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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 69 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 CSRE COHEN & STEERS ETF TRUST 11,838.0 $311K 0.00% +12K +8478.3% $26.28 +9.6%
1362 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 28,186.0 $311K 0.00% +5K +19.2% $11.02 +0.6%
1363 SPSC SPS COMM INC Technology 5,578.0 $311K 0.00% +1K +34.6% $55.67 -3.5%
1364 RYANAIR HOLDINGS PLC 5,330.0 $308K 0.00% +868.0 +19.4% $57.81
1365 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3,275.0 $306K 0.00% +2K +181.8% $93.50 -5.4%
1366 UFPI UFP INDUSTRIES INC Basic Materials 3,315.0 $305K 0.00% +1K +60.7% $92.12 -12.6%
1367 VITL VITAL FARMS INC Consumer Defensive 21,593.0 $305K 0.00% +228.0 +1.1% $14.12 -28.3%
1368 CHAT TIDAL TRUST II 4,921.0 $304K 0.00% +1K +40.6% $61.86 +45.2%
1369 MSA MSA SAFETY INC Industrials 1,841.0 $302K 0.00% +99.0 +5.7% $164.08 +4.2%
1370 HRL HORMEL FOODS CORP Consumer Defensive 13,243.0 $300K 0.00% +359.0 +2.8% $22.65 -6.2%
1371 NBH NEUBERGER MUN FD INC Financial Services 29,379.0 $298K 0.00% +477.0 +1.6% $10.15 +1.2%
1372 PICB INVESCO EXCH TRADED FD TR II 12,819.0 $296K 0.00% +8K +187.2% $23.10 +1.3%
1373 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 4,045.0 $294K 0.00% +1K +37.7% $72.57 +3.7%
1374 OMFL INVESCO EXCH TRD SLF IDX FD 4,870.0 $293K 0.00% +2K +74.2% $60.12 +13.3%
1375 E ENI SPA Energy 5,156.0 $292K 0.00% +4K +288.2% $56.61 -3.9%
1376 ADC AGREE RLTY CORP Real Estate 3,870.0 $292K 0.00% +2K +132.3% $75.39 +0.1%
1377 FDT FIRST TR EXCH TRD ALPHDX FD 3,328.0 $289K 0.00% +192.0 +6.1% $86.93 +11.7%
1378 KNSL KINSALE CAP GROUP INC Financial Services 841.0 $287K 0.00% +49.0 +6.2% $341.72 -9.2%
1379 MKSI MKS INC. Technology 1,247.0 $287K 0.00% +690.0 +123.9% $230.12 +39.3%
1380 EWA ISHARES INC 10,325.0 $287K 0.00% +1K +12.8% $27.76 +3.7%
Page 69 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%