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Portfolio (Quarterly) Guide ↗

Point72 Asset Management

· CIK 0001603466
13F Portfolio $89.4B AUM 3,862 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 3862 New
Page 162 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 VICR VICOR CORP Technology 4,726.0 $518K 0.00% NEW $109.60 +141.1%
3222 AVD AMERICAN VANGUARD CORP Basic Materials 135,167.0 $516K 0.00% NEW $3.82 -25.1%
3223 ENS PUT ENERSYS Industrials 3,500.0 $514K 0.00% NEW $146.75 +62.8%
3224 SPMO PUT INVESCO EXCH TRADED FD TR II 4,300.0 $513K 0.00% NEW $119.32 +21.3%
3225 CASS CASS INFORMATION SYS INC Industrials 12,354.0 $513K 0.00% NEW $41.52 +12.0%
3226 AMRN AMARIN CORP PLC Healthcare 36,491.0 $509K 0.00% NEW $13.96 +4.3%
3227 ZTS CALL ZOETIS INC Healthcare 4,000.0 $503K 0.00% NEW $125.82 -36.6%
3228 EMBJ PUT EMBRAER S.A. Industrials 7,800.0 $502K 0.00% NEW $64.37 -12.2%
3229 PALLADYNE AI CORP 117,600.0 $501K 0.00% NEW $4.26
3230 CVI CALL CVR ENERGY INC Energy 19,600.0 $499K 0.00% NEW $25.44 +25.2%
3231 TREX CALL TREX CO INC Industrials 14,200.0 $498K 0.00% NEW $35.08 +9.0%
3232 FNKO FUNKO INC Consumer Cyclical 146,427.0 $498K 0.00% NEW $3.40 +51.8%
3233 CBL CBL & ASSOC PPTYS INC Real Estate 13,436.0 $497K 0.00% NEW $37.00 +29.6%
3234 GPN PUT GLOBAL PMTS INC Industrials 6,400.0 $495K 0.00% NEW $77.40 -6.2%
3235 THO PUT THOR INDS INC Consumer Cyclical 4,800.0 $493K 0.00% NEW $102.67 -27.2%
3236 PPIH PERMA-PIPE INTL HLDGS INC Industrials 16,219.0 $492K 0.00% NEW $30.36 +3.5%
3237 SLDP CALL SOLID POWER INC Industrials 115,400.0 $490K 0.00% NEW $4.25 -34.8%
3238 CL PUT COLGATE PALMOLIVE CO Consumer Defensive 6,200.0 $490K 0.00% NEW $79.02 +14.5%
3239 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 43,700.0 $490K 0.00% NEW $11.21 +33.1%
3240 CALL THOMSON REUTERS CORP 3,700.0 $488K 0.00% NEW $131.89
Page 162 of 194  ·  3,862 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
Technology 32.4%
Healthcare 15.3%
Consumer Cyclical 11.6%
Industrials 9.5%
Financial Services 9.0%
Consumer Defensive 4.8%
Communication Services 4.6%
Energy 4.1%
Utilities 3.5%
Basic Materials 2.9%