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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 39 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 XLI PUT SELECT SECTOR SPDR TR 135,000.0 $21.8M 0.03% -278K -67.3% $161.73 +5.4%
762 BTG B2GOLD CORP Basic Materials 4,815,787.0 $21.8M 0.03% -1.7M -26.5% $4.53 +2.4%
763 HTO H2O AMERICA Utilities 371,129.0 $21.8M 0.03% NEW $58.67 -1.9%
764 RB GLOBAL INC 226,830.0 $21.7M 0.03% NEW $95.87
765 ACN CALL ACCENTURE PLC IRELAND Technology 109,200.0 $21.7M 0.03% -93K -46.1% $198.29 -10.3%
766 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 89,300.0 $21.6M 0.03% -39K -30.2% $242.39 +4.4%
767 SIL PUT GLOBAL X FDS 240,200.0 $21.6M 0.03% +103K +75.1% $90.08 -0.8%
768 JPM PUT JPMORGAN CHASE & CO Financial Services 73,500.0 $21.6M 0.03% -4K -5.3% $294.16 +3.0%
769 DOW CALL DOW HLDGS INC Basic Materials 518,800.0 $21.6M 0.03% -832K -61.6% $41.65 -13.8%
770 PATH UIPATH INC Technology 1,946,182.0 $21.6M 0.03% -5.5M -73.7% $11.10 -4.8%
771 ULTA CALL ULTA BEAUTY INC Consumer Cyclical 41,300.0 $21.6M 0.03% +27K +180.9% $522.71 -5.7%
772 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 697,438.0 $21.5M 0.03% NEW $30.85 -2.3%
773 NOW CALL SERVICENOW INC Technology 205,400.0 $21.5M 0.03% -28K -11.8% $104.55 -4.6%
774 GLD SPDR GOLD TR Financial Services 49,851.0 $21.5M 0.03% +39K +341.2% $430.29 -3.1%
775 CAT PUT CATERPILLAR INC Industrials 30,000.0 $21.3M 0.03% -32K -51.6% $708.46 +22.2%
776 MCD PUT MCDONALDS CORP Consumer Cyclical 68,300.0 $21.2M 0.03% +59K +658.9% $310.79 -8.6%
777 VOYA VOYA FINANCIAL INC Financial Services 310,204.0 $21.2M 0.03% +95K +44.1% $68.32 +20.6%
778 DOO BRP INC Consumer Cyclical 294,179.0 $21.1M 0.03% +235K +393.8% $71.79 -23.7%
779 BKU BANKUNITED INC Financial Services 466,659.0 $21.1M 0.03% +26K +5.9% $45.16 +2.6%
780 BANC BANC OF CALIFORNIA INC Financial Services 1,197,537.0 $21.1M 0.03% +357K +42.5% $17.58 +7.0%
Page 39 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%