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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 31 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MHK MOHAWK INDS INC Consumer Cyclical 24,091.0 $2.9M 0.01% +9K +58.6% $121.33 +10.5%
602 PCVX VAXCYTE INC Healthcare 50,217.0 $2.9M 0.01% +37K +289.2% $58.13 +6.4%
603 WEC WEC ENERGY GROUP INC Utilities 24,998.0 $2.9M 0.01% NEW $116.77 -7.9%
604 AYI ACUITY INC Industrials 7,727.0 $2.9M 0.01% -22K -74.3% $376.66 -10.6%
605 STZ CONSTELLATION BRANDS INC Consumer Defensive 20,906.0 $2.9M 0.01% +9K +81.4% $139.09 -1.1%
606 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 60,791.0 $2.9M 0.01% +23K +59.7% $47.81 -8.6%
607 MTZ MASTEC INC Industrials 6,969.0 $2.9M 0.01% -33K -82.6% $416.06 -38.6%
608 SOLV ENERGY INC 85,060.0 $2.9M 0.01% -17K -16.6% $34.05
609 QRVO QORVO INC Technology 31,016.0 $2.9M 0.01% -6K -16.5% $93.27 +2.3%
610 INVH INVITATION HOMES INC Real Estate 95,727.0 $2.9M 0.01% +72K +305.0% $30.21 +0.8%
611 ARW ARROW ELECTRS INC Technology 13,511.0 $2.9M 0.01% NEW $213.41 -5.4%
612 EL LAUDER ESTEE COS INC Consumer Defensive 36,502.0 $2.9M 0.01% +11K +45.5% $78.95 +31.9%
613 AZO AUTOZONE INC Consumer Cyclical 897.0 $2.9M 0.01% +398.0 +79.8% $3195.94 -5.8%
614 FLO FLOWERS FOODS INC Consumer Defensive 362,451.0 $2.9M 0.01% +197K +118.5% $7.90 -7.8%
615 VIAV VIAVI SOLUTIONS INC Technology 59,233.0 $2.8M 0.01% +52K +679.2% $47.75 -22.6%
616 YOU CLEAR SECURE INC Technology 50,653.0 $2.8M 0.01% NEW $55.73 -19.8%
617 SIGI SELECTIVE INS GROUP INC Financial Services 28,916.0 $2.8M 0.01% -1K -3.8% $97.01 -4.5%
618 CWEN CLEARWAY ENERGY INC Utilities 81,942.0 $2.8M 0.01% +70K +584.2% $34.18 -5.6%
619 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 68,181.0 $2.8M 0.01% +31K +83.6% $41.03 -11.8%
620 NSA NATIONAL STORAGE AFFILIATES Real Estate 62,778.0 $2.8M 0.01% NEW $44.47 -2.4%
Page 31 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%