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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 85 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 RCUS Arcus Biosciences Inc Healthcare 381,856.0 $8.2M 0.00% -42K -9.9% $21.60 +11.0%
1682 CCS Century Communities Inc Consumer Cyclical 143,575.0 $8.2M 0.00% +4K +2.9% $57.38 -5.6%
1683 BURL CALL Burlington Stores Inc Consumer Cyclical 253.0 $8.2M 0.00% +161.0 +175.0% $32538.00 -99.0%
1684 FANG CALL Diamondback Energy Inc Energy 415.0 $8.2M 0.00% +62.0 +17.6% $19779.00 -99.0%
1685 Disc Medicine Inc 127,737.0 $8.2M 0.00% +6K +4.6% $63.94
1686 CL CALL Colgate-Palmolive Co Consumer Defensive 958.0 $8.2M 0.00% +597.0 +165.4% $8523.00 -98.9%
1687 COHU Cohu Inc Technology 266,411.0 $8.2M 0.00% +226K +564.3% $30.62 +79.4%
1688 SBUX CALL Starbucks Corp Consumer Cyclical 909.0 $8.1M 0.00% +115.0 +14.5% $8959.00 -98.9%
1689 GBIL Goldman Sachs Access Treasury 0-1 Year ETF 81,069.0 $8.1M 0.00% +81K +10000.0% $100.19 -0.1%
1690 SHV iShares 0-1 Year Treasury Bond ETF 73,522.0 $8.1M 0.00% +72K +4960.0% $110.39 -0.0%
1691 Lantheus Holdings Inc 6,761,000.0 $8.1M 0.00% NEW $1.20
1692 QRVO Qorvo Inc Technology 104,702.0 $8.1M 0.00% -4K -3.6% $77.40 +34.3%
1693 DVN CALL Devon Energy Corp Energy 1,605.0 $8.1M 0.00% +895.0 +126.1% $5032.00 -99.1%
1694 SO CALL Southern Co Utilities 836.0 $8.1M 0.00% NEW $9652.00 -99.0%
1695 ROG Rogers Corp Technology 75,075.0 $8.1M 0.00% +20K +36.5% $107.33 +35.9%
1696 SWX Southwest Gas Holdings Inc Utilities 92,563.0 $8.0M 0.00% +60K +183.7% $86.90 +2.0%
1697 FWRD Forward Air Corp Industrials 480,196.0 $8.0M 0.00% +75K +18.6% $16.71 -37.9%
1698 EOG CALL EOG Resources Inc Energy 555.0 $8.0M 0.00% -246.0 -30.7% $14457.00 -99.1%
1699 JKS JinkoSolar Holding Co Ltd Energy 314,062.0 $8.0M 0.00% +309K +5775.8% $25.41 -10.7%
1700 CDNA CareDx Inc Healthcare 458,301.0 $8.0M 0.00% -29K -5.9% $17.36 +27.6%
Page 85 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%