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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 68 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 AI C3.ai Inc Technology 1,763,897.0 $14.9M 0.01% +922K +109.6% $8.42 +10.3%
1342 KGC Kinross Gold Corp Basic Materials 486,336.0 $14.8M 0.01% +82K +20.3% $30.52 -7.3%
1343 KRMN Karman Holdings Inc Industrials 185,340.0 $14.8M 0.01% +133K +255.3% $80.05 -19.9%
1344 NXPI CALL NXP Semiconductors NV Technology 753.0 $14.8M 0.01% +36.0 +5.0% $19686.00 -98.4%
1345 RGA Reinsurance Group of America Inc Financial Services 72,560.0 $14.8M 0.01% +27K +58.6% $204.16 +4.8%
1346 AMSC American Superconductor Corp Industrials 436,687.0 $14.8M 0.01% +354K +429.3% $33.85 +53.1%
1347 Installed Building Products Inc 55,660.0 $14.8M 0.01% +20K +56.1% $265.15
1348 LivaNova PLC 12,672,000.0 $14.7M 0.01% -9.4M -42.7% $1.16
1349 SDY State Street SPDR S&P Dividend ETF 100,874.0 $14.7M 0.01% -50K -33.2% $145.94 +2.8%
1350 JD.com Inc 14,790,000.0 $14.7M 0.01% +5.2M +54.2% $0.99
1351 PKX POSCO Holdings Inc Basic Materials 250,885.0 $14.7M 0.01% $58.49 +27.4%
1352 IHF iShares U.S. Healthcare Providers ETF 350,000.0 $14.6M 0.01% -51K -12.7% $41.85 +21.1%
1353 ARM CALL ARM Holdings PLC Technology 968.0 $14.6M 0.01% -1K -56.8% $15128.00 -98.0%
1354 ROKU PUT Roku Inc Communication Services 1,545.0 $14.6M 0.01% -2K -56.0% $9462.00 -98.7%
1355 WTM White Mountains Insurance Group Ltd Financial Services 6,623.0 $14.6M 0.01% +3K +98.3% $2196.96 -2.3%
1356 JBLU JetBlue Airways Corp Industrials 3,286,494.0 $14.5M 0.01% -790K -19.4% $4.42 +14.3%
1357 AZO PUT AutoZone Inc Consumer Cyclical 43.0 $14.5M 0.01% -15.0 -25.9% $337778.00 -99.0%
1358 Soleno Therapeutics Inc 432,535.0 $14.5M 0.01% +220K +103.2% $33.48
1359 Arrowhead Pharmaceuticals Inc 13,979,000.0 $14.5M 0.01% NEW $1.03
1360 WPM Wheaton Precious Metals Corp Basic Materials 110,274.0 $14.4M 0.01% +72K +186.9% $131.01 -3.4%
Page 68 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%