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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 173 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 ELECTROVAYA INC 41,551.0 $328K NEW $7.90
3442 AVBC AVIDIA BANCORP INC Financial Services 19,504.0 $328K NEW $16.81 +13.0%
3443 LXRX LEXICON PHARMACEUTICALS INC Healthcare 284,025.0 $327K NEW $1.15 +91.2%
3444 BANF BANCFIRST CORP Financial Services 3,074.0 $326K NEW $106.02 +4.4%
3445 SVV SAVERS VALUE VLG INC Consumer Cyclical 34,865.0 $326K NEW $9.34 -16.4%
3446 MTSI PUT MACOM TECH SOLUTIONS HLDGS I Technology 1,900.0 $325K NEW $171.28 +119.4%
3447 GRAL PUT GRAIL INC Healthcare 3,800.0 $325K NEW $85.59 -22.6%
3448 VSCO PUT VICTORIAS SECRET AND CO Consumer Cyclical 6,000.0 $325K NEW $54.17 -10.1%
3449 RRC PUT RANGE RES CORP Energy 9,200.0 $324K NEW $35.26 +18.5%
3450 IRM PUT IRON MTN INC DEL Real Estate 3,900.0 $324K NEW $82.95 +52.2%
3451 STLD PUT STEEL DYNAMICS INC Basic Materials 1,900.0 $322K NEW $169.45 +35.3%
3452 GIS PUT GENERAL MLS INC Consumer Defensive 6,900.0 $321K NEW $46.50 -28.2%
3453 ARWR PUT ARROWHEAD PHARMACEUTICALS IN Healthcare 4,800.0 $319K NEW $66.39 +12.9%
3454 ALC PUT ALCON AG Healthcare 4,000.0 $315K NEW $78.81 -14.3%
3455 STNG PUT SCORPIO TANKERS INC Energy 6,200.0 $315K NEW $50.83 +60.7%
3456 MRBK MERIDIAN CORPORATION Financial Services 17,833.0 $314K NEW $17.58 -0.9%
3457 VCR VANGUARD WORLD FD 795.0 $313K NEW $393.92 -1.4%
3458 SNDL INC 188,449.0 $313K NEW $1.66
3459 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 3,900.0 $311K NEW $79.67 +6.6%
3460 SII SPROTT INC Financial Services 3,169.0 $310K NEW $97.84 +27.2%
Page 173 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%