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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 41 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 NNN NNN REIT INC Real Estate 42,663.0 $1.7M 0.01% NEW $39.63 +19.5%
802 NFLX NETFLIX INC Communication Services 18,027.0 $1.7M 0.01% NEW $93.76 -17.9%
803 HSY HERSHEY CO Consumer Defensive 9,272.0 $1.7M 0.01% NEW $181.98 -1.5%
804 RBLX ROBLOX CORP Technology 20,691.0 $1.7M 0.01% NEW $81.03 -32.1%
805 RS RELIANCE INC Basic Materials 5,803.0 $1.7M 0.01% NEW $288.87 +28.5%
806 HPQ HP INC Technology 74,796.0 $1.7M 0.01% NEW $22.28 -1.3%
807 CPB THE CAMPBELLS COMPANY Consumer Defensive 59,398.0 $1.7M 0.01% NEW $27.87 -17.7%
808 LOPE GRAND CANYON ED INC Consumer Defensive 9,881.0 $1.6M 0.01% NEW $166.31 -9.0%
809 REZI RESIDEO TECHNOLOGIES INC Industrials 46,779.0 $1.6M 0.01% NEW $35.12 -12.4%
810 DLB DOLBY LABORATORIES INC Technology 25,305.0 $1.6M 0.01% NEW $64.22 -20.1%
811 PTEN PATTERSON-UTI ENERGY INC Energy 264,263.0 $1.6M 0.01% NEW $6.11 +42.1%
812 AIP ARTERIS INC Technology 104,081.0 $1.6M 0.01% NEW $15.50 +135.9%
813 HBAN HUNTINGTON BANCSHARES INC Financial Services 92,815.0 $1.6M 0.01% NEW $17.35 +3.0%
814 AZTA AZENTA INC Healthcare 47,882.0 $1.6M 0.01% NEW $33.26 -21.8%
815 EL LAUDER ESTEE COS INC Consumer Defensive 14,736.0 $1.5M 0.01% NEW $104.72 -20.6%
816 CVE CENOVUS ENERGY INC Energy 91,078.0 $1.5M 0.01% NEW $16.94 +44.7%
817 BOKF BOK FINL CORP Financial Services 13,011.0 $1.5M 0.01% NEW $118.46 +17.3%
818 EXPAND ENERGY CORPORATION 13,926.0 $1.5M 0.01% NEW $110.36
819 DLTR DOLLAR TREE INC Consumer Defensive 12,414.0 $1.5M 0.01% NEW $123.01 +1.5%
820 MSTR STRATEGY INC Technology 9,994.0 $1.5M 0.01% NEW $151.95 -34.6%
Page 41 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%