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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 175 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 CCBG CAPITAL CITY BANK Financial Services 5,099.0 $222K NEW $43.46 +5.9%
3482 STKL SUNOPTA INC Consumer Defensive 34,101.0 $221K -473K -93.3% $6.48 +0.3%
3483 CRMT AMERICAS CAR-MART INC Consumer Cyclical 17,199.0 $219K NEW $12.73 -10.5%
3484 AIR PUT AAR CORP Industrials 2,000.0 $219K NEW $109.46 -7.2%
3485 PACS PUT PACS GROUP INC Financial Services 6,800.0 $218K NEW $32.12 +12.7%
3486 HBCP HOMEBANCORP INC Financial Services 3,603.0 $218K NEW $60.58 +3.7%
3487 CM CALL CANADIAN IMPERIAL BANK OF CO Financial Services 2,300.0 $218K -9K -80.2% $94.75 +17.7%
3488 WELL CALL WELLTOWER INC Real Estate 1,100.0 $217K -10K -89.6% $197.71 +8.3%
3489 MSI PUT MOTOROLA SOLUTIONS INC Technology 500.0 $217K NEW $433.97 -9.4%
3490 HDB CALL HDFC BANK LTD Financial Services 8,700.0 $216K NEW $24.88 -3.6%
3491 ALMS CALL ALUMIS INC Healthcare 9,800.0 $216K NEW $22.03 -3.7%
3492 ALMS PUT ALUMIS INC Healthcare 9,800.0 $216K NEW $22.03 -3.7%
3493 DPZ PUT DOMINOS PIZZA INC Consumer Cyclical 600.0 $215K -900.0 -60.0% $358.79 -14.6%
3494 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 100,985.0 $215K -96K -48.7% $2.13 +18.3%
3495 SPYV PUT SPDR SERIES TRUST 3,800.0 $215K $56.58 +5.8%
3496 OLN CALL OLIN CORP Basic Materials 7,200.0 $214K -12K -62.5% $29.73 -12.0%
3497 BROS CALL DUTCH BROS INC Consumer Cyclical 4,200.0 $213K -192K -97.9% $50.66 +4.8%
3498 COKE PUT COCA COLA CONS INC Consumer Defensive 1,100.0 $211K NEW $191.74 -11.4%
3499 LPLA CALL LPL FINL HLDGS INC Financial Services 700.0 $211K -1K -58.8% $300.83 -2.3%
3500 GILT PUT GILAT SATELLITE NETWORKS LTD Technology 14,000.0 $210K NEW $15.02 +10.0%
Page 175 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%