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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 129 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 AX Axos Financial Inc Financial Services 27,908.0 $2.4M 0.00% +1K +4.3% $85.09 +4.0%
2562 IRTC IRhythm Holdings Inc Healthcare 19,993.0 $2.4M 0.00% -54K -72.8% $118.02 -11.3%
2563 UNP CALL Union Pacific Corp Industrials 97.0 $2.4M 0.00% +47.0 +94.0% $24262.00 -98.9%
2564 ACVA ACV Auctions Inc Consumer Cyclical 553,230.0 $2.3M 0.00% +55K +11.0% $4.24 +50.2%
2565 QUBT Quantum Computing Inc Technology 340,925.0 $2.3M 0.00% -96K -21.9% $6.85 +53.9%
2566 EXPI eXp World Holdings Inc Real Estate 389,798.0 $2.3M 0.00% -128K -24.8% $5.99 -21.0%
2567 AOSL Alpha & Omega Semiconductor Ltd Technology 105,266.0 $2.3M 0.00% +99K +1599.8% $22.16 +122.7%
2568 GRAL CALL GRAIL Inc Healthcare 450.0 $2.3M 0.00% NEW $5168.00 -98.8%
2569 PEJ Invesco Leisure & Entertainment ETF 40,093.0 $2.3M 0.00% -20K -33.3% $57.98 +11.8%
2570 OTG Acquisition Corp I 230,464.0 $2.3M 0.00% +25K +12.0% $10.06
2571 MCO PUT Moody's Corp Financial Services 53.0 $2.3M 0.00% -9.0 -14.5% $43625.00 -99.0%
2572 STEP StepStone Group Inc Financial Services 48,388.0 $2.3M 0.00% +26K +113.6% $47.72 -4.7%
2573 SVIV Spring Valley Acquisition Corp IV Financial Services 233,120.0 $2.3M 0.00% NEW $9.87 +3.3%
2574 MMS Maximus Inc Industrials 35,889.0 $2.3M 0.00% -196K -84.5% $64.10 -15.7%
2575 LNC Lincoln National Corp Financial Services 64,748.0 $2.3M 0.00% -29K -30.9% $35.50 +6.1%
2576 International Bancshares Corp 34,127.0 $2.3M 0.00% +11K +46.6% $67.29
2577 GWW CALL WW Grainger Inc Industrials 21.0 $2.3M 0.00% NEW $109081.00 -98.8%
2578 PLMR Palomar Holdings Inc Financial Services 19,146.0 $2.3M 0.00% +5K +34.6% $119.50 -6.6%
2579 TRDA Entrada Therapeutics Inc Healthcare 181,148.0 $2.3M 0.00% $12.62 -44.0%
2580 HEPS D-MARKET Elektronik Hizmetler ve Ticaret AS Consumer Cyclical 871,751.0 $2.3M 0.00% $2.62 +10.7%
Page 129 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%