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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 95 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 BKHY BNY MELLON ETF TRUST 12,386.0 $587K 0.00% +527.0 +4.4% $47.41 +0.5%
1882 BME BLACKROCK HEALTH SCIENCES TR Financial Services 15,215.0 $586K 0.00% -656.0 -4.1% $38.51 +3.0%
1883 DFAE DIMENSIONAL ETF TRUST 17,297.0 $586K 0.00% +1K +8.7% $33.86 +19.6%
1884 BIT BLACKROCK MULTI SECTOR INC T Financial Services 46,653.0 $584K 0.00% -3K -6.2% $12.52 -0.6%
1885 NSA NATIONAL STORAGE AFFILIATES Real Estate 15,467.0 $584K 0.00% +2K +13.0% $37.74 +13.2%
1886 HUM HUMANA INC Healthcare 3,357.0 $582K 0.00% -1K -24.3% $173.43 +74.0%
1887 EELV INVESCO EXCH TRADED FD TR II 20,694.0 $581K 0.00% -176.0 -0.8% $28.08 +2.4%
1888 APLD APPLIED DIGITAL CORP Technology 24,474.0 $581K 0.00% -2K -6.3% $23.74 +90.1%
1889 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 6,286.0 $580K 0.00% +2K +32.9% $92.28 +24.1%
1890 IDLV INVESCO EXCH TRADED FD TR II 16,833.0 $580K 0.00% +902.0 +5.7% $34.45 +1.8%
1891 PNW PINNACLE WEST CAP CORP Utilities 5,746.0 $579K 0.00% -249.0 -4.2% $100.75 +2.1%
1892 HEICO CORP NEW 2,742.0 $579K 0.00% +143.0 +5.5% $211.13
1893 UDR UDR INC Real Estate 17,123.0 $578K 0.00% +6K +53.2% $33.78 +12.6%
1894 NOK NOKIA CORP Technology 71,828.0 $578K 0.00% +41K +135.4% $8.04 +104.6%
1895 SCHP SCHWAB STRATEGIC TR 21,697.0 $577K 0.00% +3K +15.7% $26.61 +0.4%
1896 TW TRADEWEB MKTS INC Financial Services 4,905.0 $577K 0.00% -136.0 -2.7% $117.67 -13.1%
1897 OUSTER INC 31,417.0 $577K 0.00% +31K +10000.0% $18.37
1898 CHE CHEMED CORP NEW Healthcare 1,522.0 $575K 0.00% +629.0 +70.4% $377.85 +15.7%
1899 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 35,869.0 $575K 0.00% -588.0 -1.6% $16.02 -0.4%
1900 DFIC DIMENSIONAL ETF TRUST 16,161.0 $574K 0.00% +9K +134.4% $35.53 +8.0%
Page 95 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%