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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 230 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4581 BFST BUSINESS FIRST BANCSHARES IN Financial Services 27,135.0 $734K -35K -56.1% $27.04 +3.6%
4582 XRN CHIRON REAL ESTATE INC Financial Services 22,148.0 $733K -3K -11.0% $33.08 +9.6%
4583 DBA CALL INVESCO DB MULTI-SECTOR COMM Financial Services 26,800.0 $732K NEW $27.32 +1.1%
4584 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 58,809.0 $729K +37K +174.7% $12.40 +12.2%
4585 FLXS FLEXSTEEL INDS INC Consumer Cyclical 16,194.0 $728K -24K -60.0% $44.94 +25.1%
4586 DH DEFINITIVE HEALTHCARE CORP Healthcare 590,382.0 $726K +258K +77.8% $1.23 -33.3%
4587 RJF RAYMOND JAMES FINL INC Financial Services 5,013.0 $726K -278K -98.2% $144.79 +5.0%
4588 GLDG GOLDMINING INC Basic Materials 608,255.0 $724K -1.2M -66.7% $1.19 -6.7%
4589 KRRO KORRO BIO INC Healthcare 63,606.0 $720K -97K -60.5% $11.32 -1.1%
4590 BLUE MOON METALS INC 109,929.0 $719K NEW $6.54
4591 NSC PUT NORFOLK SOUTHN CORP Industrials 2,500.0 $718K -13K -83.9% $287.00 +8.5%
4592 NSC CALL NORFOLK SOUTHN CORP Industrials 2,500.0 $718K -8K -75.0% $287.00 +8.5%
4593 AVBH AVIDBANK HLDGS INC Financial Services 25,157.0 $717K -319.0 -1.2% $28.50 +5.2%
4594 SWBI PUT SMITH & WESSON BRANDS INC Industrials 50,000.0 $716K NEW $14.33 +5.5%
4595 EVR PUT EVERCORE INC Financial Services 2,400.0 $716K -1K -36.8% $298.51 +16.0%
4596 ARQQ ARQIT QUANTUM INC Technology 54,026.0 $716K NEW $13.25 +24.2%
4597 THRY THRYV HLDGS INC Communication Services 261,104.0 $715K -480K -64.8% $2.74 +38.0%
4598 SFST SOUTHERN FIRST BANCSHARES Financial Services 13,103.0 $714K +7K +116.8% $54.50 +3.5%
4599 LILA LIBERTY LATIN AMERICA LTD Communication Services 82,338.0 $711K +18K +28.7% $8.64 -5.1%
4600 CENTRUS ENERGY CORP 350,000.0 $710K -6.5M -94.9% $2.03
Page 230 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%