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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $240.3B AUM 5,624 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 710 New 2283 Added 2325 Reduced 1038 Exited
Page 107 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 PDLB PONCE FINANCIAL GROUP INC Financial Services 15,456.0 $258K -28K -64.5% $16.71 +4.7%
2122 NTAP CALL NETAPP INC Technology 2,500.0 $256K -28K -91.9% $102.39 +17.1%
2123 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 9,104.0 $256K -561K -98.4% $28.11 +4.3%
2124 NICE CALL NICE LTD Technology 2,300.0 $254K -3K -58.2% $110.26 -18.6%
2125 XRX XEROX HOLDINGS CORP Technology 195,763.0 $253K -2.9M -93.6% $1.29 +100.0%
2126 MANU MANCHESTER UTD PLC NEW Communication Services 14,957.0 $252K -6K -29.0% $16.82 +14.3%
2127 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 82,454.0 $251K -231K -73.7% $3.04 +42.4%
2128 PRINCETON BANCORP INC 7,417.0 $250K -6K -46.2% $33.77
2129 EVO EVOTEC AG Healthcare 99,568.0 $249K -3K -3.2% $2.50 +8.0%
2130 W CALL WAYFAIR INC Consumer Cyclical 3,300.0 $248K -60K -94.8% $75.21 -22.6%
2131 XBIT XBIOTECH INC Healthcare 105,540.0 $248K -30K -22.1% $2.35 +2.1%
2132 NWFL NORWOOD FINANCIAL CORP Financial Services 8,420.0 $248K -22K -72.6% $29.42 -2.3%
2133 VRA VERA BRADLEY INC Consumer Cyclical 78,046.0 $247K -99K -55.9% $3.16 +8.9%
2134 FVCB FVCBANKCORP INC Financial Services 16,113.0 $245K -30K -65.1% $15.19 +0.8%
2135 GENC GENCOR INDS INC Industrials 16,247.0 $244K -22K -57.9% $15.00 -3.3%
2136 SABR SABRE CORP Consumer Cyclical 168,048.0 $244K -5K -2.9% $1.45 +10.3%
2137 DINO PUT HF SINCLAIR CORP Energy 3,900.0 $243K -8K -67.8% $62.39 +12.2%
2138 MMI MARCUS & MILLICHAP INC Real Estate 9,150.0 $243K -58K -86.4% $26.59 +6.0%
2139 RWT REDWOOD TRUST INC Real Estate 43,345.0 $243K -32K -42.2% $5.61 -7.7%
2140 SRE CALL SEMPRA Utilities 2,500.0 $243K -10K -79.8% $97.17 -6.9%
Page 107 of 117  ·  2,325 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 19.2%
Financial Services 16.8%
Industrials 13.1%
Healthcare 12.2%
Consumer Cyclical 9.0%
Communication Services 6.5%
Energy 6.1%
Basic Materials 5.3%
Utilities 4.2%
Real Estate 3.9%