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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 60 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 PIO INVESCO EXCH TRADED FD TR II 13,180.0 $572K 0.00% +100.0 +0.8% $43.42 +0.3%
1182 CF CF INDUSTRIES HOLD Basic Materials 4,394.0 $571K 0.00% +2K +51.9% $129.88 -6.3%
1183 BRBR BELLRING BRANDS INC Consumer Defensive 35,466.0 $571K 0.00% +30K +549.9% $16.09 -43.8%
1184 FNV FRANCO NEV CORP Basic Materials 2,307.0 $570K 0.00% +923.0 +66.7% $247.14 -8.6%
1185 WTRG ESSENTIAL UTILS INC Utilities 14,125.0 $569K 0.00% +229.0 +1.6% $40.27 -9.3%
1186 BRZE BRAZE INC Technology 24,093.0 $569K 0.00% +8K +48.5% $23.61 -0.8%
1187 AXS AXIS CAP HLDGS LTD Financial Services 5,564.0 $564K 0.00% +174.0 +3.2% $101.42 -0.7%
1188 VFC V F CORP Consumer Cyclical 33,159.0 $563K 0.00% +17K +103.1% $16.99 -4.6%
1189 DB DEUTSCHE BK AG Financial Services 18,675.0 $556K 0.00% +10K +111.6% $29.78 +10.5%
1190 DFEM DIMENSIONAL ETF TRUST 16,048.0 $554K 0.00% +3K +26.3% $34.55 +14.7%
1191 IXP ISHARES TR 4,827.0 $554K 0.00% +865.0 +21.8% $114.86 +7.6%
1192 FN FABRINET Technology 1,062.0 $554K 0.00% +686.0 +182.4% $521.52 +34.9%
1193 CNEQ THE ALGER ETF TRUST 17,750.0 $552K 0.00% +2K +12.7% $31.12 +28.3%
1194 TNET TRINET GROUP INC Industrials 15,117.0 $551K 0.00% +1K +8.9% $36.43 +17.0%
1195 FLY FIREFLY AEROSPACE INC Industrials 19,314.0 $550K 0.00% +13K +217.7% $28.47 +50.5%
1196 INTA INTAPP INC Technology 21,367.0 $549K 0.00% +11K +100.8% $25.69 -20.9%
1197 IBMQ ISHARES TR 21,475.0 $548K 0.00% +2K +11.7% $25.53 -0.2%
1198 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 25,170.0 $547K 0.00% +24K +3455.1% $21.75 +27.1%
1199 ESGV VANGUARD WORLD FD 4,875.0 $547K 0.00% +2K +71.0% $112.28 +16.6%
1200 RELY REMITLY GLOBAL INC Technology 34,833.0 $546K 0.00% +34K +8173.9% $15.67 +37.7%
Page 60 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%