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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 53 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 14,497.0 $889K 0.00% +12K +445.6% $61.32 +4.7%
1042 PKX POSCO HOLDINGS INC Basic Materials 15,157.0 $887K 0.00% +10K +196.5% $58.49 +27.1%
1043 XTN SPDR SERIES TRUST 9,518.0 $885K 0.00% +4K +72.5% $93.01 +13.4%
1044 JHPI JOHN HANCOCK EXCHANGE TRADED 39,187.0 $885K 0.00% +554.0 +1.4% $22.58 +1.0%
1045 NNN NNN REIT INC Real Estate 20,813.0 $875K 0.00% +3K +14.8% $42.03 +7.0%
1046 CPA COPA HOLDINGS SA Industrials 7,688.0 $873K 0.00% +636.0 +9.0% $113.61 +20.6%
1047 TTD THE TRADE DESK INC Technology 38,277.0 $869K 0.00% +3K +9.4% $22.69 -7.4%
1048 ESAB ESAB CORPORATION Industrials 8,965.0 $867K 0.00% +143.0 +1.6% $96.66 -5.7%
1049 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 100,202.0 $864K 0.00% +3K +2.6% $8.62 +6.0%
1050 RGTI RIGETTI COMPUTING INC Technology 61,446.0 $863K 0.00% +9K +16.2% $14.04 +20.2%
1051 CVNA CARVANA CO Consumer Cyclical 2,741.0 $862K 0.00% +153.0 +5.9% $314.44 -79.5%
1052 FLRN SPDR SERIES TRUST 27,980.0 $861K 0.00% +7K +35.1% $30.78 +0.1%
1053 EIPI FIRST TR EXCHNG TRADED FD VI 38,249.0 $860K 0.00% +27K +229.5% $22.49 +0.4%
1054 DBEU DBX ETF TR 17,636.0 $859K 0.00% +118.0 +0.7% $48.72 +6.7%
1055 TEAM ATLASSIAN CORPORATION Technology 12,583.0 $859K 0.00% +5K +56.2% $68.25 +26.3%
1056 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 79,272.0 $859K 0.00% +22K +38.9% $10.83 +0.2%
1057 FEOE RBB FUND TRUST 17,003.0 $858K 0.00% +17K +10000.0% $50.46 +7.6%
1058 ERO ERO COPPER CORP Basic Materials 32,108.0 $856K 0.00% +8K +35.0% $26.67 +0.2%
1059 UBSI UNITED BANKSHARES INC WEST V Financial Services 20,601.0 $853K 0.00% +3K +16.7% $41.42 +4.1%
1060 ES EVERSOURCE ENERGY Utilities 12,312.0 $853K 0.00% +1K +10.9% $69.29 +0.5%
Page 53 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%