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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 97 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 RNR RENAISSANCERE HLDGS LTD Financial Services 1,868.0 $555K 0.00% -121.0 -6.1% $297.31 -1.2%
1922 DFEM DIMENSIONAL ETF TRUST 16,048.0 $554K 0.00% +3K +26.3% $34.55 +18.3%
1923 IXP ISHARES TR 4,827.0 $554K 0.00% +865.0 +21.8% $114.86 +8.2%
1924 FN FABRINET Technology 1,062.0 $554K 0.00% +686.0 +182.4% $521.52 +28.2%
1925 DT DYNATRACE INC Technology 14,972.0 $554K 0.00% $36.98 +8.9%
1926 CNEQ THE ALGER ETF TRUST 17,750.0 $552K 0.00% +2K +12.7% $31.12 +29.0%
1927 SOUN SOUNDHOUND AI INC Technology 80,178.0 $551K 0.00% -99K -55.3% $6.87 +18.7%
1928 TNET TRINET GROUP INC Industrials 15,117.0 $551K 0.00% +1K +8.9% $36.43 +19.8%
1929 FLY FIREFLY AEROSPACE INC Industrials 19,314.0 $550K 0.00% +13K +217.7% $28.47 +99.4%
1930 INTR INTER & CO INC Financial Services 69,016.0 $549K 0.00% $7.96 -19.6%
1931 KIE SPDR SERIES TRUST 9,980.0 $549K 0.00% -148.0 -1.5% $55.00 +4.6%
1932 INTA INTAPP INC Technology 21,367.0 $549K 0.00% +11K +100.8% $25.69 -21.9%
1933 IBMQ ISHARES TR 21,475.0 $548K 0.00% +2K +11.7% $25.53 -0.1%
1934 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 25,170.0 $547K 0.00% +24K +3455.1% $21.75 +23.5%
1935 ESGV VANGUARD WORLD FD 4,875.0 $547K 0.00% +2K +71.0% $112.28 +18.1%
1936 RELY REMITLY GLOBAL INC Technology 34,833.0 $546K 0.00% +34K +8173.9% $15.67 +28.5%
1937 PKW INVESCO EXCHANGE TRADED FD T 4,153.0 $545K 0.00% -194.0 -4.5% $131.26 +4.9%
1938 MTDR MATADOR RES CO Energy 8,614.0 $544K 0.00% +6K +200.2% $63.18 -16.4%
1939 PRIM PRIMORIS SVCS CORP Industrials 3,800.0 $544K 0.00% -125.0 -3.2% $143.08 -6.7%
1940 BNS BANK NOVA SCOTIA B C Financial Services 7,841.0 $543K 0.00% +7K +1063.3% $69.31 +17.0%
Page 97 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%