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Portfolio (Quarterly) Guide ↗

JENNISON ASSOCIATES LLC

· CIK 0000053417
13F Portfolio $166.6B AUM 798 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 95 New 202 Added 244 Reduced 81 Exited
Page 8 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PH PARKER-HANNIFIN CORP Industrials 103,831.0 $91.3M 0.06% -212K -67.1% $878.96 -2.2%
142 T AT&T INC Communication Services 3,670,242.0 $91.2M 0.06% -49K -1.3% $24.84 +0.4%
143 ACADIAN ASSET MANAGEMENT INC 1,909,222.0 $89.7M 0.05% +179K +10.4% $47.00
144 TECHNIPFMC PLC 2,011,177.0 $89.6M 0.05% -191K -8.7% $44.56
145 ROK ROCKWELL AUTOMATION INC Industrials 228,406.0 $88.9M 0.05% -34K -13.1% $389.07 +12.1%
146 RBC RBC BEARINGS INC Industrials 192,945.0 $86.5M 0.05% +16K +9.1% $448.43 +27.3%
147 XYL XYLEM INC Industrials 633,648.0 $86.3M 0.05% +448K +241.6% $136.18 -20.5%
148 LADR LADDER CAP CORP Real Estate 7,736,681.0 $85.0M 0.05% -162K -2.0% $10.99 -9.2%
149 INTA INTAPP INC Technology 1,831,625.0 $83.9M 0.05% +65K +3.7% $45.82 -55.7%
150 JCI JOHNSON CTLS INTL PLC Industrials 689,441.0 $82.6M 0.05% -1.4M -66.2% $119.75 +13.1%
151 A AGILENT TECHNOLOGIES INC Healthcare 606,316.0 $82.5M 0.05% +280K +85.7% $136.07 -15.6%
152 PPL PPL CORP Utilities 2,353,709.0 $82.4M 0.05% -1.4M -36.5% $35.02 +1.2%
153 NRG NRG ENERGY INC Utilities 510,565.0 $81.3M 0.05% +5K +1.1% $159.24 -14.0%
154 ASML ASML HOLDING N V Technology 75,928.0 $81.2M 0.05% +32K +71.1% $1069.85 +48.8%
155 KEX KIRBY CORP Industrials 733,882.0 $80.9M 0.05% -255K -25.8% $110.18 +32.2%
156 IRT INDEPENDENCE RLTY TR INC Real Estate 4,603,487.0 $80.5M 0.05% -1.6M -26.1% $17.48 -3.9%
157 QTWO Q2 HLDGS INC Technology 1,096,783.0 $79.1M 0.05% -15K -1.3% $72.16 -34.8%
158 WCC WESCO INTL INC Industrials 317,866.0 $77.8M 0.05% -34K -9.6% $244.64 +43.1%
159 MMM 3M CO Industrials 485,176.0 $77.7M 0.05% $160.10 -5.3%
160 KTB KONTOOR BRANDS INC Consumer Cyclical 1,214,831.0 $74.2M 0.04% +100K +8.9% $61.09 +13.6%
Page 8 of 29  ·  574 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 43.1%
Communication Services 14.6%
Consumer Cyclical 12.2%
Healthcare 9.4%
Financial Services 6.9%
Industrials 5.2%
Utilities 3.9%
Consumer Defensive 2.7%
Energy 1.0%
Basic Materials 0.5%