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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 152 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 TRMD TORM PLC Energy 252,811.0 $5.0M 0.00% NEW $19.58 +50.2%
3022 GWW PUT WW GRAINGER INC Industrials 4,900.0 $4.9M 0.00% NEW $1009.05 +35.3%
3023 BURL PUT BURLINGTON STORES INC Consumer Cyclical 17,100.0 $4.9M 0.00% NEW $288.85 +16.7%
3024 NNE NANO NUCLEAR ENERGY INC Industrials 205,607.0 $4.9M 0.00% NEW $24.01 +17.5%
3025 USLM UNITED STS LIME & MINERALS I Basic Materials 41,223.0 $4.9M 0.00% NEW $119.74 -5.1%
3026 FUL FULLER H B CO Basic Materials 82,992.0 $4.9M 0.00% NEW $59.46 +9.1%
3027 CTSH CALL COGNIZANT TECHNOLOGY SOLUTIO Technology 59,400.0 $4.9M 0.00% NEW $83.00 -47.3%
3028 SMRT SMARTRENT INC Technology 2,439,726.0 $4.9M 0.00% NEW $2.02 -44.1%
3029 NVS CALL NOVARTIS AG Healthcare 35,700.0 $4.9M 0.00% NEW $137.87 +6.7%
3030 HSIC PUT HENRY SCHEIN INC Healthcare 65,000.0 $4.9M 0.00% NEW $75.58 +5.7%
3031 VERITONE INC 5,250,000.0 $4.9M 0.00% NEW $0.93
3032 SMBC SOUTHERN MO BANCORP INC Financial Services 82,980.0 $4.9M 0.00% NEW $59.12 +22.6%
3033 FRSH CALL FRESHWORKS INC Technology 400,000.0 $4.9M 0.00% NEW $12.25 -27.7%
3034 IT PUT GARTNER INC Technology 19,400.0 $4.9M 0.00% NEW $252.28 -49.5%
3035 GOOD GLADSTONE COMMERCIAL CORP Real Estate 458,217.0 $4.9M 0.00% NEW $10.67 +13.1%
3036 WTS WATTS WATER TECHNOLOGIES INC Industrials 17,685.0 $4.9M 0.00% NEW $276.02 +24.6%
3037 ARI APOLLO COML REAL EST FIN INC Real Estate 504,054.0 $4.9M 0.00% NEW $9.68 +11.9%
3038 WM CALL WASTE MGMT INC DEL Industrials 22,200.0 $4.9M 0.00% NEW $219.71 -2.3%
3039 NOA NORTH AMERN CONSTR GROUP LTD Energy 338,866.0 $4.9M 0.00% NEW $14.39 -6.1%
3040 SIRI SIRIUSXM HOLDINGS INC Communication Services 243,835.0 $4.9M 0.00% NEW $20.00 +40.2%
Page 152 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%