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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 28 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WSC WILLSCOT HLDGS CORP Industrials 256,414.0 $4.8M 0.02% NEW $18.83 +45.3%
542 CHE CHEMED CORP NEW Healthcare 11,279.0 $4.8M 0.02% NEW $427.86 +14.4%
543 IDR IDAHO STRATEGIC RESOURCES Basic Materials 119,501.0 $4.8M 0.02% NEW $40.30 -16.9%
544 NTCT NETSCOUT SYS INC Technology 177,162.0 $4.8M 0.02% NEW $27.06 +51.3%
545 MRSH MARSH & MCLENNAN COS INC Financial Services 25,777.0 $4.8M 0.02% NEW $185.52 -3.8%
546 MMS MAXIMUS INC Industrials 55,325.0 $4.8M 0.02% NEW $86.32 -35.4%
547 BR BROADRIDGE FINL SOLUTIONS IN Technology 21,352.0 $4.8M 0.02% NEW $223.17 -35.5%
548 THG HANOVER INS GROUP INC Financial Services 26,030.0 $4.8M 0.02% NEW $182.77 +21.3%
549 BCO BRINKS CO Industrials 40,604.0 $4.7M 0.02% NEW $116.73 -13.0%
550 MOH MOLINA HEALTHCARE INC Healthcare 27,274.0 $4.7M 0.02% NEW $173.54 +32.5%
551 GLPI GAMING & LEISURE PPTYS INC Real Estate 105,634.0 $4.7M 0.02% NEW $44.69 -1.7%
552 AON AON PLC Financial Services 13,368.0 $4.7M 0.02% NEW $352.88 +1.3%
553 LMND LEMONADE INC Financial Services 66,074.0 $4.7M 0.02% NEW $71.18 +0.5%
554 LUMN LUMEN TECHNOLOGIES INC Communication Services 595,417.0 $4.6M 0.02% NEW $7.77 -17.2%
555 CMS CMS ENERGY CORP Utilities 66,089.0 $4.6M 0.02% NEW $69.93 +11.2%
556 VICI VICI PPTYS INC Real Estate 163,951.0 $4.6M 0.02% NEW $28.12 -6.6%
557 JCI JOHNSON CTLS INTL PLC Industrials 38,201.0 $4.6M 0.02% NEW $119.75 +17.5%
558 FSS FEDERAL SIGNAL CORP Industrials 41,869.0 $4.5M 0.02% NEW $108.59 +20.7%
559 CINF CINCINNATI FINL CORP Financial Services 27,808.0 $4.5M 0.02% NEW $163.32 +17.6%
560 GEO GEO GROUP INC NEW Industrials 281,165.0 $4.5M 0.02% NEW $16.12 +87.7%
Page 28 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%