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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 114 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 ONDS CALL ONDAS HLDGS INC Technology 287,700.0 $2.8M 0.00% NEW $9.76 +2.9%
2262 PTLO PORTILLOS INC Consumer Cyclical 615,700.0 $2.8M 0.00% NEW $4.54 -11.2%
2263 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 14,100.0 $2.8M 0.00% NEW $197.97 +17.6%
2264 HL PUT HECLA MNG CO Basic Materials 145,400.0 $2.8M 0.00% NEW $19.19 -9.4%
2265 DAYFORCE INC 40,338.0 $2.8M 0.00% NEW $69.16
2266 ALL PUT ALLSTATE CORP Financial Services 13,400.0 $2.8M 0.00% NEW $208.15 +2.9%
2267 CTRA CALL COTERRA ENERGY INC Energy 105,900.0 $2.8M 0.00% NEW $26.32 +23.7%
2268 NTNX CALL NUTANIX INC Technology 53,800.0 $2.8M 0.00% NEW $51.69 -9.6%
2269 SNCY SUN CTRY AIRLS HLDGS INC Industrials 192,989.0 $2.8M 0.00% NEW $14.39 +12.4%
2270 YOU CLEAR SECURE INC Technology 79,162.0 $2.8M 0.00% NEW $35.08 +75.7%
2271 EXC CALL EXELON CORP Utilities 63,700.0 $2.8M 0.00% NEW $43.59 +6.3%
2272 EQT CALL EQT CORP Energy 51,800.0 $2.8M 0.00% NEW $53.60 +6.6%
2273 BURL PUT BURLINGTON STORES INC Consumer Cyclical 9,600.0 $2.8M 0.00% NEW $288.85 +13.6%
2274 EWJ PUT ISHARES INC 34,300.0 $2.8M 0.00% NEW $80.74 +15.2%
2275 WM PUT WASTE MGMT INC DEL Industrials 12,600.0 $2.8M 0.00% NEW $219.71 -1.5%
2276 ASIX ADVANSIX INC Basic Materials 159,994.0 $2.8M 0.00% NEW $17.30 +29.6%
2277 CALL CYBERARK SOFTWARE LTD 6,200.0 $2.8M 0.00% NEW $446.06
2278 KMX CALL CARMAX INC Consumer Cyclical 71,500.0 $2.8M 0.00% NEW $38.64 +6.6%
2279 PSEC PROSPECT CAP CORP Financial Services 1,065,592.0 $2.8M 0.00% NEW $2.59 -10.0%
2280 U HAUL HOLDING COMPANY 59,047.0 $2.8M 0.00% NEW $46.74
Page 114 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%