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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 1 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 14,494,278.0 $9.93B 4.17% NEW $684.94 +8.4%
2 IWM PUT ISHARES TR 30,678,500.0 $7.55B 3.18% NEW $246.16 +12.8%
3 QQQ PUT INVESCO QQQ TR Financial Services 8,722,600.0 $5.36B 2.25% NEW $614.31 +15.4%
4 WMT WALMART INC Consumer Defensive 40,777,563.0 $4.54B 1.91% NEW $111.41 +18.9%
5 NVDA PUT NVIDIA CORPORATION Technology 23,513,200.0 $4.39B 1.84% NEW $186.50 +26.4%
6 IWM CALL ISHARES TR 15,680,700.0 $3.86B 1.62% NEW $246.16 +12.8%
7 NVDA NVIDIA CORPORATION Technology 15,233,619.0 $2.84B 1.20% NEW $186.50 +26.4%
8 SPY SPDR S&P 500 ETF TR Financial Services 3,647,038.0 $2.49B 1.05% NEW $681.92 +8.4%
9 AAPL PUT APPLE INC Technology 9,012,900.0 $2.45B 1.03% NEW $271.86 +10.4%
10 QQQ CALL INVESCO QQQ TR Financial Services 3,652,200.0 $2.24B 0.94% NEW $614.31 +15.4%
11 AMZN PUT AMAZON COM INC Consumer Cyclical 9,441,500.0 $2.18B 0.92% NEW $230.82 +14.4%
12 META PUT META PLATFORMS INC Communication Services 3,166,200.0 $2.09B 0.88% NEW $660.09 -6.3%
13 MSFT PUT MICROSOFT CORP Technology 4,260,200.0 $2.06B 0.87% NEW $483.62 -15.3%
14 SPY PUT SPDR S&P 500 ETF TR Financial Services 2,722,000.0 $1.86B 0.78% NEW $681.92 +8.4%
15 IBIT ISHARES BITCOIN TRUST ETF Financial Services 34,333,524.0 $1.70B 0.72% NEW $49.65 -9.7%
16 GOOGL PUT ALPHABET INC Communication Services 5,439,400.0 $1.70B 0.72% NEW $313.00 +28.1%
17 AVGO BROADCOM INC Technology 4,445,154.0 $1.54B 0.65% NEW $346.10 +22.9%
18 XLF PUT SELECT SECTOR SPDR TR 27,048,800.0 $1.48B 0.62% NEW $54.77 -6.6%
19 AAPL APPLE INC Technology 4,950,847.0 $1.35B 0.57% NEW $271.86 +10.4%
20 TSLA PUT TESLA INC Consumer Cyclical 2,911,400.0 $1.31B 0.55% NEW $449.72 -1.4%
Page 1 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%