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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 27 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SIGI SELECTIVE INS GROUP INC Financial Services 4,301.0 $324K 0.00% NEW $75.39 +17.0%
522 NGS NATURAL GAS SVCS GROUP INC Energy 8,575.0 $324K 0.00% NEW $37.74 +12.3%
523 JLL JONES LANG LASALLE INC Real Estate 1,061.0 $323K 0.00% NEW $304.32 -5.3%
524 FLNC FLUENCE ENERGY INC Utilities 23,339.0 $321K 0.00% NEW $13.76 +50.9%
525 CNXC CONCENTRIX CORP Technology 11,661.0 $319K 0.00% NEW $27.36 -12.5%
526 LECO LINCOLN ELEC HLDGS INC Industrials 1,272.0 $317K 0.00% NEW $249.08 +4.8%
527 GVA GRANITE CONSTR INC Industrials 2,639.0 $316K 0.00% NEW $119.88 +15.6%
528 EMERA INC 6,062.0 $314K 0.00% NEW $51.87
529 UFPI UFP INDUSTRIES INC Basic Materials 3,392.0 $312K 0.00% NEW $92.12 -13.1%
530 EGHT 8X8 INC NEW Technology 187,968.0 $312K 0.00% NEW $1.66 +42.2%
531 CIG CIA ENERGETICA DE MINAS GERA Utilities 130,231.0 $311K 0.00% NEW $2.39 -5.9%
532 TLS TELOS CORP MD Technology 73,895.0 $310K 0.00% NEW $4.19 +0.2%
533 EVTC EVERTEC INC Technology 10,969.0 $310K 0.00% NEW $28.22 -16.3%
534 DLTR DOLLAR TREE INC Consumer Defensive 2,825.0 $309K 0.00% NEW $109.51 -18.2%
535 AXP AMERICAN EXPRESS CO Financial Services 1,022.0 $309K 0.00% NEW $302.48 +3.2%
536 CX CEMEX SA EURO MTN BE 144A Basic Materials 27,002.0 $309K 0.00% NEW $11.44 +9.8%
537 TGS TRANSPORTADORA DE GAS DEL SU Energy 8,918.0 $309K 0.00% NEW $34.61 -15.0%
538 BMO BANK MONTREAL MEDIUM Financial Services 2,274.0 $308K 0.00% NEW $135.34 +13.6%
539 NOV NOV INC Energy 16,280.0 $306K 0.00% NEW $18.81 +8.3%
540 CMCL CALEDONIA MNG CORP Basic Materials 13,534.0 $306K 0.00% NEW $22.59 +4.9%
Page 27 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%