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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 92 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 PSTL POSTAL REALTY TRUST INC Real Estate 224,248.0 $4.2M 0.01% +136K +153.1% $18.56 +21.4%
1822 CENX CALL CENTURY ALUM CO Basic Materials 70,900.0 $4.2M 0.01% +57K +421.3% $58.69 -7.5%
1823 CAVA CALL CAVA GROUP INC Consumer Cyclical 51,400.0 $4.2M 0.01% -13K -19.9% $80.90 +8.8%
1824 ERO PUT ERO COPPER CORP Basic Materials 155,900.0 $4.2M 0.01% +121K +342.9% $26.67 +14.1%
1825 IFS INTERCORP FINL SVCS INC Financial Services 82,678.0 $4.2M 0.01% -89K -51.8% $50.20 +14.6%
1826 PG&E CORP 96,013.0 $4.1M 0.01% -20K -17.2% $43.13
1827 SYK PUT STRYKER CORPORATION Healthcare 12,600.0 $4.1M 0.01% -14K -52.6% $328.59 -8.4%
1828 RH PUT RH Consumer Cyclical 29,600.0 $4.1M 0.01% -13K -30.4% $139.82 -3.0%
1829 GH CALL GUARDANT HEALTH INC Healthcare 44,800.0 $4.1M 0.01% NEW $92.37 +39.8%
1830 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 61,692.0 $4.1M 0.01% NEW $67.07 +41.8%
1831 FLNC PUT FLUENCE ENERGY INC Utilities 300,200.0 $4.1M 0.01% -109K -26.6% $13.76 +70.2%
1832 JJSF J & J SNACK FOODS CORP Consumer Defensive 52,021.0 $4.1M 0.01% NEW $79.27 -6.0%
1833 AFRM AFFIRM HLDGS INC Technology 89,686.0 $4.1M 0.01% NEW $45.82 +54.4%
1834 CNO CNO FINL GROUP INC Financial Services 100,026.0 $4.1M 0.01% -86K -46.2% $41.06 +24.8%
1835 NATWEST GROUP PLC 275,573.0 $4.1M 0.01% -931K -77.2% $14.90
1836 INSM PUT INSMED INC Healthcare 25,100.0 $4.1M 0.01% +9K +59.9% $163.52 -39.8%
1837 OKE CALL ONEOK INC NEW Energy 45,400.0 $4.1M 0.01% -19K -29.7% $90.39 -5.3%
1838 SUZ SUZANO S A Basic Materials 409,862.0 $4.1M 0.01% NEW $10.01 -17.3%
1839 EQT EQT CORP Energy 64,295.0 $4.1M 0.01% -2.7M -97.7% $63.64 -19.7%
1840 SNAP CALL SNAP INC Communication Services 888,200.0 $4.1M 0.01% -536K -37.6% $4.60 +3.0%
Page 92 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%