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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 167 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 EVGO EVgo Inc Consumer Cyclical 447,710.0 $770K -1.2M -72.8% $1.72 +12.8%
3322 AMBA Ambarella Inc Technology 14,915.0 $768K -216K -93.5% $51.48 +35.9%
3323 STC Stewart Information Services Corp Financial Services 12,460.0 $767K +6K +108.8% $61.58 +7.9%
3324 DNLI Denali Therapeutics Inc Healthcare 39,893.0 $766K +24K +157.4% $19.20 +21.4%
3325 Unilever PLC 13,430.0 $765K -32K -70.3% $56.97
3326 NEU NewMarket Corp Basic Materials 1,193.0 $765K -1K -48.9% $640.95 +21.7%
3327 TPH Tri Pointe Homes Inc Consumer Cyclical 16,317.0 $762K -131K -88.9% $46.73 +0.5%
3328 GTX Garrett Motion Inc Consumer Cyclical 41,956.0 $762K -51K -54.6% $18.17 +88.9%
3329 New Providence Acquisition Corp III 74,284.0 $762K $10.26
3330 AXTA Axalta Coating Systems Ltd Basic Materials 27,407.0 $759K -71K -72.2% $27.70 +25.6%
3331 MPLT MapLight Therapeutics Inc Healthcare 37,301.0 $758K +34K +979.6% $20.33 +41.8%
3332 WOR Worthington Enterprises Inc Industrials 14,544.0 $758K +4K +32.9% $52.14 +15.8%
3333 CENTA Central Garden & Pet Co Consumer Defensive 23,368.0 $758K -5K -17.1% $32.42 +16.5%
3334 Grupo Cibest SA 10,401.0 $757K +1K +10.9% $72.81
3335 FBK FB Financial Corp Financial Services 14,569.0 $757K +5K +50.3% $51.94 +3.5%
3336 HE Hawaiian Electric Industries Inc Utilities 50,988.0 $757K -97K -65.7% $14.84 -12.3%
3337 AGM Federal Agricultural Mortgage Corp Financial Services 5,078.0 $753K +2K +96.9% $148.35 +23.7%
3338 EWTX Edgewise Therapeutics Inc Healthcare 23,911.0 $753K +7K +40.1% $31.50 +16.9%
3339 SHAK PUT Shake Shack Inc Consumer Cyclical 85.0 $752K NEW $8847.00 -99.3%
3340 CMPR Cimpress PLC Communication Services 10,298.0 $752K -2K -15.1% $73.00 +16.2%
Page 167 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%