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Portfolio (Quarterly) Guide ↗

Rockefeller Capital Management L.P.

· CIK 0001739439
13F Portfolio $56.4B AUM 11,499 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 271 New 2532 Added 1234 Reduced 255 Exited
Page 45 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CSL CARLISLE COS INC Industrials 4,944.0 $1.6M 0.00% +1K +35.9% $333.62 -0.4%
882 IBDT ISHARES TR 65,094.0 $1.6M 0.00% +831.0 +1.3% $25.33 -0.4%
883 HUN HUNTSMAN CORP Basic Materials 123,801.0 $1.6M 0.00% +123K +10000.0% $13.31 +8.0%
884 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 48,335.0 $1.6M 0.00% +25K +111.1% $33.95 +1.3%
885 PDI PIMCO DYNAMIC INCOME FD Financial Services 95,568.0 $1.6M 0.00% +27K +40.2% $17.11 -2.5%
886 LVHI LEGG MASON ETF INVT 40,244.0 $1.6M 0.00% +4K +12.3% $40.54 +2.7%
887 BXP BXP INC Real Estate 31,372.0 $1.6M 0.00% +5K +16.8% $51.90 +15.9%
888 BLDR BUILDERS FIRSTSOURCE INC Industrials 19,491.0 $1.6M 0.00% +10K +100.2% $82.33 -10.3%
889 STOT SSGA ACTIVE TR 34,026.0 $1.6M 0.00% +20K +148.8% $47.13 -0.3%
890 FLNC FLUENCE ENERGY INC Utilities 116,024.0 $1.6M 0.00% +59K +103.7% $13.76 +46.7%
891 IYY ISHARES TR 10,057.0 $1.6M 0.00% +320.0 +3.3% $158.46 +13.7%
892 IHF ISHARES TR 37,930.0 $1.6M 0.00% +3K +9.1% $41.85 +20.0%
893 IYH ISHARES TR 25,717.0 $1.6M 0.00% +3K +15.4% $61.64 +1.1%
894 HXL HEXCEL CORP NEW Industrials 19,296.0 $1.6M 0.00% +4K +27.2% $80.93 +4.7%
895 GLOBUS MED INC 18,065.0 $1.6M 0.00% +6K +53.9% $86.16
896 CWEN CLEARWAY ENERGY INC Utilities 39,557.0 $1.6M 0.00% +2K +4.9% $39.29 -2.9%
897 ELAN ELANCO ANIMAL HEALTH INC Healthcare 64,920.0 $1.6M 0.00% +4K +6.4% $23.93 -10.9%
898 ITM VANECK ETF TRUST 33,322.0 $1.5M 0.00% +277.0 +0.8% $46.43 +0.0%
899 NULG NUSHARES ETF TR 16,785.0 $1.5M 0.00% +403.0 +2.5% $90.94 +21.1%
900 NVR NVR INC Consumer Cyclical 231.0 $1.5M 0.00% +46.0 +24.9% $6589.83 -8.2%
Page 45 of 127  ·  2,532 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 27.0%
Financial Services 21.0%
Industrials 9.4%
Communication Services 8.8%
Healthcare 8.7%
Consumer Cyclical 8.4%
Energy 5.7%
Consumer Defensive 4.2%
Utilities 3.1%
Real Estate 2.1%