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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 49 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 LGN LEGENCE CORP Industrials 78,821.0 $4.5M 0.01% +19K +32.6% $56.46 +45.1%
962 EFAV ISHARES TR 48,687.0 $4.4M 0.01% $91.37 +0.8%
963 RSPT INVESCO EXCHANGE TRADED FD T 98,130.0 $4.4M 0.01% +11K +12.7% $45.26 +31.1%
964 PINS PINTEREST INC Communication Services 241,504.0 $4.4M 0.01% +195K +422.7% $18.34 +2.6%
965 USRT ISHARES TR 74,791.0 $4.4M 0.01% -10K -11.9% $59.19 +10.5%
966 EME EMCOR GROUP INC Industrials 5,995.0 $4.4M 0.01% -975.0 -14.0% $738.35 +15.0%
967 RUN SUNRUN INC Energy 326,158.0 $4.4M 0.01% +322K +7420.4% $13.56 +1.0%
968 LYG LLOYDS BANKING GROUP PLC Financial Services 877,782.0 $4.4M 0.01% -44K -4.8% $5.03 +7.6%
969 GNRC GENERAC HLDGS INC Industrials 22,427.0 $4.4M 0.01% -524.0 -2.3% $195.33 +26.9%
970 PHM PULTE GROUP INC Consumer Cyclical 37,201.0 $4.4M 0.01% +2K +6.3% $117.61 -1.2%
971 RPRX ROYALTY PHARMA PLC Healthcare 90,959.0 $4.4M 0.01% +3K +3.6% $47.97 +10.6%
972 GWW WW GRAINGER INC Industrials 3,997.0 $4.4M 0.01% +233.0 +6.2% $1091.12 +13.6%
973 VRP INVESCO EXCH TRADED FD TR II 181,729.0 $4.4M 0.01% $23.98 +1.0%
974 SOC SABLE OFFSHORE CORP Energy 263,750.0 $4.4M 0.01% NEW $16.52 -8.9%
975 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 524,992.0 $4.3M 0.01% +91K +21.0% $8.25 +10.9%
976 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 499,489.0 $4.3M 0.01% +28K +6.0% $8.66 +8.4%
977 USHY ISHARES TR 117,178.0 $4.3M 0.01% -101K -46.4% $36.84 +0.4%
978 WAB WABTEC Industrials 17,264.0 $4.3M 0.01% -723.0 -4.0% $249.92 +3.7%
979 FJUL FIRST TR EXCHNG TRADED FD VI 78,653.0 $4.3M 0.01% +48K +160.0% $54.72 +7.5%
980 BAI BLACKROCK ETF TRUST 130,586.0 $4.3M 0.01% +102K +363.1% $32.95 +44.2%
Page 49 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%