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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $237.8B AUM 5,950 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 5950 New
Page 217 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4321 AGX PUT ARGAN INC Industrials 4,000.0 $1.3M 0.00% NEW $313.32 +114.5%
4322 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 9,600.0 $1.3M 0.00% NEW $130.50 -4.4%
4323 NORTHERN OIL & GAS INC 1,300,000.0 $1.3M 0.00% NEW $0.96
4324 RBB RBB BANCORP Financial Services 60,609.0 $1.3M 0.00% NEW $20.64 +16.3%
4325 PUT SOLENO THERAPEUTICS INC 27,000.0 $1.3M 0.00% NEW $46.30
4326 RMBS PUT RAMBUS INC DEL Technology 13,600.0 $1.2M 0.00% NEW $91.89 +66.4%
4327 CIGI COLLIERS INTL GROUP INC Real Estate 8,494.0 $1.2M 0.00% NEW $147.01 -33.9%
4328 DOCS PUT DOXIMITY INC Healthcare 28,200.0 $1.2M 0.00% NEW $44.28 -55.7%
4329 AFL CALL AFLAC INC Financial Services 11,300.0 $1.2M 0.00% NEW $110.27 +6.6%
4330 CBNK CAPITAL BANCORP INC MD Financial Services 44,154.0 $1.2M 0.00% NEW $28.17 +13.2%
4331 VESTA REAL ESTATE CORP 40,625.0 $1.2M 0.00% NEW $30.49
4332 TFSL TFS FINL CORP Financial Services 92,551.0 $1.2M 0.00% NEW $13.38 +20.9%
4333 MSGE CALL SPHERE ENTERTAINMENT CO Communication Services 13,000.0 $1.2M 0.00% NEW $95.08 -26.8%
4334 CTMX CYTOMX THERAPEUTICS INC Healthcare 289,653.0 $1.2M 0.00% NEW $4.26 -12.8%
4335 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 584,143.0 $1.2M 0.00% NEW $2.11 +19.9%
4336 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 313,518.0 $1.2M 0.00% NEW $3.93 +13.2%
4337 PERIMETER SOLUTIONS INC 44,645.0 $1.2M 0.00% NEW $27.53
4338 NREF NEXPOINT REAL ESTATE FIN INC Real Estate 87,151.0 $1.2M 0.00% NEW $14.08 +9.2%
4339 EVEX EVE HLDG INC Industrials 307,529.0 $1.2M 0.00% NEW $3.99 -20.3%
4340 VMC PUT VULCAN MATLS CO Basic Materials 4,300.0 $1.2M 0.00% NEW $285.22 -6.9%
Page 217 of 298  ·  5,950 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
Financial Services 18.6%
Technology 18.2%
Healthcare 13.7%
Industrials 12.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.0%
Communication Services 6.2%
Basic Materials 4.8%
Energy 3.7%
Utilities 3.0%