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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 174 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3461 SPLV INVESCO EXCH TRADED FD TR II 4,321.0 $309K NEW $71.42 +2.3%
3462 AREC AMERICAN RES CORP Energy 123,866.0 $307K NEW $2.48 -12.7%
3463 CSWC CAPITAL SOUTHWEST CORP Financial Services 13,784.0 $305K NEW $22.15 +5.0%
3464 HLLY HOLLEY INC Consumer Cyclical 73,911.0 $305K NEW $4.13 -40.3%
3465 TSN PUT TYSON FOODS INC Consumer Defensive 5,200.0 $305K NEW $58.62 +12.4%
3466 OMFL INVESCO EXCH TRD SLF IDX FD 4,972.0 $304K NEW $61.13 +9.7%
3467 ONITY GROUP INC 6,611.0 $303K NEW $45.79
3468 KYTX KYVERNA THERAPEUTICS INC Healthcare 32,184.0 $303K NEW $9.40 -8.4%
3469 REZI CALL RESIDEO TECHNOLOGIES INC Industrials 8,600.0 $302K NEW $35.12 -19.7%
3470 SIRIUSPOINT LTD 13,790.0 $302K NEW $21.89
3471 TME PUT TENCENT MUSIC ENTMT GROUP Communication Services 17,200.0 $302K NEW $17.53 -49.2%
3472 MERSANA THERAPEUTICS INC 10,364.0 $300K NEW $28.93
3473 FRST PRIMIS FINANCIAL CORP Financial Services 21,519.0 $299K NEW $13.91 +1.4%
3474 GABC GERMAN AMERN BANCORP INC Financial Services 7,623.0 $299K NEW $39.18 +8.9%
3475 ISBA ISABELLA BK CORP Financial Services 5,967.0 $298K NEW $50.00 -16.9%
3476 AURA AURA BIOSCIENCES INC Healthcare 54,692.0 $298K NEW $5.45 +33.8%
3477 ODC OIL DRI CORP AMER Basic Materials 6,076.0 $297K NEW $48.94 +49.7%
3478 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 14,800.0 $296K NEW $20.00 +39.9%
3479 BTSG CALL BRIGHTSPRING HEALTH SVCS INC Healthcare 7,900.0 $296K NEW $37.45 +57.2%
3480 BRIDGEBIO ONCOLOGY THERAPEUT 23,584.0 $295K NEW $12.52
Page 174 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%