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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 11 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CACC CREDIT ACCEP CORP MICH Financial Services 5,333.0 $3.4M 0.01% -5K -50.5% $636.74 -5.6%
202 TGT TARGET CORP Consumer Defensive 25,874.0 $3.4M 0.01% -198.0 -0.8% $130.61 +26.7%
203 NSIT INSIGHT ENTERPRISES INC Technology 27,702.0 $3.4M 0.01% -78K -73.7% $121.80 +21.0%
204 AG FIRST MAJESTIC SILVER CORP Basic Materials 198,666.0 $3.4M 0.01% -120K -37.7% $16.96 +24.4%
205 ADMA ADMA BIOLOGICS INC Healthcare 401,059.0 $3.4M 0.01% -71K -15.1% $8.37 +17.6%
206 ESE ESCO TECHNOLOGIES INC Technology 9,477.0 $3.3M 0.01% -10K -50.3% $350.04 -17.9%
207 BWXT BWX TECHNOLOGIES INC Industrials 16,446.0 $3.2M 0.01% -6K -26.7% $194.65 -19.5%
208 A AGILENT TECHNOLOGIES INC Healthcare 22,889.0 $3.0M 0.01% -51K -68.9% $132.83 +19.6%
209 NTAP NETAPP INC Technology 19,260.0 $3.0M 0.01% -92K -82.7% $154.76 +24.2%
210 ABBV ABBVIE INC Healthcare 11,775.0 $3.0M 0.01% -19K -61.2% $251.64 +5.3%
211 LHX L3HARRIS TECHNOLOGIES INC Industrials 10,139.0 $2.9M 0.01% -8K -43.1% $290.59 -8.2%
212 NVR NVR INC Consumer Cyclical 431.0 $2.9M 0.01% -536.0 -55.4% $6813.40 -6.7%
213 AYI ACUITY INC Industrials 7,727.0 $2.9M 0.01% -22K -74.3% $376.66 -8.9%
214 MTZ MASTEC INC Industrials 6,969.0 $2.9M 0.01% -33K -82.6% $416.06 -36.0%
215 SOLV ENERGY INC 85,060.0 $2.9M 0.01% -17K -16.6% $34.05
216 QRVO QORVO INC Technology 31,016.0 $2.9M 0.01% -6K -16.5% $93.27 +2.5%
217 SIGI SELECTIVE INS GROUP INC Financial Services 28,916.0 $2.8M 0.01% -1K -3.8% $97.01 -5.7%
218 BRX BRIXMOR PPTY GROUP INC Real Estate 85,756.0 $2.7M 0.01% -847.0 -1.0% $31.53 -7.0%
219 RVTY REVVITY INC Healthcare 24,161.0 $2.7M 0.01% -13K -34.8% $111.26 +12.1%
220 TJX TJX COS INC NEW Consumer Cyclical 17,714.0 $2.7M 0.01% -33K -65.0% $151.50 -7.3%
Page 11 of 19  ·  376 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%