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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 104 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 AGCO AGCO CORP Industrials 3,719.0 $431K 0.00% -396.0 -9.6% $115.91 -1.4%
2062 TV GRUPO TELEVISA S A B Communication Services 148,100.0 $431K 0.00% $2.91 -3.1%
2063 NXE NEXGEN ENERGY LTD Energy 37,076.0 $430K 0.00% +37K +7315.2% $11.60 -4.1%
2064 GNTX GENTEX CORP Consumer Cyclical 19,636.0 $429K 0.00% +820.0 +4.4% $21.85 +10.5%
2065 HMC HONDA MOTOR CO LTD Consumer Cyclical 17,640.0 $429K 0.00% +9K +98.8% $24.31 +10.6%
2066 ESTC ELASTIC N V Technology 8,553.0 $428K 0.00% +7K +534.0% $49.99 +7.8%
2067 ONEQ FIDELITY COMWLTH TR 5,023.0 $427K 0.00% -33.0 -0.7% $84.92 +23.7%
2068 ITGR INTEGER HLDGS CORP Healthcare 4,838.0 $426K 0.00% +3K +181.8% $88.00 +1.1%
2069 PSCI INVESCO EXCH TRADED FD TR II 2,749.0 $425K 0.00% $154.63 +11.0%
2070 GDMN WISDOMTREE TR 4,200.0 $425K 0.00% +4K +4100.0% $101.18 -11.0%
2071 SAIC SCIENCE APPLICATIONS INTL CO Technology 4,474.0 $425K 0.00% -185.0 -4.0% $94.93 +7.1%
2072 WTV WISDOMTREE TR 4,476.0 $424K 0.00% +793.0 +21.5% $94.74 +7.7%
2073 SEMR SEMRUSH HLDGS INC Technology 35,483.0 $424K 0.00% -5K -13.2% $11.94 +0.5%
2074 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 68,871.0 $424K 0.00% -4K -4.9% $6.15 +1.3%
2075 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 14,043.0 $423K 0.00% +2K +16.4% $30.12 +14.7%
2076 OZK BANK OZK LITTLE ROCK ARK Financial Services 9,214.0 $423K 0.00% +4K +61.9% $45.89 +4.9%
2077 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 4,844.0 $421K 0.00% -7K -58.9% $86.97 +5.1%
2078 GATX GATX CORP Industrials 2,464.0 $421K 0.00% -715.0 -22.5% $170.76 +0.9%
2079 TCHP T ROWE PRICE ETF INC 9,506.0 $420K 0.00% -25K -72.7% $44.18 +17.8%
2080 XMPT VANECK ETF TRUST 19,500.0 $419K 0.00% $21.50 +1.6%
Page 104 of 235  ·  4,684 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%