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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 95 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 GIS CALL GENERAL MILLS INC Consumer Defensive 103,000.0 $3.8M 0.01% +40K +63.8% $37.22 -10.4%
1882 UNP PUT UNION PAC CORP Industrials 15,800.0 $3.8M 0.01% +3K +24.4% $242.62 +6.4%
1883 ABBV CALL ABBVIE INC Healthcare 17,600.0 $3.8M 0.01% -58K -76.9% $217.49 +1.7%
1884 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 29,200.0 $3.8M 0.01% -76K -72.2% $131.01 -2.1%
1885 MAIN MAIN STR CAP CORP Financial Services 72,144.0 $3.8M 0.01% NEW $52.96 -4.4%
1886 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 472,427.0 $3.8M 0.01% +440K +1345.5% $8.08 -0.4%
1887 CHWY PUT CHEWY INC Consumer Cyclical 141,200.0 $3.8M 0.01% +76K +117.2% $27.00 -34.2%
1888 AXP PUT AMERICAN EXPRESS CO Financial Services 12,600.0 $3.8M 0.01% -1K -8.0% $302.48 +12.6%
1889 IT PUT GARTNER INC Technology 24,000.0 $3.8M 0.01% -2K -9.1% $158.34 -15.6%
1890 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 420,700.0 $3.8M 0.01% NEW $9.02 +10.6%
1891 PZZA PAPA JOHNS INTL INC Consumer Cyclical 116,889.0 $3.8M 0.01% -137K -54.0% $32.41 +12.4%
1892 VST CALL VISTRA CORP Utilities 25,200.0 $3.8M 0.01% -281K -91.8% $150.33 +5.5%
1893 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 163,400.0 $3.8M 0.01% +149K +1004.0% $23.08 +21.0%
1894 TTI TETRA TECHNOLOGIES INC DEL Energy 442,497.0 $3.8M 0.01% NEW $8.52 +19.4%
1895 TPL PUT TEXAS PACIFIC LAND CORPORATI Energy 7,900.0 $3.7M 0.01% NEW $474.56 -25.3%
1896 NWE NORTHWESTERN ENERGY GROUP IN Utilities 56,784.0 $3.7M 0.01% -3K -4.4% $65.94 +5.0%
1897 SPGI CALL S&P GLOBAL INC Financial Services 8,800.0 $3.7M 0.01% +3K +49.1% $425.34 -1.7%
1898 AVT AVNET INC Technology 60,531.0 $3.7M 0.01% NEW $61.62 +45.7%
1899 FELE FRANKLIN ELEC INC Industrials 40,437.0 $3.7M 0.01% +13K +47.5% $92.17 +12.0%
1900 KMI PUT KINDER MORGAN INC DEL Energy 111,100.0 $3.7M 0.01% -99K -47.0% $33.53 -6.6%
Page 95 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%