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Portfolio (Quarterly) Guide ↗

Point72 Asset Management

· CIK 0001603466
13F Portfolio $78.1B AUM 3,704 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 877 New 1289 Added 1434 Reduced 1035 Exited
Page 63 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 KLAC PUT KLA CORP Technology 300.0 $442K 0.00% -3K -90.3% $1472.41 +19.3%
1242 FFIC FLUSHING FINL CORP Financial Services 28,482.0 $437K 0.00% -125K -81.4% $15.36 +1.8%
1243 TMDX CALL TRANSMEDICS GROUP INC Healthcare 4,400.0 $437K 0.00% -700.0 -13.7% $99.41 -31.3%
1244 WMB CALL WILLIAMS COS INC Energy 6,000.0 $437K 0.00% -239K -97.5% $72.78 +6.7%
1245 DD PUT DUPONT DE NEMOURS INC Basic Materials 9,400.0 $431K 0.00% -36K -79.4% $45.80 +6.2%
1246 WLDN PUT WILLDAN GROUP INC Industrials 5,600.0 $429K 0.00% -3K -34.1% $76.56 +16.4%
1247 MNST PUT MONSTER BEVERAGE CORP NEW Consumer Defensive 5,900.0 $428K 0.00% -69K -92.1% $72.46 +22.2%
1248 KWEB KRANESHARES TRUST 15,000.0 $426K 0.00% -380K -96.2% $28.43 -0.5%
1249 SENEA SENECA FOODS CORP NEW Consumer Defensive 2,821.0 $426K 0.00% -2K -40.7% $151.12 -5.6%
1250 EAF GRAFTECH INTL LTD SR NT Industrials 62,553.0 $424K 0.00% -17K -20.9% $6.78 +26.0%
1251 ANIK ANIKA THERAPEUTICS INC Healthcare 29,229.0 $424K 0.00% -29K -49.7% $14.50 +2.2%
1252 SMBK SMARTFINANCIAL INC Financial Services 10,766.0 $421K 0.00% -5K -33.1% $39.08 +3.7%
1253 ED CALL CONSOLIDATED EDISON INC Utilities 3,700.0 $419K 0.00% -7K -64.8% $113.18 -5.9%
1254 NDAQ CALL NASDAQ INC Financial Services 4,900.0 $416K 0.00% -18K -78.5% $84.89 +9.1%
1255 SFBS SERVISFIRST BANCSHARES INC Financial Services 5,702.0 $415K 0.00% -26K -82.1% $72.83 +4.6%
1256 BILI PUT BILIBILI INC Technology 18,400.0 $415K 0.00% -20K -52.7% $22.56 -11.3%
1257 VFF VILLAGE FARMS INTL INC Consumer Defensive 145,838.0 $414K 0.00% -158K -52.0% $2.84 -10.6%
1258 QSR CALL RESTAURANT BRANDS INTL INC Consumer Cyclical 5,600.0 $414K 0.00% -27K -83.0% $73.90 +2.4%
1259 GRFS GRIFOLS S A Healthcare 51,357.0 $412K 0.00% -226K -81.5% $8.02 -1.9%
1260 RHI CALL ROBERT HALF INC. Industrials 16,100.0 $409K 0.00% -600.0 -3.6% $25.40 -1.1%
Page 63 of 72  ·  1,434 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 28.2%
Consumer Cyclical 12.8%
Healthcare 12.8%
Industrials 11.8%
Financial Services 9.7%
Consumer Defensive 6.1%
Communication Services 5.3%
Energy 4.4%
Utilities 3.2%
Basic Materials 3.1%