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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 35 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MMM 3M CO Industrials 14,060.0 $2.3M 0.01% +4K +35.6% $161.91 +10.6%
682 CAG CONAGRA BRANDS INC Consumer Defensive 168,808.0 $2.3M 0.01% +141K +516.0% $13.46 +23.8%
683 BCPC BALCHEM CORP Basic Materials 13,417.0 $2.3M 0.01% -4K -22.5% $168.95 +5.1%
684 IT GARTNER INC Technology 17,444.0 $2.3M 0.01% NEW $129.62 +56.4%
685 LTM LATAM AIRLINES GROUP SA Industrials 38,396.0 $2.2M 0.01% -6K -14.3% $58.27 -8.8%
686 BP BP PLC Energy 60,495.0 $2.2M 0.01% +36K +142.6% $36.95 +18.4%
687 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 116,907.0 $2.2M 0.01% +90K +340.9% $19.01 -4.1%
688 ILMN ILLUMINA INC Healthcare 12,586.0 $2.2M 0.01% -165.0 -1.3% $175.83 +27.0%
689 OLN OLIN CORP Basic Materials 111,412.0 $2.2M 0.01% -67K -37.6% $19.82 -11.4%
690 WULF TERAWULF INC Financial Services 89,081.0 $2.2M 0.01% -105K -54.0% $24.70 -37.3%
691 ENTG ENTEGRIS INC Technology 12,226.0 $2.2M 0.01% -49K -80.1% $179.86 -23.1%
692 MHO M/I HOMES INC Consumer Cyclical 13,676.0 $2.2M 0.01% NEW $160.79 -5.4%
693 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 46,407.0 $2.2M 0.01% NEW $47.27 +10.0%
694 PHM PULTE GROUP INC Consumer Cyclical 15,969.0 $2.2M 0.01% -9K -35.5% $137.21 -5.5%
695 UFPI UFP INDUSTRIES INC Basic Materials 24,095.0 $2.2M 0.01% -23K -48.7% $90.74 -1.7%
696 F FORD MTR CO Consumer Cyclical 155,958.0 $2.2M 0.01% -106K -40.5% $13.90 +0.1%
697 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 8,236.0 $2.2M 0.01% -14K -63.1% $261.37 +34.2%
698 HLI HOULIHAN LOKEY INC Financial Services 16,007.0 $2.1M 0.01% -5K -22.1% $134.13 -3.9%
699 CVSA COVISTA INC Consumer Cyclical 17,151.0 $2.1M 0.01% +2K +16.3% $124.66 +6.5%
700 ATRC ATRICURE INC Healthcare 76,307.0 $2.1M 0.01% +43K +127.7% $27.98 +76.1%
Page 35 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%