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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 208 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4141 JASPER THERAPEUTICS INC 1,617,531.0 $1.4M 0.00% +544K +50.6% $0.88
4142 ARCB ARCBEST CORP Industrials 14,400.0 $1.4M 0.00% NEW $98.36 +48.3%
4143 SHW CALL SHERWIN WILLIAMS CO Basic Materials 4,400.0 $1.4M 0.00% -2K -34.3% $320.55 -2.1%
4144 CPRI CALL CAPRI HOLDINGS LIMITED Consumer Cyclical 80,000.0 $1.4M 0.00% $17.62 +12.0%
4145 UNTY UNITY BANCORP INC Financial Services 27,129.0 $1.4M 0.00% +21K +321.9% $51.83 +5.8%
4146 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 17,695.0 $1.4M 0.00% -34K -65.8% $79.33 -2.1%
4147 FCCO FIRST CMNTY CORP S C Financial Services 47,936.0 $1.4M 0.00% NEW $29.23 +6.9%
4148 CALUMET INC 38,773.0 $1.4M 0.00% +25K +178.9% $35.90
4149 CWCO CONSOLIDATED WATER CO INC Utilities 41,939.0 $1.4M 0.00% NEW $33.12 -10.3%
4150 AEGON LTD 191,061.0 $1.4M 0.00% -110K -36.5% $7.26
4151 PZG PARAMOUNT GOLD NEV CORP Basic Materials 834,627.0 $1.4M 0.00% -302K -26.6% $1.66 -23.5%
4152 DRD DRDGOLD LIMITED Basic Materials 46,999.0 $1.4M 0.00% -55K -54.0% $29.37 -16.8%
4153 AZTA AZENTA INC Healthcare 65,310.0 $1.4M 0.00% -1.8M -96.5% $21.13 +7.3%
4154 SOUN CALL SOUNDHOUND AI INC Technology 200,800.0 $1.4M 0.00% -100K -33.2% $6.87 +1.3%
4155 NREF NEXPOINT REAL ESTATE FIN INC Real Estate 102,222.0 $1.4M 0.00% +15K +17.3% $13.47 +8.4%
4156 IHRT IHEARTMEDIA INC Communication Services 471,420.0 $1.4M 0.00% -200K -29.8% $2.92 +28.1%
4157 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 125,213.0 $1.4M 0.00% -424K -77.2% $10.97 -12.9%
4158 DOX AMDOCS LTD Technology 21,028.0 $1.4M 0.00% -160K -88.4% $65.26 -15.8%
4159 DECK CALL DECKERS OUTDOOR CORP Consumer Cyclical 13,700.0 $1.4M 0.00% -47K -77.3% $100.09 +5.6%
4160 GNW GENWORTH FINL INC Financial Services 168,782.0 $1.4M 0.00% -117K -41.0% $8.12 +10.5%
Page 208 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%