Picton Mahoney Asset Management Incresed Positions in Q2 2025

Picton Mahoney Asset Management

  • $9.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ILMN
Illumina, Inc.

Healthcare
1.99K
+ 708.93%
$70.3 - $95.41 $140K - $189K
2.27K $216K
KLIC
Kulicke & Soffa Industries Inc

Technology
5.49K
+ 18917.24%
$27.65 - $35.38 $152K - $194K
5.52K $191K
TNL
Travel & Leisure Co.

Consumer Cyclical
2.82K
+ 36.25%
$38.78 - $51.89 $109K - $146K
10.6K $547K
BFH
Bread Financial Holdings, Inc.

Financial Services
3.18K
+ 13233.33%
$41.88 - $57.12 $133K - $181K
3.2K $182K
RPD
Rapid7, Inc.

Technology
7.85K
+ 4407.87%
$21.9 - $27.44 $172K - $215K
8.02K $185K
NFG
National Fuel Gas CO

Energy
1.63K
+ 28.91%
$73.0 - $86.01 $119K - $141K
7.29K $618K
RSP
Invesco S&P 500 Equal Weight E

ETFs
80
+ 0.47%
$152.93 - $181.74 $12.2K - $14.5K
17.2K $3.13M
CDW
Cdw Corp

Technology
10
+ 0.12%
$144.49 - $190.68 $1.44K - $1.91K
8.18K $1.46M
MASI
Masimo Corp

Healthcare
405
+ 0.92%
$144.4 - $171.97 $58.5K - $69.6K
44.6K $7.49M
BBY
Best Buy CO Inc

Consumer Cyclical
2.07K
+ 17283.33%
$56.17 - $75.73 $116K - $157K
2.09K $140K
ATR
Aptargroup, Inc.

Healthcare
80
+ 0.56%
$133.66 - $158.53 $10.7K - $12.7K
14.3K $2.23M
T
At&T Inc.

Communication Services
198
+ 0.11%
$26.33 - $28.94 $5.21K - $5.73K
178K $5.15M
SIL
Global X Silver Miners ETF

ETFs
900
+ 36.0%
$33.97 - $49.02 $30.6K - $44.1K
3.4K $164K
TGLS
Tecnoglass Inc.

Basic Materials
774
+ 4552.94%
$62.7 - $88.42 $48.5K - $68.4K
791 $62K
FRSH
Freshworks Inc.

Technology
1.69K
+ 13.62%
$12.07 - $15.98 $20.4K - $27K
14.1K $210K
MC
Moelis & CO

Financial Services
95
+ 1.34%
$48.86 - $62.99 $4.64K - $5.98K
7.16K $446K
SWKS
Skyworks Solutions, Inc.

Technology
454
+ 242.78%
$49.2 - $74.95 $22.3K - $34K
641 $47K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
400
+ 26.67%
$41.45 - $54.46 $16.6K - $21.8K
1.9K $99K
PROF
Profound Medical Corp.

Healthcare
975
+ 0.38%
$4.04 - $6.86 $3.94K - $6.69K
254K $1.5M
Loar Holdings Inc
150
+ 17.65%
N/A
1K $86K
IYK
Ishares U.S. Consumer Staples

ETFs
400
+ 16.0%
$67.29 - $72.42 $26.9K - $29K
2.9K $205K
IDU
Ishares Tr U S Utils ETF

ETFs
200
+ 16.67%
$93.98 - $106.11 $18.8K - $21.2K
1.4K $146K
IYF
Ishares Tr

ETFs
100
+ 10.0%
$99.23 - $120.99 $9.92K - $12.1K
1.1K $133K
IYM
Ishares Tr

ETFs
100
+ 11.11%
$116.16 - $140.01 $11.6K - $14K
1K $140K
DBA
Invesco Db Agriculture Fund

ETFs
510
+ 30.72%
$25.27 - $27.68 $12.9K - $14.1K
2.17K $57K
DPZ
Dominos Pizza Inc

Consumer Cyclical
56
+ 0.27%
$430.72 - $497.52 $24.1K - $27.9K
20.7K $9.35M
IT
Gartner Inc

Technology
167
+ 0.48%
$377.5 - $449.52 $63K - $75.1K
35.2K $14.2M
VCYT
Veracyte, Inc.

Healthcare
6.71K
+ 2.58%
$26.39 - $32.62 $177K - $219K
267K $7.22M
VTR
Ventas, Inc.

Real Estate
15.4K
+ 5.58%
$62.45 - $70.08 $962K - $1.08M
291K $18.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.62K
+ 386.63%
$87.84 - $1441.89 $318K - $5.21M
4.55K $410K
AON
Aon PLC

Financial Services
1.77K
+ 3.47%
$335.85 - $398.81 $595K - $707K
52.8K $18.8M
Activity Summary
Buys All Purchases 465 New Holdings 283 Increased Positions 182 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 11 Puts 11
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