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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 113 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 28,186.0 $311K 0.00% +5K +19.2% $11.02 +0.7%
2242 SPSC SPS COMM INC Technology 5,578.0 $311K 0.00% +1K +34.6% $55.67 -3.2%
2243 FEM FIRST TR EXCH TRD ALPHDX FD 10,330.0 $309K 0.00% $29.95 +10.2%
2244 XMLV INVESCO EXCH TRADED FD TR II 4,913.0 $309K 0.00% $62.98 +3.1%
2245 RYANAIR HOLDINGS PLC 5,330.0 $308K 0.00% +868.0 +19.4% $57.81
2246 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3,275.0 $306K 0.00% +2K +181.8% $93.50 -4.7%
2247 MCI BARINGS CORPORATE INVS Financial Services 17,728.0 $306K 0.00% -5K -20.8% $17.24 +3.2%
2248 UFPI UFP INDUSTRIES INC Basic Materials 3,315.0 $305K 0.00% +1K +60.7% $92.12 -11.0%
2249 VITL VITAL FARMS INC Consumer Defensive 21,593.0 $305K 0.00% +228.0 +1.1% $14.12 -27.5%
2250 CHAT TIDAL TRUST II 4,921.0 $304K 0.00% +1K +40.6% $61.86 +57.4%
2251 USDU WISDOMTREE TR 11,538.0 $304K 0.00% -43K -78.9% $26.33 -0.6%
2252 EC ECOPETROL S A Energy 20,200.0 $303K 0.00% NEW $14.99 -2.1%
2253 CALI BLACKROCK ETF TRUST II 6,000.0 $303K 0.00% -4K -40.0% $50.43 +0.0%
2254 MSA MSA SAFETY INC Industrials 1,841.0 $302K 0.00% +99.0 +5.7% $164.08 +3.0%
2255 GSG ISHARES S&P GSCI COMMODITY- Financial Services 9,329.0 $301K 0.00% $32.25 -0.8%
2256 ARKF ARK ETF TR 7,913.0 $301K 0.00% -4K -35.0% $38.01 +9.6%
2257 LBRDK LIBERTY BROADBAND CORP Communication Services 5,968.0 $300K 0.00% -228.0 -3.7% $50.30 -32.0%
2258 CRL CHARLES RIV LABS INTL INC Healthcare 1,739.0 $300K 0.00% -11.0 -0.6% $172.50 +3.5%
2259 HRL HORMEL FOODS CORP Consumer Defensive 13,243.0 $300K 0.00% +359.0 +2.8% $22.65 +3.4%
2260 IBMO ISHARES TR 11,697.0 $300K 0.00% $25.63 +0.1%
Page 113 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%