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Portfolio (Quarterly) Guide ↗

MILLENNIUM MANAGEMENT LLC

· CIK 0001273087
13F Portfolio $276.3B AUM 5,798 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1056 New 2007 Added 2342 Reduced 882 Exited
Page 3 of 101  ·  2,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEX IDEX CORP Industrials 2,369,834.0 $537.8M 0.20% +374K +18.7% $226.95 +5.9%
42 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,166,481.0 $512.9M 0.19% +2.2M +107.4% $123.11 +25.3%
43 CVX CHEVRON CORPORATION Energy 3,056,388.0 $506.6M 0.18% +1.3M +76.5% $165.76 +22.3%
44 LNG CHENIERE ENERGY INC Energy 2,069,180.0 $494.6M 0.18% +618K +42.6% $239.01 +11.7%
45 LRCX PUT LAM RESEARCH CORP Technology 1,123,500.0 $486.8M 0.18% +123K +12.2% $433.33 -20.7%
46 XLE CALL SELECT SECTOR SPDR TR 8,411,700.0 $446.7M 0.16% +59K +0.7% $53.11 +17.8%
47 CAT CALL CATERPILLAR INC Industrials 407,600.0 $434.1M 0.16% +234K +135.1% $1064.90 -17.2%
48 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 461,000.0 $431.3M 0.16% +60K +14.9% $935.47 +1.9%
49 CG CALL CARLYLE GROUP INC Financial Services 10,000,000.0 $421.1M 0.15% +8.6M +589.7% $42.11 +15.3%
50 AMAT CALL APPLIED MATLS INC Technology 581,400.0 $420.4M 0.15% +127K +28.0% $723.00 -26.0%
51 MSCI MSCI INC Financial Services 741,928.0 $415.5M 0.15% +130K +21.2% $560.04 -1.7%
52 DHR DANAHER CORP DEL Healthcare 2,140,587.0 $407.7M 0.15% +2.0M +1070.8% $190.48 +6.4%
53 JPM PUT JPMORGAN CHASE & CO Financial Services 1,238,200.0 $405.3M 0.15% +59K +5.0% $327.33 +10.3%
54 PKG PACKAGING CORP AMER Consumer Cyclical 1,692,740.0 $403.3M 0.15% +577K +51.7% $238.28 +6.2%
55 CAT PUT CATERPILLAR INC Industrials 369,200.0 $393.2M 0.14% +50K +15.7% $1064.90 -17.2%
56 WFC WELLS FARGO & CO Financial Services 4,748,679.0 $392.4M 0.14% +1.2M +33.8% $82.64 +5.9%
57 LII LENNOX INTL INC Industrials 683,440.0 $391.6M 0.14% +500K +273.1% $572.95 -27.4%
58 ABBV ABBVIE INC Healthcare 1,516,475.0 $381.6M 0.14% +841K +124.4% $251.64 -0.5%
59 WBS WEBSTER FINL CORP Financial Services 4,969,162.0 $379.7M 0.14% +573K +13.0% $76.42 +3.0%
60 PPL PPL CORP Utilities 10,337,308.0 $375.8M 0.14% +1.8M +20.4% $36.35 -1.1%
Page 3 of 101  ·  2,007 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 21.7%
Financial Services 16.2%
Industrials 14.7%
Healthcare 12.2%
Consumer Cyclical 8.3%
Communication Services 5.4%
Real Estate 4.5%
Basic Materials 4.5%
Energy 4.4%
Consumer Defensive 4.0%