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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $240.3B AUM 5,624 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 710 New 2283 Added 2325 Reduced 1038 Exited
Page 109 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 LYTS LSI INDS INC OHIO Technology 37,498.0 $697K +9K +30.7% $18.60 +25.5%
2162 ALTG ALTA EQUIPMENT GROUP INC Industrials 129,632.0 $696K +53K +69.3% $5.37 +22.5%
2163 CMTL COMTECH TELECOMMUNICATIONS C Technology 208,842.0 $693K +194K +1312.9% $3.32 +8.4%
2164 CRMT AMERICAS CAR-MART INC Consumer Cyclical 54,259.0 $691K +39K +260.4% $12.73 -10.2%
2165 NEWT NEWTEKONE INC Financial Services 62,871.0 $688K +976.0 +1.6% $10.95 +18.3%
2166 CHWY PUT CHEWY INC Consumer Cyclical 25,000.0 $675K +11K +76.1% $27.00 -20.6%
2167 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 24,688.0 $658K +18K +250.9% $26.67 +12.3%
2168 RJET REPUBLIC AWYS HLDGS INC Industrials 36,553.0 $654K +15K +70.2% $17.88 +13.5%
2169 BTCS BTCS INC Financial Services 464,629.0 $646K +269K +137.9% $1.39 +25.5%
2170 DPZ PUT DOMINOS PIZZA INC Consumer Cyclical 1,800.0 $646K +200.0 +12.5% $358.79 -15.2%
2171 RPID RAPID MICRO BIOSYSTEMS INC Healthcare 283,280.0 $643K +167K +143.2% $2.27 -13.0%
2172 ADUS ADDUS HOMECARE CORP Healthcare 6,730.0 $630K +4K +125.2% $93.65 -1.0%
2173 MPB MID PENN BANCORP INC Financial Services 19,532.0 $628K +6K +47.9% $32.16 -1.4%
2174 SPLV INVESCO EXCH TRADED FD TR II 8,557.0 $626K +863.0 +11.2% $73.14 -0.2%
2175 CCS CENTURY COMMUNITIES INC Consumer Cyclical 10,633.0 $610K +56.0 +0.5% $57.38 -15.7%
2176 SMP STANDARD MTR PRODS INC Consumer Cyclical 16,592.0 $576K +5K +47.8% $34.74 +7.2%
2177 CLDT CHATHAM LODGING TR Real Estate 72,640.0 $572K +50K +224.5% $7.87 +27.0%
2178 MCBS METROCITY BANKSHARES INC Financial Services 19,731.0 $566K +1K +7.7% $28.67 +11.4%
2179 CALL NIOCORP DEVS LTD 325,000.0 $556K +143K +78.7% $1.71
2180 HGTY HAGERTY INC Financial Services 52,608.0 $554K +26K +100.3% $10.53 +2.5%
Page 109 of 115  ·  2,283 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 19.2%
Financial Services 16.8%
Industrials 13.1%
Healthcare 12.2%
Consumer Cyclical 9.0%
Communication Services 6.5%
Energy 6.1%
Basic Materials 5.3%
Utilities 4.2%
Real Estate 3.9%