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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 6 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MAT MATTEL INC Consumer Cyclical 30,000.0 $416K 0.35% NEW $13.88 +6.1%
102 QTUM ETF SER SOLUTIONS 2,500.0 $413K 0.35% NEW $165.38 -9.8%
103 VCYT VERACYTE INC Healthcare 6,948.0 $408K 0.35% NEW $58.73 -28.8%
104 DAL DELTA AIR LINES INC Industrials 4,268.0 $400K 0.34% NEW $93.66 -13.4%
105 PFF ISHARES TR 12,750.0 $389K 0.33% NEW $30.49 -0.1%
106 T AT&T INC Communication Services 18,707.0 $387K 0.33% NEW $20.70 +21.6%
107 CADL CANDEL THERAPEUTICS INC Healthcare 36,683.0 $378K 0.32% NEW $10.30 +19.9%
108 NTRA NATERA INC Healthcare 1,390.0 $377K 0.32% NEW $271.45 +19.7%
109 RZLT REZOLUTE INC Healthcare 72,255.0 $376K 0.32% NEW $5.20 -10.4%
110 CGEM CULLINAN THERAPEUTICS INC Healthcare 20,426.0 $372K 0.32% NEW $18.21 +17.4%
111 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 9,866.0 $369K 0.31% NEW $37.42 +126.3%
112 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 46,549.0 $369K 0.31% NEW $7.92 +8.6%
113 XTIA XTI AEROSPACE INC Industrials 200,000.0 $362K 0.31% NEW $1.81 -23.5%
114 IEF ISHARES TR 3,755.0 $355K 0.30% NEW $94.57 -1.7%
115 JNJ JOHNSON & JOHNSON Healthcare 1,391.0 $353K 0.30% NEW $253.97 +5.4%
116 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,637.0 $350K 0.30% NEW $96.12 -50.6%
117 BK BANK OF NY MELLON CORP Financial Services 2,382.0 $344K 0.29% NEW $144.61 -1.9%
118 PRCT PROCEPT BIOROBOTICS CORP Healthcare 15,000.0 $339K 0.29% NEW $22.58 -8.2%
119 GL GLOBE LIFE INC Financial Services 1,890.0 $338K 0.29% NEW $178.68 -4.6%
120 VTR VENTAS INC Real Estate 3,779.0 $336K 0.28% NEW $88.80 +4.4%
Page 6 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%