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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 28 of 118  ·  2,342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SYF SYNCHRONY FINANCIAL Financial Services 306,432.0 $23.3M 0.01% -780K -71.8% $76.05 +0.9%
542 FFIN FIRST FINL BANKSHARES INC Financial Services 672,344.0 $23.3M 0.01% -22K -3.2% $34.60 -1.1%
543 TMUS CALL T-MOBILE US INC Communication Services 137,900.0 $23.1M 0.01% -93K -40.2% $167.73 +8.0%
544 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 438,634.0 $23.1M 0.01% -1.9M -81.1% $52.65 +29.3%
545 HUM PUT HUMANA INC Healthcare 58,100.0 $23.1M 0.01% -20K -25.7% $397.22 -4.2%
546 PBI PITNEY BOWES INC Industrials 1,315,915.0 $23.1M 0.01% -57K -4.1% $17.52 -7.7%
547 VRTX CALL VERTEX PHARMACEUTICALS INC Healthcare 46,400.0 $23.0M 0.01% -8K -15.0% $496.73 +8.8%
548 EXPO EXPONENT INC Industrials 391,047.0 $23.0M 0.01% -129K -24.8% $58.76 +18.1%
549 IONS IONIS PHARMACEUTICALS INC Healthcare 288,872.0 $22.9M 0.01% -763K -72.5% $79.29 -25.9%
550 OXY CALL OCCIDENTAL PETE CORP Energy 471,100.0 $22.9M 0.01% -96K -16.9% $48.57 +26.7%
551 DHT DHT HOLDINGS INC Energy 1,383,596.0 $22.9M 0.01% -2.6M -64.9% $16.53 +19.8%
552 KEX KIRBY CORP Industrials 167,880.0 $22.8M 0.01% -150K -47.3% $135.97 +2.4%
553 LGIH LGI HOMES INC Consumer Cyclical 357,824.0 $22.8M 0.01% -199K -35.7% $63.68 -10.9%
554 TTI TETRA TECHNOLOGIES INC DEL Energy 2,002,429.0 $22.7M 0.01% -496K -19.9% $11.33 -36.2%
555 KRE CALL SPDR SERIES TRUST 302,800.0 $22.7M 0.01% -8.5M -96.5% $74.85 -0.2%
556 U HAUL HOLDING COMPANY 391,829.0 $22.6M 0.01% -82K -17.3% $57.70
557 HQY HEALTHEQUITY INC Healthcare 249,975.0 $22.6M 0.01% -559K -69.1% $90.32 +15.4%
558 REGN PUT REGENERON PHARMACEUTICALS Healthcare 36,100.0 $22.5M 0.01% -5K -12.6% $623.54 +32.6%
559 HUM CALL HUMANA INC Healthcare 56,600.0 $22.5M 0.01% -194K -77.4% $397.22 -4.2%
560 SMITHFIELD FOODS INC 926,610.0 $22.5M 0.01% -171K -15.6% $24.26
Page 28 of 118  ·  2,342 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%