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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 29 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MOH MOLINA HEALTHCARE INC Healthcare 1,298.0 $173K -23K -94.7% $133.30 +36.0%
562 QFIN QFIN HOLDINGS INC Financial Services 13,322.0 $172K -151K -91.9% $12.91 -2.7%
563 CALM CAL MAINE FOODS INC Consumer Defensive 2,031.0 $161K -30K -93.7% $79.15 -2.8%
564 SWX SOUTHWEST GAS HLDGS INC Utilities 1,643.0 $143K -80K -98.0% $86.90 +3.2%
565 MASI MASIMO CORP Healthcare 782.0 $139K -232K -99.7% $177.87 +0.4%
566 GO GROCERY OUTLET HLDG CORP Consumer Defensive 19,646.0 $139K -36K -64.5% $7.05 +13.6%
567 SBS COMPANHIA DE SANEAMENTO BASI Utilities 4,466.0 $136K -2K -31.4% $30.51 -80.8%
568 SLAB SILICON LABORATORIES INC Technology 644.0 $134K -135K -99.5% $208.15 +4.2%
569 AXTA AXALTA COATING SYS LTD Basic Materials 4,763.0 $132K -117K -96.1% $27.70 +5.2%
570 COTY COTY INC Consumer Defensive 63,429.0 $127K -6K -9.3% $2.01 -1.5%
571 HTO H2O AMERICA Utilities 2,133.0 $125K -15K -87.6% $58.67 -1.9%
572 SGML SIGMA LITHIUM CORPORATION Basic Materials 10,000.0 $123K -1.3M -99.3% $12.34 +24.3%
573 BROWN FORMAN CORP 4,571.0 $121K -59K -92.8% $26.44
574 AN AUTONATION INC Consumer Cyclical 616.0 $120K -296.0 -32.5% $195.26 -4.5%
575 SUNC SUNOCOCORP LLC Energy 1,951.0 $120K -10K -83.1% $61.65 +16.5%
576 MBC MASTERBRAND INC Consumer Cyclical 14,236.0 $118K -87K -85.9% $8.31 -8.5%
577 ASTE ASTEC INDS INC Industrials 2,166.0 $117K -4K -65.0% $53.84 -9.7%
578 LW LAMB WESTON HLDGS INC Consumer Defensive 2,732.0 $115K -3K -55.2% $42.26 +1.3%
579 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 1,419.0 $115K -200.0 -12.3% $80.94 +0.5%
580 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1,886.0 $110K -73K -97.5% $58.24 -1.3%
Page 29 of 34  ·  664 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%