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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 169 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 SWK PUT STANLEY BLACK & DECKER INC Industrials 47,500.0 $3.4M 0.00% -42K -46.9% $71.06 +22.1%
3362 PICS NV 320,748.0 $3.4M 0.00% NEW $10.45
3363 LKFN LAKELAND FINL CORP Financial Services 58,372.0 $3.3M 0.00% -24K -28.9% $57.38 +4.3%
3364 EVOX EVOLUTION GLOBAL ACQUISITION Financial Services 336,000.0 $3.3M 0.00% +201K +148.9% $9.96 +0.5%
3365 FROG CALL JFROG LTD Technology 71,300.0 $3.3M 0.00% NEW $46.93 +76.3%
3366 PKE PARK AEROSPACE CORP Industrials 122,186.0 $3.3M 0.00% +11K +10.2% $27.38 +18.8%
3367 UTL UNITIL CORP Utilities 63,910.0 $3.3M 0.00% +37K +133.3% $52.24 -2.5%
3368 STBA S & T BANCORP INC Financial Services 79,732.0 $3.3M 0.00% -36K -31.1% $41.83 +12.0%
3369 BLDR PUT BUILDERS FIRSTSOURCE INC Industrials 40,500.0 $3.3M 0.00% +8K +25.8% $82.33 -2.1%
3370 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 24,500.0 $3.3M 0.00% +15K +155.2% $136.09 -8.1%
3371 NBBK NB BANCORP INC Financial Services 158,243.0 $3.3M 0.00% +103K +188.4% $21.07 -4.5%
3372 COLOMBIER ACQUISITION CORP I 327,500.0 $3.3M 0.00% NEW $10.18
3373 BALL CALL BALL CORP Consumer Cyclical 56,400.0 $3.3M 0.00% +50K +717.4% $59.11 -2.4%
3374 SVV SAVERS VALUE VLG INC Consumer Cyclical 446,991.0 $3.3M 0.00% -60K -11.9% $7.44 +36.4%
3375 OGS ONE GAS INC Utilities 38,604.0 $3.3M 0.00% +24K +166.2% $86.13 -10.9%
3376 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 21,800.0 $3.3M 0.00% +14K +186.8% $152.51 +12.3%
3377 OVID OVID THERAPEUTICS INC Healthcare 1,496,518.0 $3.3M 0.00% +157K +11.7% $2.22 +2.3%
3378 FEZ CALL SPDR INDEX SHS FDS 53,500.0 $3.3M 0.00% -632K -92.2% $62.08 +12.9%
3379 GLOBAL PMTS INC 3,773,000.0 $3.3M 0.00% NEW $0.88
3380 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 149,000.0 $3.3M 0.00% +106K +247.3% $22.27 -5.0%
Page 169 of 282  ·  5,622 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%