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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 6 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PH PARKER-HANNIFIN CORP Industrials 12,017.0 $11.8M 0.05% -9K -43.6% $978.12 +2.4%
102 KEX KIRBY CORP Industrials 86,416.0 $11.7M 0.05% -44K -33.8% $135.97 +2.9%
103 BKU BANKUNITED INC Financial Services 239,674.0 $11.6M 0.05% -9K -3.6% $48.45 -4.4%
104 EQH EQUITABLE HLDGS INC Financial Services 261,023.0 $11.5M 0.05% -197K -43.1% $43.88 +11.4%
105 ACM AECOM Industrials 163,405.0 $11.4M 0.05% -20K -10.8% $69.80 -7.2%
106 EVR EVERCORE INC Financial Services 33,194.0 $11.3M 0.05% -57K -63.3% $341.44 -14.5%
107 LPX LOUISIANA PAC CORP Basic Materials 136,271.0 $10.7M 0.04% -33K -19.4% $78.66 -7.0%
108 DY DYCOM INDS INC Industrials 20,897.0 $10.6M 0.04% -6K -22.4% $505.59 -22.3%
109 EQIX EQUINIX INC Real Estate 9,966.0 $10.4M 0.04% -15K -59.8% $1042.39 +2.2%
110 CSTM CONSTELLIUM SE Basic Materials 311,558.0 $9.9M 0.04% -191K -38.1% $31.87 -15.2%
111 CRBG COREBRIDGE FINL INC 341,198.0 $9.8M 0.04% -146K -30.0% $28.63
112 INTERNATIONAL BANCSHARES COR 128,587.0 $9.8M 0.04% -3K -2.3% $75.95
113 LFUS LITTELFUSE INC Technology 21,332.0 $9.7M 0.04% -8K -27.4% $455.33 -9.5%
114 ROK ROCKWELL AUTOMATION INC Industrials 18,697.0 $9.3M 0.04% -19K -50.5% $495.08 -11.7%
115 CDE COEUR MNG INC Basic Materials 564,251.0 $9.2M 0.04% -739K -56.7% $16.32 +28.5%
116 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 248,575.0 $9.1M 0.04% -3K -1.2% $36.41 +4.8%
117 WSC WILLSCOT HLDGS CORP Industrials 302,466.0 $8.7M 0.04% -357K -54.1% $28.86 -23.3%
118 BE BLOOM ENERGY CORP Industrials 28,147.0 $8.5M 0.04% -18K -38.4% $302.70 -33.4%
119 HBM HUDBAY MINERALS INC Basic Materials 359,921.0 $8.5M 0.04% -259K -41.9% $23.61 +27.3%
120 FLR FLUOR CORP Industrials 158,799.0 $8.3M 0.03% -33K -17.1% $52.39 +0.1%
Page 6 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%