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Portfolio (Quarterly) Guide ↗

Lighthouse Investment Partners, LLC

· CIK 0001600344
13F Portfolio $3.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 862 New
Page 38 of 44  ·  862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PLTR PALANTIR TECHNOLOGIES INC Technology 1,300.0 $231K 0.01% NEW $177.75 -22.8%
742 QS QUANTUMSCAPE CORP Consumer Cyclical 22,170.0 $231K 0.01% NEW $10.42 -26.4%
743 OCGN OCUGEN INC Healthcare 171,000.0 $231K 0.01% NEW $1.35 +0.0%
744 PHG KONINKLIJKE PHILIPS N V Healthcare 8,478.0 $230K 0.01% NEW $27.08 -1.3%
745 UPWK UPWORK INC Industrials 11,435.0 $227K 0.01% NEW $19.82 -56.3%
746 ARMOUR RESIDENTIAL REIT INC 12,800.0 $226K 0.01% NEW $17.69
747 BLOCK INC 3,468.0 $226K 0.01% NEW $65.09
748 TSLA TESLA INC Consumer Cyclical 500.0 $225K 0.01% NEW $449.72 -7.2%
749 TSLA PUT TESLA INC Consumer Cyclical 500.0 $225K 0.01% NEW $449.72 -7.2%
750 CMS CMS ENERGY CORP Utilities 3,206.0 $224K 0.01% NEW $69.93 +5.3%
751 NI NISOURCE INC Utilities 5,350.0 $223K 0.01% NEW $41.76 +14.2%
752 CTVA CORTEVA INC Basic Materials 3,330.0 $223K 0.01% NEW $67.03 +17.9%
753 ROL ROLLINS INC Consumer Cyclical 3,700.0 $222K 0.01% NEW $60.02 -11.2%
754 OC OWENS CORNING NEW Industrials 1,980.0 $222K 0.01% NEW $111.91 +3.7%
755 LUMN LUMEN TECHNOLOGIES INC Communication Services 28,255.0 $220K 0.01% NEW $7.77 +21.5%
756 ORC ORCHID IS CAP INC Real Estate 30,480.0 $219K 0.01% NEW $7.20 -5.1%
757 MARA MARA HOLDINGS INC Financial Services 24,340.0 $219K 0.01% NEW $8.98 +50.9%
758 WLDN WILLDAN GROUP INC Industrials 2,096.0 $217K 0.01% NEW $103.66 -10.7%
759 HYCROFT MINING HOLDING CORP 9,030.0 $215K 0.01% NEW $23.77
760 PCG PG&E CORP Utilities 13,345.0 $214K 0.01% NEW $16.07 +2.3%
Page 38 of 44  ·  862 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 21.5%
Real Estate 17.3%
Consumer Cyclical 13.6%
Energy 11.5%
Industrials 10.4%
Technology 7.1%
Basic Materials 5.7%
Consumer Defensive 5.3%
Communication Services 3.9%
Healthcare 3.2%