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Portfolio (Quarterly) Guide ↗

MetLife Investment Management, LLC

· CIK 0001529735
13F Portfolio $22.1B AUM 2,884 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2884 New
Page 117 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 ARHS ARHAUS INC CLASS A Consumer Cyclical 28,815.0 $243K 0.00% NEW $8.42 +5.9%
2322 KRUS KURA SUSHI USA INC Consumer Cyclical 4,204.0 $242K 0.00% NEW $57.56 -18.3%
2323 MSGS MADISON SQUARE GARDEN SPORTS CORP Communication Services 601.0 $242K 0.00% NEW $401.84 +1.3%
2324 XOMA XOMA ROYALTY CORP Healthcare 5,677.0 $241K 0.00% NEW $42.50 -5.5%
2325 BCML BAYCOM CORP Financial Services 7,328.0 $241K 0.00% NEW $32.90 -8.9%
2326 TIPT TIPTREE INC Financial Services 13,414.0 $240K 0.00% NEW $17.92 +2.7%
2327 DDD 3D SYSTEMS CORP Technology 79,531.0 $240K 0.00% NEW $3.02 +6.6%
2328 NGVC NATURAL GROCERS BY VITAMIN COTTAGE Consumer Defensive 7,691.0 $239K 0.00% NEW $31.02 -9.0%
2329 CAL CALERES INC Consumer Cyclical 19,210.0 $238K 0.00% NEW $12.37 +5.5%
2330 BWFG BANKWELL FINANCIAL GROUP INC Financial Services 4,029.0 $237K 0.00% NEW $58.75 +11.9%
2331 FLUTTER ENTERTAINMENT PLC 2,311.0 $236K 0.00% NEW $102.17
2332 MATIV HOLDINGS INC 31,164.0 $236K 0.00% NEW $7.57
2333 S SENTINELONE INC CLASS A Technology 13,855.0 $235K 0.00% NEW $16.97 +19.7%
2334 DCTH DELCATH SYS INC Healthcare 18,669.0 $235K 0.00% NEW $12.59 +34.4%
2335 AVBC AVIDIA BANCORP INC Financial Services 11,173.0 $235K 0.00% NEW $20.99 +4.5%
2336 CCRN CROSS COUNTRY HEALTHCARE INC Healthcare 17,724.0 $234K 0.00% NEW $13.21 +0.3%
2337 AVEX AEVEX CORP CLASS A Industrials 11,207.0 $234K 0.00% NEW $20.89 -16.5%
2338 CMCO COLUMBUS MCKINNON CORP Industrials 15,446.0 $234K 0.00% NEW $15.13 +17.6%
2339 HIMALAYA SHIPPING LTD 17,437.0 $233K 0.00% NEW $13.36
2340 FPI FARMLAND PARTNERS INC Real Estate 24,054.0 $233K 0.00% NEW $9.68 +6.1%
Page 117 of 145  ·  2,884 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 34.8%
Financial Services 12.6%
Industrials 10.6%
Healthcare 10.1%
Consumer Cyclical 9.6%
Communication Services 6.3%
Consumer Defensive 4.1%
Energy 3.5%
Real Estate 3.3%
Utilities 2.9%