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Portfolio (Quarterly) Guide ↗

PRELUDE CAPITAL MANAGEMENT, LLC

· CIK 0001387508
13F Portfolio $1.3B AUM 1,176 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 423 New 336 Added 342 Reduced 507 Exited
Page 2 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SEM SELECT MED HLDGS CORP Healthcare 231,705.0 $3.8M 0.29% NEW $16.29 +1.3%
22 USO UNITED STS OIL FD LP Financial Services 28,700.0 $3.7M 0.28% NEW $127.25 +15.1%
23 GDEN GOLDEN ENTMT INC Consumer Cyclical 136,668.0 $3.6M 0.28% NEW $26.69 +7.0%
24 TERN TERNS PHARMACEUTICALS INC Healthcare 54,825.0 $2.9M 0.22% NEW $52.72 +0.4%
25 CTRA COTERRA ENERGY INC Energy 80,132.0 $2.8M 0.21% NEW $35.14 -7.3%
26 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 459,072.0 $2.7M 0.20% NEW $5.78 +0.7%
27 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 299,491.0 $2.6M 0.20% NEW $8.60 -15.5%
28 JANUS LIVING INC 108,153.0 $2.5M 0.20% NEW $23.57
29 U HAUL HOLDING COMPANY 54,900.0 $2.5M 0.19% NEW $44.67
30 INVH INVITATION HOMES INC Real Estate 97,700.0 $2.4M 0.19% NEW $24.85 +14.3%
31 F FORD MTR CO Consumer Cyclical 197,233.0 $2.3M 0.17% NEW $11.54 +16.0%
32 BLUE OWL CAPITAL CORPORATION 200,000.0 $2.2M 0.17% NEW $11.06
33 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 77,518.0 $2.1M 0.16% NEW $27.32 +3.0%
34 AA ALCOA CORP Basic Materials 30,471.0 $2.0M 0.15% NEW $66.33 -5.5%
35 WLTH WEALTHFRONT CORP Technology 213,226.0 $2.0M 0.15% NEW $9.25 +25.8%
36 STEL STELLAR BANCORP INC Financial Services 51,637.0 $1.9M 0.14% NEW $36.61 +0.1%
37 CWB SPDR SERIES TRUST 19,940.0 $1.8M 0.14% NEW $91.52 +13.3%
38 PSKY PARAMOUNT SKYDANCE CORP Communication Services 202,150.0 $1.8M 0.14% NEW $9.02 +8.4%
39 ICVT ISHARES TR 17,910.0 $1.8M 0.14% NEW $101.79 +14.6%
40 EMLC VANECK ETF TRUST 71,520.0 $1.8M 0.14% NEW $25.11 +0.5%
Page 2 of 22  ·  423 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 26.3%
Healthcare 15.0%
Consumer Cyclical 10.9%
Financial Services 10.6%
Industrials 10.2%
Communication Services 8.5%
Energy 5.8%
Consumer Defensive 4.3%
Real Estate 3.7%
Basic Materials 2.8%