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Portfolio (Quarterly) Guide ↗

Verition Fund Management LLC

· CIK 0001454027
13F Portfolio $19.7B AUM 2,055 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2055 New
Page 16 of 103  ·  2,055 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 13,900.0 $13.0M 0.07% NEW $935.47 +3.5%
302 FUL FULLER H B CO Basic Materials 221,045.0 $12.9M 0.07% NEW $58.29 +6.7%
303 IBIT ISHARES BITCOIN TRUST ETF Financial Services 384,048.0 $12.8M 0.07% NEW $33.29 +10.2%
304 FITB FIFTH THIRD BANCORP Financial Services 224,246.0 $12.6M 0.06% NEW $56.37 +2.0%
305 MKC MCCORMICK & CO INC Consumer Defensive 250,103.0 $12.6M 0.06% NEW $50.42 +10.3%
306 SNOW PUT SNOWFLAKE INC Technology 49,200.0 $12.5M 0.06% NEW $254.50 +26.8%
307 TFX TELEFLEX INCORPORATED Healthcare 98,027.0 $12.4M 0.06% NEW $126.76 +6.8%
308 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 240,000.0 $12.4M 0.06% NEW $51.60 +7.6%
309 VRNS CALL VARONIS SYS INC Technology 293,000.0 $12.3M 0.06% NEW $41.96 +3.5%
310 EGP EASTGROUP PPTYS INC Real Estate 60,501.0 $12.3M 0.06% NEW $202.53 -0.2%
311 WENN WEN ACQUISITION CORP Financial Services 1,189,759.0 $12.2M 0.06% NEW $10.29 +0.6%
312 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 358,779.0 $12.2M 0.06% NEW $34.00 -0.4%
313 AZO AUTOZONE INC Consumer Cyclical 3,757.0 $12.0M 0.06% NEW $3195.94 -3.2%
314 CAVA CAVA GROUP INC Consumer Cyclical 152,500.0 $12.0M 0.06% NEW $78.48 -10.5%
315 MAA MID-AMER APT CMNTYS INC Real Estate 85,719.0 $11.9M 0.06% NEW $138.94 -5.7%
316 MEVO M EVO GBL ACQUISITION CORP I Financial Services 1,200,000.0 $11.9M 0.06% NEW $9.92 +0.6%
317 SJM SMUCKER J M CO Consumer Defensive 105,385.0 $11.9M 0.06% NEW $112.50 +6.6%
318 M MACYS INC Consumer Cyclical 500,000.0 $11.8M 0.06% NEW $23.55 +0.4%
319 SFM SPROUTS FMRS MKT INC Consumer Defensive 139,000.0 $11.8M 0.06% NEW $84.58 -5.2%
320 GOOG PUT ALPHABET INC Communication Services 33,200.0 $11.7M 0.06% NEW $353.33 -3.5%
Page 16 of 103  ·  2,055 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 26.4%
Technology 14.6%
Industrials 12.3%
Consumer Cyclical 9.4%
Communication Services 8.6%
Healthcare 8.3%
Utilities 5.2%
Real Estate 5.1%
Consumer Defensive 4.5%
Basic Materials 3.3%