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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 17 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SCHW SCHWAB CHARLES CORP Financial Services 28,728.0 $2.7M 0.01% +6K +27.1% $92.27 +21.7%
322 LBRDK LIBERTY BROADBAND CORP Communication Services 76,036.0 $2.5M 0.01% +18K +30.8% $33.26 +8.3%
323 WDFC WD 40 CO Basic Materials 10,105.0 $2.5M 0.01% +3K +46.7% $243.64 -10.9%
324 MSA MSA SAFETY INC Industrials 14,047.0 $2.5M 0.01% +11K +434.9% $174.58 +8.5%
325 MMSI MERIT MED SYS INC Healthcare 35,333.0 $2.4M 0.01% +30K +541.6% $69.34 +30.9%
326 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 257,190.0 $2.4M 0.01% +98K +61.3% $9.39 +20.0%
327 SMCI SUPER MICRO COMPUTER INC Technology 82,317.0 $2.4M 0.01% +8K +11.4% $29.33 +27.0%
328 BROWN FORMAN CORP 90,524.0 $2.4M 0.01% +72K +391.9% $26.65
329 CRH PLC 22,525.0 $2.4M 0.01% +19K +519.5% $107.00
330 PAGS PAGSEGURO DIGITAL LTD Technology 256,939.0 $2.3M 0.01% +160K +165.5% $9.05 -4.8%
331 EVTC EVERTEC INC Technology 83,418.0 $2.3M 0.01% +52K +166.4% $27.78 +7.6%
332 DIOD DIODES INC Technology 21,054.0 $2.3M 0.01% +486.0 +2.4% $109.44 -14.1%
333 MMM 3M CO Industrials 14,060.0 $2.3M 0.01% +4K +35.6% $161.91 +10.5%
334 CAG CONAGRA BRANDS INC Consumer Defensive 168,808.0 $2.3M 0.01% +141K +516.0% $13.46 +22.2%
335 BP BP PLC Energy 60,495.0 $2.2M 0.01% +36K +142.6% $36.95 +21.1%
336 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 116,907.0 $2.2M 0.01% +90K +340.9% $19.01 -5.9%
337 CVSA COVISTA INC Consumer Cyclical 17,151.0 $2.1M 0.01% +2K +16.3% $124.66 +6.2%
338 ATRC ATRICURE INC Healthcare 76,307.0 $2.1M 0.01% +43K +127.7% $27.98 +75.1%
339 WING WINGSTOP INC Consumer Cyclical 12,075.0 $2.1M 0.01% +4K +43.9% $173.41 -33.4%
340 DAL DELTA AIR LINES INC Industrials 22,355.0 $2.1M 0.01% +251.0 +1.1% $93.66 -12.0%
Page 17 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%