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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 40 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RWL INVESCO EXCH TRADED FD TR II 64,791.0 $7.4M 0.01% +20K +45.2% $114.91 +9.0%
782 HIG HARTFORD INSURANCE GROUP INC Financial Services 54,977.0 $7.4M 0.01% -64K -53.7% $135.23 +0.6%
783 TSCO TRACTOR SUPPLY CO Consumer Cyclical 163,827.0 $7.4M 0.01% -4K -2.6% $45.30 -30.0%
784 HAL HALLIBURTON CO Energy 189,336.0 $7.4M 0.01% -75K -28.2% $38.99 +7.6%
785 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 225,349.0 $7.2M 0.01% +31K +16.0% $32.01 +2.5%
786 GNR SPDR INDEX SHS FDS 96,490.0 $7.2M 0.01% -2K -2.0% $74.67 -1.0%
787 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 199,276.0 $7.2M 0.01% +34K +20.5% $36.12 +10.0%
788 A AGILENT TECHNOLOGIES INC Healthcare 62,968.0 $7.2M 0.01% -4K -5.3% $114.16 +0.6%
789 HEFA ISHARES TR 168,096.0 $7.1M 0.01% -464K -73.4% $42.50 +6.8%
790 GSK GSK PLC Healthcare 128,795.0 $7.1M 0.01% +13K +10.8% $55.19 -6.6%
791 ARKK ARK ETF TR 105,109.0 $7.1M 0.01% $67.59 +13.4%
792 ALK ALASKA AIR GROUP INC Industrials 192,890.0 $7.1M 0.01% +150K +349.4% $36.78 +11.7%
793 KMB KIMBERLY-CLARK CORP Consumer Defensive 73,402.0 $7.1M 0.01% +6K +8.7% $96.47 +2.3%
794 DIVO AMPLIFY ETF TR 157,080.0 $7.0M 0.01% +18K +12.8% $44.85 +2.3%
795 HEQT SIMPLIFY EXCHANGE TRADED FUN 223,592.0 $7.0M 0.01% +165K +278.8% $31.50 +5.6%
796 SPSM SPDR SERIES TRUST 145,680.0 $7.0M 0.01% +26K +21.3% $48.32 +9.7%
797 BEPC BROOKFIELD RENEWABLE CORP Utilities 176,537.0 $7.0M 0.01% -50K -22.1% $39.83 -5.5%
798 VMC VULCAN MATLS CO Basic Materials 25,786.0 $7.0M 0.01% -148.0 -0.6% $272.30 -3.3%
799 AKRE PROFESIONALLY MANAGED PORTFO 132,503.0 $7.0M 0.01% -49K -26.8% $52.85 +3.1%
800 MAGS LISTED FDS TR 120,736.0 $7.0M 0.01% +12K +11.5% $57.94 +20.0%
Page 40 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%