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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 81 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 IMTM ISHARES TR 21,352.0 $1.0M 0.00% +7K +46.8% $48.02 +9.9%
1602 ARI APOLLO COML REAL ESTATE FIN Real Estate 97,048.0 $1.0M 0.00% +73K +311.3% $10.56 +3.6%
1603 VNQI VANGUARD INTL EQUITY INDEX F 22,985.0 $1.0M 0.00% -789.0 -3.3% $44.45 +2.6%
1604 SLG SL GREEN RLTY CORP Real Estate 27,643.0 $1.0M 0.00% +26K +1735.5% $36.94 +17.1%
1605 GWRE GUIDEWIRE SOFTWARE INC Technology 6,804.0 $1.0M 0.00% -7K -50.4% $149.56 -6.2%
1606 BIDD BLACKROCK ETF TRUST 35,753.0 $1.0M 0.00% -812.0 -2.2% $28.43 +10.4%
1607 PODD INSULET CORP Healthcare 4,831.0 $1.0M 0.00% +1K +44.5% $209.84 -26.2%
1608 STM STMICROELECTRONICS N V Technology 29,338.0 $1.0M 0.00% -5K -13.4% $34.55 +93.5%
1609 VALE VALE S A Basic Materials 63,685.0 $1.0M 0.00% +19K +44.1% $15.91 +3.6%
1610 EAGL 2023 ETF SERIES TRUST 33,302.0 $1.0M 0.00% +13K +64.0% $30.42 +8.0%
1611 ITT ITT INC Industrials 5,254.0 $1.0M 0.00% +153.0 +3.0% $190.57 +2.3%
1612 MQ MARQETA INC Technology 245,182.0 $1.0M 0.00% +16K +6.8% $4.08 -2.7%
1613 MOO VANECK ETF TRUST 11,807.0 $998K 0.00% +9K +257.9% $84.51 -5.0%
1614 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 37,732.0 $997K 0.00% +5K +15.5% $26.43 +7.7%
1615 NTSX WISDOMTREE TR 19,121.0 $997K 0.00% +1K +8.2% $52.15 +12.6%
1616 KGC KINROSS GOLD CORP Basic Materials 32,605.0 $995K 0.00% -240.0 -0.7% $30.52 -7.3%
1617 SNAP SNAP INC Communication Services 216,321.0 $995K 0.00% -3K -1.2% $4.60 +24.3%
1618 HYLS FIRST TR EXCHANGE-TRADED FD 24,480.0 $993K 0.00% +609.0 +2.5% $40.57 +0.4%
1619 DAPR FIRST TR EXCHNG TRADED FD VI 24,943.0 $992K 0.00% -1K -4.1% $39.76 +2.4%
1620 FERG FERGUSON ENTERPRISES INC Industrials 4,244.0 $990K 0.00% -571.0 -11.9% $233.27 -4.3%
Page 81 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%