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Portfolio (Quarterly) Guide ↗

BARCLAYS PLC

· CIK 0000312069
13F Portfolio $416.3B AUM 12,241 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 435 New 1225 Added 3060 Reduced 629 Exited
Page 2 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IGV PUT ISHARES TR 475,000.0 $38.0M 0.01% NEW $80.05 +14.7%
22 XLP CALL SELECT SECTOR SPDR TR 400,000.0 $32.8M 0.01% NEW $81.98 +3.2%
23 VXX PUT BARCLAYS BANK PLC Financial Services 900,000.0 $32.1M 0.01% NEW $35.70 -21.9%
24 HAL CALL HALLIBURTON CO Energy 750,000.0 $29.2M 0.01% NEW $38.99 +5.9%
25 SYY CALL SYSCO CORP Consumer Defensive 372,900.0 $26.6M 0.01% NEW $71.33 +2.4%
26 IMAX PUT IMAX CORP Communication Services 680,000.0 $25.8M 0.01% NEW $38.01 -10.4%
27 ORACLE CORP 551,138.0 $24.8M 0.01% NEW $45.01
28 APG CALL API GROUP CORP Industrials 550,000.0 $22.3M 0.01% NEW $40.52 +6.7%
29 PIPR PIPER SANDLER COMPANIES Financial Services 290,026.0 $22.2M 0.01% NEW $76.55 +5.2%
30 PGR CALL PROGRESSIVE CORP Financial Services 107,400.0 $21.3M 0.01% NEW $198.24 -1.2%
31 KLAC PUT KLA CORP Technology 14,300.0 $21.1M 0.01% NEW $1472.41 +28.6%
32 EQNR CALL EQUINOR ASA Energy 470,000.0 $19.8M 0.01% NEW $42.20 -8.7%
33 AGNC PUT AGNC INVT CORP Real Estate 1,900,000.0 $19.1M 0.01% NEW $10.03 +3.1%
34 HCA CALL HCA HEALTHCARE INC Healthcare 38,000.0 $18.0M 0.00% NEW $473.24 -8.6%
35 PINNACLE FINL PARTNERS INC 206,262.0 $17.8M 0.00% NEW $86.14
36 GPN PUT GLOBAL PMTS INC Industrials 258,300.0 $17.4M 0.00% NEW $67.30 +0.0%
37 CR PUT CRANE COMPANY Industrials 98,600.0 $16.9M 0.00% NEW $171.00 +4.8%
38 QIAGEN NV 419,006.0 $16.8M 0.00% NEW $40.04
39 ITA ISHARES TR 75,209.0 $16.5M 0.00% NEW $218.75 -0.8%
40 COPX CALL GLOBAL X FDS 211,800.0 $16.2M 0.00% NEW $76.35 +8.8%
Page 2 of 22  ·  435 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 33.6%
Financial Services 14.7%
Communication Services 10.1%
Consumer Cyclical 9.6%
Healthcare 8.9%
Industrials 7.4%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 3.3%
Basic Materials 2.2%