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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 63 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CZR Caesars Entertainment Inc Consumer Cyclical 670,184.0 $17.7M 0.01% -570K -46.0% $26.43 +7.7%
1242 Fluence Energy Inc 17,563,000.0 $17.6M 0.01% NEW $1.00
1243 ADI CALL Analog Devices Inc Technology 554.0 $17.6M 0.01% -679.0 -55.1% $31814.00 -98.8%
1244 ERAS Erasca Inc Healthcare 1,087,301.0 $17.6M 0.01% +1.1M +3247.0% $16.18 -30.5%
1245 VKTX Viking Therapeutics Inc Healthcare 540,499.0 $17.6M 0.01% -452K -45.5% $32.54 -5.1%
1246 COP PUT ConocoPhillips Energy 1,331.0 $17.6M 0.01% -3K -69.0% $13200.00 -99.1%
1247 MGM MGM Resorts International Consumer Cyclical 474,536.0 $17.6M 0.01% -1.2M -71.0% $37.01 +3.8%
1248 FDX CALL FedEx Corp Industrials 493.0 $17.6M 0.01% -1K -70.5% $35618.00 -98.9%
1249 Fluor Corp 14,184,000.0 $17.5M 0.01% +8.9M +167.7% $1.23
1250 ABNB CALL Airbnb Inc Consumer Cyclical 1,383.0 $17.5M 0.01% -352.0 -20.3% $12628.00 -99.0%
1251 IEF iShares 7-10 Year Treasury Bond ETF 182,802.0 $17.4M 0.01% +75K +70.0% $95.44 -1.6%
1252 SCHZ Schwab U.S. Aggregate Bond ETF 751,102.0 $17.4M 0.01% NEW $23.22 -0.9%
1253 BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF 190,208.0 $17.4M 0.01% +175K +1111.6% $91.64 -0.1%
1254 ACLX Arcellx Inc Healthcare 151,558.0 $17.4M 0.01% +148K +4104.1% $114.82 +0.2%
1255 BLDR Builders FirstSource Inc Industrials 210,534.0 $17.3M 0.01% +12K +5.8% $82.33 -9.9%
1256 NEE CALL NextEra Energy Inc Utilities 1,859.0 $17.3M 0.01% -336.0 -15.3% $9288.00 -99.0%
1257 DKNG DraftKings Inc Consumer Cyclical 798,259.0 $17.3M 0.01% -866K -52.0% $21.62 +16.2%
1258 SPGP Invesco S&P 500 GARP ETF 160,200.0 $17.2M 0.01% +70K +77.2% $107.62 +9.9%
1259 WDC CALL Western Digital Corp Technology 637.0 $17.2M 0.01% -1K -64.0% $27049.00 -98.2%
1260 OXY PUT Occidental Petroleum Corp Energy 2,649.0 $17.2M 0.01% -4K -57.0% $6500.00 -99.1%
Page 63 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%