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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 15 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADP AUTOMATIC DATA PROCESSING IN Industrials 52,121.0 $13.4M 0.05% NEW $257.23 -6.0%
282 ARW ARROW ELECTRS INC Technology 121,334.0 $13.4M 0.05% NEW $110.18 +80.7%
283 HWM HOWMET AEROSPACE INC Industrials 65,179.0 $13.4M 0.05% NEW $205.02 +32.5%
284 AOS SMITH A O CORP Industrials 198,793.0 $13.3M 0.05% NEW $66.88 -6.9%
285 AXS AXIS CAP HLDGS LTD Financial Services 123,758.0 $13.3M 0.05% NEW $107.09 +4.2%
286 CNA CNA FINL CORP Financial Services 277,608.0 $13.3M 0.05% NEW $47.74 +5.9%
287 FBP FIRST BANCORP P R Financial Services 638,506.0 $13.2M 0.05% NEW $20.73 +26.8%
288 VIKING HOLDINGS LTD 185,017.0 $13.2M 0.05% NEW $71.41
289 EBC EASTERN BANKSHARES INC Financial Services 714,155.0 $13.2M 0.05% NEW $18.43 +21.3%
290 CDNS CADENCE DESIGN SYSTEM INC Technology 41,746.0 $13.0M 0.05% NEW $312.58 +19.0%
291 SSRM SSR MINING IN Basic Materials 590,925.0 $13.0M 0.05% NEW $21.92 +39.4%
292 AIZ ASSURANT INC Financial Services 53,741.0 $12.9M 0.05% NEW $240.85 +14.5%
293 TRGP TARGA RES CORP Energy 70,129.0 $12.9M 0.05% NEW $184.50 +39.2%
294 UNP UNION PAC CORP Industrials 54,509.0 $12.6M 0.05% NEW $231.32 +21.4%
295 NVT NVENT ELECTRIC PLC Industrials 123,468.0 $12.6M 0.05% NEW $101.97 +51.0%
296 TXT TEXTRON INC Industrials 144,079.0 $12.6M 0.05% NEW $87.17 +5.6%
297 PRIM PRIMORIS SVCS CORP Industrials 100,782.0 $12.5M 0.05% NEW $124.14 -28.3%
298 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 43,390.0 $12.5M 0.04% NEW $287.25 +17.4%
299 VRTX VERTEX PHARMACEUTICALS INC Healthcare 27,488.0 $12.5M 0.04% NEW $453.36 +14.7%
300 WDC WESTERN DIGITAL CORP Technology 72,339.0 $12.5M 0.04% NEW $172.27 +223.1%
Page 15 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%