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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 83 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 OPEN Opendoor Technologies Inc Real Estate 1,873,851.0 $8.8M 0.00% -4.3M -69.6% $4.68 +2.8%
1642 TAC TransAlta Corp Utilities 669,084.0 $8.8M 0.00% -324K -32.6% $13.10 +5.8%
1643 HIMS CALL Hims & Hers Health Inc Healthcare 4,220.0 $8.8M 0.00% +2K +68.8% $2076.00 -98.8%
1644 NKTR Nektar Therapeutics Healthcare 121,539.0 $8.7M 0.00% -89K -42.2% $71.95 -10.0%
1645 VNT Vontier Corp Technology 246,326.0 $8.7M 0.00% +73K +42.5% $35.47 -17.3%
1646 CGAU Centerra Gold Inc Basic Materials 490,432.0 $8.7M 0.00% -50K -9.3% $17.79 -5.3%
1647 VST CALL Vistra Corp Utilities 580.0 $8.7M 0.00% +470.0 +427.3% $15033.00 -98.9%
1648 HPQ PUT HP Inc Technology 4,533.0 $8.7M 0.00% +4K +378.2% $1921.00 -98.7%
1649 UAA Under Armour Inc Consumer Cyclical 1,473,348.0 $8.7M 0.00% -326K -18.1% $5.91 -1.6%
1650 SYY PUT Sysco Corp Consumer Defensive 1,219.0 $8.7M 0.00% +1K +584.8% $7133.00 -98.9%
1651 CMCSA CALL Comcast Corp Communication Services 3,025.0 $8.7M 0.00% -833.0 -21.6% $2871.00 -99.1%
1652 WBI WaterBridge Infrastructure LLC Energy 323,061.0 $8.7M 0.00% +263K +439.0% $26.79 +12.4%
1653 American Water Works Co Inc 8,628,000.0 $8.6M 0.00% $1.00
1654 AIG PUT American International Group Inc Financial Services 1,144.0 $8.6M 0.00% -12K -91.1% $7525.00 -99.0%
1655 UMBF UMB Financial Corp Financial Services 76,213.0 $8.6M 0.00% +55K +259.5% $112.79 +16.6%
1656 AFG American Financial Group IncOH Financial Services 67,149.0 $8.6M 0.00% +15K +28.6% $127.71 +4.4%
1657 AESI Atlas Energy Solutions Inc Energy 653,256.0 $8.6M 0.00% +636K +3619.3% $13.12 +39.1%
1658 MUB iShares National Muni Bond ETF 80,600.0 $8.6M 0.00% -123K -60.3% $106.15 +0.7%
1659 D CALL Dominion Energy Inc Utilities 1,383.0 $8.5M 0.00% +204.0 +17.3% $6182.00 -98.9%
1660 GFF Griffon Corp Industrials 117,461.0 $8.5M 0.00% +49K +71.7% $72.68 +20.1%
Page 83 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%