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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 59 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 BA CALL Boeing Co Industrials 991.0 $19.7M 0.01% -408.0 -29.2% $19903.00 -98.9%
1162 Encore Capital Group Inc 15,683,000.0 $19.7M 0.01% -2.0M -11.1% $1.26
1163 OWL PUT Blue Owl Capital Inc Financial Services 21,600.0 $19.7M 0.01% +18K +500.0% $913.00 -98.9%
1164 MA CALL Mastercard Inc Financial Services 394.0 $19.7M 0.01% -102.0 -20.6% $49966.00 -99.0%
1165 BSY Bentley Systems Inc Technology 560,212.0 $19.7M 0.01% +363K +184.4% $35.12 -5.1%
1166 COF CALL Capital One Financial Corp Financial Services 1,075.0 $19.6M 0.01% -258.0 -19.4% $18243.00 -99.0%
1167 HCA PUT HCA Healthcare Inc Healthcare 413.0 $19.5M 0.01% -47.0 -10.2% $47324.00 -99.2%
1168 CE Celanese Corp Basic Materials 297,081.0 $19.5M 0.01% +50K +20.4% $65.77 -19.6%
1169 JLL Jones Lang LaSalle Inc Real Estate 64,191.0 $19.5M 0.01% +45K +241.0% $304.32 -3.7%
1170 SolarEdge Technologies Inc 11,397,000.0 $19.5M 0.01% +10.8M +1706.2% $1.71
1171 NXE NexGen Energy Ltd Energy 1,682,396.0 $19.5M 0.01% +406K +31.8% $11.60 -9.2%
1172 LIN PUT Linde PLC Basic Materials 393.0 $19.5M 0.01% -99.0 -20.1% $49576.00 -99.0%
1173 FOUR Shift4 Payments Inc Technology 444,116.0 $19.4M 0.01% +298K +203.8% $43.73 -0.5%
1174 POST Post Holdings Inc Consumer Defensive 196,177.0 $19.4M 0.01% +191K +3638.8% $98.86 -1.4%
1175 BRBR BellRing Brands Inc Consumer Defensive 1,203,699.0 $19.4M 0.01% -761K -38.7% $16.09 -43.8%
1176 HNGE Hinge Health Inc Healthcare 502,047.0 $19.4M 0.01% -226K -31.0% $38.56 +42.9%
1177 VEA Vanguard FTSE Developed Markets ETF 301,703.0 $19.3M 0.01% -2.9M -90.6% $64.08 +10.3%
1178 SLYG State Street SPDR S&P 600 Small Cap Growth ETF 200,000.0 $19.3M 0.01% +200K +10000.0% $96.62 +11.0%
1179 URA Global X Uranium ETF 399,007.0 $19.3M 0.01% +111K +38.3% $48.43 +0.9%
1180 LW Lamb Weston Holdings Inc Consumer Defensive 456,803.0 $19.3M 0.01% +83K +22.1% $42.26 +1.3%
Page 59 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%