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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 4 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MBBA BLACKROCK ETF TRUST II 1,179.0 $59K NEW $49.77 -1.4%
62 IAG IAMGOLD CORP Basic Materials 2,950.0 $56K NEW $18.82 -9.8%
63 PAY PAYMENTUS HOLDINGS INC Technology 2,074.0 $53K NEW $25.40 -4.4%
64 XXI TWENTY ONE CAP INC Financial Services 8,000.0 $51K NEW $6.40 +21.4%
65 PHI PLDT INC Communication Services 2,381.0 $50K NEW $21.04 -8.5%
66 TIMB TIM S A Communication Services 1,878.0 $50K NEW $26.49 -17.3%
67 OPTX SYNTEC OPTICS HLDGS INC Technology 6,977.0 $49K NEW $7.03 +1.8%
68 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 1,407.0 $49K NEW $34.57 +7.5%
69 YBTC ROUNDHILL ETF TRUST 2,300.0 $48K NEW $21.06 +4.0%
70 EMOP AB ACTIVE ETFS INC 1,104.0 $48K NEW $43.82 +14.4%
71 DMBS DOUBLELINE ETF TRUST 958.0 $47K NEW $49.38 -1.8%
72 HBB HAMILTON BEACH BRANDS HLDG C Consumer Cyclical 2,487.0 $47K NEW $18.95 -4.0%
73 AVMV AMERICAN CENTY ETF TR 635.0 $47K NEW $74.18 +5.0%
74 ENERGY TRANSFER L P 4,000.0 $46K NEW $11.57
75 MESOBLAST LTD 3,000.0 $46K NEW $15.38
76 AGZD WISDOMTREE TR 2,024.0 $46K NEW $22.55 +0.4%
77 ZURA BIO LTD 7,500.0 $45K NEW $5.95
78 SCHY SCHWAB STRATEGIC TR 1,406.0 $45K NEW $31.66 +2.7%
79 FTXO FIRST TR EXCHANGE TRADED FD 1,164.0 $42K NEW $36.17 +3.2%
80 CRUX COLUMBIA ETF TR I 1,374.0 $41K NEW $30.05 -1.3%
Page 4 of 14  ·  271 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%