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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 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 23,521.0 $1.2M 0.01% NEW $52.17 +3.9%
142 TDY TELEDYNE TECHNOLOGIES INC Technology 1,806.0 $1.2M 0.01% NEW $666.90 -4.6%
143 FRPT FRESHPET INC Consumer Defensive 20,198.0 $1.2M 0.01% NEW $59.12 +25.1%
144 IP INTERNATIONAL PAPER CO Consumer Cyclical 31,310.0 $1.2M 0.01% NEW $38.10 +8.9%
145 BRO BROWN & BROWN INC Financial Services 18,017.0 $1.2M 0.01% NEW $64.15 +13.7%
146 AAON AAON INC Industrials 9,086.0 $1.2M 0.01% NEW $126.86 -37.4%
147 CRVL CORVEL CORP Financial Services 18,422.0 $1.2M 0.01% NEW $62.52 +12.2%
148 MGY MAGNOLIA OIL & GAS CORP Energy 42,881.0 $1.1M 0.00% NEW $25.58 +10.0%
149 BDC BELDEN INC Technology 9,022.0 $1.1M 0.00% NEW $119.91 +2.1%
150 BA BOEING CO Industrials 4,995.0 $1.1M 0.00% NEW $216.47 -1.0%
151 VSH VISHAY INTERTECHNOLOGY INC Technology 20,075.0 $1.1M 0.00% NEW $53.78 -41.2%
152 FELE FRANKLIN ELEC INC Industrials 10,018.0 $1.1M 0.00% NEW $107.19 -2.9%
153 CPRT COPART INC Industrials 36,999.0 $1.0M 0.00% NEW $28.19 +19.9%
154 TSCO TRACTOR SUPPLY CO Consumer Cyclical 32,944.0 $1.0M 0.00% NEW $31.61 +10.7%
155 FN FABRINET Technology 1,744.0 $980K 0.00% NEW $562.08 -22.3%
156 ACIW ACI WORLDWIDE INC Technology 19,035.0 $957K 0.00% NEW $50.29 +3.1%
157 WRB BERKLEY W R CORP Financial Services 13,499.0 $952K 0.00% NEW $70.53 -2.7%
158 YETI YETI HLDGS INC Consumer Cyclical 19,050.0 $944K 0.00% NEW $49.56 -11.7%
159 STEL STELLAR BANCORP INC Financial Services 24,010.0 $944K 0.00% NEW $39.32 +0.0%
160 DCO DUCOMMUN INC DEL Industrials 5,075.0 $940K 0.00% NEW $185.21 +3.5%
Page 8 of 11  ·  214 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%