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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 4 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOW SERVICENOW INC Technology 635,381.0 $63.1M 0.26% NEW $99.28 +29.4%
62 SLB SLB LIMITED Energy 1,338,849.0 $62.2M 0.26% +594K +79.8% $46.49 +15.9%
63 META META PLATFORMS INC Communication Services 110,083.0 $62.0M 0.25% -182K -62.3% $563.29 -2.4%
64 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 111,326.0 $60.3M 0.25% $541.83 -5.3%
65 CFG CITIZENS FINL GROUP INC Financial Services 847,858.0 $59.4M 0.24% +134K +18.8% $70.07 -0.3%
66 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 605,394.0 $58.2M 0.24% -165K -21.5% $96.12 -50.3%
67 BAC BANK OF AMER CORP Financial Services 1,020,674.0 $58.2M 0.24% -22K -2.1% $56.98 +8.3%
68 DUK DUKE ENERGY CORP NEW Utilities 442,098.0 $56.0M 0.23% NEW $126.58 -5.3%
69 OVV OVINTIV INC Energy 1,041,316.0 $54.8M 0.23% +671K +181.5% $52.65 +26.9%
70 HAL HALLIBURTON CO Energy 1,590,285.0 $54.0M 0.22% +1.6M +5441.4% $33.95 +4.1%
71 MRVL MARVELL TECHNOLOGY INC Technology 181,176.0 $54.0M 0.22% -1.8M -90.7% $297.89 -20.4%
72 ANGLOGOLD ASHANTI PLC 665,558.0 $53.8M 0.22% +68K +11.4% $80.89
73 TFC TRUIST FINL CORP Financial Services 1,078,721.0 $53.7M 0.22% +347K +47.4% $49.82 +1.2%
74 PPL PPL CORP Utilities 1,468,865.0 $53.4M 0.22% +1.0M +245.1% $36.35 -5.4%
75 MCK MCKESSON CORP Healthcare 70,358.0 $53.2M 0.22% +3K +4.4% $755.60 +13.7%
76 AR ANTERO RESOURCES CORP Energy 1,507,657.0 $53.0M 0.22% +1.3M +793.4% $35.14 +8.0%
77 LUV SOUTHWEST AIRLS CO Industrials 1,022,946.0 $52.6M 0.22% +323K +46.1% $51.42 -21.5%
78 MET METLIFE INC Financial Services 621,519.0 $52.6M 0.22% -5K -0.8% $84.61 +11.5%
79 NTNX NUTANIX INC Technology 998,761.0 $50.9M 0.21% NEW $50.96 +32.7%
80 CIEN CIENA CORP Technology 101,038.0 $49.6M 0.20% -43K -29.8% $490.56 -19.3%
Page 4 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%