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Portfolio (Quarterly) Guide ↗

SSI INVESTMENT MANAGEMENT LLC

· CIK 0000938487
13F Portfolio $1.5B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 254 New
Page 7 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JBBB JANUS DETROIT STR TR 82,088.0 $3.9M 0.27% NEW $47.70 -0.4%
122 NORTHERN OIL & GAS INC 3,995,000.0 $3.8M 0.26% NEW $0.96
123 SNAP INC 4,350,000.0 $3.8M 0.26% NEW $0.87
124 MERITAGE HOMES CORP 3,834,000.0 $3.8M 0.26% NEW $0.98
125 BENTLEY SYS INC 4,000,000.0 $3.8M 0.26% NEW $0.94
126 PEABODY ENGR CORP 2,220,000.0 $3.7M 0.25% NEW $1.68
127 IONIS PHARMACEUTICALS INC 2,340,000.0 $3.7M 0.25% NEW $1.59
128 NVDA NVIDIA CORPORATION Technology 19,923.0 $3.7M 0.25% NEW $186.50 +15.2%
129 HAEMONETICS CORP MASS 3,500,000.0 $3.6M 0.25% NEW $1.04
130 ORMAT TECHNOLOGIES INC 2,697,000.0 $3.6M 0.24% NEW $1.34
131 LEMAITRE VASCULAR INC 3,500,000.0 $3.5M 0.24% NEW $1.00
132 DAYFORCE INC 3,450,000.0 $3.4M 0.23% NEW $0.99
133 EWJ ISHARES INC 42,023.0 $3.4M 0.23% NEW $80.74 +15.1%
134 ALARM COM HLDGS INC 3,500,000.0 $3.3M 0.23% NEW $0.95
135 MSFT MICROSOFT CORP Technology 6,643.0 $3.2M 0.22% NEW $483.62 -14.0%
136 RAPID7 INC 3,500,000.0 $3.2M 0.22% NEW $0.91
137 SPOTIFY USA INC 2,790,000.0 $3.2M 0.21% NEW $1.14
138 FIVE9 INC 3,500,000.0 $3.1M 0.21% NEW $0.90
139 HDEF DBX ETF TR 97,944.0 $3.0M 0.21% NEW $30.99 +7.0%
140 STRATEGY INC 3,685,000.0 $3.0M 0.20% NEW $0.82
Page 7 of 13  ·  254 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 42.0%
Financial Services 15.4%
Communication Services 14.4%
Consumer Cyclical 10.6%
Healthcare 7.7%
Consumer Defensive 5.3%
Industrials 3.9%
Energy 0.7%