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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 84 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 Kensington Capital Acquisition Corp VI 848,185.0 $8.5M 0.00% NEW $10.04
1662 NGG National Grid PLC Utilities 100,601.0 $8.5M 0.00% +38K +60.2% $84.60 +1.4%
1663 IJR iShares Core S&P Small-Cap ETF 68,388.0 $8.5M 0.00% -21K -23.4% $124.31 +12.3%
1664 DKS Dick's Sporting Goods Inc Consumer Cyclical 42,851.0 $8.5M 0.00% -139K -76.4% $198.29 +10.5%
1665 PSI Invesco Semiconductors ETF 90,000.0 $8.5M 0.00% +50K +123.6% $94.38 +69.6%
1666 LTM Latam Airlines Group SA Industrials 171,181.0 $8.5M 0.00% -330K -65.9% $49.44 +7.4%
1667 Etsy Inc 168,648.0 $8.4M 0.00% -37K -18.0% $49.98
1668 BROS Dutch Bros Inc Consumer Cyclical 166,299.0 $8.4M 0.00% -835K -83.4% $50.66 +10.3%
1669 DVA DaVita Inc Healthcare 54,717.0 $8.4M 0.00% -67K -55.0% $153.69 +26.9%
1670 FAST PUT Fastenal Co Industrials 1,809.0 $8.4M 0.00% -2K -51.8% $4640.00 -99.0%
1671 Workiva Inc 8,963,000.0 $8.4M 0.00% +4.0M +79.5% $0.94
1672 TFLO iShares Treasury Floating Rate Bond ETF 164,760.0 $8.3M 0.00% +160K +3522.7% $50.63 -0.0%
1673 HTFL HeartFlow Inc Healthcare 342,809.0 $8.3M 0.00% +334K +3886.2% $24.33 +20.3%
1674 PAAS Pan American Silver Corp Basic Materials 152,503.0 $8.3M 0.00% +45K +42.1% $54.63 -2.4%
1675 Upstart Holdings Inc 8,543,000.0 $8.3M 0.00% -735K -7.9% $0.97
1676 IMVT Immunovant Inc Healthcare 334,557.0 $8.3M 0.00% -18K -5.2% $24.84 +34.5%
1677 Hennessy Capital Investment Corp VIII 830,643.0 $8.3M 0.00% NEW $10.00
1678 NTSX WisdomTree US Efficient Core F 159,259.0 $8.3M 0.00% -25K -13.5% $52.15 +13.6%
1679 QIAGEN NV 206,427.0 $8.3M 0.00% NEW $40.04
1680 BOOT Boot Barn Holdings Inc Consumer Cyclical 56,388.0 $8.3M 0.00% +25K +79.6% $146.36 +13.1%
Page 84 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%