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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 168 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 RPD Rapid7 Inc Technology 135,764.0 $748K -202K -59.8% $5.51 +22.1%
3342 CPAC Cementos Pacasmayo SAA Basic Materials 74,710.0 $747K +20K +37.1% $10.00 +27.0%
3343 BBSI Barrett Business Services Inc Industrials 25,590.0 $747K -9K -26.1% $29.18 +13.2%
3344 CNX Resources Corp 244,000.0 $746K +110K +82.1% $3.06
3345 NWN Northwest Natural Holding Co Utilities 13,993.0 $745K -21K -59.8% $53.22 -7.9%
3346 CHT Chunghwa Telecom Co Ltd Communication Services 17,628.0 $745K -7K -29.7% $42.24 +7.3%
3347 KNTK Kinetik Holdings Inc Energy 15,370.0 $744K +6K +57.1% $48.41 -3.9%
3348 TotalEnergies SE 8,172.0 $743K -3K -24.9% $90.98
3349 ASYS Amtech Systems Inc Technology 63,541.0 $742K +37K +139.2% $11.68 +88.7%
3350 GLUE Monte Rosa Therapeutics Inc Healthcare 45,063.0 $741K +39K +691.4% $16.45 +11.3%
3351 FUL HB Fuller Co Basic Materials 12,017.0 $741K -705.0 -5.5% $61.68 +5.2%
3352 ATNI ATN International Inc Communication Services 27,218.0 $741K +24K +704.8% $27.22 -5.4%
3353 NATL NCR Atleos Corp Technology 16,983.0 $740K -438.0 -2.5% $43.58 +0.1%
3354 CALX Calix Inc Technology 15,091.0 $739K +265.0 +1.8% $48.99 -22.5%
3355 GNTX Gentex Corp Consumer Cyclical 33,822.0 $739K -50K -59.5% $21.85 +18.8%
3356 FBP First BanCorpPuerto Rico Financial Services 34,556.0 $738K -2K -4.4% $21.36 +18.0%
3357 LXP Industrial Trust 15,919.0 $736K -382.0 -2.3% $46.26
3358 GPOR Gulfport Energy Corp Energy 3,477.0 $736K +2K +153.4% $211.57 -24.0%
3359 KWR Quaker Chemical Corp Basic Materials 5,909.0 $734K -3K -36.3% $124.23 +20.9%
3360 LX LexinFintech Holdings Ltd Financial Services 335,900.0 $732K $2.18 -8.3%
Page 168 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%