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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 16 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IT GARTNER INC Technology 49,174.0 $12.4M 0.04% NEW $252.28 -45.6%
302 AEE AMEREN CORP Utilities 123,691.0 $12.4M 0.04% NEW $99.86 +14.6%
303 PHM PULTE GROUP INC Consumer Cyclical 105,329.0 $12.4M 0.04% NEW $117.26 +13.0%
304 GM GENERAL MTRS CO Consumer Cyclical 151,127.0 $12.3M 0.04% NEW $81.32 -8.3%
305 PEP PEPSICO INC Consumer Defensive 83,974.0 $12.1M 0.04% NEW $143.52 +0.2%
306 ALLE ALLEGION PLC Industrials 75,076.0 $12.0M 0.04% NEW $159.22 -12.6%
307 JXN JACKSON FINANCIAL INC Financial Services 111,742.0 $11.9M 0.04% NEW $106.65 -1.5%
308 BKU BANKUNITED INC Financial Services 267,373.0 $11.9M 0.04% NEW $44.57 +7.9%
309 AXP AMERICAN EXPRESS CO Financial Services 32,085.0 $11.9M 0.04% NEW $369.95 -5.4%
310 WBD WARNER BROS DISCOVERY INC Communication Services 411,484.0 $11.9M 0.04% NEW $28.82 -8.7%
311 VOYA VOYA FINANCIAL INC Financial Services 159,073.0 $11.8M 0.04% NEW $74.49 +26.4%
312 KEX KIRBY CORP Industrials 107,079.0 $11.8M 0.04% NEW $110.18 +18.0%
313 FSLR FIRST SOLAR INC Energy 44,947.0 $11.7M 0.04% NEW $261.23 -15.9%
314 NOV NOV INC Energy 749,569.0 $11.7M 0.04% NEW $15.63 +15.0%
315 ST SENSATA TECHNOLOGIES HLDG PL Technology 349,531.0 $11.6M 0.04% NEW $33.29 +34.3%
316 CELH CELSIUS HLDGS INC Consumer Defensive 254,205.0 $11.6M 0.04% NEW $45.74 -27.3%
317 SON SONOCO PRODS CO Consumer Cyclical 266,347.0 $11.6M 0.04% NEW $43.64 +30.2%
318 SBLK STAR BULK CARRIERS CORP. Industrials 604,686.0 $11.6M 0.04% NEW $19.22 +31.0%
319 PB PROSPERITY BANCSHARES INC Financial Services 167,876.0 $11.6M 0.04% NEW $69.11 +3.3%
320 SYK STRYKER CORPORATION Healthcare 32,999.0 $11.6M 0.04% NEW $351.47 -7.3%
Page 16 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%