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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 105 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 FG F&G ANNUITIES & LIFE INC Financial Services 385,028.0 $11.9M 0.01% NEW $30.85 -13.2%
2082 FIDELIS INSURANCE HOLDINGS L 606,158.0 $11.9M 0.01% NEW $19.57
2083 IIPR INNOVATIVE INDL PPTYS INC Real Estate 250,053.0 $11.8M 0.01% NEW $47.36 +23.8%
2084 SHC SOTERA HEALTH CO Healthcare 671,314.0 $11.8M 0.01% NEW $17.64 -12.4%
2085 OTTR OTTER TAIL CORP Utilities 146,518.0 $11.8M 0.01% NEW $80.81 +7.3%
2086 BKR PUT BAKER HUGHES COMPANY Energy 259,400.0 $11.8M 0.01% NEW $45.54 +31.9%
2087 NWBI NORTHWEST BANCSHARES INC MD Financial Services 984,171.0 $11.8M 0.01% NEW $12.00 +19.6%
2088 AWI ARMSTRONG WORLD INDS INC NEW Industrials 61,761.0 $11.8M 0.01% NEW $191.10 -19.7%
2089 HL PUT HECLA MNG CO Basic Materials 614,300.0 $11.8M 0.01% NEW $19.19 -16.2%
2090 AUPH AURINIA PHARMACEUTICALS INC Healthcare 738,306.0 $11.8M 0.01% NEW $15.95 +1.2%
2091 RHLD RESOLUTE HLDGS MGMT INC Industrials 56,945.0 $11.8M 0.01% NEW $206.43 -37.7%
2092 XLI CALL SELECT SECTOR SPDR TR 75,700.0 $11.7M 0.01% NEW $155.12 +15.8%
2093 JD JD.COM INC Consumer Cyclical 408,989.0 $11.7M 0.01% NEW $28.70 -2.8%
2094 LCII LCI INDS Consumer Cyclical 96,657.0 $11.7M 0.01% NEW $121.34 -26.0%
2095 JBL JABIL INC Technology 51,397.0 $11.7M 0.01% NEW $228.02 +64.5%
2096 KKR CALL KKR & CO INC Financial Services 91,900.0 $11.7M 0.01% NEW $127.48 -23.8%
2097 FIG FIGMA INC Technology 313,493.0 $11.7M 0.01% NEW $37.37 -50.1%
2098 PVH PVH CORPORATION Consumer Cyclical 174,714.0 $11.7M 0.01% NEW $67.02 +14.0%
2099 POTLATCHDELTIC CORPORATION 294,330.0 $11.7M 0.01% NEW $39.78
2100 SCI SERVICE CORP INTL Consumer Cyclical 149,931.0 $11.7M 0.01% NEW $77.97 -6.9%
Page 105 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%