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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 9 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FULT FULTON FINL CORP PA Financial Services 222,361.0 $5.4M 0.02% -28K -11.3% $24.19 -2.5%
162 DTM DT MIDSTREAM INC Energy 36,456.0 $5.3M 0.02% -52K -58.9% $146.74 -14.3%
163 AGO ASSURED GUARANTY LTD Financial Services 66,359.0 $5.3M 0.02% -5K -7.1% $80.16 -7.4%
164 CW CURTISS WRIGHT CORP Industrials 6,964.0 $5.3M 0.02% -4K -37.7% $757.76 -18.8%
165 DELL DELL TECHNOLOGIES INC Technology 12,230.0 $5.3M 0.02% -211K -94.5% $431.46 +0.4%
166 VIKING HOLDINGS LTD 50,400.0 $5.3M 0.02% -55K -52.1% $104.67
167 EMR EMERSON ELEC CO Industrials 36,541.0 $5.2M 0.02% -97K -72.7% $143.15 +10.1%
168 AON AON PLC Financial Services 15,663.0 $5.2M 0.02% -5K -22.5% $331.69 +8.3%
169 PEGA PEGASYSTEMS INC Technology 169,146.0 $5.1M 0.02% -8K -4.3% $29.97 +14.4%
170 IQVIA HLDGS INC 26,210.0 $5.1M 0.02% -21K -44.4% $193.22
171 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 491,057.0 $4.9M 0.02% -147K -23.0% $10.00 -3.2%
172 CNO CNO FINL GROUP INC Financial Services 89,137.0 $4.5M 0.02% -100K -52.8% $50.98 +6.4%
173 MOOG INC 10,359.0 $4.4M 0.02% -5K -34.3% $423.84
174 DASH DOORDASH INC Communication Services 23,591.0 $4.4M 0.02% -4K -13.0% $184.53 +24.1%
175 CRITICAL METALS CORP 424,582.0 $4.4M 0.02% -95K -18.3% $10.25
176 FTDR FRONTDOOR INC Consumer Cyclical 56,076.0 $4.4M 0.02% -6K -9.3% $77.59 +6.7%
177 NTCT NETSCOUT SYS INC Technology 99,831.0 $4.3M 0.02% -87K -46.7% $43.55 -13.2%
178 MDA MDA SPACE LTD Technology 105,238.0 $4.3M 0.02% -174K -62.4% $41.30 -28.1%
179 HMY HARMONY GOLD MNG LTD Basic Materials 285,332.0 $4.3M 0.02% -303K -51.5% $15.21 +50.0%
180 MPWR MONOLITHIC PWR SYS INC Technology 3,096.0 $4.3M 0.02% -9K -74.1% $1382.36 -7.0%
Page 9 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%