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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $237.8B AUM 5,950 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 5950 New
Page 25 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TLT ISHARES TR 1,015,956.0 $88.6M 0.04% NEW $87.16 -4.7%
482 AAL AMERICAN AIRLS GROUP INC Industrials 5,772,476.0 $88.5M 0.04% NEW $15.33 -21.3%
483 RL RALPH LAUREN CORP Consumer Cyclical 249,637.0 $88.3M 0.04% NEW $353.61 -7.8%
484 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,807,366.0 $87.8M 0.04% NEW $48.58 +68.9%
485 HQY HEALTHEQUITY INC Healthcare 951,563.0 $87.2M 0.04% NEW $91.61 -9.4%
486 XLV PUT SELECT SECTOR SPDR TR 563,000.0 $87.2M 0.04% NEW $154.80 -4.8%
487 NOK NOKIA CORP Technology 13,448,179.0 $87.0M 0.04% NEW $6.47 +112.4%
488 HCA PUT HCA HEALTHCARE INC Healthcare 186,300.0 $87.0M 0.04% NEW $466.86 -9.4%
489 BRKR BRUKER CORP Healthcare 1,839,587.0 $86.7M 0.04% NEW $47.11 -9.6%
490 ROK ROCKWELL AUTOMATION INC Industrials 222,490.0 $86.6M 0.04% NEW $389.07 +12.2%
491 BAC CALL BANK AMERICA CORP Financial Services 1,562,300.0 $85.9M 0.04% NEW $55.00 -7.8%
492 GEV GE VERNOVA INC Utilities 131,358.0 $85.9M 0.04% NEW $653.57 +54.9%
493 POR PORTLAND GEN ELEC CO Utilities 1,787,901.0 $85.8M 0.04% NEW $47.99 +0.6%
494 KLAC KLA CORP Technology 70,581.0 $85.8M 0.04% NEW $1215.08 +44.6%
495 ZION ZIONS BANCORPORATION N A Financial Services 1,462,701.0 $85.6M 0.04% NEW $58.54 +2.6%
496 EWZ CALL ISHARES INC 2,690,000.0 $85.5M 0.04% NEW $31.77 +13.0%
497 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,338,747.0 $85.3M 0.04% NEW $63.72 +45.6%
498 SEI SOLARIS ENERGY INFRAS INC Energy 1,845,050.0 $84.8M 0.04% NEW $45.97 +56.9%
499 ADI PUT ANALOG DEVICES INC Technology 312,300.0 $84.7M 0.04% NEW $271.20 +52.8%
500 SNOW CALL SNOWFLAKE INC Technology 385,300.0 $84.5M 0.04% NEW $219.36 -25.1%
Page 25 of 298  ·  5,950 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
Financial Services 18.6%
Technology 18.2%
Healthcare 13.7%
Industrials 12.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.0%
Communication Services 6.2%
Basic Materials 4.8%
Energy 3.7%
Utilities 3.0%