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Portfolio (Quarterly) Guide ↗

Capula Management Ltd

· CIK 0001557017
13F Portfolio $14.1B AUM 1,256 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 423 New 312 Added 279 Reduced 165 Exited
Page 7 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 O PUT REALTY INCOME CORP Real Estate 25,500.0 $1.6M 0.01% +8K +47.4% $61.18 +1.7%
122 ROST PUT ROSS STORES INC Consumer Cyclical 7,200.0 $1.6M 0.01% +6K +453.9% $216.63 -1.8%
123 JNJ JOHNSON & JOHNSON Healthcare 6,095.0 $1.5M 0.01% +4K +265.0% $244.44 -5.2%
124 CDNS CADENCE DESIGN SYSTEM INC Technology 5,355.0 $1.5M 0.01% +5K +9636.4% $277.87 +29.0%
125 CSCO CALL CISCO SYS INC Technology 19,000.0 $1.5M 0.01% +14K +258.5% $77.59 +52.3%
126 TECK TECK RESOURCES LTD Basic Materials 20,196.0 $1.4M 0.01% +4K +22.9% $71.10 -13.9%
127 BA BOEING CO Industrials 7,092.0 $1.4M 0.01% +7K +10000.0% $199.03 +10.3%
128 EQX EQUINOX GOLD CORP Basic Materials 70,000.0 $1.4M 0.01% +35K +100.0% $20.09 -38.7%
129 ABBV ABBVIE INC Healthcare 6,392.0 $1.4M 0.01% +5K +315.1% $217.49 -1.3%
130 DUK DUKE ENERGY CORP NEW Utilities 10,505.0 $1.4M 0.01% +9K +441.8% $130.94 -4.8%
131 PG PROCTER & GAMBLE CO Consumer Defensive 9,377.0 $1.4M 0.01% +6K +146.4% $144.44 -1.4%
132 FCX FREEPORT MCMORAN INC Basic Materials 22,932.0 $1.3M 0.01% +22K +4697.5% $58.78 +6.0%
133 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 25,600.0 $1.3M 0.01% +8K +44.6% $50.20 -4.7%
134 T CALL AT&T INC Communication Services 43,300.0 $1.3M 0.01% +26K +154.7% $28.99 -14.0%
135 SO SOUTHERN CO Utilities 12,944.0 $1.2M 0.01% +11K +708.5% $96.52 -3.0%
136 WMB WILLIAMS COS INC Energy 16,867.0 $1.2M 0.01% +16K +3550.9% $72.78 +7.0%
137 MCK PUT MCKESSON CORP Healthcare 1,400.0 $1.2M 0.01% +300.0 +27.3% $865.36 -11.4%
138 DE DEERE & CO Industrials 2,060.0 $1.2M 0.01% +2K +317.9% $563.30 -5.7%
139 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,800.0 $1.2M 0.01% +3K +280.0% $304.08 +6.1%
140 MAR PUT MARRIOTT INTL INC NEW Consumer Cyclical 3,500.0 $1.1M 0.01% +2K +250.0% $327.07 +13.3%
Page 7 of 16  ·  312 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
Financial Services 80.1%
Technology 5.9%
Communication Services 2.9%
Healthcare 2.8%
Industrials 2.6%
Consumer Cyclical 2.2%
Utilities 1.1%
Consumer Defensive 1.0%
Energy 0.6%
Real Estate 0.3%