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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 23 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GD GENERAL DYNAMICS CORP Industrials 16,888.0 $6.0M 0.03% NEW $354.24 +8.3%
442 KVUE KENVUE INC Consumer Defensive 311,241.0 $5.9M 0.02% +186K +149.1% $19.11 +1.7%
443 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 163,477.0 $5.9M 0.02% -64K -28.1% $36.24 +4.4%
444 AROC ARCHROCK INC Energy 145,297.0 $5.9M 0.02% NEW $40.71 -24.6%
445 AMT AMERICAN TOWER CORP Real Estate 35,924.0 $5.9M 0.02% -21K -36.9% $163.57 +9.1%
446 SON SONOCO PRODS CO Consumer Cyclical 103,361.0 $5.8M 0.02% -82K -44.2% $56.35 +2.0%
447 HL HECLA MINING COMPANY Basic Materials 376,150.0 $5.8M 0.02% -105K -21.8% $15.43 +32.2%
448 FSS FEDERAL SIGNAL CORP Industrials 45,152.0 $5.8M 0.02% +21K +86.0% $128.49 -6.8%
449 EQX EQUINOX GOLD CORP Basic Materials 592,899.0 $5.8M 0.02% +575K +3155.4% $9.72 +41.6%
450 AMP AMERIPRISE FINL INC Financial Services 12,536.0 $5.8M 0.02% +4K +54.0% $458.76 +22.3%
451 CEG CONSTELLATION ENERGY CORP Utilities 23,123.0 $5.7M 0.02% -183K -88.8% $248.37 +10.1%
452 KRMN KARMAN HLDGS INC Industrials 114,290.0 $5.7M 0.02% +85K +285.4% $49.92 +2.9%
453 VOYA VOYA FINANCIAL INC Financial Services 62,829.0 $5.7M 0.02% -26K -29.0% $90.53 +9.5%
454 LNC LINCOLN NATL CORP IND Financial Services 160,168.0 $5.7M 0.02% -65K -28.9% $35.35 +19.9%
455 ADT ADT INC DEL Industrials 869,859.0 $5.7M 0.02% -684K -44.0% $6.50 +14.2%
456 AMER SPORTS INC 166,942.0 $5.6M 0.02% -134K -44.5% $33.84
457 HESM HESS MIDSTREAM LP Energy 149,973.0 $5.6M 0.02% +104K +224.6% $37.60 +3.8%
458 FLEX FLEX LTD Technology 34,390.0 $5.6M 0.02% -22K -38.7% $162.07 -34.2%
459 CBRE CBRE GROUP INC Real Estate 41,377.0 $5.6M 0.02% NEW $134.69 +12.8%
460 VNT VONTIER CORPORATION Technology 190,533.0 $5.5M 0.02% +98K +107.0% $29.00 +14.6%
Page 23 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%