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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 59 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 LGOV FIRST TR EXCHANGE-TRADED FD 27,356.0 $590K 0.00% +556.0 +2.1% $21.57 -1.9%
1162 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 1,754.0 $590K 0.00% +523.0 +42.5% $336.20 -8.2%
1163 LVS LAS VEGAS SANDS CORP Consumer Cyclical 10,940.0 $589K 0.00% +2K +27.7% $53.88 -8.2%
1164 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,351.0 $589K 0.00% +922.0 +64.5% $250.70 +21.9%
1165 RKT ROCKET COS INC Financial Services 41,355.0 $589K 0.00% +13K +46.8% $14.25 -4.4%
1166 BRKR BRUKER CORP Healthcare 16,277.0 $588K 0.00% +7K +70.9% $36.12 +24.5%
1167 BKHY BNY MELLON ETF TRUST 12,386.0 $587K 0.00% +527.0 +4.4% $47.41 +0.2%
1168 DFAE DIMENSIONAL ETF TRUST 17,297.0 $586K 0.00% +1K +8.7% $33.86 +15.2%
1169 NSA NATIONAL STORAGE AFFILIATES Real Estate 15,467.0 $584K 0.00% +2K +13.0% $37.74 +13.4%
1170 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 6,286.0 $580K 0.00% +2K +32.9% $92.28 +20.3%
1171 IDLV INVESCO EXCH TRADED FD TR II 16,833.0 $580K 0.00% +902.0 +5.7% $34.45 +2.7%
1172 HEICO CORP NEW 2,742.0 $579K 0.00% +143.0 +5.5% $211.13
1173 UDR UDR INC Real Estate 17,123.0 $578K 0.00% +6K +53.2% $33.78 +12.0%
1174 NOK NOKIA CORP Technology 71,828.0 $578K 0.00% +41K +135.4% $8.04 +76.4%
1175 SCHP SCHWAB STRATEGIC TR 21,697.0 $577K 0.00% +3K +15.7% $26.61 +0.0%
1176 OUSTER INC 31,417.0 $577K 0.00% +31K +10000.0% $18.37
1177 CHE CHEMED CORP NEW Healthcare 1,522.0 $575K 0.00% +629.0 +70.4% $377.85 +16.9%
1178 DFIC DIMENSIONAL ETF TRUST 16,161.0 $574K 0.00% +9K +134.4% $35.53 +6.9%
1179 PCVX VAXCYTE INC Healthcare 9,879.0 $574K 0.00% +9K +892.9% $58.11 -18.4%
1180 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 15,466.0 $572K 0.00% +886.0 +6.1% $37.01 +1.8%
Page 59 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%