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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 7 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADBE ADOBE INC Technology 88,751.0 $18.2M 0.07% +87K +6664.6% $205.02 +34.8%
122 LVS LAS VEGAS SANDS CORP Consumer Cyclical 393,665.0 $18.2M 0.07% +338K +603.0% $46.19 +1.7%
123 AVY AVERY DENNISON CORP Industrials 111,819.0 $18.2M 0.07% +101K +972.4% $162.35 +13.1%
124 PNW PINNACLE WEST CAP CORP Utilities 169,107.0 $18.1M 0.07% +4K +2.6% $107.00 -8.6%
125 SBLK STAR BULK CARRIERS CORP. Industrials 718,057.0 $17.9M 0.07% +167K +30.2% $24.97 +22.9%
126 IDXX IDEXX LABS INC Healthcare 33,528.0 $17.7M 0.07% +23K +225.1% $526.44 +6.3%
127 TTEK TETRA TECH INC NEW Industrials 608,211.0 $17.6M 0.07% +394K +184.3% $28.89 +27.6%
128 AXS AXIS CAP HLDGS LTD Financial Services 159,157.0 $17.1M 0.07% +47K +41.8% $107.44 -7.5%
129 EXC EXELON CORP Utilities 366,296.0 $17.1M 0.07% +349K +2071.9% $46.62 -4.9%
130 EWW ISHARES INC 223,031.0 $16.8M 0.07% +29K +14.7% $75.27 +2.5%
131 PVH PVH CORPORATION Consumer Cyclical 225,223.0 $16.7M 0.07% +62K +37.9% $74.26 +3.7%
132 IDA IDACORP INC Utilities 109,136.0 $16.5M 0.07% +14K +14.2% $151.30 -8.6%
133 KMB KIMBERLY-CLARK CORP Consumer Defensive 150,116.0 $16.5M 0.07% +131K +677.1% $109.77 +1.5%
134 LEIDOS HOLDINGS INC 158,669.0 $16.3M 0.07% +157K +10000.0% $102.97
135 PEP PEPSICO INC Consumer Defensive 120,370.0 $16.3M 0.07% +17K +16.2% $135.40 +6.8%
136 CPA COPA HOLDINGS SA Industrials 104,487.0 $16.3M 0.07% +13K +14.8% $155.57 -15.5%
137 DT DYNATRACE INC Technology 368,920.0 $16.2M 0.07% +206K +126.5% $43.91 +11.7%
138 AEE AMEREN CORP Utilities 141,897.0 $16.0M 0.07% +90K +172.5% $113.04 -5.2%
139 LITE LUMENTUM HLDGS INC Technology 18,629.0 $16.0M 0.07% +13K +220.2% $858.06 -3.3%
140 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 274,911.0 $15.7M 0.07% +68K +32.9% $57.22 +13.7%
Page 7 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%