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Portfolio (Quarterly) Guide ↗

Centiva Capital, LP

· CIK 0001692507
13F Portfolio $12.3B AUM 1,267 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1267 New
Page 49 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SMRT SMARTRENT INC Technology 110,652.0 $224K 0.00% NEW $2.02 -43.3%
962 TREX TREX CO INC Industrials 6,355.0 $223K 0.00% NEW $35.08 +5.4%
963 NEWSMAX INC 28,818.0 $223K 0.00% NEW $7.73
964 SHW SHERWIN WILLIAMS CO Basic Materials 687.0 $223K 0.00% NEW $324.03 -8.7%
965 BRIGHTSTAR LOTTERY PLC 14,277.0 $221K 0.00% NEW $15.48
966 TELEFONICA S A 54,406.0 $220K 0.00% NEW $4.05
967 AVGO BROADCOM INC Technology 632.0 $219K 0.00% NEW $346.10 +19.1%
968 DOX AMDOCS LTD Technology 2,712.0 $218K 0.00% NEW $80.51 -22.5%
969 BCAL CALIFORNIA BANCORP Financial Services 11,594.0 $216K 0.00% NEW $18.67 +0.9%
970 KNTK KINETIK HOLDINGS INC Energy 6,000.0 $216K 0.00% NEW $36.05 +40.3%
971 GILD GILEAD SCIENCES INC Healthcare 1,761.0 $216K 0.00% NEW $122.74 +4.9%
972 KB KB FINL GROUP INC Financial Services 2,506.0 $216K 0.00% NEW $86.04 +17.9%
973 MNTN INC 17,994.0 $215K 0.00% NEW $11.94
974 SSTK PUT SHUTTERSTOCK INC Communication Services 11,100.0 $212K 0.00% NEW $19.10 -14.8%
975 MPC CALL MARATHON PETE CORP Energy 1,300.0 $211K 0.00% NEW $162.63 +58.4%
976 DTE DTE ENERGY CO Utilities 1,636.0 $211K 0.00% NEW $128.98 +9.7%
977 BALL BALL CORP Consumer Cyclical 3,980.0 $211K 0.00% NEW $52.97 +3.3%
978 INFU INFUSYSTEM HLDGS INC Healthcare 23,497.0 $211K 0.00% NEW $8.97 +7.6%
979 CSTM CONSTELLIUM SE Basic Materials 11,153.0 $210K 0.00% NEW $18.85 +64.5%
980 BL PUT BLACKLINE INC Technology 3,800.0 $210K 0.00% NEW $55.29 -46.7%
Page 49 of 64  ·  1,267 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
Consumer Cyclical 26.9%
Technology 21.8%
Financial Services 12.4%
Industrials 11.9%
Communication Services 10.5%
Healthcare 6.3%
Energy 3.8%
Consumer Defensive 2.2%
Utilities 1.8%
Basic Materials 1.7%