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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $220.7B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5728 New
Page 18 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BBIO Bridgebio Pharma Inc Healthcare 1,592,660.0 $121.8M 0.06% NEW $76.49 -13.7%
342 XEL Xcel Energy Inc Utilities 1,646,206.0 $121.6M 0.06% NEW $73.86 +5.7%
343 EOG EOG Resources Inc Energy 1,153,674.0 $121.1M 0.06% NEW $105.01 +36.2%
344 LOW Lowe's Cos Inc Consumer Cyclical 502,296.0 $121.1M 0.06% NEW $241.16 -9.6%
345 BA PUT Boeing Co Industrials 5,574.0 $121.0M 0.06% NEW $21712.00 -99.0%
346 FHN CALL First Horizon Corp Financial Services 50,516.0 $120.7M 0.06% NEW $2390.00 -99.0%
347 KDP Keurig Dr Pepper Inc Consumer Defensive 4,303,137.0 $120.5M 0.06% NEW $28.01 +5.1%
348 EQIX Equinix Inc Real Estate 157,071.0 $120.3M 0.06% NEW $766.16 +38.7%
349 CI Cigna Group Healthcare 436,682.0 $120.2M 0.05% NEW $275.23 +5.8%
350 TRV Travelers Cos Inc Financial Services 413,905.0 $120.1M 0.05% NEW $290.06 +5.5%
351 GDX VanEck Gold Miners ETF USA 1,399,262.0 $120.0M 0.05% NEW $85.77 -2.3%
352 CRDO Credo Technology Group Holding Ltd Technology 832,490.0 $119.8M 0.05% NEW $143.89 +19.7%
353 UPS United Parcel Service Inc Industrials 1,206,747.0 $119.7M 0.05% NEW $99.19 -3.7%
354 TER Teradyne Inc Technology 617,541.0 $119.5M 0.05% NEW $193.56 +65.9%
355 MNST Monster Beverage Corp Consumer Defensive 1,558,076.0 $119.5M 0.05% NEW $76.67 +15.5%
356 Western Digital Corp 25,833,000.0 $118.4M 0.05% NEW $4.58
357 TLN Talen Energy Corp Utilities 315,497.0 $118.3M 0.05% NEW $374.84 -13.5%
358 TFC Truist Financial Corp Financial Services 2,401,977.0 $118.2M 0.05% NEW $49.21 -4.4%
359 FDX FedEx Corp Industrials 408,491.0 $118.0M 0.05% NEW $288.86 +28.0%
360 MET PUT MetLife Inc Financial Services 14,918.0 $117.8M 0.05% NEW $7894.00 -99.0%
Page 18 of 287  ·  5,728 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 32.9%
Financial Services 13.7%
Consumer Cyclical 12.3%
Healthcare 10.0%
Communication Services 9.1%
Industrials 8.2%
Consumer Defensive 4.2%
Energy 3.1%
Utilities 2.3%
Basic Materials 2.2%