Alphacentric Advisors Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 24, 2026, Alphacentric Advisors Llc disclosed 253 stock positions valued at approximately $118.02M as of quarter-end June 30, 2026. The largest holdings include GILEAD SCIENCES INC, VERTEX PHARMACEUTICALS INC, and INVITATION HOMES INC.

Report Period
June 30, 2026
No. of Stocks
253
Portfolio Value
$118.02M
Holdings by Sector
Alphacentric Advisors Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
GILEAD SCIENCES INCGILDHealthcare2.19%20,426+166+0.82%$2,580,621
VERTEX PHARMACEUTICALS INCVRTXHealthcare2.11%5,002+71+1.44%$2,484,643
INVITATION HOMES INCINVHReal Estate1.87%73,000--$2,205,330
ROIVANT SCIENCES LTDROIVHealthcare1.45%48,355+688+1.44%$1,711,283
ARGENX SEARGXHealthcare1.42%1,806+12+0.67%$1,675,553
NEUROCRINE BIOSCIENCES INCNBIXHealthcare1.39%9,727+120+1.25%$1,639,340
INCYTE CORPINCYHealthcare1.39%14,451+206+1.45%$1,638,165
AXSOME THERAPEUTICS INC.AXSMHealthcare1.35%6,531+93+1.44%$1,598,593
APOGEE THERAPEUTICS INCAPGEHealthcare1.30%11,533+164+1.44%$1,530,775
EURONET WORLDWIDE INCEEFTTechnology1.24%20,000-7,855-28.20%$1,463,800
AEVA TECHNOLOGIES INCAEVATechnology1.22%50,000--$1,436,000
ISHARES TRIWDOther1.19%5,771-6,054-51.20%$1,399,064
INVESCO EXCHANGE TRADED FD TRPVOther1.17%12,122-11,760-49.24%$1,379,726
INVESCO QQQ TRQQQOther1.16%1,860+910+95.79%$1,369,704
INVESCO EXCH TRADED FD TR IIQQQMOther1.16%4,518+2,210+95.75%$1,368,818
SAUL CTRS INCBFSReal Estate1.11%35,000--$1,308,650
INSMED INCINSMHealthcare1.06%11,699+2,825+31.83%$1,247,347
IONIS PHARMACEUTICALS INCIONSHealthcare1.04%15,430-4,157-21.22%$1,223,445
PROTAGONIST THERAPEUTICS INCPTGXHealthcare0.95%9,171+131+1.45%$1,124,181
BUILDERS FIRSTSOURCE INCBLDRIndustrials0.95%12,500+2,500+25.00%$1,118,500
UNUSUAL MACHS INCUMACOther0.94%50,000+15,000+42.86%$1,115,000
HOWARD HUGHES HOLDINGS INCHHHReal Estate0.91%15,000+15,000+100.00%$1,072,350
ISHARES TRSHYOther0.90%12,954+3,493+36.92%$1,063,653
PERSONALIS INCPSNLHealthcare0.90%78,924+14,892+23.26%$1,057,582
RHYTHM PHARMACEUTICALS INCRYTMHealthcare0.89%9,449+152+1.63%$1,049,122
STEREOTAXIS INCSTXSHealthcare0.87%600,000--$1,032,000
ROCKWELL AUTOMATION INCROKIndustrials0.84%2,000--$990,160
XOMETRY INCXMTRIndustrials0.82%10,000-2,500-20.00%$965,200
ABBVIE INCABBVHealthcare0.77%3,613+69+1.95%$909,175
JAZZ PHARMACEUTICALS PLCJAZZOther0.74%3,613+52+1.46%$870,625
Showing 30 of 253 holdings in the latest reporting period.