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Portfolio (Quarterly) Guide ↗

CANTOR FITZGERALD, L. P.

· CIK 0001024896
13F Portfolio $6.6B AUM 216 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 210 New 244 Exited
Page 2 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 269,750.0 $89.0M 1.35% NEW $330.11 +17.9%
22 IONQ IONQ INC Technology 1,965,274.0 $88.2M 1.34% NEW $44.87 +9.4%
23 TSLA TESLA INC Consumer Cyclical 187,381.0 $84.3M 1.28% NEW $449.72 -9.0%
24 IONQ PUT IONQ INC Technology 1,875,000.0 $84.1M 1.28% NEW $44.87 +9.4%
25 M3BRIGADE ACQUISITION V CORP 7,779,865.0 $82.7M 1.25% NEW $10.63
26 HOOD ROBINHOOD MKTS INC Financial Services 728,389.0 $82.4M 1.25% NEW $113.10 -34.4%
27 AMZN AMAZON COM INC Consumer Cyclical 326,025.0 $75.3M 1.14% NEW $230.82 +12.9%
28 INTC PUT INTEL CORP Technology 2,000,000.0 $73.8M 1.12% NEW $36.90 +222.0%
29 GCMG GCM GROSVENOR INC Financial Services 6,451,535.0 $73.0M 1.11% NEW $11.32 -7.3%
30 RKLB ROCKET LAB CORP Industrials 1,007,367.0 $70.3M 1.07% NEW $69.76 +80.1%
31 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 785,700.0 $62.3M 0.94% NEW $79.30 +39.8%
32 RUM RUMBLE INC Technology 9,326,205.0 $58.9M 0.89% NEW $6.32 +8.7%
33 CRCL CIRCLE INTERNET GROUP INC Financial Services 725,041.0 $57.5M 0.87% NEW $79.30 +39.8%
34 OKLO OKLO INC Utilities 790,801.0 $56.7M 0.86% NEW $71.76 -20.2%
35 RGTI PUT RIGETTI COMPUTING INC Technology 2,550,000.0 $56.5M 0.86% NEW $22.15 -27.1%
36 NFLX NETFLIX INC Communication Services 557,943.0 $52.3M 0.79% NEW $93.76 -6.5%
37 GOOG ALPHABET INC Communication Services 161,360.0 $50.6M 0.77% NEW $313.80 +24.2%
38 RGTI CALL RIGETTI COMPUTING INC Technology 2,275,000.0 $50.4M 0.77% NEW $22.15 -27.1%
39 XXI TWENTY ONE CAP INC Financial Services 5,689,847.0 $49.8M 0.76% NEW $8.76 -13.0%
40 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 1,000,000.0 $49.6M 0.75% NEW $49.65 -12.0%
Page 2 of 11  ·  210 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 57.3%
Financial Services 20.9%
Consumer Cyclical 6.6%
Healthcare 6.1%
Communication Services 3.9%
Industrials 3.0%
Utilities 1.9%
Basic Materials 0.2%
Energy 0.1%
Consumer Defensive 0.0%