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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 54 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 BYD BOYD GAMING CORP Consumer Cyclical 26,417.0 $2.3M 0.01% NEW $88.33 -9.6%
1062 SWKS SKYWORKS SOLUTIONS INC Technology 34,402.0 $2.3M 0.01% NEW $67.80 -1.5%
1063 CPRI CAPRI HOLDINGS LTD Consumer Cyclical 125,464.0 $2.3M 0.01% NEW $18.57 -29.1%
1064 SKYW SKYWEST INC Industrials 23,349.0 $2.3M 0.01% NEW $99.33 +0.0%
1065 ACI ALBERTSONS COMPANY INC CLASS A Consumer Defensive 171,037.0 $2.3M 0.01% NEW $13.53 -9.2%
1066 IT GARTNER INC Technology 17,848.0 $2.3M 0.01% NEW $129.62 +52.3%
1067 BEN FRANKLIN RESOURCES INC Financial Services 69,508.0 $2.3M 0.01% NEW $33.27 +4.9%
1068 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 11,454.0 $2.3M 0.01% NEW $201.08 +4.0%
1069 ICHR ICHOR HOLDINGS LTD Technology 20,445.0 $2.3M 0.01% NEW $112.28 -47.7%
1070 IRTC IRHYTHM HOLDINGS INC Healthcare 19,281.0 $2.3M 0.01% NEW $118.95 -2.0%
1071 OUSTER INC 36,673.0 $2.3M 0.01% NEW $62.52
1072 SAIC SCIENCE APPLICATIONS INTERNATIONAL Technology 20,748.0 $2.3M 0.01% NEW $110.41 +17.2%
1073 NTST NETSTREIT CORP Real Estate 107,895.0 $2.3M 0.01% NEW $21.13 -3.3%
1074 UNF UNIFIRST CORP Industrials 8,614.0 $2.3M 0.01% NEW $264.46 +8.1%
1075 SHC SOTERA HEALTH COMPANY Healthcare 127,917.0 $2.3M 0.01% NEW $17.75 +9.8%
1076 CRC CALIFORNIA RESOURCES CORP Energy 42,909.0 $2.3M 0.01% NEW $52.87 +0.5%
1077 LASR NLIGHT INC Technology 32,547.0 $2.3M 0.01% NEW $69.62 -35.9%
1078 NHI NATIONAL HEALTH INVESTORS REIT INC Real Estate 29,644.0 $2.3M 0.01% NEW $76.26 -4.9%
1079 EPR EPR PROPERTIES REIT Real Estate 38,964.0 $2.3M 0.01% NEW $58.01 +2.3%
1080 CRNX CRINETICS PHARMACEUTICALS INC Healthcare 60,361.0 $2.3M 0.01% NEW $37.42 +126.8%
Page 54 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%