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Portfolio (Quarterly) Guide ↗

MILLENNIUM MANAGEMENT LLC

· CIK 0001273087
13F Portfolio $276.3B AUM 5,798 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1056 New 2007 Added 2342 Reduced 882 Exited
Page 62 of 290  ·  5,796 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PLXS PLEXUS CORP Technology 107,320.0 $32.3M 0.01% -198K -64.9% $300.67 -20.1%
1222 PG CALL PROCTER & GAMBLE CO Consumer Defensive 218,800.0 $32.1M 0.01% -85K -28.0% $146.64 -1.3%
1223 BLOCK INC 422,133.0 $32.1M 0.01% +229K +118.0% $76.00
1224 DIS CALL DISNEY WALT CO Communication Services 332,500.0 $32.0M 0.01% +103K +45.1% $96.25 +12.0%
1225 CORPAY INC 95,860.0 $31.9M 0.01% +93K +2893.8% $333.27
1226 PRI PRIMERICA INC Financial Services 111,941.0 $31.8M 0.01% -61K -35.2% $284.20 +4.1%
1227 CINF CINCINNATI FINL CORP Financial Services 171,738.0 $31.8M 0.01% +40K +30.9% $185.14 -9.1%
1228 DELL DELL TECHNOLOGIES INC Technology 73,544.0 $31.7M 0.01% -193K -72.4% $431.46 +2.4%
1229 BLDR BUILDERS FIRSTSOURCE INC Industrials 354,523.0 $31.7M 0.01% -217K -37.9% $89.48 -21.5%
1230 DE CALL DEERE & CO Industrials 49,900.0 $31.7M 0.01% -59K -54.1% $634.33 +2.1%
1231 RKT CALL ROCKET COS INC Financial Services 2,006,400.0 $31.6M 0.01% +1.6M +356.0% $15.75 -11.6%
1232 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 174,300.0 $31.5M 0.01% -17K -9.0% $180.91 +4.0%
1233 HCA PUT HCA HEALTHCARE INC Healthcare 80,800.0 $31.5M 0.01% -51K -38.9% $389.89 +10.1%
1234 DHR PUT DANAHER CORP DEL Healthcare 165,300.0 $31.5M 0.01% $190.48 +14.9%
1235 APLE APPLE HOSPITALITY REIT INC Real Estate 1,870,328.0 $31.4M 0.01% +1.4M +325.6% $16.81 -0.8%
1236 LASR NLIGHT INC Technology 449,024.0 $31.3M 0.01% -223K -33.2% $69.62 -31.9%
1237 AJG GALLAGHER ARTHUR J & CO Financial Services 136,089.0 $31.2M 0.01% -98K -41.9% $229.57 +14.9%
1238 MLM MARTIN MARIETTA MATLS INC Basic Materials 54,131.0 $31.2M 0.01% +39K +264.2% $576.70 -7.2%
1239 DAL CALL DELTA AIR LINES INC Industrials 333,300.0 $31.2M 0.01% -54K -14.1% $93.66 -12.0%
1240 PSA PUBLIC STORAGE Real Estate 98,056.0 $31.2M 0.01% +67K +220.3% $318.31 +1.3%
Page 62 of 290  ·  5,796 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 21.9%
Financial Services 15.9%
Industrials 14.8%
Healthcare 12.3%
Consumer Cyclical 8.4%
Communication Services 5.2%
Basic Materials 4.6%
Energy 4.5%
Real Estate 4.4%
Consumer Defensive 4.1%