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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $27.4B AUM 1,040 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1040 New
Page 14 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MCD MCDONALDS CORP Consumer Cyclical 47,902.0 $14.6M 0.05% NEW $305.63 -9.3%
262 WFRD WEATHERFORD INTL PLC Energy 186,984.0 $14.6M 0.05% NEW $78.26 +5.1%
263 KGC KINROSS GOLD CORP Basic Materials 517,661.0 $14.6M 0.05% NEW $28.20 -13.5%
264 ADT ADT INC DEL Industrials 1,803,829.0 $14.6M 0.05% NEW $8.07 -15.7%
265 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 205,387.0 $14.5M 0.05% NEW $70.53 +8.0%
266 KR KROGER CO Consumer Defensive 228,860.0 $14.3M 0.05% NEW $62.48 -7.4%
267 RMBS RAMBUS INC DEL Technology 154,296.0 $14.2M 0.05% NEW $91.89 +20.2%
268 RNG RINGCENTRAL INC Technology 487,159.0 $14.1M 0.05% NEW $28.88 +40.5%
269 VLO VALERO ENERGY CORP Energy 86,346.0 $14.1M 0.05% NEW $162.79 +65.8%
270 TGTX TG THERAPEUTICS INC Healthcare 469,855.0 $14.0M 0.05% NEW $29.81 +74.3%
271 LNG CHENIERE ENERGY INC Energy 71,790.0 $14.0M 0.05% NEW $194.39 +25.5%
272 ORI OLD REP INTL CORP Financial Services 303,941.0 $13.9M 0.05% NEW $45.64 -9.0%
273 GD GENERAL DYNAMICS CORP Industrials 41,018.0 $13.8M 0.05% NEW $336.66 +9.8%
274 ALK ALASKA AIR GROUP INC Industrials 272,861.0 $13.7M 0.05% NEW $50.30 +0.4%
275 SPOT SPOTIFY TECHNOLOGY S A Communication Services 23,540.0 $13.7M 0.05% NEW $580.71 -16.5%
276 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 229,961.0 $13.7M 0.05% NEW $59.43 -1.1%
277 SFM SPROUTS FMRS MKT INC Consumer Defensive 171,074.0 $13.6M 0.05% NEW $79.67 +12.2%
278 DEO DIAGEO PLC Consumer Defensive 157,763.0 $13.6M 0.05% NEW $86.27 -4.9%
279 FLEX FLEX LTD Technology 224,967.0 $13.6M 0.05% NEW $60.42 +127.4%
280 STRL STERLING INFRASTRUCTURE INC Industrials 43,953.0 $13.5M 0.05% NEW $306.23 +129.3%
Page 14 of 52  ·  1,040 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
Technology 32.8%
Financial Services 25.7%
Consumer Cyclical 9.6%
Healthcare 7.6%
Communication Services 6.1%
Industrials 5.3%
Utilities 3.5%
Consumer Defensive 3.4%
Basic Materials 3.0%
Energy 2.8%