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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 50 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 VMI VALMONT INDS INC Industrials 2,814.0 $1.1M 0.00% +2K +376.1% $399.64 +26.0%
982 AMG AFFILIATED MANAGERS GROUP Financial Services 4,045.0 $1.1M 0.00% +734.0 +22.2% $276.71 +9.4%
983 CNC CENTENE CORP DEL Healthcare 34,129.0 $1.1M 0.00% +16K +85.7% $32.74 +76.4%
984 PATH UIPATH INC Technology 100,565.0 $1.1M 0.00% +12K +13.0% $11.10 -4.8%
985 DTCR GLOBAL X FDS 46,557.0 $1.1M 0.00% +3K +7.9% $23.96 +27.5%
986 IIM INVESCO VALUE MUN INCOME TR Financial Services 91,627.0 $1.1M 0.00% +473.0 +0.5% $12.16 -1.3%
987 RBRK RUBRIK INC. Technology 22,715.0 $1.1M 0.00% +14K +147.8% $48.97 +36.6%
988 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 12,275.0 $1.1M 0.00% +3K +29.6% $90.43 -5.6%
989 CRBN ISHARES TR 4,962.0 $1.1M 0.00% +273.0 +5.8% $222.84 +12.8%
990 HESM HESS MIDSTREAM LP Energy 28,375.0 $1.1M 0.00% +5K +20.2% $38.87 +2.4%
991 EQR EQUITY RESIDENTIAL Real Estate 18,590.0 $1.1M 0.00% +4K +30.0% $59.15 +11.2%
992 IE IVANHOE ELECTRIC INC Technology 92,614.0 $1.1M 0.00% +84K +980.0% $11.82 +3.7%
993 USO UNITED STS OIL FD LP Financial Services 8,557.0 $1.1M 0.00% +1K +19.5% $127.25 +13.4%
994 RQI COHEN & STEERS QUALITY INCOM Financial Services 90,111.0 $1.1M 0.00% +2K +2.1% $12.05 +10.5%
995 URNM SPROTT FDS TR 17,155.0 $1.1M 0.00% +2K +13.4% $63.15 -8.0%
996 FXH FIRST TR EXCHANGE-TRADED FD 9,860.0 $1.1M 0.00% +2K +22.9% $109.78 +4.2%
997 RJF RAYMOND JAMES FINL INC Financial Services 7,474.0 $1.1M 0.00% +459.0 +6.5% $144.82 +5.0%
998 SLYG SPDR SERIES TRUST 11,059.0 $1.1M 0.00% +3K +38.6% $96.62 +11.0%
999 DBC INVESCO DB COMMDY INDX TRCK Financial Services 36,852.0 $1.1M 0.00% +4K +11.9% $28.95 +6.0%
1000 FNDE SCHWAB STRATEGIC TR 27,826.0 $1.1M 0.00% +234.0 +0.8% $38.26 +5.6%
Page 50 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%