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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 122 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 A PUT AGILENT TECHNOLOGIES INC Healthcare 16,200.0 $2.2M 0.00% NEW $136.07 -15.5%
2422 ABCB AMERIS BANCORP Financial Services 29,653.0 $2.2M 0.00% NEW $74.27 +14.0%
2423 CSX CALL CSX CORP Industrials 60,700.0 $2.2M 0.00% NEW $36.25 +25.6%
2424 AEVA CALL AEVA TECHNOLOGIES INC Consumer Cyclical 165,600.0 $2.2M 0.00% NEW $13.28 +90.7%
2425 OPFI OPPFI INC Technology 209,841.0 $2.2M 0.00% NEW $10.46 -22.1%
2426 NXPI PUT NXP SEMICONDUCTORS N V Technology 10,100.0 $2.2M 0.00% NEW $217.06 +45.8%
2427 HUN PUT HUNTSMAN CORP Basic Materials 218,900.0 $2.2M 0.00% NEW $10.00 +45.1%
2428 TSCO CALL TRACTOR SUPPLY CO Consumer Cyclical 43,700.0 $2.2M 0.00% NEW $50.01 -36.8%
2429 MDXG MIMEDX GROUP INC Healthcare 322,290.0 $2.2M 0.00% NEW $6.77 -46.5%
2430 FIS PUT FIDELITY NATL INFORMATION SV Technology 32,800.0 $2.2M 0.00% NEW $66.46 -34.5%
2431 QXO CALL QXO INC Industrials 113,000.0 $2.2M 0.00% NEW $19.29 -13.6%
2432 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 85,178.0 $2.2M 0.00% NEW $25.40 +27.5%
2433 AMGN CALL AMGEN INC Healthcare 6,600.0 $2.2M 0.00% NEW $327.31 +3.7%
2434 CGNT COGNYTE SOFTWARE LTD Technology 229,443.0 $2.2M 0.00% NEW $9.40 +7.4%
2435 COLD CALL AMERICOLD REALTY TRUST INC Real Estate 167,300.0 $2.2M 0.00% NEW $12.86 +15.2%
2436 WIX PUT WIX COM LTD Technology 20,700.0 $2.2M 0.00% NEW $103.89 -48.8%
2437 CHWY PUT CHEWY INC Consumer Cyclical 65,000.0 $2.1M 0.00% NEW $33.05 -37.3%
2438 CDW PUT CDW CORP Technology 15,700.0 $2.1M 0.00% NEW $136.20 -18.6%
2439 CALL NEW GOLD INC CDA 245,000.0 $2.1M 0.00% NEW $8.71
2440 KEY PUT KEYCORP Financial Services 102,600.0 $2.1M 0.00% NEW $20.64 +4.5%
Page 122 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%