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Portfolio (Quarterly) Guide ↗

CAPITAL FUND MANAGEMENT S.A.

· CIK 0001323645
13F Portfolio $36.0B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2325 New
Page 85 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 SJM PUT SMUCKER J M CO COM NEW Consumer Defensive 21,500.0 $2.1M 0.01% NEW $97.81 +5.3%
1682 SYM PUT SYMBOTIC INC CLASS A COM Industrials 35,300.0 $2.1M 0.01% NEW $59.50 -9.9%
1683 PBR PETROLEO BRASILEIRO SA PETRO SPONSORED ADR Energy 176,798.0 $2.1M 0.01% NEW $11.85 +60.0%
1684 CFR CULLEN FROST BANKERS INC COM Financial Services 16,470.0 $2.1M 0.01% NEW $126.63 +8.7%
1685 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 59,679.0 $2.1M 0.01% NEW $34.92 +132.3%
1686 JOBY JOBY AVIATION INC COMMON STOCK Industrials 156,577.0 $2.1M 0.01% NEW $13.20 -13.0%
1687 LYV CALL LIVE NATION ENTERTAINMENT IN COM Communication Services 14,500.0 $2.1M 0.01% NEW $142.50 +16.9%
1688 UUUU CALL ENERGY FUELS INC COM NEW Energy 142,100.0 $2.1M 0.01% NEW $14.54 +25.7%
1689 BMO CALL BANK MONTREAL QUE COM Financial Services 15,900.0 $2.1M 0.01% NEW $129.79 +25.7%
1690 HBAN PUT HUNTINGTON BANCSHARES INC COM Financial Services 118,800.0 $2.1M 0.01% NEW $17.35 -7.6%
1691 MDU MDU RES GROUP INC COM Industrials 105,463.0 $2.1M 0.01% NEW $19.52 +12.2%
1692 TDW PUT TIDEWATER INC NEW COM Energy 40,700.0 $2.1M 0.01% NEW $50.51 +48.7%
1693 FLY FIREFLY AEROSPACE INC COM Industrials 91,572.0 $2.0M 0.01% NEW $22.37 +156.1%
1694 GIS GENERAL MLS INC COM Consumer Defensive 43,965.0 $2.0M 0.01% NEW $46.50 -27.6%
1695 AFL PUT AFLAC INC COM Financial Services 18,500.0 $2.0M 0.01% NEW $110.27 +4.2%
1696 ALC ALCON AG ORD SHS Healthcare 25,881.0 $2.0M 0.01% NEW $78.81 -15.8%
1697 BWXT PUT BWX TECHNOLOGIES INC COM Industrials 11,800.0 $2.0M 0.01% NEW $172.84 +15.1%
1698 SLG PUT SL GREEN RLTY CORP COM Real Estate 44,200.0 $2.0M 0.01% NEW $45.87 -1.5%
1699 CUZ COUSINS PPTYS INC COM NEW Real Estate 78,337.0 $2.0M 0.01% NEW $25.78 +4.1%
1700 HELE HELEN OF TROY LTD COM Consumer Defensive 94,744.0 $2.0M 0.01% NEW $21.25 +28.2%
Page 85 of 117  ·  2,325 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 26.4%
Financial Services 15.7%
Consumer Cyclical 13.3%
Industrials 12.9%
Healthcare 8.6%
Communication Services 4.7%
Energy 4.7%
Consumer Defensive 4.6%
Basic Materials 4.5%
Utilities 3.6%