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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 7 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VBR VANGUARD INDEX FDS 18,936.0 $4.0M 0.06% NEW $211.79 +6.5%
122 PUT WEBULL CORP 500,000.0 $3.9M 0.06% NEW $7.77
123 VINE HILL CAP INVT CORP. 360,392.0 $3.9M 0.06% NEW $10.77
124 BBAI BIGBEAR AI HLDGS INC Technology 682,000.0 $3.7M 0.06% NEW $5.40 -28.1%
125 LULU LULULEMON ATHLETICA INC Consumer Cyclical 17,540.0 $3.6M 0.06% NEW $207.81 -43.1%
126 ONDS ONDAS HLDGS INC Technology 365,750.0 $3.6M 0.05% NEW $9.76 -5.1%
127 OSCR OSCAR HEALTH INC Healthcare 246,818.0 $3.5M 0.05% NEW $14.37 +68.7%
128 IMSR TERRESTRIAL ENERGY INC Energy 550,000.0 $3.4M 0.05% NEW $6.11 +0.6%
129 LMND LEMONADE INC Financial Services 42,467.0 $3.0M 0.05% NEW $71.18 -22.4%
130 ASTRIA THERAPEUTICS INC 224,077.0 $2.9M 0.04% NEW $13.09
131 CLOUDFLARE INC 2,500,000.0 $2.9M 0.04% NEW $1.17
132 PCT PURECYCLE TECHNOLOGIES INC Industrials 335,695.0 $2.9M 0.04% NEW $8.59 +40.7%
133 HOOD CALL ROBINHOOD MKTS INC Financial Services 25,000.0 $2.8M 0.04% NEW $113.10 -34.4%
134 FIG FIGMA INC Technology 68,000.0 $2.5M 0.04% NEW $37.37 -41.2%
135 MARA MARA HOLDINGS INC Financial Services 280,300.0 $2.5M 0.04% NEW $8.98 +42.1%
136 ETHA ISHARES ETHEREUM TR Financial Services 108,901.0 $2.4M 0.04% NEW $22.43 -28.7%
137 SUI GROUP HOLDINGS LIMITED 1,430,558.0 $2.4M 0.04% NEW $1.66
138 CAVA CAVA GROUP INC Consumer Cyclical 39,214.0 $2.3M 0.04% NEW $58.69 +37.0%
139 BBAI PUT BIGBEAR AI HLDGS INC Technology 400,000.0 $2.2M 0.03% NEW $5.40 -28.1%
140 APARTMENT INVT & MGMT CO 355,000.0 $2.1M 0.03% NEW $5.94
Page 7 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%