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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 136 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 NE Noble Corp PLC Energy 38,315.0 $1.9M 0.00% -11K -21.8% $49.07 -13.7%
2702 JJSF J & J Snack Foods Corp Consumer Defensive 23,685.0 $1.9M 0.00% +17K +249.4% $79.27 -9.5%
2703 RXST RxSight Inc Healthcare 304,788.0 $1.9M 0.00% -671K -68.8% $6.16 -19.5%
2704 HESM Hess Midstream LP Energy 48,294.0 $1.9M 0.00% +33K +220.4% $38.87 -4.3%
2705 TK Teekay Corp Ltd Energy 153,538.0 $1.9M 0.00% +45K +41.3% $12.21 +0.9%
2706 DLTR CALL Dollar Tree Inc Consumer Defensive 171.0 $1.9M 0.00% -100.0 -36.9% $10951.00 -99.0%
2707 GO Grocery Outlet Holding Corp Consumer Defensive 265,334.0 $1.9M 0.00% -262K -49.7% $7.05 +32.8%
2708 IEAG Infinite Eagle Acquisition Corp Financial Services 187,200.0 $1.9M 0.00% NEW $9.98 +0.9%
2709 LeMaitre Vascular Inc 1,653,000.0 $1.9M 0.00% -2.5M -59.7% $1.13
2710 DTM DT Midstream Inc Energy 13,841.0 $1.9M 0.00% -10K -42.6% $134.67 +7.7%
2711 Acadian Asset Management Inc 34,194.0 $1.9M 0.00% -8K -18.9% $54.42
2712 FRSH Freshworks Inc Technology 231,648.0 $1.9M 0.00% +141K +155.7% $8.03 +11.2%
2713 CLW Clearwater Paper Corp Basic Materials 128,875.0 $1.9M 0.00% +73K +129.8% $14.38 +8.9%
2714 AVAV PUT AeroVironment Inc Industrials 101.0 $1.8M 0.00% NEW $18305.00 -99.2%
2715 KR CALL Kroger Co Consumer Defensive 255.0 $1.8M 0.00% +105.0 +70.0% $7236.00 -99.2%
2716 BACC Blue Acquisition Corp Financial Services 180,395.0 $1.8M 0.00% +20K +12.5% $10.21 +2.1%
2717 FMX Fomento Economico Mexicano SAB de CV Consumer Defensive 16,492.0 $1.8M 0.00% -1K -5.8% $111.06 +12.7%
2718 STOK Stoke Therapeutics Inc Healthcare 56,128.0 $1.8M 0.00% +52K +1218.5% $32.56 -4.9%
2719 AEM PUT Agnico Eagle Mines Ltd Basic Materials 90.0 $1.8M 0.00% -401.0 -81.7% $20298.00 -99.2%
2720 VAL Valaris Ltd Energy 18,631.0 $1.8M 0.00% -89K -82.8% $98.04 -19.9%
Page 136 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%