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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 241 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4801 MSBI MIDLAND STATES BANCORP INC Financial Services 21,208.0 $473K -200K -90.4% $22.31 +23.6%
4802 FTXL FIRST TR EXCHANGE TRADED FD 3,200.0 $472K NEW $147.47 +63.7%
4803 MLM PUT MARTIN MARIETTA MATLS INC Basic Materials 800.0 $471K NEW $588.68 -8.6%
4804 AXR AMREP CORP Real Estate 16,618.0 $467K NEW $28.13 -7.8%
4805 CTRN CITI TRENDS INC Consumer Cyclical 10,744.0 $465K -18K -63.0% $43.32 -11.7%
4806 LONGEVERON INC 446,725.0 $465K NEW $1.04
4807 BRC BRADY CORP Industrials 5,715.0 $464K -11K -65.3% $81.24 +4.1%
4808 STKS THE ONE GROUP HOSPITALITY IN Consumer Cyclical 260,831.0 $464K -13K -4.7% $1.78 +6.7%
4809 TEAM PUT ATLASSIAN CORPORATION Technology 6,800.0 $464K -50K -88.0% $68.25 +26.3%
4810 BCML BAYCOM CORP Financial Services 15,582.0 $463K +2K +17.9% $29.73 +4.9%
4811 TMF DIREXION SHARES ETF TRUST 12,792.0 $461K NEW $36.06 -7.9%
4812 VOD PUT VODAFONE GROUP PLC Communication Services 30,700.0 $461K -23K -43.1% $15.02 +1.5%
4813 ZION PUT ZIONS BANCORPORATION NATL AS Financial Services 8,000.0 $461K -29K -78.3% $57.62 +7.1%
4814 CIPHER DIGITAL INC 150,000.0 $460K $3.07
4815 ACCO ACCO BRANDS CORP Industrials 153,267.0 $460K -113K -42.4% $3.00 +28.3%
4816 FYC FIRST TR EXCHANGE-TRADED ALP 4,733.0 $459K NEW $96.98 +17.2%
4817 VINP VINCI COMPASS INVESTMENTS LT Financial Services 43,399.0 $458K +25K +142.0% $10.55 -2.0%
4818 LW PUT LAMB WESTON HLDGS INC Consumer Defensive 10,800.0 $456K -2K -16.9% $42.26 +1.3%
4819 FTC FIRST TR EXCHANGE-TRADED ALP 2,940.0 $453K NEW $154.14 +15.1%
4820 IREN LIMITED 200,000.0 $450K $2.25
Page 241 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%