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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 13 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WULF TERAWULF INC Financial Services 89,081.0 $2.2M 0.01% -105K -54.0% $24.70 -36.7%
242 ENTG ENTEGRIS INC Technology 12,226.0 $2.2M 0.01% -49K -80.1% $179.86 -20.1%
243 PHM PULTE GROUP INC Consumer Cyclical 15,969.0 $2.2M 0.01% -9K -35.5% $137.21 -6.0%
244 UFPI UFP INDUSTRIES INC Basic Materials 24,095.0 $2.2M 0.01% -23K -48.7% $90.74 -2.1%
245 F FORD MTR CO Consumer Cyclical 155,958.0 $2.2M 0.01% -106K -40.5% $13.90 +3.7%
246 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 8,236.0 $2.2M 0.01% -14K -63.1% $261.37 +30.8%
247 HLI HOULIHAN LOKEY INC Financial Services 16,007.0 $2.1M 0.01% -5K -22.1% $134.13 -3.8%
248 SKYW SKYWEST INC Industrials 20,992.0 $2.1M 0.01% -13K -37.9% $99.33 +1.8%
249 TSEM TOWER SEMICONDUCTOR LTD Technology 7,933.0 $2.1M 0.01% -455K -98.3% $260.64 -14.6%
250 STE STERIS PLC Healthcare 9,809.0 $2.1M 0.01% -1K -11.9% $210.57 +13.0%
251 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 41,061.0 $2.0M 0.01% -34K -45.1% $49.86 +14.7%
252 ELAN ELANCO ANIMAL HEALTH INC Healthcare 82,941.0 $2.0M 0.01% -3K -3.8% $24.61 -2.6%
253 RPM RPM INTL INC Basic Materials 18,272.0 $2.0M 0.01% -37K -67.1% $111.15 -2.3%
254 OSK OSHKOSH CORP Industrials 12,715.0 $2.0M 0.01% -7K -35.1% $153.48 +2.4%
255 VISN VISTANCE NETWORKS INC Technology 152,567.0 $1.9M 0.01% -72K -32.1% $12.78 -12.3%
256 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 21,026.0 $1.9M 0.01% -47K -69.2% $92.09 -3.2%
257 SFM SPROUTS FMRS MKT INC Consumer Defensive 22,600.0 $1.9M 0.01% -142K -86.3% $84.58 -4.1%
258 CDW CDW CORP Technology 13,149.0 $1.8M 0.01% -15K -52.8% $140.64 -2.4%
259 TDC TERADATA CORP DEL Technology 52,768.0 $1.8M 0.01% -113K -68.1% $34.65 -20.1%
260 ARM ARM HOLDINGS PLC Technology 4,924.0 $1.7M 0.01% -588K -99.2% $354.57 -31.4%
Page 13 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%