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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 94 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 SYM SYMBOTIC INC Industrials 11,366.0 $605K 0.00% +1K +11.0% $53.20 -0.6%
1862 LIONSGATE STUDIOS CORP 62,608.0 $600K 0.00% -4K -6.7% $9.59
1863 SYNA SYNAPTICS INC Technology 8,544.0 $598K 0.00% +795.0 +10.3% $70.04 +110.7%
1864 IGPT INVESCO EXCHANGE TRADED FD T 10,292.0 $598K 0.00% $58.06 +68.2%
1865 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 4,475.0 $597K 0.00% +492.0 +12.3% $133.51 +15.6%
1866 HSDT SOLANA CO Healthcare 344,904.0 $597K 0.00% -100K -22.5% $1.73 +32.9%
1867 ISHARES TR 10,588.0 $596K 0.00% +170.0 +1.6% $56.28
1868 AFRM AFFIRM HLDGS INC Technology 12,997.0 $596K 0.00% -3K -16.2% $45.82 +51.2%
1869 NATWEST GROUP PLC 39,867.0 $594K 0.00% +20K +99.8% $14.90
1870 IDU ISHARES TR 5,113.0 $594K 0.00% +626.0 +13.9% $116.11 -1.5%
1871 DWM WISDOMTREE TR 8,489.0 $593K 0.00% $69.89 +6.6%
1872 LW LAMB WESTON HLDGS INC Consumer Defensive 14,001.0 $592K 0.00% +5K +57.3% $42.26 -0.3%
1873 NML NEUBERGER ENGY INFRSTR & INC Financial Services 56,205.0 $591K 0.00% $10.51 -2.5%
1874 LGOV FIRST TR EXCHANGE-TRADED FD 27,356.0 $590K 0.00% +556.0 +2.1% $21.57 -1.1%
1875 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 1,754.0 $590K 0.00% +523.0 +42.5% $336.20 -7.8%
1876 LVS LAS VEGAS SANDS CORP Consumer Cyclical 10,940.0 $589K 0.00% +2K +27.7% $53.88 -7.7%
1877 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,351.0 $589K 0.00% +922.0 +64.5% $250.70 +26.2%
1878 RKT ROCKET COS INC Financial Services 41,355.0 $589K 0.00% +13K +46.8% $14.25 -1.5%
1879 BRKR BRUKER CORP Healthcare 16,277.0 $588K 0.00% +7K +70.9% $36.12 +29.9%
1880 TRNO TERRENO RLTY CORP Real Estate 9,560.0 $587K 0.00% -3K -23.6% $61.43 +8.6%
Page 94 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%