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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 42 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 12,973.0 $1.1M 0.01% +3K +33.2% $85.75 +3.0%
822 GGB GERDAU SA Basic Materials 271,680.0 $1.1M 0.01% +224K +464.0% $4.04 +7.2%
823 NVST ENVISTA HOLDINGS CORPORATION Healthcare 41,647.0 $1.1M 0.01% -35K -45.5% $26.35 +3.8%
824 MGY MAGNOLIA OIL & GAS CORP Energy 42,881.0 $1.1M 0.00% NEW $25.58 +6.4%
825 JLL JONES LANG LASALLE INC Real Estate 3,518.0 $1.1M 0.00% -6K -61.5% $309.95 +24.9%
826 HUBB HUBBELL INC Industrials 2,084.0 $1.1M 0.00% -6K -74.7% $523.20 -10.8%
827 POOL POOL CORP Industrials 5,069.0 $1.1M 0.00% -1K -22.6% $214.90 -12.4%
828 SF STIFEL FINL CORP Financial Services 15,560.0 $1.1M 0.00% -26K -62.3% $69.77 +15.8%
829 BDC BELDEN INC Technology 9,022.0 $1.1M 0.00% NEW $119.91 -2.6%
830 BA BOEING CO Industrials 4,995.0 $1.1M 0.00% NEW $216.47 -2.8%
831 VSH VISHAY INTERTECHNOLOGY INC Technology 20,075.0 $1.1M 0.00% NEW $53.78 -43.4%
832 FELE FRANKLIN ELEC INC Industrials 10,018.0 $1.1M 0.00% NEW $107.19 -3.8%
833 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,248.0 $1.1M 0.00% -3K -47.1% $330.46 -0.1%
834 OGE OGE ENERGY CORP Utilities 21,773.0 $1.1M 0.00% -496K -95.8% $48.66 -5.5%
835 HRL HORMEL FOODS CORP Consumer Defensive 42,159.0 $1.0M 0.00% +25K +152.6% $24.82 -2.9%
836 CPRT COPART INC Industrials 36,999.0 $1.0M 0.00% NEW $28.19 +18.0%
837 TSCO TRACTOR SUPPLY CO Consumer Cyclical 32,944.0 $1.0M 0.00% NEW $31.61 +13.6%
838 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 15,595.0 $998K 0.00% -56K -78.3% $64.01 +15.9%
839 SONO SONOS INC Technology 72,669.0 $983K 0.00% +60K +465.5% $13.53 +13.9%
840 FN FABRINET Technology 1,744.0 $980K 0.00% NEW $562.08 -25.1%
Page 42 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%