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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 78 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 DK Delek US Holdings Inc Energy 230,947.0 $10.4M 0.01% -213K -47.9% $45.07 -3.2%
1542 LGN Legence Corp Industrials 184,306.0 $10.4M 0.01% +176K +2220.4% $56.46 +53.0%
1543 TE T1 Energy Inc Industrials 2,367,542.0 $10.4M 0.01% +908K +62.2% $4.39 +142.5%
1544 XMTR Xometry Inc Industrials 254,417.0 $10.4M 0.01% +47K +22.5% $40.84 +127.8%
1545 TFX Teleflex Inc Healthcare 86,809.0 $10.4M 0.01% +83K +1983.8% $119.61 +10.4%
1546 SIRI Sirius XM Holdings Inc Communication Services 449,827.0 $10.4M 0.01% +305K +210.3% $23.08 +29.4%
1547 CSIQ Canadian Solar Inc Energy 746,641.0 $10.3M 0.01% $13.85 +37.8%
1548 DLO Dlocal LtdUruguay Technology 792,943.0 $10.3M 0.01% +200K +33.8% $12.97 -9.2%
1549 RARE Ultragenyx Pharmaceutical Inc Healthcare 490,783.0 $10.3M 0.01% -412K -45.6% $20.95 +11.2%
1550 YETI YETI Holdings Inc Consumer Cyclical 280,749.0 $10.3M 0.01% +157K +126.8% $36.59 +26.0%
1551 BKE Buckle Inc Consumer Cyclical 203,908.0 $10.3M 0.01% -27K -11.7% $50.36 -4.0%
1552 WU Western Union Co Financial Services 1,175,031.0 $10.3M 0.01% -12K -1.0% $8.73 -5.8%
1553 EBAY PUT eBay Inc Consumer Cyclical 1,126.0 $10.2M 0.01% -4K -79.7% $9102.00 -98.7%
1554 UBS UBS Group AG Financial Services 262,183.0 $10.2M 0.01% +257K +5073.3% $39.07 +21.8%
1555 MCK CALL McKesson Corp Healthcare 118.0 $10.2M 0.01% -179.0 -60.3% $86536.00 -99.1%
1556 BSV Vanguard Short-Term Bond ETF 129,630.0 $10.2M 0.01% -166K -56.2% $78.41 -0.6%
1557 VGT Vanguard Information Technology ETF 14,547.0 $10.1M 0.01% +3K +26.2% $697.72 -83.1%
1558 BTI British American Tobacco PLC Consumer Defensive 173,585.0 $10.1M 0.01% -201K -53.7% $58.47 +11.0%
1559 SPB Spectrum Brands Holdings Inc Consumer Defensive 137,606.0 $10.1M 0.01% +16K +13.0% $73.70 +6.5%
1560 ETN CALL Eaton Corp PLC Industrials 282.0 $10.1M 0.01% -291.0 -50.8% $35767.00 -98.9%
Page 78 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%