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Portfolio (Quarterly) Guide ↗

Centiva Capital, LP

· CIK 0001692507
13F Portfolio $13.6B AUM 1,624 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New 335 Added 271 Reduced 535 Exited
Page 16 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OKE ONEOK INC NEW Energy 8,035.0 $726K 0.01% NEW $90.39 +5.4%
302 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 18,174.0 $721K 0.01% NEW $39.66 +31.4%
303 VITL VITAL FARMS INC Consumer Defensive 50,813.0 $717K 0.01% NEW $14.12 -35.1%
304 WLY WILEY JOHN & SONS INC Communication Services 18,768.0 $715K 0.01% NEW $38.10 +10.3%
305 PRU PRUDENTIAL FINL INC Financial Services 7,290.0 $712K 0.01% NEW $97.69 +3.6%
306 CMB.TECH NV 56,200.0 $711K 0.01% NEW $12.65
307 FOSL FOSSIL GROUP INC Consumer Cyclical 164,318.0 $708K 0.01% NEW $4.31 -10.0%
308 LFST LIFESTANCE HEALTH GROUP INC Healthcare 110,353.0 $703K 0.01% NEW $6.37 +21.4%
309 AVPT AVEPOINT INC Technology 73,526.0 $699K 0.01% NEW $9.51 +6.5%
310 CNI CANADIAN NATL RY CO Industrials 6,795.0 $698K 0.01% NEW $102.77 +10.1%
311 UGI UGI CORP NEW Utilities 19,052.0 $694K 0.01% NEW $36.42 -4.3%
312 MTH MERITAGE HOMES CORP Consumer Cyclical 11,216.0 $694K 0.01% NEW $61.84 -1.6%
313 CMPS CALL COMPASS PATHWAYS PLC Healthcare 125,000.0 $691K 0.01% NEW $5.53 +91.0%
314 AGM FEDERAL AGRIC MTG CORP Financial Services 4,656.0 $691K 0.01% NEW $148.35 +18.2%
315 TOI THE ONCOLOGY INSTITUTE INC Healthcare 224,245.0 $688K 0.01% NEW $3.07 +33.6%
316 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 7,326.0 $688K 0.01% NEW $93.87 +80.0%
317 ESLT ELBIT SYS LTD Industrials 807.0 $685K 0.01% NEW $849.09 -9.2%
318 GASS STEALTHGAS INC Industrials 74,491.0 $684K 0.01% NEW $9.18 +9.2%
319 NTAP NETAPP INC Technology 6,678.0 $684K 0.01% NEW $102.39 +17.8%
320 FLY FIREFLY AEROSPACE INC Industrials 24,000.0 $683K 0.01% NEW $28.47 +49.5%
Page 16 of 45  ·  892 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 28.1%
Communication Services 17.0%
Financial Services 13.3%
Consumer Cyclical 13.0%
Healthcare 8.5%
Industrials 8.3%
Energy 3.6%
Utilities 3.0%
Consumer Defensive 2.6%
Basic Materials 1.8%