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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 15 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,442.0 $1.4M 0.01% -7K -50.9% $216.32 +4.1%
282 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 17,782.0 $1.4M 0.01% -103K -85.3% $76.43 -6.2%
283 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,879.0 $1.3M 0.01% -5K -24.9% $96.88 +2.0%
284 MGRC MCGRATH RENTCORP Industrials 10,986.0 $1.3M 0.01% -14K -55.9% $121.03 -3.6%
285 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 124,143.0 $1.3M 0.01% -102K -45.1% $10.57 +13.2%
286 ACAD ACADIA PHARMACEUTICALS INC Healthcare 50,265.0 $1.3M 0.01% -92K -64.6% $25.30 +16.6%
287 TIGO MILLICOM INTL CELLULAR S A Communication Services 13,950.0 $1.3M 0.01% -4K -22.2% $90.76 +3.2%
288 MWA MUELLER WTR PRODS INC Industrials 47,301.0 $1.2M 0.01% -3K -5.5% $25.83 -3.4%
289 IREN IREN LIMITED Financial Services 26,595.0 $1.2M 0.01% -694K -96.3% $45.73 -8.4%
290 RKLB ROCKET LAB CORP Industrials 11,267.0 $1.1M 0.01% -5K -32.6% $101.65 -28.6%
291 SNA SNAP ON INC Industrials 2,823.0 $1.1M 0.01% -14K -83.1% $402.40 -2.2%
292 SBAC SBA COMMUNICATIONS CORP Real Estate 6,385.0 $1.1M 0.01% -8K -56.4% $176.46 +3.5%
293 NVST ENVISTA HOLDINGS CORPORATION Healthcare 41,647.0 $1.1M 0.01% -35K -45.5% $26.35 +3.2%
294 JLL JONES LANG LASALLE INC Real Estate 3,518.0 $1.1M 0.00% -6K -61.5% $309.95 +25.0%
295 HUBB HUBBELL INC Industrials 2,084.0 $1.1M 0.00% -6K -74.7% $523.20 -10.2%
296 POOL POOL CORP Industrials 5,069.0 $1.1M 0.00% -1K -22.6% $214.90 -12.5%
297 SF STIFEL FINL CORP Financial Services 15,560.0 $1.1M 0.00% -26K -62.3% $69.77 +16.0%
298 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,248.0 $1.1M 0.00% -3K -47.1% $330.46 -1.2%
299 OGE OGE ENERGY CORP Utilities 21,773.0 $1.1M 0.00% -496K -95.8% $48.66 -6.2%
300 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 15,595.0 $998K 0.00% -56K -78.3% $64.01 +16.9%
Page 15 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%