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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 8 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ALB ALBEMARLE CORP Basic Materials 116,250.0 $15.7M 0.06% +83K +253.1% $135.03 +6.1%
142 MOD MODINE MFG CO Consumer Cyclical 58,526.0 $15.6M 0.06% +33K +128.2% $267.02 -26.0%
143 HP HELMERICH & PAYNE INC Energy 472,990.0 $15.5M 0.06% +404K +584.8% $32.74 +33.0%
144 WHD CACTUS INC Energy 300,604.0 $15.4M 0.06% +294K +4285.2% $51.23 +35.5%
145 MCD MCDONALDS CORP Consumer Cyclical 56,643.0 $15.3M 0.06% +6K +11.8% $270.31 +0.2%
146 OZK BANK OZK LITTLE ROCK ARK Financial Services 287,790.0 $15.0M 0.06% +5K +1.6% $52.09 -5.1%
147 COLB COLUMBIA BKG SYS INC Financial Services 466,337.0 $14.9M 0.06% +66K +16.6% $32.05 -3.9%
148 EVRG EVERGY INC Utilities 168,059.0 $14.5M 0.06% +14K +8.8% $86.43 -6.4%
149 SYY SYSCO CORP Consumer Defensive 172,898.0 $14.5M 0.06% +124K +250.4% $83.58 +0.6%
150 AXSM AXSOME THERAPEUTICS INC. Healthcare 58,217.0 $14.2M 0.06% +1K +2.2% $244.77 -15.1%
151 SSRM SSR MINING IN Basic Materials 503,309.0 $14.2M 0.06% +91K +22.1% $28.28 +33.6%
152 WFRD WEATHERFORD INTL PLC Energy 172,689.0 $14.1M 0.06% +36K +26.1% $81.50 +11.1%
153 ALGN ALIGN TECHNOLOGY INC Healthcare 82,400.0 $13.9M 0.06% +72K +730.4% $168.66 -3.6%
154 LKQ LKQ CORP Consumer Cyclical 523,865.0 $13.8M 0.06% +275K +110.7% $26.33 -2.1%
155 SOLV SOLVENTUM CORP Healthcare 177,921.0 $13.7M 0.06% +175K +5167.1% $77.15 +16.1%
156 MTB M & T BK CORP Financial Services 57,083.0 $13.6M 0.06% +16K +38.6% $238.01 +1.0%
157 MUSA MURPHY USA INC Consumer Cyclical 24,628.0 $13.3M 0.05% +20K +410.7% $538.87 +5.7%
158 RMD RESMED INC Healthcare 67,381.0 $13.1M 0.05% +28K +71.7% $194.88 +18.8%
159 ENS ENERSYS Industrials 55,597.0 $13.0M 0.05% +36K +188.2% $233.82 -18.8%
160 FIS FIDELITY NATL INFORMATION SV Technology 332,616.0 $12.9M 0.05% +275K +472.6% $38.88 +6.3%
Page 8 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%