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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 70 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 TS TENARIS S A Energy 4,925.0 $287K 0.00% +3K +173.3% $58.18 +4.3%
1382 SNPE DBX ETF TR 4,794.0 $286K 0.00% +435.0 +10.0% $59.55 +13.9%
1383 VMO INVESCO MUN OPPORTUNIT TR Financial Services 29,896.0 $284K 0.00% +10K +52.5% $9.51 -0.1%
1384 FIVE FIVE BELOW INC Consumer Cyclical 1,241.0 $284K 0.00% +560.0 +82.2% $228.48 -3.8%
1385 RS RELIANCE INC Basic Materials 928.0 $282K 0.00% +206.0 +28.5% $304.35 +19.0%
1386 GBCI GLACIER BANCORP INC NEW Financial Services 6,311.0 $282K +2K +31.2% $44.67 +7.0%
1387 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,717.0 $281K +501.0 +22.6% $103.51 +7.7%
1388 CNX CNX RES CORP Energy 7,277.0 $281K +2K +36.0% $38.55 -7.8%
1389 ARKW ARK ETF TR 2,320.0 $280K +243.0 +11.7% $120.64 +20.5%
1390 RCUS ARCUS BIOSCIENCES INC Healthcare 12,929.0 $279K +705.0 +5.8% $21.60 +9.9%
1391 SUSC ISHARES TR 12,014.0 $278K +2K +20.6% $23.14 -0.6%
1392 BKCH GLOBAL X FDS 4,972.0 $278K +965.0 +24.1% $55.84 +56.3%
1393 FLGB FRANKLIN TEMPLETON ETF TR 7,941.0 $276K +6K +291.0% $34.76 +3.9%
1394 RIG TRANSOCEAN LTD Energy 41,555.0 $276K +17K +69.6% $6.63 +10.7%
1395 DYN DYNE THERAPEUTICS INC Healthcare 15,161.0 $275K +893.0 +6.3% $18.13 -4.2%
1396 SSL SASOL LTD Basic Materials 21,146.0 $274K +20K +1779.6% $12.96 +0.5%
1397 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 18,317.0 $274K +3K +22.3% $14.95 +8.8%
1398 ENVA ENOVA INTL INC Financial Services 2,009.0 $273K +1K +236.5% $135.83 +18.5%
1399 SJM SMUCKER J M CO Consumer Defensive 2,817.0 $272K +826.0 +41.5% $96.48 +4.1%
1400 FR FIRST INDL RLTY TR INC Real Estate 4,684.0 $271K +2K +110.1% $57.85 +7.9%
Page 70 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%