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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 72 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 CIBR CALL FIRST TR EXCHANGE-TRADED FD 120,800.0 $7.6M 0.01% +106K +744.8% $62.68 +34.9%
1422 CI THE CIGNA GROUP Healthcare 28,303.0 $7.5M 0.01% -85K -75.0% $266.75 +4.7%
1423 ARKQ PUT ARK ETF TR 67,100.0 $7.5M 0.01% +50K +294.7% $112.45 +18.4%
1424 HUM CALL HUMANA INC Healthcare 43,500.0 $7.5M 0.01% -402K -90.2% $173.39 +108.0%
1425 WM CALL WASTE MGMT INC DEL Industrials 32,700.0 $7.5M 0.01% +8K +32.4% $229.79 -6.6%
1426 ETN CALL EATON CORP PLC Industrials 21,000.0 $7.5M 0.01% +13K +172.7% $357.67 +17.9%
1427 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 81,382.0 $7.5M 0.01% NEW $92.27 +35.6%
1428 KEP KOREA ELEC PWR CORP Utilities 526,476.0 $7.5M 0.01% +173K +49.0% $14.25 -8.8%
1429 BE CALL BLOOM ENERGY CORP Industrials 55,300.0 $7.5M 0.01% -5K -7.8% $135.49 +142.8%
1430 PCG PUT PG&E CORP Utilities 426,400.0 $7.5M 0.01% -575K -57.4% $17.57 -6.2%
1431 UBER UBER TECHNOLOGIES INC Technology 103,850.0 $7.5M 0.01% NEW $71.93 -0.4%
1432 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 63,752.0 $7.5M 0.01% -101K -61.3% $117.06 +1.7%
1433 RDDT PUT REDDIT INC Communication Services 55,200.0 $7.4M 0.01% -66K -54.5% $134.65 +29.8%
1434 FLR CALL FLUOR CORP Industrials 159,200.0 $7.4M 0.01% +2K +1.6% $46.65 +14.9%
1435 JXN JACKSON FINANCIAL INC Financial Services 70,145.0 $7.4M 0.01% -255K -78.5% $105.72 +1.0%
1436 VRTX CALL VERTEX PHARMACEUTICALS INC Healthcare 16,600.0 $7.4M 0.01% -4K -20.9% $446.54 +1.1%
1437 SPIRIT AEROSYSTEMS INC 5,000,000.0 $7.4M 0.01% NEW $1.48
1438 SCHD PUT SCHWAB STRATEGIC TR 240,900.0 $7.4M 0.01% -209K -46.5% $30.68 +3.8%
1439 LYB CALL LYONDELLBASELL INDUSTRIES NV Basic Materials 91,600.0 $7.4M 0.01% -227K -71.2% $80.56 -25.4%
1440 LNC LINCOLN NATL CORP IND Financial Services 207,800.0 $7.4M 0.01% NEW $35.50 +4.7%
Page 72 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%