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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 52 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BKD Brookdale Senior Living Inc Healthcare 1,815,019.0 $24.8M 0.01% -16K -0.9% $13.68 -2.2%
1022 XME State Street SPDR S&P Metals & Mining ETF 229,439.0 $24.8M 0.01% -1.1M -83.3% $108.01 +6.8%
1023 ATRO Astronics Corp Industrials 371,030.0 $24.8M 0.01% -73K -16.5% $66.73 +19.7%
1024 IOT Samsara Inc Technology 777,837.0 $24.6M 0.01% +523K +205.6% $31.69 -4.9%
1025 DY Dycom Industries Inc Industrials 72,751.0 $24.6M 0.01% +42K +140.2% $338.82 +22.3%
1026 ILMN Illumina Inc Healthcare 199,964.0 $24.6M 0.01% +63K +45.9% $123.26 +17.5%
1027 MET PUT MetLife Inc Financial Services 3,484.0 $24.6M 0.01% -11K -76.7% $7072.00 -98.8%
1028 TPC Tutor Perini Corp Industrials 317,641.0 $24.5M 0.01% +71K +28.8% $77.19 -0.3%
1029 UDR UDR Inc Real Estate 721,326.0 $24.4M 0.01% +118K +19.6% $33.78 +12.0%
1030 MCD CALL McDonald's Corp Consumer Cyclical 784.0 $24.4M 0.01% -100.0 -11.3% $31079.00 -99.1%
1031 BCS Barclays PLC Financial Services 1,149,416.0 $24.3M 0.01% +893K +348.0% $21.16 +13.3%
1032 FTAI Aviation Ltd 98,969.0 $24.2M 0.01% -43K -30.5% $245.00
1033 GE CALL General Electric Co Industrials 852.0 $24.2M 0.01% -787.0 -48.0% $28377.00 -98.9%
1034 RL Ralph Lauren Corp Consumer Cyclical 70,179.0 $24.1M 0.01% -53K -43.0% $343.99 -4.3%
1035 VLO CALL Valero Energy Corp Energy 973.0 $24.0M 0.01% -193.0 -16.6% $24708.00 -99.0%
1036 KRYS Krystal Biotech Inc Healthcare 93,031.0 $24.0M 0.01% +39K +72.6% $258.32 +17.8%
1037 DE CALL Deere & Co Industrials 423.0 $23.8M 0.01% +174.0 +69.9% $56330.00 -99.1%
1038 BURL Burlington Stores Inc Consumer Cyclical 73,220.0 $23.8M 0.01% +33K +81.5% $325.38 -2.9%
1039 KYMR Kymera Therapeutics Inc Healthcare 285,871.0 $23.8M 0.01% +277K +3149.3% $83.29 -3.2%
1040 AAL PUT American Airlines Group Inc Industrials 22,150.0 $23.8M 0.01% +6K +40.9% $1074.00 -98.7%
Page 52 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%