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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 17 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ADP AUTOMATIC DATA PROCESSING IN Industrials 689,547.0 $140.1M 0.06% -108K -13.6% $203.18 +10.5%
322 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 4,595,535.0 $140.1M 0.06% NEW $30.48 +18.9%
323 AES AES CORP Utilities 9,925,730.0 $139.9M 0.06% +9.4M +1961.6% $14.09 +3.1%
324 GVA GRANITE CONSTR INC Industrials 1,159,390.0 $139.0M 0.06% +642K +124.0% $119.88 +12.3%
325 UBER PUT UBER TECHNOLOGIES INC Technology 1,930,800.0 $138.9M 0.06% -28K -1.4% $71.93 +3.7%
326 JNJ CALL JOHNSON & JOHNSON Healthcare 563,200.0 $137.7M 0.06% -149K -20.9% $244.44 -6.3%
327 BA BOEING CO Industrials 686,733.0 $136.7M 0.06% -875K -56.0% $199.03 +9.5%
328 WCN WASTE CONNECTIONS INC Industrials 839,369.0 $136.3M 0.06% +656K +357.2% $162.43 -2.1%
329 FDX FEDEX CORP Industrials 382,081.0 $136.1M 0.06% -165K -30.2% $356.18 +2.2%
330 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 136,538.0 $136.1M 0.06% -155K -53.2% $996.43 +8.4%
331 ABT ABBOTT LABORATORIES Healthcare 1,323,342.0 $135.9M 0.06% +894K +208.1% $102.67 -14.4%
332 SATS ECHOSTAR CORP Technology 1,160,452.0 $135.9M 0.06% +746K +179.8% $117.07 +15.6%
333 LHX L3HARRIS TECHNOLOGIES INC Industrials 392,544.0 $135.5M 0.06% +189K +92.7% $345.15 -10.4%
334 PH PARKER-HANNIFIN CORP Industrials 151,084.0 $135.3M 0.06% -43K -22.0% $895.24 -5.3%
335 SPG SIMON PPTY GROUP INC NEW Real Estate 723,012.0 $134.9M 0.06% +385K +113.8% $186.53 +6.7%
336 SPOT SPOTIFY TECHNOLOGY S A Communication Services 276,723.0 $134.2M 0.06% +98K +54.6% $484.91 -9.1%
337 HYG CALL ISHARES TR 1,680,300.0 $133.7M 0.06% -822K -32.9% $79.56 -0.2%
338 UNF UNIFIRST CORP MASS Industrials 529,609.0 $133.2M 0.06% +499K +1624.0% $251.59 +5.0%
339 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2,440,179.0 $131.5M 0.06% +497K +25.6% $53.88 -6.9%
340 FCX PUT FREEPORT MCMORAN INC Basic Materials 2,235,900.0 $131.4M 0.06% +1.5M +193.9% $58.78 +0.8%
Page 17 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%