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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 38 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SEDG SOLAREDGE TECHNOLOGIES INC Energy 77,626.0 $2.2M 0.01% NEW $28.85 +81.9%
742 FUL FULLER H B CO Basic Materials 37,225.0 $2.2M 0.01% NEW $59.46 -3.8%
743 POOL POOL CORP Industrials 9,662.0 $2.2M 0.01% NEW $228.75 -4.7%
744 SYY SYSCO CORP Consumer Defensive 29,599.0 $2.2M 0.01% NEW $73.69 +13.9%
745 TROW PRICE T ROWE GROUP INC Financial Services 21,241.0 $2.2M 0.01% NEW $102.38 +14.6%
746 WPC WP CAREY INC Real Estate 33,703.0 $2.2M 0.01% NEW $64.36 +10.9%
747 TTEK TETRA TECH INC NEW Industrials 64,301.0 $2.2M 0.01% NEW $33.54 -11.7%
748 CBT CABOT CORP Basic Materials 32,494.0 $2.2M 0.01% NEW $66.28 +30.2%
749 KFY KORN FERRY Industrials 32,493.0 $2.1M 0.01% NEW $66.02 +4.3%
750 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 37,118.0 $2.1M 0.01% NEW $57.69 +70.5%
751 QTWO Q2 HLDGS INC Technology 29,616.0 $2.1M 0.01% NEW $72.16 -27.8%
752 NCNO NCINO INC Technology 83,060.0 $2.1M 0.01% NEW $25.64 -29.8%
753 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 45,355.0 $2.1M 0.01% NEW $46.68 -14.7%
754 LBRT LIBERTY ENERGY INC Energy 114,443.0 $2.1M 0.01% NEW $18.46 +28.0%
755 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,893.0 $2.1M 0.01% NEW $100.89 +13.1%
756 PD PAGERDUTY INC Technology 160,159.0 $2.1M 0.01% NEW $13.11 -24.8%
757 VICR VICOR CORP Technology 19,094.0 $2.1M 0.01% NEW $109.60 +170.2%
758 HOPE HOPE BANCORP INC Financial Services 188,327.0 $2.1M 0.01% NEW $10.96 +24.6%
759 AVY AVERY DENNISON CORP Industrials 11,275.0 $2.1M 0.01% NEW $181.88 -9.0%
760 GRMN GARMIN LTD Technology 10,055.0 $2.0M 0.01% NEW $202.85 +17.6%
Page 38 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%