BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CACI CACI INTL INC Technology 5,315 $2.9M 0.01% SOLD
62 APPF APPFOLIO INC Technology 18,256 $2.9M 0.01% SOLD
63 JBHT HUNT J B TRANS SVCS INC Industrials 13,483 $2.9M 0.01% SOLD
64 CMS CMS ENERGY CORP Utilities 35,626 $2.8M 0.01% SOLD
65 CVCO CAVCO INDS INC DEL Consumer Cyclical 5,698 $2.8M 0.01% SOLD
66 LMND LEMONADE INC Financial Services 42,648 $2.7M 0.01% SOLD
67 SMITHFIELD FOODS INC 93,092 $2.6M 0.01% SOLD
68 AES AES CORP Utilities 183,807 $2.6M 0.01% SOLD
69 UBER UBER TECHNOLOGIES INC Technology 35,245 $2.5M 0.01% SOLD
70 EA ELECTRONIC ARTS INC Communication Services 12,358 $2.5M 0.01% SOLD
71 BOOT BOOT BARN HLDGS INC Consumer Cyclical 16,690 $2.4M 0.01% SOLD
72 ACA ARCOSA INC Industrials 22,588 $2.4M 0.01% SOLD
73 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 10,723 $2.4M 0.01% SOLD
74 SPXC SPX TECHNOLOGIES INC Industrials 11,736 $2.3M 0.01% SOLD
75 NEE NEXTERA ENERGY INC Utilities 24,871 $2.3M 0.01% SOLD
76 CMC COMMERCIAL METALS CO Basic Materials 37,526 $2.3M 0.01% SOLD
77 YELP YELP INC Communication Services 91,380 $2.3M 0.01% SOLD
78 ALC ALCON AG Healthcare 28,891 $2.2M 0.01% SOLD
79 PANW PALO ALTO NETWORKS INC Technology 13,169 $2.1M 0.01% SOLD
80 RUN SUNRUN INC Energy 154,410 $2.1M 0.01% SOLD
Page 4 of 11  ·  210 positions
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%