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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 163 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 SEZL PUT SEZZLE INC Financial Services 6,200.0 $392K 0.00% NEW $63.29 +68.7%
3242 GPC PUT GENUINE PARTS CO Consumer Cyclical 3,700.0 $391K 0.00% NEW $105.75 -12.6%
3243 NUE NUCOR CORP Basic Materials 2,300.0 $389K NEW $169.10 +31.1%
3244 ZH ZHIHU INC Communication Services 136,831.0 $389K +119K +665.4% $2.84 +8.8%
3245 INTT INTEST CORP Technology 28,433.0 $388K NEW $13.65 +28.2%
3246 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 17,400.0 $387K NEW $22.27 -9.3%
3247 LUV CALL SOUTHWEST AIRLS CO Industrials 10,300.0 $387K -46K -81.6% $37.57 -0.6%
3248 LNTH CALL LANTHEUS HLDGS INC Healthcare 5,100.0 $387K -18K -77.4% $75.85 +22.5%
3249 HLLY HOLLEY INC Consumer Cyclical 125,921.0 $387K +52K +70.4% $3.07 -19.9%
3250 WSR WHITESTONE REIT Real Estate 23,872.0 $386K NEW $16.15 +17.5%
3251 SOXX ISHARES TR 1,170.0 $385K NEW $328.66 +58.3%
3252 CPF CENTRAL PAC FINL CORP Financial Services 12,011.0 $384K NEW $31.96 +6.4%
3253 ASCENTAGE PHARMA GROUP INTL 16,056.0 $383K -670.0 -4.0% $23.87
3254 SPMO CALL INVESCO EXCH TRADED FD TR II 3,400.0 $381K -500.0 -12.8% $112.11 +27.8%
3255 FND PUT FLOOR & DECOR HLDGS INC Consumer Cyclical 7,500.0 $381K $50.80 -13.0%
3256 REI RING ENERGY INC Energy 248,012.0 $379K +185K +295.4% $1.53 -8.5%
3257 IYG ISHARES TR 4,580.0 $379K NEW $82.84 +5.0%
3258 WAT PUT WATERS CORP Healthcare 1,274.0 $379K -3K -72.3% $297.80 +11.9%
3259 DVY PUT ISHARES TR 2,500.0 $379K NEW $151.41 +1.2%
3260 PGEN CALL PRECIGEN INC Healthcare 97,500.0 $377K $3.87 +7.5%
Page 163 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%