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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 139 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 CLH Clean Harbors Inc Industrials 5,992.0 $1.7M 0.00% +134.0 +2.3% $286.73 +0.6%
2762 SM SM Energy Co Energy 55,076.0 $1.7M 0.00% -12K -18.3% $31.18 -12.0%
2763 SFM CALL Sprouts Farmers Market Inc Consumer Defensive 222.0 $1.7M 0.00% NEW $7713.00 -99.0%
2764 SAP CALL SAP SE Technology 100.0 $1.7M 0.00% $17121.00 -99.1%
2765 MNKD MannKind Corp Healthcare 698,137.0 $1.7M 0.00% +265K +61.3% $2.45 +60.5%
2766 OOMA Ooma Inc Communication Services 117,466.0 $1.7M 0.00% +21K +21.4% $14.55 +19.2%
2767 SKY Champion Homes Inc Consumer Cyclical 22,950.0 $1.7M 0.00% -5K -16.5% $74.37 +10.6%
2768 MTW Manitowoc Co Inc Industrials 146,475.0 $1.7M 0.00% +9K +6.9% $11.65 +14.1%
2769 TTAN ServiceTitan Inc Technology 26,815.0 $1.7M 0.00% -251K -90.3% $63.46 -1.0%
2770 BLFS BioLife Solutions Inc Healthcare 89,100.0 $1.7M 0.00% +70K +369.9% $19.08 +32.2%
2771 MGA Magna International Inc Consumer Cyclical 30,409.0 $1.7M 0.00% +29K +2959.3% $55.81 +17.8%
2772 MO PUT Altria Group Inc Consumer Defensive 257.0 $1.7M 0.00% $6599.00 -98.9%
2773 Cheesecake Factory Inc 1,718,000.0 $1.7M 0.00% -3.3M -65.6% $0.98
2774 EVTC EVERTEC Inc Technology 59,858.0 $1.7M 0.00% +18K +41.3% $28.22 -10.0%
2775 AZZ AZZ Inc Industrials 13,478.0 $1.7M 0.00% +6K +91.5% $125.13 +26.5%
2776 FVRR Fiverr International Ltd Communication Services 167,883.0 $1.7M 0.00% +75K +79.9% $10.02 +1.5%
2777 DFH Dream Finders Homes Inc Consumer Cyclical 120,831.0 $1.7M 0.00% +106K +717.6% $13.92 +4.3%
2778 AA Mission Acquisition Corp II 167,016.0 $1.7M 0.00% +21K +14.1% $10.05
2779 Northern Oil & Gas Inc 1,500,000.0 $1.7M 0.00% $1.12
2780 TXNM Energy Inc 28,679.0 $1.7M 0.00% -1K -4.7% $58.46
Page 139 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%