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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 13 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 THO THOR INDS INC Consumer Cyclical 2,961.0 $237K 0.02% -2K -45.8% $79.89 -7.3%
242 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 41,169.0 $234K 0.02% -5K -10.9% $5.68 +38.4%
243 NRG NRG ENERGY INC Utilities 1,597.0 $233K 0.02% -2K -58.7% $146.14 -12.5%
244 U UNITY SOFTWARE INC Technology 10,560.0 $232K 0.02% -238K -95.8% $21.94 +23.8%
245 JANX JANUX THERAPEUTICS INC Healthcare 16,634.0 $231K 0.02% -3K -14.0% $13.90 -0.1%
246 ECH ISHARES INC 5,800.0 $231K 0.02% -79K -93.2% $39.76 +0.2%
247 ENVA ENOVA INTL INC Financial Services 1,694.0 $230K 0.02% -898.0 -34.6% $135.83 +20.8%
248 CW CURTISS WRIGHT CORP Industrials 336.0 $229K 0.02% -263.0 -43.9% $681.12 +4.6%
249 VRRM VERRA MOBILITY CORP Technology 15,972.0 $228K 0.02% -4K -19.3% $14.29 -8.3%
250 UNP UNION PAC CORP Industrials 939.0 $228K 0.02% -522.0 -35.7% $242.62 +11.5%
251 DCTH DELCATH SYS INC Healthcare 24,296.0 $225K 0.02% -19K -43.9% $9.28 +19.3%
252 EGY VAALCO ENERGY INC Energy 35,378.0 $224K 0.02% -5K -12.2% $6.34 -5.7%
253 STANDARDAERO INC 8,646.0 $223K 0.02% -748.0 -8.0% $25.83
254 PRLB PROTO LABS INC Industrials 3,906.0 $223K 0.02% -1K -26.9% $57.02 +26.3%
255 FCRS FUTURECREST ACQUISITION CORP Financial Services 21,853.0 $222K 0.02% -4K -14.9% $10.18 +0.5%
256 KINIKSA PHARMACEUTICALS INTL 4,594.0 $221K 0.02% -2K -35.0% $48.15
257 VVX V2X INC Industrials 3,228.0 $221K 0.02% -652.0 -16.8% $68.50 +1.3%
258 TECK TECK RESOURCES LTD Basic Materials 4,248.0 $220K 0.02% -8K -65.0% $51.75 +18.6%
259 HY HYSTER-YALE INC Industrials 6,760.0 $220K 0.02% -6K -48.6% $32.51 +9.9%
260 BKE BUCKLE INC Consumer Cyclical 4,340.0 $219K 0.02% -652.0 -13.1% $50.36 -4.5%
Page 13 of 18  ·  342 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%