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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 14 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TXT TEXTRON INC Industrials 50,477.0 $4.6M 0.02% +46K +1129.7% $91.73 -9.6%
262 BLDR BUILDERS FIRSTSOURCE INC Industrials 51,283.0 $4.6M 0.02% +47K +1162.5% $89.48 -21.5%
263 HAE HAEMONETICS CORP MASS Healthcare 59,733.0 $4.5M 0.02% +11K +23.5% $75.00 +45.1%
264 TXNM ENERGY INC 78,109.0 $4.4M 0.02% +3K +4.3% $56.78
265 SIRI SIRIUSXM HOLDINGS INC Communication Services 148,290.0 $4.4M 0.02% +57K +62.4% $29.54 -2.9%
266 MDLZ MONDELEZ INTL INC Consumer Defensive 75,420.0 $4.4M 0.02% +2K +2.2% $57.84 +11.4%
267 CBT CABOT CORP Basic Materials 47,424.0 $4.3M 0.02% +20K +73.4% $90.82 -6.2%
268 BHC BAUSCH HEALTH COS INC Healthcare 866,285.0 $4.3M 0.02% +196K +29.2% $4.93 +30.6%
269 LEA LEAR CORP Consumer Cyclical 31,313.0 $4.2M 0.02% +18K +131.4% $134.06 -4.1%
270 MATX MATSON INC Industrials 21,255.0 $4.1M 0.02% +7K +45.2% $192.23 +15.9%
271 AM ANTERO MIDSTREAM CORP Energy 178,664.0 $4.1M 0.02% +27K +18.0% $22.75 -2.7%
272 USAR USA RARE EARTH INC Basic Materials 186,950.0 $4.0M 0.02% +12K +7.2% $21.58 -10.8%
273 AMR ALPHA METALLURGICAL RESOUR I Energy 23,752.0 $3.9M 0.02% +8K +46.8% $164.94 +27.3%
274 MS MORGAN STANLEY Financial Services 18,729.0 $3.9M 0.02% +4K +26.9% $209.04 +2.5%
275 PENN PENN ENTERTAINMENT INC Consumer Cyclical 177,932.0 $3.8M 0.02% +28K +18.3% $21.36 -12.7%
276 T AT&T INC Communication Services 180,894.0 $3.7M 0.01% +21K +12.8% $20.70 +22.3%
277 SSNC SS&C TECH HLDGS Technology 59,934.0 $3.7M 0.01% +25K +72.7% $62.05 +33.7%
278 GPC GENUINE PARTS CO Consumer Cyclical 31,255.0 $3.7M 0.01% +22K +240.3% $117.98 +13.5%
279 COOPER COS INC 51,168.0 $3.7M 0.01% +45K +737.3% $71.71
280 EXPD EXPEDITORS INTL WASH INC Industrials 22,183.0 $3.6M 0.01% +8K +53.0% $162.98 +15.2%
Page 14 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%