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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 59 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 DUSA DAVIS FUNDAMENTAL ETF TR 53,872.0 $2.7M 0.01% +564.0 +1.1% $50.74 +9.7%
1162 IYJ ISHARES TR 18,521.0 $2.7M 0.01% $147.54 +5.1%
1163 TIPX SPDR SERIES TRUST 142,185.0 $2.7M 0.01% +10K +7.6% $19.19 -0.3%
1164 EES WISDOMTREE TR 46,878.0 $2.7M 0.01% +739.0 +1.6% $58.05 +8.6%
1165 FXR FIRST TR EXCHANGE-TRADED FD 33,174.0 $2.7M 0.01% +242.0 +0.7% $81.63 +3.9%
1166 INDA ISHARES TR 57,647.0 $2.7M 0.01% +3K +6.5% $46.84 +2.6%
1167 KYMR KYMERA THERAPEUTICS INC Healthcare 32,367.0 $2.7M 0.01% +7K +26.8% $83.29 -3.2%
1168 PYLD PIMCO ETF TR 102,578.0 $2.7M 0.01% +15K +17.0% $26.20 +0.3%
1169 F FORD MTR CO Consumer Cyclical 232,472.0 $2.7M 0.01% -25K -9.7% $11.54 +18.5%
1170 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 316,978.0 $2.7M 0.01% +28K +9.8% $8.45 +26.6%
1171 ADSK AUTODESK INC Technology 11,173.0 $2.7M 0.01% -30K -73.1% $239.43 +0.3%
1172 CWI SPDR INDEX SHS FDS 72,986.0 $2.7M 0.01% +20K +38.0% $36.59 +9.8%
1173 URA GLOBAL X FDS 54,802.0 $2.7M 0.01% +3K +5.7% $48.43 +0.9%
1174 CANADIAN PACIFIC KANSAS CITY 33,694.0 $2.7M 0.01% -2K -6.5% $78.66
1175 DFAX DIMENSIONAL ETF TRUST 77,931.0 $2.6M 0.01% $33.97 +9.1%
1176 OSEA HARBOR ETF TRUST 91,342.0 $2.6M 0.01% -1K -1.4% $28.95 +5.0%
1177 NXT NEXTPOWER INC Technology 21,930.0 $2.6M 0.01% +13K +136.5% $120.55 +0.4%
1178 WBD WARNER BROS DISCOVERY INC Communication Services 96,162.0 $2.6M 0.01% -1K -1.1% $27.46 -0.1%
1179 WTAI WISDOMTREE TR 93,514.0 $2.6M 0.01% -860.0 -0.9% $28.23 +47.3%
1180 KB KB FINL GROUP INC Financial Services 26,456.0 $2.6M 0.01% +9K +48.0% $99.73 +5.2%
Page 59 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%