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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 53 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 LEA Lear Corp Consumer Cyclical 196,471.0 $23.8M 0.01% +71K +56.0% $121.08 +14.3%
1042 EOG PUT EOG Resources Inc Energy 1,644.0 $23.8M 0.01% -2K -48.2% $14457.00 -99.0%
1043 CLF Cleveland-Cliffs Inc Basic Materials 2,806,641.0 $23.7M 0.01% -3.5M -55.5% $8.45 +26.6%
1044 Snowflake Inc 20,066,000.0 $23.7M 0.01% +11.8M +144.1% $1.18
1045 Birkenstock Holding Plc 660,308.0 $23.7M 0.01% +329K +99.4% $35.83
1046 CW Curtiss-Wright Corp Industrials 34,662.0 $23.6M 0.01% +3K +10.1% $681.12 +6.7%
1047 PG CALL Procter & Gamble Co Consumer Defensive 1,634.0 $23.6M 0.01% -936.0 -36.4% $14444.00 -99.0%
1048 REM iShares Mortgage Real Estate ETF 1,097,500.0 $23.6M 0.01% NEW $21.47 +1.6%
1049 QQQE Direxion NASDAQ-100 Equal Weighted Index ETF 238,827.0 $23.5M 0.01% +106K +79.7% $98.53 +17.2%
1050 APLS Apellis Pharmaceuticals Inc Healthcare 584,192.0 $23.5M 0.01% +27K +4.8% $40.23 +2.0%
1051 ZETA Zeta Global Holdings Corp Technology 1,475,140.0 $23.5M 0.01% -60K -3.9% $15.92 +15.2%
1052 SNN Smith & Nephew PLC Healthcare 738,922.0 $23.5M 0.01% -189K -20.4% $31.78 -2.4%
1053 NEOG Neogen Corp Healthcare 2,517,129.0 $23.4M 0.01% +313K +14.2% $9.29 -4.6%
1054 RNG RingCentral Inc Technology 625,320.0 $23.3M 0.01% -134K -17.7% $37.19 +17.0%
1055 MRNA PUT Moderna Inc Healthcare 4,574.0 $23.2M 0.01% -849.0 -15.7% $5080.00 -99.1%
1056 ASX ASE Technology Holding Co Ltd Technology 1,063,949.0 $23.1M 0.01% +165K +18.4% $21.68 +50.6%
1057 ERIE Erie Indemnity Co Financial Services 91,512.0 $23.0M 0.01% -13K -12.3% $251.31 -10.6%
1058 PFE CALL Pfizer Inc Healthcare 8,174.0 $23.0M 0.01% +4K +80.3% $2808.00 -99.1%
1059 BZ Kanzhun Ltd Industrials 1,714,076.0 $23.0M 0.01% +39K +2.3% $13.39 +3.1%
1060 PARR Par Pacific Holdings Inc Energy 365,606.0 $22.9M 0.01% -141K -27.9% $62.64 -7.7%
Page 53 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%