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Portfolio (Quarterly) Guide ↗

AlphaCentric Advisors LLC

· CIK 0001913464
13F Portfolio $118M AUM 261 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 259 New
Page 12 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LUV SOUTHWEST AIRLS CO Industrials 2,414.0 $124K 0.10% NEW $51.42 -22.4%
222 HUM HUMANA INC Healthcare 311.0 $124K 0.10% NEW $397.22 -4.2%
223 SYF SYNCHRONY FINANCIAL Financial Services 1,601.0 $122K 0.10% NEW $76.05 +0.9%
224 CF CF INDUSTRIES HOLD Basic Materials 1,114.0 $121K 0.10% NEW $108.26 +16.1%
225 MET METLIFE INC Financial Services 1,423.0 $120K 0.10% NEW $84.61 +10.5%
226 CNC CENTENE CORP DEL Healthcare 1,858.0 $119K 0.10% NEW $64.19 -0.1%
227 SANM SANMINA CORP Technology 464.0 $117K 0.10% NEW $253.08 -24.6%
228 DELL DELL TECHNOLOGIES INC Technology 269.0 $116K 0.10% NEW $431.46 +0.8%
229 MOS MOSAIC CO Basic Materials 5,413.0 $115K 0.10% NEW $21.19 +10.2%
230 EZA ISHARES INC 1,767.0 $112K 0.10% NEW $63.19 +11.5%
231 HL HECLA MINING COMPANY Basic Materials 7,014.0 $108K 0.09% NEW $15.43 +34.9%
232 FIVE FIVE BELOW INC Consumer Cyclical 589.0 $106K 0.09% NEW $179.79 +31.4%
233 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,337.0 $105K 0.09% NEW $45.11 +17.3%
234 AGNC AGNC INVT CORP Real Estate 9,621.0 $105K 0.09% NEW $10.90 +0.2%
235 TKO TKO GROUP HOLDINGS INC Communication Services 518.0 $104K 0.09% NEW $201.31 -2.9%
236 AG FIRST MAJESTIC SILVER CORP Basic Materials 6,072.0 $103K 0.09% NEW $16.96 +24.9%
237 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 187.0 $100K 0.09% NEW $536.95 -3.3%
238 UHS UNIVERSAL HLTH SVCS INC Healthcare 667.0 $99K 0.08% NEW $148.69 +16.3%
239 PGR PROGRESSIVE CORP Financial Services 445.0 $97K 0.08% NEW $218.45 +0.9%
240 JLL JONES LANG LASALLE INC Real Estate 300.0 $93K 0.08% NEW $309.95 +24.0%
Page 12 of 13  ·  259 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
Healthcare 50.3%
Industrials 11.4%
Financial Services 10.1%
Technology 9.8%
Real Estate 9.5%
Consumer Cyclical 3.6%
Basic Materials 1.9%
Consumer Defensive 1.6%
Communication Services 1.5%
Energy 0.4%