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Portfolio (Quarterly) Guide ↗

AQR CAPITAL MANAGEMENT LLC

· CIK 0001167557
13F Portfolio $286.8B AUM 21,077 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 254 New 2428 Added 1056 Reduced 93 Exited
Page 3 of 195  ·  3,900 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRV TRAVELERS COMPANIES INC Financial Services 2,837,834.0 $936.8M 0.33% +379K +15.4% $330.12 +10.4%
42 AMD ADVANCED MICRO DEVICES INC Technology 1,681,437.0 $936.8M 0.33% +700K +71.4% $557.12 -9.2%
43 JPM JPMORGAN CHASE & CO Financial Services 2,842,230.0 $930.3M 0.32% +1.2M +74.4% $327.33 +10.3%
44 CVX CHEVRON CORPORATION Energy 5,502,367.0 $912.1M 0.32% +4.0M +268.6% $165.76 +22.3%
45 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,100,504.0 $909.1M 0.32% +4.8M +1501.2% $178.24 +14.9%
46 NTNX NUTANIX INC Technology 17,778,710.0 $901.2M 0.31% +2.6M +17.3% $50.69 +29.5%
47 CRS CARPENTER TECHNOLOGY CORP Industrials 1,459,426.0 $900.2M 0.31% +735K +101.5% $616.84 -12.1%
48 WFC WELLS FARGO & CO Financial Services 10,749,836.0 $888.4M 0.31% +7.9M +274.0% $82.64 +5.9%
49 CMI CUMMINS INC Industrials 1,262,659.0 $884.8M 0.31% +296K +30.6% $700.71 -8.5%
50 VRT VERTIV HOLDINGS CO Industrials 2,686,683.0 $858.2M 0.30% +14K +0.5% $319.43 -8.5%
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,144,745.0 $854.9M 0.30% +228K +24.9% $746.77 +3.5%
52 C CITIGROUP INC Financial Services 6,096,397.0 $853.3M 0.30% +674K +12.4% $139.96 -1.0%
53 FDX FEDEX CORP Industrials 2,678,995.0 $838.9M 0.29% -376K -12.3% $313.13 +5.9%
54 MOH MOLINA HEALTHCARE INC Healthcare 3,560,601.0 $806.9M 0.28% +697K +24.4% $226.62 -10.4%
55 ADBE ADOBE INC Technology 3,928,010.0 $805.0M 0.28% -304K -7.2% $204.94 +24.0%
56 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,104,499.0 $794.4M 0.28% +555K +21.8% $255.88 +24.5%
57 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 4,082,764.0 $784.7M 0.27% +466K +12.9% $192.21 +6.3%
58 RBRK RUBRIK INC. Technology 9,947,988.0 $780.1M 0.27% +7.7M +348.7% $78.42 +28.8%
59 APH AMPHENOL CORP Technology 4,495,090.0 $774.5M 0.27% -1.2M -20.4% $172.30 -0.8%
60 ES EVERSOURCE ENERGY Utilities 10,684,244.0 $772.2M 0.27% +6.7M +170.9% $72.27 -0.5%
Page 3 of 195  ·  3,900 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 26.6%
Financial Services 14.9%
Industrials 14.5%
Healthcare 10.8%
Consumer Cyclical 10.6%
Consumer Defensive 4.5%
Communication Services 4.2%
Utilities 4.0%
Energy 3.8%
Real Estate 3.1%