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Portfolio (Quarterly) Guide ↗

PINEBRIDGE INVESTMENTS LLC

· CIK 0002088548
13F Portfolio $12.1B AUM 524 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 119 New 171 Added 232 Reduced 113 Exited
Page 2 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC WELLS FARGO AND CO COM Financial Services 629,686.0 $52.0M 0.43% +19K +3.1% $82.64 +3.0%
22 NFLX NETFLIX INC. COM Communication Services 727,303.0 $51.9M 0.43% +21K +3.0% $71.40 +12.3%
23 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 827,889.0 $47.7M 0.39% +142K +20.6% $57.62 +16.2%
24 RTX RTX CORPORATION COM Industrials 237,130.0 $45.0M 0.37% +169K +246.5% $189.73 +10.8%
25 ADP AUTOMATIC DATA PROCESSING IN COM Industrials 166,508.0 $37.3M 0.31% +57K +51.6% $223.95 +26.7%
26 PM PHILIP MORRIS INTL INC COM Consumer Defensive 202,880.0 $36.7M 0.30% +190K +1476.3% $180.91 +5.3%
27 CFG CITIZENS FINL GROUP INC COM Financial Services 475,657.0 $33.3M 0.28% +57K +13.6% $70.07 +0.8%
28 SCHW SCHWAB CHARLES CORP COM Financial Services 360,760.0 $33.3M 0.27% +273K +312.1% $92.27 +23.5%
29 PCG PGANDE CORP COM Utilities 1,857,036.0 $31.2M 0.26% +55K +3.0% $16.82 +7.1%
30 EXC EXELON CORP COM Utilities 644,890.0 $30.1M 0.25% +170K +35.8% $46.62 -5.5%
31 RMD RESMED INC COM Healthcare 150,518.0 $29.3M 0.24% +8K +5.4% $194.88 +18.9%
32 NEM NEWMONT CORP COM Basic Materials 307,038.0 $28.7M 0.24% +138K +81.2% $93.40 +40.9%
33 TXN TEXAS INSTRS INC COM Technology 95,458.0 $28.5M 0.23% +62K +189.6% $298.07 -13.5%
34 GM GENERAL MTRS CO COM Consumer Cyclical 348,385.0 $26.9M 0.22% +304K +688.5% $77.08 +13.1%
35 IBM INTERNATIONAL BUSINESS MACHS COM Technology 95,303.0 $26.8M 0.22% +68K +253.0% $281.21 -17.7%
36 AMGN AMGEN INC COM Healthcare 73,641.0 $26.7M 0.22% +5K +6.9% $362.12 +21.5%
37 T ATANDT INC COM Communication Services 1,262,267.0 $26.1M 0.21% +67K +5.6% $20.70 +23.3%
38 CAH CARDINAL HEALTH INC COM Healthcare 109,039.0 $25.9M 0.21% +33K +44.1% $237.56 -3.1%
39 PFE PFIZER INC COM Healthcare 1,070,303.0 $25.8M 0.21% +637K +147.0% $24.08 +16.2%
40 MRVL MARVELL TECHNOLOGY INC COM Technology 86,325.0 $25.7M 0.21% +22K +33.8% $297.89 -24.3%
Page 2 of 9  ·  171 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 39.2%
Financial Services 13.3%
Industrials 10.5%
Communication Services 9.2%
Healthcare 8.3%
Consumer Cyclical 8.1%
Consumer Defensive 3.6%
Utilities 2.3%
Real Estate 2.0%
Energy 2.0%