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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 29 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DJCO DAILY JOURNAL CORP Technology 600.0 $289K 0.00% NEW $482.34 -4.1%
562 PRLB PROTO LABS INC Industrials 5,064.0 $289K 0.00% NEW $57.02 +26.3%
563 ITRI ITRON INC Technology 3,221.0 $289K 0.00% NEW $89.63 -11.6%
564 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,454.0 $288K 0.00% NEW $198.29 +9.2%
565 CHURCHILL CAP CORP XI 28,300.0 $288K 0.00% NEW $10.17
566 BROS DUTCH BROS INC Consumer Cyclical 5,634.0 $285K 0.00% NEW $50.66 +4.1%
567 BOLD EAGLE ACQUISITION CORP 26,904.0 $284K 0.00% NEW $10.56
568 JXN JACKSON FINANCIAL INC Financial Services 2,667.0 $282K 0.00% NEW $105.72 +3.9%
569 OMF ONEMAIN HLDGS INC Financial Services 5,267.0 $282K 0.00% NEW $53.49 +0.1%
570 HOG HARLEY DAVIDSON INC Consumer Cyclical 13,929.0 $282K 0.00% NEW $20.22 +24.6%
571 CALX CALIX INC Technology 5,695.0 $279K 0.00% NEW $48.99 -17.9%
572 PAR PAR TECHNOLOGY CORP Technology 20,781.0 $277K 0.00% NEW $13.33 +10.3%
573 MORN MORNINGSTAR INC Financial Services 1,624.0 $275K 0.00% NEW $169.05 +0.6%
574 WMG WARNER MUSIC GROUP CORP Communication Services 10,649.0 $272K 0.00% NEW $25.54 +30.9%
575 TM TOYOTA MOTOR CORP Consumer Cyclical 1,318.0 $272K 0.00% NEW $206.09 -7.5%
576 LEE LEE ENTERPRISES INC Communication Services 31,382.0 $270K 0.00% NEW $8.61 +1.4%
577 MCD MCDONALDS CORP Consumer Cyclical 866.0 $269K 0.00% NEW $310.79 -11.1%
578 NRG NRG ENERGY INC Utilities 1,828.0 $267K 0.00% NEW $146.14 -12.5%
579 PBA PEMBINA PIPELINE CORP Energy 5,955.0 $267K 0.00% NEW $44.76 +9.5%
580 NBHC NATIONAL BK HLDGS CORP Financial Services 6,799.0 $266K 0.00% NEW $39.16 +4.2%
Page 29 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%