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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 20 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MLI MUELLER INDS INC Industrials 63,177.0 $7.8M 0.03% +25K +65.0% $122.93 -48.4%
382 GWW WW GRAINGER INC Industrials 5,680.0 $7.7M 0.03% +4K +372.6% $1360.40 -2.8%
383 JPM JPMORGAN CHASE & CO Financial Services 23,548.0 $7.7M 0.03% NEW $327.33 +8.9%
384 ISRG INTUITIVE SURGICAL INC Healthcare 19,324.0 $7.7M 0.03% +2K +11.7% $397.68 -6.1%
385 NYT NEW YORK TIMES CO MTN BE Communication Services 109,563.0 $7.7M 0.03% -50K -31.3% $69.98 -3.6%
386 CCK CROWN HLDGS INC Consumer Cyclical 68,384.0 $7.6M 0.03% +13K +23.4% $111.82 +7.1%
387 SHOO MADDEN STEVEN LTD Consumer Cyclical 181,516.0 $7.6M 0.03% +35K +23.8% $42.10 +9.0%
388 SNN SMITH & NEPHEW PLC Healthcare 263,854.0 $7.6M 0.03% -12K -4.2% $28.81 +2.8%
389 DKNG DRAFTKINGS INC NEW Consumer Cyclical 299,841.0 $7.6M 0.03% -96K -24.3% $25.26 +2.8%
390 BKNG BOOKING HOLDINGS INC Consumer Cyclical 42,079.0 $7.5M 0.03% +42K +10000.0% $178.24 +19.7%
391 HWM HOWMET AEROSPACE INC Industrials 27,799.0 $7.5M 0.03% +5K +20.8% $268.86 -2.1%
392 IESC IES HOLDINGS INC Industrials 10,114.0 $7.4M 0.03% -12K -54.4% $734.66 -55.9%
393 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 425,644.0 $7.3M 0.03% -233K -35.3% $17.20 -1.9%
394 LNTH LANTHEUS HLDGS INC Healthcare 65,941.0 $7.3M 0.03% +22K +50.8% $110.94 -9.1%
395 ONON ON HLDG AG Consumer Cyclical 206,432.0 $7.3M 0.03% -404K -66.2% $35.42 -16.7%
396 ASB ASSOCIATED BANC-CORP Financial Services 235,868.0 $7.3M 0.03% -180K -43.2% $30.77 +0.4%
397 AVT AVNET INC Technology 81,161.0 $7.2M 0.03% +56K +217.5% $88.82 -2.9%
398 FNF FIDELITY NATL FINL INC Financial Services 152,160.0 $7.2M 0.03% +124K +444.6% $47.16 +0.6%
399 PYPL PAYPAL HLDGS INC Financial Services 166,034.0 $7.2M 0.03% +156K +1590.8% $43.18 +42.8%
400 UGI UGI CORP NEW Utilities 206,386.0 $7.1M 0.03% +121K +141.9% $34.54 +10.6%
Page 20 of 50  ·  997 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%