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Portfolio (Quarterly) Guide ↗

CenterStar Asset Management, LLC

· CIK 0001722053
13F Portfolio $589M AUM 234 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 234 New
Page 5 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BA CALL BOEING CO Industrials 6,800.0 $1.5M 0.25% NEW $216.47 -1.0%
82 MA PUT MASTERCARD INCORPORATED Financial Services 2,800.0 $1.4M 0.24% NEW $513.60 +13.1%
83 SBUX STARBUCKS CORP Consumer Cyclical 12,993.0 $1.3M 0.23% NEW $102.26 +4.7%
84 ROKU CALL ROKU INC Communication Services 9,500.0 $1.3M 0.22% NEW $138.14 +14.0%
85 CRM SALESFORCE INC Technology 8,355.0 $1.3M 0.22% NEW $157.01 +33.2%
86 HSBC PUT HSBC HLDGS PLC Financial Services 13,500.0 $1.3M 0.22% NEW $95.09 +9.5%
87 SLB CALL SLB LIMITED Energy 26,900.0 $1.3M 0.21% NEW $46.49 +15.9%
88 PPG PUT PPG INDS INC Basic Materials 10,200.0 $1.2M 0.21% NEW $121.29 -6.3%
89 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 10,500.0 $1.2M 0.21% NEW $116.67 +54.2%
90 UVXY CALL PROSHARES TR II Financial Services 48,500.0 $1.2M 0.20% NEW $24.89 -22.1%
91 EMR PUT EMERSON ELEC CO Industrials 8,400.0 $1.2M 0.20% NEW $143.15 +9.8%
92 BP PUT BP PLC Energy 32,000.0 $1.2M 0.20% NEW $36.95 +21.1%
93 MSTR PUT STRATEGY INC Technology 13,500.0 $1.2M 0.20% NEW $86.93 +37.2%
94 AMD CALL ADVANCED MICRO DEVICES INC Technology 2,000.0 $1.2M 0.20% NEW $580.91 -18.5%
95 ALC CALL ALCON AG Healthcare 17,100.0 $1.1M 0.20% NEW $67.10 +9.7%
96 MA CALL MASTERCARD INCORPORATED Financial Services 2,200.0 $1.1M 0.19% NEW $513.60 +13.1%
97 NXPI CALL NXP SEMICONDUCTORS N V Technology 4,000.0 $1.1M 0.19% NEW $281.03 -19.7%
98 HSBC CALL HSBC HLDGS PLC Financial Services 11,500.0 $1.1M 0.19% NEW $95.09 +9.5%
99 CIEN PUT CIENA CORP Technology 2,200.0 $1.1M 0.18% NEW $490.56 -19.3%
100 MXL CALL MAXLINEAR INC Technology 8,300.0 $1.1M 0.18% NEW $128.03 -48.0%
Page 5 of 12  ·  234 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 58.6%
Technology 20.4%
Consumer Cyclical 9.5%
Communication Services 5.6%
Basic Materials 2.0%
Industrials 1.4%
Healthcare 0.9%
Energy 0.7%
Consumer Defensive 0.5%
Real Estate 0.3%