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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 128 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 NGS NATURAL GAS SVCS GROUP INC Energy 37,271.0 $1.4M 0.00% NEW $37.74 +12.2%
2542 JETS PUT ETF SER SOLUTIONS 57,100.0 $1.4M 0.00% +45K +371.9% $24.63 +9.6%
2543 TLN PUT TALEN ENERGY CORP Utilities 4,400.0 $1.4M 0.00% $319.23 +7.9%
2544 NAVI NAVIENT CORPORATION Financial Services 171,463.0 $1.4M 0.00% -261K -60.4% $8.18 +2.1%
2545 SOLARIS RES INC 162,801.0 $1.4M 0.00% -50K -23.6% $8.61
2546 BURL PUT BURLINGTON STORES INC Consumer Cyclical 4,300.0 $1.4M 0.00% -5K -55.2% $325.38 -2.9%
2547 USB CALL US BANCORP Financial Services 26,900.0 $1.4M 0.00% -73K -73.2% $52.01 +4.8%
2548 SHAK CALL SHAKE SHACK INC Consumer Cyclical 15,800.0 $1.4M 0.00% +9K +143.1% $88.47 -28.3%
2549 CDE CALL COEUR MNG INC Basic Materials 74,400.0 $1.4M 0.00% -134K -64.3% $18.77 -5.0%
2550 CDE PUT COEUR MNG INC Basic Materials 74,400.0 $1.4M 0.00% -164K -68.8% $18.77 -5.0%
2551 CALL IRIDIUM COMMUNICATIONS INC 50,000.0 $1.4M 0.00% NEW $27.74
2552 ALX ALEXANDERS INC Real Estate 5,872.0 $1.4M 0.00% NEW $236.20 +5.9%
2553 OC CALL OWENS CORNING NEW Industrials 12,800.0 $1.4M 0.00% +5K +56.1% $108.22 +7.2%
2554 IBB PUT ISHARES TR 8,200.0 $1.4M 0.00% +2K +28.1% $168.85 +0.1%
2555 IRMD IRADIMED CORP Healthcare 14,319.0 $1.4M 0.00% +3K +30.4% $96.26 -3.2%
2556 ALK CALL ALASKA AIR GROUP INC Industrials 37,400.0 $1.4M 0.00% -100K -72.7% $36.78 +11.7%
2557 ENS PUT ENERSYS Industrials 7,900.0 $1.4M 0.00% +4K +125.7% $173.72 +37.5%
2558 WMK WEIS MKTS INC Consumer Defensive 20,059.0 $1.4M 0.00% +14K +240.1% $68.39 +5.4%
2559 AFL CALL AFLAC INC Financial Services 12,500.0 $1.4M 0.00% -12K -49.4% $109.71 +7.4%
2560 RH CALL RH Consumer Cyclical 9,800.0 $1.4M 0.00% -22K -69.2% $139.82 -4.8%
Page 128 of 186  ·  3,704 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%