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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 75 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 FORM FormFactor Inc Technology 120,820.0 $11.7M 0.01% +25K +25.9% $96.99 +42.5%
1482 EWC iShares MSCI Canada ETF 213,647.0 $11.7M 0.01% +32K +17.7% $54.79 +7.2%
1483 VCYT Veracyte Inc Healthcare 362,836.0 $11.7M 0.01% +10K +2.9% $32.21 +39.2%
1484 SYNA Synaptics Inc Technology 166,854.0 $11.7M 0.01% -31K -15.7% $70.04 +107.0%
1485 ARCC Ares Capital Corp Financial Services 647,572.0 $11.7M 0.01% -426K -39.7% $18.02 +4.7%
1486 Repligen Corp 12,000,000.0 $11.7M 0.01% $0.97
1487 FEZ PUT State Street SPDR EURO STOXX 50 ETF 1,875.0 $11.6M 0.01% NEW $6208.00 -98.9%
1488 AFRM Affirm Holdings Inc Technology 253,569.0 $11.6M 0.01% -218K -46.2% $45.82 +47.4%
1489 SMR NuScale Power Corp Utilities 1,071,015.0 $11.6M 0.01% +502K +88.2% $10.84 +15.3%
1490 BEN Franklin Resources Inc Financial Services 489,047.0 $11.6M 0.01% +42K +9.4% $23.62 +33.1%
1491 CALL Expand Energy Corp 1,046.0 $11.5M 0.01% +546.0 +109.2% $10978.00
1492 PAC Grupo Aeroportuario del Pacifico SAB de CV Industrials 46,296.0 $11.4M 0.01% +10K +29.0% $246.87 -2.1%
1493 CECO CECO Environmental Corp Industrials 191,494.0 $11.4M 0.01% +15K +8.3% $59.58 +43.0%
1494 TENB Tenable Holdings Inc Technology 674,205.0 $11.4M 0.01% -59K -8.1% $16.92 +51.2%
1495 WRBY Warby Parker Inc Healthcare 540,278.0 $11.4M 0.01% +322K +147.8% $21.07 +23.4%
1496 GLW CALL Corning Inc Technology 835.0 $11.4M 0.01% -437.0 -34.4% $13597.00 -98.5%
1497 PSKY Paramount Skydance Corp Communication Services 1,257,157.0 $11.3M 0.01% +81K +6.8% $9.02 +16.4%
1498 CRK Comstock Resources Inc Energy 537,801.0 $11.3M 0.01% +14K +2.7% $21.08 -35.9%
1499 MRCY Mercury Systems Inc Industrials 155,380.0 $11.3M 0.01% -9K -5.5% $72.91 +37.2%
1500 AOS A O Smith Corp Industrials 171,539.0 $11.3M 0.01% -71K -29.2% $65.94 -11.5%
Page 75 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%