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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 45 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 PKG Packaging Corp of America Consumer Cyclical 154,486.0 $32.8M 0.02% -10K -6.2% $212.22 +0.5%
882 Trip.com Group Ltd 31,593,000.0 $32.7M 0.02% -9.8M -23.7% $1.03
883 Jazz Pharmaceuticals PLC 26,945,000.0 $32.7M 0.02% +25.8M +2253.3% $1.21
884 PEP PUT PepsiCo Inc Consumer Defensive 2,104.0 $32.7M 0.02% -769.0 -26.8% $15529.00 -99.0%
885 VC Visteon Corp Consumer Cyclical 358,241.0 $32.6M 0.02% +348K +3277.7% $91.11 +19.9%
886 HTHT H World Group Ltd Consumer Cyclical 647,119.0 $32.5M 0.02% $50.29 -7.8%
887 CDW CDW CorpDE Technology 268,709.0 $32.5M 0.02% -16K -5.7% $121.02 -11.7%
888 MTSI MACOM Technology Solutions Holdings Inc Technology 146,406.0 $32.5M 0.02% -53K -26.6% $222.07 +71.3%
889 BRO Brown & Brown Inc Financial Services 498,045.0 $32.5M 0.02% -112K -18.3% $65.21 -10.3%
890 Sphere Entertainment Co 9,654,000.0 $32.4M 0.02% +1.7M +20.7% $3.36
891 JETS US Global Jets ETF 1,314,627.0 $32.4M 0.02% +1.3M +10000.0% $24.63 +9.6%
892 MAS Masco Corp Industrials 533,113.0 $32.2M 0.02% -14K -2.5% $60.37 +11.2%
893 GNRC Generac Holdings Inc Industrials 164,276.0 $32.1M 0.02% +75K +83.4% $195.33 +26.9%
894 BAX Baxter International Inc Healthcare 1,908,721.0 $32.1M 0.02% +1.1M +127.8% $16.80 +13.3%
895 TMO CALL Thermo Fisher Scientific Inc Healthcare 652.0 $32.0M 0.02% +125.0 +23.7% $49153.00 -99.1%
896 HD PUT Home Depot Inc Consumer Cyclical 974.0 $32.0M 0.02% -652.0 -40.1% $32889.00 -99.0%
897 VEEV Veeva Systems Inc Healthcare 181,485.0 $31.9M 0.01% -117K -39.3% $175.66 -6.1%
898 IP International Paper Co Consumer Cyclical 891,910.0 $31.8M 0.01% -1.3M -59.7% $35.70 -11.8%
899 AXSM Axsome Therapeutics Inc Healthcare 188,146.0 $31.8M 0.01% -116K -38.2% $169.02 +38.2%
900 TGTX TG Therapeutics Inc Healthcare 957,026.0 $31.8M 0.01% +273K +40.0% $33.22 +19.7%
Page 45 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%