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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BLK BLACKROCK INC COM Financial Services 11,651.0 $11.2M 0.09% +9K +430.6% $961.56 +21.9%
82 PAYX PAYCHEX INC COM Industrials 113,520.0 $11.2M 0.09% +48K +74.5% $98.33 +28.2%
83 IWD ISHARES TR RUS 1000 VAL ETF 45,508.0 $11.0M 0.09% +28K +155.8% $242.43 +6.6%
84 WM WASTE MGMT INC DEL COM Industrials 49,012.0 $10.9M 0.09% +13K +36.4% $222.88 +1.6%
85 MRSH MARSH AND MCLENNAN COS INC COM Financial Services 65,249.0 $10.9M 0.09% +57K +646.8% $166.67 +16.8%
86 NUE NUCOR CORP COM Basic Materials 48,081.0 $10.7M 0.09% +13K +35.1% $222.75 +9.8%
87 AES AES CORP COM Utilities 707,913.0 $10.4M 0.09% +688K +3492.2% $14.66 +0.6%
88 CIEN CIENA CORP COM NEW Technology 20,286.0 $10.0M 0.08% +13K +176.7% $490.56 -24.2%
89 PH PARKER-HANNIFIN CORP COM Industrials 9,716.0 $9.5M 0.08% +485.0 +5.2% $978.12 +3.7%
90 SCCO SOUTHERN COPPER CORP COM Basic Materials 52,202.0 $9.1M 0.07% +37K +234.7% $174.26 +22.9%
91 J JACOBS SOLUTIONS INC COM Industrials 70,666.0 $8.9M 0.07% +40K +134.2% $126.00 +20.3%
92 EXPD EXPEDITORS INTL WASH INC COM Industrials 53,147.0 $8.7M 0.07% +48K +989.3% $162.98 +15.2%
93 CSX CSX CORP COM Industrials 177,882.0 $8.5M 0.07% +13K +7.8% $47.53 +8.2%
94 VEEV VEEVA SYS INC CL A COM Healthcare 45,259.0 $8.0M 0.07% +26K +141.1% $177.47 +40.0%
95 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 186,459.0 $7.6M 0.06% +91K +95.2% $40.87 +19.7%
96 EL LAUDER ESTEE COS INC CL A Consumer Defensive 95,306.0 $7.5M 0.06% +75K +376.2% $78.95 +31.9%
97 AME AMETEK INC COM Industrials 30,566.0 $7.4M 0.06% +2K +5.3% $241.94 +0.2%
98 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 31,113.0 $7.4M 0.06% +28K +878.4% $237.33 -0.4%
99 EMR EMERSON ELEC CO COM Industrials 50,427.0 $7.2M 0.06% +5K +11.2% $143.15 +10.1%
100 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 96,477.0 $7.2M 0.06% +88K +1083.0% $74.53 +3.8%
Page 5 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%