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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 26 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SATS EchoStar Corp Technology 645,576.0 $75.6M 0.04% +298K +86.0% $117.07 +16.8%
502 XLU PUT State Street Utilities Select Sector SPDR ETF 16,464.0 $75.6M 0.04% -5K -21.6% $4589.00 -99.0%
503 Seagate Technology Holdings PLC 15,911,000.0 $75.5M 0.04% -1.3M -7.8% $4.75
504 VZ PUT Verizon Communications Inc Communication Services 15,013.0 $75.4M 0.04% +5K +50.4% $5020.00 -99.0%
505 IT Gartner Inc Technology 475,430.0 $75.3M 0.04% +31K +7.0% $158.34 -5.2%
506 ACGL Arch Capital Group Ltd Financial Services 782,992.0 $75.2M 0.04% $95.99 -0.5%
507 CNH Industrial NV 6,826,379.0 $75.1M 0.04% -282K -4.0% $11.00
508 AJG Arthur J Gallagher & Co Financial Services 346,680.0 $75.1M 0.04% -130K -27.3% $216.58 -7.5%
509 TTWO Take-Two Interactive Software Inc Communication Services 379,744.0 $75.0M 0.04% -132K -25.8% $197.50 +18.7%
510 EQR Equity Residential Real Estate 1,267,530.0 $75.0M 0.04% -358K -22.0% $59.15 +11.0%
511 KDP Keurig Dr Pepper Inc Consumer Defensive 2,845,562.0 $74.9M 0.04% -1.5M -33.9% $26.33 +9.7%
512 YUM Yum! Brands Inc Consumer Cyclical 481,741.0 $74.9M 0.04% -149K -23.7% $155.48 -2.2%
513 Bunge Global SA 588,618.0 $74.9M 0.04% -48K -7.5% $127.20
514 MCD PUT McDonald's Corp Consumer Cyclical 2,403.0 $74.7M 0.04% +1K +109.1% $31079.00 -99.1%
515 PAA Plains All American Pipeline LP Energy 3,335,125.0 $74.5M 0.04% +1.7M +98.0% $22.33 +6.8%
516 PSA Public Storage Real Estate 274,566.0 $74.4M 0.04% -47K -14.7% $270.88 +12.6%
517 VYM Vanguard High Dividend Yield ETF 501,305.0 $74.2M 0.04% -200K -28.5% $148.10 +5.1%
518 DTE DTE Energy Co Utilities 506,704.0 $74.1M 0.04% +293K +136.9% $146.22 -1.8%
519 EW Edwards Lifesciences Corp Healthcare 922,938.0 $73.9M 0.04% +323K +54.0% $80.08 +2.1%
520 MS CALL Morgan Stanley Financial Services 4,489.0 $73.9M 0.04% -949.0 -17.4% $16457.00 -98.8%
Page 26 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%