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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 65 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 LRGE LEGG MASON ETF INVT 5,433.0 $409K 0.00% +69.0 +1.3% $75.23 +14.4%
1282 ITUB ITAU UNIBANCO HLDG S A Financial Services 47,722.0 $400K 0.00% +7K +17.6% $8.38 -4.5%
1283 FTS FORTIS INC Utilities 7,163.0 $400K 0.00% +5K +244.0% $55.80 +0.8%
1284 CHWY CHEWY INC Consumer Cyclical 14,753.0 $398K 0.00% +699.0 +5.0% $27.00 -26.2%
1285 VKQ INVESCO MUNICIPAL TRUST Financial Services 41,691.0 $397K 0.00% +667.0 +1.6% $9.52 +0.2%
1286 FRSH FRESHWORKS INC Technology 49,291.0 $396K 0.00% +48K +2791.0% $8.03 +13.0%
1287 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 7,087.0 $394K 0.00% +2K +29.6% $55.65 +4.5%
1288 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 9,148.0 $394K 0.00% +6K +165.2% $43.06 -0.7%
1289 SLQD ISHARES TR 7,792.0 $393K 0.00% +1K +18.8% $50.49 -0.4%
1290 LAD LITHIA MTRS INC Consumer Cyclical 1,574.0 $393K 0.00% +1K +367.1% $249.77 +9.9%
1291 SBRA SABRA HEALTH CARE REIT INC Real Estate 20,421.0 $393K 0.00% +4K +22.5% $19.23 +9.5%
1292 BCE BCE INC Communication Services 15,540.0 $392K 0.00% +11K +237.8% $25.24 -3.4%
1293 UMBF UMB FINL CORP Financial Services 3,471.0 $392K 0.00% +2K +113.2% $112.81 +15.4%
1294 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,179.0 $390K 0.00% +881.0 +67.9% $178.99 -8.2%
1295 GEN GEN DIGITAL INC Technology 20,700.0 $390K 0.00% +14K +189.5% $18.83 +32.0%
1296 FALN ISHARES TR 14,563.0 $389K 0.00% +164.0 +1.1% $26.72 +1.0%
1297 OMF ONEMAIN HLDGS INC Financial Services 7,246.0 $388K 0.00% +664.0 +10.1% $53.50 +0.5%
1298 SEI SOLARIS ENERGY INFRAS INC Energy 6,852.0 $387K 0.00% +5K +314.8% $56.51 +26.4%
1299 ICLR ICON PLC Healthcare 3,472.0 $384K 0.00% +1K +48.4% $110.67 +5.3%
1300 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 7,278.0 $378K 0.00% +3K +66.0% $51.99 +23.3%
Page 65 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%