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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 34 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PPL PPL Corp Utilities 1,377,970.0 $52.6M 0.03% +139K +11.2% $38.20 -7.2%
662 ALB Albemarle Corp Basic Materials 292,894.0 $52.6M 0.03% +41K +16.1% $179.53 -5.4%
663 VMC Vulcan Materials Co Basic Materials 193,095.0 $52.6M 0.03% -50K -20.6% $272.30 -3.3%
664 HOOD PUT Robinhood Markets Inc Financial Services 7,580.0 $52.5M 0.03% +3K +76.9% $6930.00 -98.9%
665 OKTA Okta Inc Technology 666,606.0 $52.5M 0.03% -71K -9.7% $78.71 +13.6%
666 CBOE Cboe Global Markets Inc Financial Services 186,347.0 $52.4M 0.03% -62K -24.9% $281.07 +25.2%
667 DELL CALL Dell Technologies Inc Technology 3,188.0 $52.3M 0.03% -174.0 -5.2% $16413.00 -98.5%
668 FXI iShares China Large-Cap ETF 1,456,823.0 $52.3M 0.03% -2.6M -64.5% $35.90 -0.1%
669 DNUT Krispy Kreme Inc Consumer Defensive 15,337,301.0 $52.0M 0.03% $3.39 -1.8%
670 IYE iShares U.S. Energy ETF 802,696.0 $52.0M 0.03% +778K +3217.2% $64.77 -3.2%
671 IRM Iron Mountain Inc Real Estate 508,511.0 $51.9M 0.03% -54K -9.6% $102.14 +24.7%
672 TSCO Tractor Supply Co Consumer Cyclical 1,144,948.0 $51.9M 0.03% +213K +22.9% $45.30 -30.0%
673 Smurfit Westrock PLC 1,300,851.0 $51.8M 0.03% +85K +7.0% $39.85
674 HUBB Hubbell Inc Industrials 105,589.0 $51.8M 0.03% +6K +5.7% $490.74 -6.1%
675 DB Deutsche Bank AG Financial Services 1,737,550.0 $51.7M 0.03% +1.5M +556.0% $29.78 +10.5%
676 FN Fabrinet Technology 98,885.0 $51.6M 0.03% +48K +95.8% $521.52 +34.9%
677 AM Antero Midstream Corp Energy 2,259,307.0 $51.5M 0.03% +666K +41.8% $22.80 -4.3%
678 CNP CenterPoint Energy Inc Utilities 1,192,407.0 $51.5M 0.03% +25K +2.2% $43.16 -1.6%
679 NRG NRG Energy Inc Utilities 351,996.0 $51.4M 0.03% -216K -38.1% $146.14 -6.3%
680 PFG Principal Financial Group Inc Financial Services 566,364.0 $51.0M 0.03% -12K -2.0% $90.11 +14.1%
Page 34 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%