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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $24.4B AUM 997 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 214 New 394 Added 376 Reduced 210 Exited
Page 10 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FERG FERGUSON ENTERPRISES INC Industrials 44,686.0 $10.6M 0.04% +6K +16.7% $237.33 +2.1%
182 PTEN PATTERSON-UTI ENERGY INC Energy 1,152,000.0 $10.6M 0.04% +1.1M +1270.6% $9.18 +34.4%
183 INGR INGREDION INC Consumer Defensive 108,233.0 $10.3M 0.04% +36K +49.7% $94.71 +12.8%
184 AXP AMERICAN EXPRESS CO Financial Services 29,582.0 $10.0M 0.04% +8K +35.8% $338.25 -0.7%
185 ST SENSATA TECHNOLOGIES HLDG PL Technology 206,951.0 $9.9M 0.04% +32K +18.3% $47.74 -10.3%
186 RF REGIONS FINANCIAL CORP NEW Financial Services 325,788.0 $9.8M 0.04% +142K +77.7% $30.20 +0.7%
187 FIRST HAWAIIAN INC 334,434.0 $9.8M 0.04% +129K +62.5% $29.30
188 CASY CASEYS GEN STORES INC Consumer Cyclical 12,192.0 $9.7M 0.04% +8K +191.9% $794.79 +5.2%
189 ZTS ZOETIS INC Healthcare 134,203.0 $9.6M 0.04% +83K +164.5% $71.86 +8.2%
190 CENCORA INC 34,045.0 $9.6M 0.04% +20K +139.3% $282.98
191 KNTK KINETIK HOLDINGS INC Energy 199,024.0 $9.6M 0.04% +135K +210.5% $48.34 +12.7%
192 VIRT VIRTU FINL INC Financial Services 160,819.0 $9.6M 0.04% +62K +62.9% $59.57 +14.0%
193 CHE CHEMED CORP NEW Healthcare 20,399.0 $9.5M 0.04% +15K +303.0% $465.74 +16.1%
194 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 240,967.0 $9.4M 0.04% +232K +2561.4% $38.96 +10.2%
195 AIZ ASSURANT INC Financial Services 34,707.0 $9.3M 0.04% +26K +287.1% $268.53 +5.8%
196 VRSN VERISIGN INC Technology 37,001.0 $9.3M 0.04% +33K +748.3% $251.56 +12.0%
197 PB PROSPERITY BANCSHARES INC Financial Services 124,251.0 $9.1M 0.04% +81K +184.2% $73.03 -0.4%
198 BCO BRINKS CO Industrials 95,752.0 $9.0M 0.04% +45K +89.2% $94.49 +17.9%
199 AGI ALAMOS GOLD INC Basic Materials 297,854.0 $9.0M 0.04% +54K +22.4% $30.34 +24.8%
200 COKE COCA COLA CONS INC Consumer Defensive 46,535.0 $8.9M 0.04% +14K +44.2% $190.92 -1.0%
Page 10 of 20  ·  394 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
Financial Services 27.1%
Technology 25.5%
Industrials 8.5%
Healthcare 7.7%
Energy 7.2%
Consumer Cyclical 6.4%
Utilities 5.4%
Basic Materials 5.2%
Communication Services 3.8%
Consumer Defensive 2.8%