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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $87.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2265 New
Page 65 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BEACON FINANCIAL CORP. 14,550.0 $384K NEW $26.39
1282 VSAT VIASAT INC Technology 11,022.0 $380K NEW $34.48 +116.3%
1283 LGIH LGI HOMES INC Consumer Cyclical 8,766.0 $376K NEW $42.89 +7.5%
1284 TRNO TERRENO RLTY CORP Real Estate 6,373.0 $374K NEW $58.69 +12.5%
1285 SMURFIT WESTROCK PLC 9,723.0 $372K NEW $38.26
1286 ALGT ALLEGIANT TRAVEL CO Industrials 4,249.0 $362K NEW $85.20 -5.7%
1287 JLL JONES LANG LASALLE INC Real Estate 1,036.0 $350K NEW $337.84 -13.7%
1288 INOD INNODATA INC Technology 6,702.0 $342K NEW $51.03 +87.1%
1289 GEF GREIF INC Consumer Cyclical 4,956.0 $336K NEW $67.80 -5.2%
1290 SILA SILA REALTY TRUST INC Real Estate 14,396.0 $335K NEW $23.27 +29.8%
1291 NIC NICOLET BANKSHARES INC Financial Services 2,745.0 $333K NEW $121.31 +16.8%
1292 HLMN HILLMAN SOLUTIONS CORP Industrials 37,717.0 $327K NEW $8.67 -15.1%
1293 SKT TANGER INC Real Estate 9,665.0 $323K NEW $33.42 +6.2%
1294 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 8,328.0 $304K NEW $36.50 +5.2%
1295 BLBD BLUE BIRD CORP Consumer Cyclical 6,333.0 $297K NEW $46.90 +41.4%
1296 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 9,899.0 $294K NEW $29.70 +5.5%
1297 SF STIFEL FINL CORP Financial Services 2,311.0 $292K NEW $126.35 -42.5%
1298 UNFI UNITED NAT FOODS INC Consumer Defensive 8,654.0 $291K NEW $33.63 +46.6%
1299 BY BYLINE BANCORP INC Financial Services 10,010.0 $291K NEW $29.07 +14.1%
1300 EVRG EVERGY INC Utilities 3,999.0 $291K NEW $72.77 +15.4%
Page 65 of 114  ·  2,265 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 37.3%
Healthcare 12.7%
Consumer Cyclical 10.7%
Financial Services 10.7%
Communication Services 9.0%
Industrials 7.9%
Consumer Defensive 3.4%
Real Estate 2.4%
Basic Materials 2.3%
Energy 2.2%