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Portfolio (Quarterly) Guide ↗

Lighthouse Investment Partners, LLC

· CIK 0001600344
13F Portfolio $2.9B AUM 775 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 291 New 171 Added 205 Reduced 466 Exited
Page 10 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PINNACLE FINL PARTNERS INC 60,565.0 $5.2M 0.18% NEW $86.14
182 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,911.0 $5.1M 0.18% NEW $650.33 +14.1%
183 ALLE ALLEGION PLC Industrials 35,346.0 $5.1M 0.18% +3K +9.6% $145.29 -7.8%
184 GTEN GORES HLDGS X INC Financial Services 500,000.0 $5.1M 0.18% +175K +53.9% $10.24 +1.3%
185 TLT ISHARES TR 58,994.0 $5.1M 0.18% +42K +256.3% $86.69 -1.1%
186 BNS BANK NOVA SCOTIA B C Financial Services 73,123.0 $5.1M 0.18% NEW $69.23 +21.3%
187 BAIN CAP GSS INVT CORP 500,000.0 $5.1M 0.18% $10.11
188 COLOMBIER ACQUISITION CORP I 500,000.0 $5.0M 0.17% NEW $10.06
189 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 556,906.0 $5.0M 0.17% +287K +106.3% $9.01 +30.1%
190 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 500,000.0 $5.0M 0.17% NEW $10.02 +3.3%
191 ARCHIMEDES TECH SPAC PTNRS I 500,000.0 $5.0M 0.17% NEW $10.00
192 ACRE ARES COML REAL ESTATE CORP Real Estate 1,022,494.0 $4.9M 0.17% +748K +273.0% $4.80 +2.7%
193 GILD GILEAD SCIENCES INC Healthcare 35,172.0 $4.9M 0.17% +26K +272.6% $139.37 -9.9%
194 POOL POOL CORP Industrials 23,999.0 $4.9M 0.17% NEW $202.33 -3.6%
195 DB DEUTSCHE BK AG Financial Services 162,556.0 $4.8M 0.17% NEW $29.78 +11.9%
196 KRC KILROY REALTY CORP Real Estate 170,623.0 $4.8M 0.17% NEW $28.21 +36.0%
197 ETN EATON CORP PLC Industrials 13,384.0 $4.8M 0.17% +10K +259.1% $357.64 +9.4%
198 DRH DIAMONDROCK HOSPITALITY CO Real Estate 505,000.0 $4.7M 0.17% -104K -17.0% $9.37 +27.2%
199 AA ALCOA CORP Basic Materials 70,549.0 $4.7M 0.16% -19K -21.6% $66.33 +3.7%
200 EGP EASTGROUP PPTYS INC Real Estate 25,190.0 $4.7M 0.16% +1K +5.3% $185.09 +10.9%
Page 10 of 35  ·  687 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 21.3%
Real Estate 18.0%
Industrials 13.2%
Energy 12.7%
Consumer Cyclical 11.8%
Technology 7.6%
Communication Services 4.3%
Healthcare 3.8%
Basic Materials 3.4%
Consumer Defensive 2.6%