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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 51 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 UUUU Energy Fuels IncCanada Energy 1,414,552.0 $25.8M 0.01% -203K -12.6% $18.25 -8.1%
1002 IWN iShares Russell 2000 Value ETF 136,078.0 $25.8M 0.01% -311K -69.5% $189.59 +10.7%
1003 NXPI PUT NXP Semiconductors NV Technology 1,309.0 $25.8M 0.01% -1K -47.9% $19686.00 -98.5%
1004 LUV Southwest Airlines Co Industrials 683,554.0 $25.7M 0.01% -428K -38.5% $37.57 +8.5%
1005 SBUX PUT Starbucks Corp Consumer Cyclical 2,863.0 $25.6M 0.01% -1K -27.9% $8959.00 -98.8%
1006 YMM Full Truck Alliance Co Ltd Technology 3,064,603.0 $25.4M 0.01% +1.5M +97.4% $8.30 +1.9%
1007 Dropbox Inc 26,818,000.0 $25.4M 0.01% -3.2M -10.7% $0.95
1008 VIPS Vipshop Holdings Ltd Consumer Cyclical 1,613,959.0 $25.4M 0.01% -24K -1.4% $15.72 -9.5%
1009 MCK PUT McKesson Corp Healthcare 293.0 $25.4M 0.01% +30.0 +11.4% $86536.00 -99.1%
1010 BMRN BioMarin Pharmaceutical Inc Healthcare 448,768.0 $25.4M 0.01% +13K +2.9% $56.49 -4.2%
1011 SCHW CALL Charles Schwab Corp Financial Services 2,690.0 $25.3M 0.01% -711.0 -20.9% $9398.00 -99.0%
1012 INDV Indivior Pharmaceuticals Inc Healthcare 828,891.0 $25.3M 0.01% NEW $30.48 +22.9%
1013 ELF elf Beauty Inc Consumer Defensive 415,653.0 $25.2M 0.01% -509K -55.1% $60.61 -12.4%
1014 HSBC HSBC Holdings PLC Financial Services 305,338.0 $25.2M 0.01% +172K +128.3% $82.49 +11.6%
1015 IEX IDEX Corp Industrials 132,672.0 $25.1M 0.01% +39K +42.1% $189.55 +8.5%
1016 IEO iShares U.S. Oil & Gas Exploration & Production ETF 201,000.0 $25.1M 0.01% NEW $124.90 -5.4%
1017 TMUS CALL T-Mobile US Inc Communication Services 1,195.0 $25.1M 0.01% -687.0 -36.5% $21003.00 -99.1%
1018 BIP Brookfield Infrastructure Partners LP Utilities 693,531.0 $25.1M 0.01% +440K +173.1% $36.12 +10.0%
1019 KIM Kimco Realty Corp Real Estate 1,113,632.0 $25.0M 0.01% -270K -19.5% $22.47 +7.0%
1020 MP MP Materials Corp Basic Materials 518,153.0 $25.0M 0.01% +19K +3.8% $48.26 +27.9%
Page 51 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%