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Portfolio (Quarterly) Guide ↗

CAXTON ASSOCIATES LLP

· CIK 0002051323
13F Portfolio $5.3B AUM 730 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 250 New 226 Added 221 Reduced 275 Exited
Page 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VZ VERIZON COMMUNICATIONS INC Communication Services 28,438.0 $1.2M 0.02% +968.0 +3.5% $42.34 +18.7%
162 CALX CALIX INC Technology 32,027.0 $1.2M 0.02% +12K +58.6% $37.32 +6.8%
163 EIG EMPLOYERS HLDGS INC Financial Services 22,950.0 $1.2M 0.02% +6K +35.0% $50.48 -3.3%
164 EXC EXELON CORP Utilities 23,875.0 $1.1M 0.02% +2K +9.6% $46.62 -5.0%
165 TROW PRICE T ROWE GROUP INC Financial Services 9,346.0 $1.1M 0.02% +2K +34.6% $113.69 -0.7%
166 PGR PROGRESSIVE CORP Financial Services 4,851.0 $1.1M 0.02% +159.0 +3.4% $218.45 +1.7%
167 PNC PNC FINL SVCS GROUP INC Financial Services 4,198.0 $1.0M 0.02% +261.0 +6.6% $246.22 -0.9%
168 CATY CATHAY GEN BANCORP Financial Services 16,224.0 $1.0M 0.02% +11K +196.4% $61.99 -0.2%
169 CBOE CBOE GLOBAL MKTS INC Financial Services 4,030.0 $978K 0.02% +513.0 +14.6% $242.67 +27.3%
170 KLAC KLA CORP Technology 3,199.0 $965K 0.02% +2K +273.7% $301.71 -39.2%
171 ALB ALBEMARLE CORP Basic Materials 7,090.0 $957K 0.02% +2K +35.4% $135.03 -1.4%
172 T AT&T INC Communication Services 46,204.0 $956K 0.02% +2K +3.9% $20.70 +24.5%
173 PMT PENNYMAC MTG INVT TR Real Estate 84,064.0 $948K 0.02% +34K +68.9% $11.28 -17.6%
174 ADTRAN HOLDINGS INC 67,169.0 $934K 0.02% +43K +174.2% $13.90
175 EBAY EBAY INC. Consumer Cyclical 8,277.0 $925K 0.02% +3K +60.9% $111.75 -5.1%
176 DOW DOW HLDGS INC Basic Materials 33,683.0 $922K 0.02% +28K +544.0% $27.36 +10.2%
177 OCFC OCEANFIRST FINL CORP Financial Services 47,165.0 $921K 0.02% +32K +211.7% $19.53 -3.4%
178 AAOI APPLIED OPTOELECTRONICS INC Technology 6,088.0 $902K 0.02% +2K +36.3% $148.16 -23.6%
179 COOPER COS INC 12,570.0 $901K 0.02% +2K +18.6% $71.71
180 FTDR FRONTDOOR INC Consumer Cyclical 11,176.0 $867K 0.02% +3K +36.8% $77.59 +7.7%
Page 9 of 12  ·  226 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 35.9%
Communication Services 15.6%
Industrials 11.4%
Consumer Cyclical 9.8%
Energy 8.0%
Financial Services 6.8%
Basic Materials 4.4%
Healthcare 3.8%
Consumer Defensive 1.9%
Real Estate 1.6%