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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 7 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UAL UNITED AIRLS HLDGS INC Industrials 2,450.0 $333K 0.28% NEW $135.99 -17.0%
122 FALN ISHARES TR 12,184.0 $332K 0.28% NEW $27.24 -0.9%
123 BALLYS CORPORATION 24,187.0 $332K 0.28% NEW $13.71
124 HYGV FLEXSHARES TR 8,201.0 $330K 0.28% NEW $40.26 -0.3%
125 SHYG ISHARES TR 7,783.0 $330K 0.28% NEW $42.41 -0.4%
126 JNK SPDR SERIES TRUST 3,424.0 $330K 0.28% NEW $96.37 -0.6%
127 GHYG ISHARES INC 7,271.0 $329K 0.28% NEW $45.29 +0.1%
128 CENCORA INC 1,116.0 $316K 0.27% NEW $282.98
129 HCA HCA HEALTHCARE INC Healthcare 801.0 $312K 0.27% NEW $389.89 +6.6%
130 DSGN DESIGN THERAPEUTICS INC Healthcare 21,537.0 $312K 0.26% NEW $14.47 +6.2%
131 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 12,645.0 $306K 0.26% NEW $24.20 -38.2%
132 ANGI ANGI INC Communication Services 50,000.0 $298K 0.25% NEW $5.95 -22.4%
133 DISC MEDICINE INC 4,030.0 $295K 0.25% NEW $73.14
134 GD GENERAL DYNAMICS CORP Industrials 801.0 $284K 0.24% NEW $354.24 +9.5%
135 CSR CENTERSPACE Real Estate 5,000.0 $281K 0.24% NEW $56.19 -3.1%
136 NEM NEWMONT CORP Basic Materials 2,967.0 $277K 0.23% NEW $93.40 +40.0%
137 RAPP RAPPORT THERAPEUTICS INC Healthcare 6,531.0 $272K 0.23% NEW $41.67 +15.2%
138 TJX TJX COS INC NEW Consumer Cyclical 1,793.0 $272K 0.23% NEW $151.50 -6.5%
139 VZ VERIZON COMMUNICATIONS INC Communication Services 6,232.0 $264K 0.22% NEW $42.34 +16.7%
140 CBOE CBOE GLOBAL MKTS INC Financial Services 1,083.0 $263K 0.22% NEW $242.67 +22.2%
Page 7 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%