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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 58 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CON CONCENTRA GROUP HOLDINGS PARENT IN Healthcare 68,888.0 $2.0M 0.01% NEW $29.75 +16.6%
1142 CALM CAL MAINE FOODS INC Consumer Defensive 25,432.0 $2.0M 0.01% NEW $80.56 -1.0%
1143 KRC KILROY REALTY REIT CORP Real Estate 54,656.0 $2.0M 0.01% NEW $37.47 -2.1%
1144 NSIT INSIGHT ENTERPRISES INC Technology 16,781.0 $2.0M 0.01% NEW $121.80 +28.3%
1145 OSIS OSI SYSTEMS INC Technology 9,342.0 $2.0M 0.01% NEW $218.70 -3.6%
1146 HNGE HINGE HEALTH INC CLASS A Healthcare 24,420.0 $2.0M 0.01% NEW $83.00 +11.9%
1147 COHU COHU INC Technology 27,221.0 $2.0M 0.01% NEW $73.91 -30.1%
1148 GAP GAP INC Consumer Cyclical 107,290.0 $2.0M 0.01% NEW $18.68 +11.3%
1149 GPI GROUP AUTOMOTIVE INC Consumer Cyclical 6,865.0 $2.0M 0.01% NEW $291.17 -10.0%
1150 AVA AVISTA CORP Utilities 48,821.0 $2.0M 0.01% NEW $40.91 -7.7%
1151 APPF APPFOLIO INC CLASS A Technology 12,445.0 $2.0M 0.01% NEW $160.35 +44.7%
1152 SIG SIGNET JEWELERS LTD Consumer Cyclical 23,136.0 $2.0M 0.01% NEW $86.20 -5.1%
1153 RVMD REVOLUTION MEDICINES INC Healthcare 10,635.0 $2.0M 0.01% NEW $187.28 +18.1%
1154 ESLT ELBIT SYSTEMS LTD Industrials 2,622.0 $2.0M 0.01% NEW $759.29 -5.3%
1155 DBX DROPBOX INC CLASS A Technology 72,146.0 $2.0M 0.01% NEW $27.47 +30.6%
1156 BEAM BEAM THERAPEUTICS INC Healthcare 57,723.0 $2.0M 0.01% NEW $34.32 -11.2%
1157 KEEL KEEL INFRASTRUCTURE CORP Technology 344,804.0 $2.0M 0.01% NEW $5.74 -38.9%
1158 IMMUNITYBIO INC 225,100.0 $2.0M 0.01% NEW $8.76
1159 GT GOODYEAR TIRE & RUBBER Consumer Cyclical 298,525.0 $2.0M 0.01% NEW $6.60 -6.8%
1160 CNK CINEMARK HOLDINGS INC Communication Services 62,065.0 $2.0M 0.01% NEW $31.73 +15.3%
Page 58 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%