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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $27.4B AUM 1,040 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1040 New
Page 12 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UNM UNUM GROUP Financial Services 241,414.0 $18.7M 0.07% NEW $77.50 +18.4%
222 CADENCE BANK 436,720.0 $18.7M 0.07% NEW $42.84
223 CNI CANADIAN NATL RY CO Industrials 187,527.0 $18.6M 0.07% NEW $99.03 +23.2%
224 SN SHARKNINJA INC Consumer Cyclical 165,333.0 $18.5M 0.07% NEW $111.90 +34.9%
225 FIVE FIVE BELOW INC Consumer Cyclical 98,038.0 $18.5M 0.07% NEW $188.36 -3.2%
226 USFD US FOODS HLDG CORP Consumer Defensive 240,482.0 $18.1M 0.07% NEW $75.32 +35.2%
227 CROX CROCS INC Consumer Cyclical 211,228.0 $18.1M 0.07% NEW $85.52 +44.1%
228 BYD BOYD GAMING CORP Consumer Cyclical 211,921.0 $18.1M 0.07% NEW $85.24 +3.0%
229 TWLO TWILIO INC Communication Services 124,757.0 $17.7M 0.07% NEW $142.24 +46.6%
230 VTRS VIATRIS INC Healthcare 1,424,817.0 $17.7M 0.07% NEW $12.45 +32.6%
231 URA GLOBAL X FDS 414,846.0 $17.7M 0.07% NEW $42.73 +2.2%
232 CB CHUBB LIMITED Financial Services 56,583.0 $17.7M 0.06% NEW $312.12 +13.9%
233 BP BP PLC Energy 497,099.0 $17.3M 0.06% NEW $34.73 +7.2%
234 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 207,700.0 $17.2M 0.06% NEW $83.00 -49.8%
235 VLYPN VALLEY NATL BANCORP Financial Services 1,465,999.0 $17.1M 0.06% NEW $11.68 +118.8%
236 DASH DOORDASH INC Communication Services 74,834.0 $16.9M 0.06% NEW $226.48 -16.0%
237 VISN COMMSCOPE HLDG CO INC Technology 932,364.0 $16.9M 0.06% NEW $18.13 -33.4%
238 DBX DROPBOX INC Technology 600,252.0 $16.7M 0.06% NEW $27.80 +2.9%
239 NYT NEW YORK TIMES CO Communication Services 240,084.0 $16.7M 0.06% NEW $69.42 +4.1%
240 PRI PRIMERICA INC Financial Services 63,736.0 $16.5M 0.06% NEW $258.36 +13.7%
Page 12 of 52  ·  1,040 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
Technology 32.8%
Financial Services 25.7%
Consumer Cyclical 9.6%
Healthcare 7.6%
Communication Services 6.1%
Industrials 5.3%
Utilities 3.5%
Consumer Defensive 3.4%
Basic Materials 3.0%
Energy 2.8%