT PennyMac Mortgage Investment Trust Real Estate 244,258.0 $2.8M 0.00% +223K +1063.2% $11.66 -13.8%
2451 GRAL PUT GRAIL Inc Healthcare 550.0 $2.8M 0.00% NEW $5168.00 -98.8%
2452 QTEC First Trust NASDAQ-100 Technology Index Fund 13,100.0 $2.8M 0.00% $215.98 +48.2%
2453 BNL Broadstone Net Lease Inc Real Estate 154,754.0 $2.8M 0.00% +91K +143.9% $18.27 +15.2%
2454 AVNT Avient Corp Basic Materials 77,860.0 $2.8M 0.00% -3K -3.8% $36.30 -1.5%
2455 AEXA American Exceptionalism Acquisition Corp A Financial Services 260,500.0 $2.8M 0.00% +30K +13.3% $10.83 +3.0%
2456 Bridgebio Pharma Inc 1,657,000.0 $2.8M 0.00% NEW $1.69
2457 EPRT Essential Properties Realty Trust Inc Real Estate 92,449.0 $2.8M 0.00% +27K +41.5% $30.36 -0.0%
2458 AHR American Healthcare REIT Inc Real Estate 59,373.0 $2.8M 0.00% +14K +29.8% $47.16 +3.2%
2459 WOLF Wolfspeed Inc Technology 171,174.0 $2.8M 0.00% +164K +2310.9% $16.32 +224.6%
2460 NVAX Novavax Inc Healthcare 341,671.0 $2.8M 0.00% -171K -33.4% $8.14 +10.6%
Page 123 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%