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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 3 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXPAND ENERGY CORPORATION COM 279,551.0 $25.5M 0.21% +273K +4147.2% $91.19
42 INFY INFOSYS LTD SPONSORED ADR Technology 2,406,850.0 $25.2M 0.21% +2.2M +878.4% $10.49 +12.7%
43 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 50,819.0 $25.2M 0.21% +48K +1651.8% $496.73 +10.2%
44 ORCL ORACLE CORP COM Technology 171,127.0 $25.1M 0.21% +11K +7.0% $146.55 -2.8%
45 AXP AMERICAN EXPRESS CO COM Financial Services 73,885.0 $25.0M 0.21% +31K +73.5% $338.25 -0.3%
46 ECL ECOLAB INC COM Basic Materials 89,299.0 $24.9M 0.20% +16K +22.7% $278.61 +3.0%
47 HST HOST HOTELS AND RESORTS INC COM Real Estate 1,048,845.0 $24.9M 0.20% +931K +787.6% $23.71 -2.2%
48 URTH ISHARES INC MSCI WORLD ETF 121,340.0 $24.6M 0.20% +2K +1.8% $202.64 +2.9%
49 CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A Technology 631,384.0 $24.5M 0.20% +183K +40.8% $38.73 +60.6%
50 CMI CUMMINS INC COM Industrials 33,589.0 $24.0M 0.20% +18K +115.4% $713.21 -19.9%
51 CVX CHEVRON CORPORATION COM Energy 137,244.0 $22.7M 0.19% +100K +268.3% $165.76 +22.5%
52 LMT LOCKHEED MARTIN CORP COM Industrials 44,533.0 $22.7M 0.19% +22K +101.7% $509.46 +10.7%
53 VLO VALERO ENERGY CORP COM Energy 85,581.0 $22.3M 0.18% +79K +1195.9% $260.44 +32.9%
54 VRT VERTIV HOLDINGS CO COM CL A Industrials 64,962.0 $21.8M 0.18% +28K +73.8% $334.82 -23.8%
55 FTV FORTIVE CORP COM Technology 341,495.0 $20.9M 0.17% +331K +3285.5% $61.09 -1.0%
56 UPS UNITED PARCEL SVCS INC CL B Industrials 188,037.0 $20.2M 0.17% +94K +100.0% $107.50 -4.4%
57 SPY STATE STR SPDR SANDP 500 ETF T TR UNIT Financial Services 26,680.0 $19.9M 0.16% +9K +50.5% $746.77 +2.2%
58 FIX COMFORT SYS USA INC COM Industrials 9,867.0 $19.6M 0.16% +9K +2271.9% $1981.95 -18.8%
59 SYY SYSCO CORP COM Consumer Defensive 221,351.0 $18.5M 0.15% +19K +9.6% $83.58 +0.3%
60 LH LABCORP HOLDINGS INC COM SHS Healthcare 64,981.0 $18.2M 0.15% +31K +93.2% $280.00 +21.2%
Page 3 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%