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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 74 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 VRTX PUT Vertex Pharmaceuticals Inc Healthcare 271.0 $12.1M 0.01% -80.0 -22.8% $44654.00 -99.0%
1462 CRUS Cirrus Logic Inc Technology 83,676.0 $12.1M 0.01% -5K -5.3% $144.62 +20.2%
1463 DQ Daqo New Energy Corp Technology 568,675.0 $12.1M 0.01% +175K +44.6% $21.27 -16.3%
1464 VICR Vicor Corp Technology 75,020.0 $12.1M 0.01% +67K +869.9% $161.00 +85.8%
1465 LCID PUT Lucid Group Inc Consumer Cyclical 12,625.0 $12.0M 0.01% +10K +405.0% $953.00 -99.4%
1466 Guardant Health Inc 11,688,000.0 $12.0M 0.01% -103K -0.9% $1.03
1467 KD Kyndryl Holdings Inc Technology 915,024.0 $12.0M 0.01% +609K +199.4% $13.12 -6.9%
1468 VERA Vera Therapeutics Inc Healthcare 298,149.0 $12.0M 0.01% -177K -37.2% $40.23 -15.3%
1469 Fortuna Mining Corp 6,881,000.0 $11.9M 0.01% -60K -0.9% $1.73
1470 GGG Graco Inc Industrials 140,351.0 $11.9M 0.01% -1K -1.0% $84.65 -10.5%
1471 CSX CALL CSX Corp Industrials 2,886.0 $11.8M 0.01% -795.0 -21.6% $4105.00 -98.9%
1472 EWH iShares MSCI Hong Kong ETF 512,701.0 $11.8M 0.01% +259K +101.8% $23.09 +1.0%
1473 WIT Wipro Ltd Technology 5,580,517.0 $11.8M 0.01% -5.4M -49.3% $2.12 -5.0%
1474 CDE Coeur Mining Inc Basic Materials 629,590.0 $11.8M 0.01% +432K +219.1% $18.77 -3.4%
1475 GFS GLOBALFOUNDRIES Inc Technology 265,606.0 $11.8M 0.01% +116K +77.8% $44.48 +96.2%
1476 MDT CALL Medtronic PLC Healthcare 1,360.0 $11.8M 0.01% -138.0 -9.2% $8665.00 -99.1%
1477 SHY iShares 1-3 Year Treasury Bond ETF 142,615.0 $11.8M 0.01% +25K +20.9% $82.57 -0.5%
1478 VVV Valvoline Inc Energy 349,496.0 $11.8M 0.01% -4K -1.1% $33.68 -1.4%
1479 HGV Hilton Grand Vacations Inc Consumer Cyclical 300,335.0 $11.7M 0.01% +201K +203.4% $39.12 +25.9%
1480 ESTA Establishment Labs Holdings Inc Healthcare 206,756.0 $11.7M 0.01% +11K +5.4% $56.78 +29.9%
Page 74 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%