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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 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PGR PROGRESSIVE CORP COM Financial Services 31,214.0 $6.8M 0.06% +23K +301.7% $218.45 +2.5%
102 DXCM DEXCOM INC COM Healthcare 99,353.0 $6.7M 0.06% +57K +137.4% $67.35 +35.2%
103 DLTR DOLLAR TREE INC COM Consumer Defensive 53,402.0 $6.5M 0.05% +49K +1027.1% $120.95 +13.1%
104 TDY TELEDYNE TECHNOLOGIES INC COM Technology 9,675.0 $6.5M 0.05% +9K +1262.7% $666.90 -6.3%
105 DE DEERE AND CO COM Industrials 10,134.0 $6.4M 0.05% +7K +228.8% $634.33 +2.3%
106 PTC PTC INC COM Technology 55,786.0 $6.3M 0.05% +20K +56.1% $113.61 +35.8%
107 AOS SMITH A O CORP COM Industrials 95,737.0 $6.0M 0.05% +66K +220.2% $62.72 -0.0%
108 AEE AMEREN CORP COM Utilities 52,910.0 $6.0M 0.05% +42K +372.4% $113.04 -5.2%
109 DVN DEVON ENERGY CORP NEW COM Energy 143,680.0 $5.9M 0.05% +135K +1611.9% $41.32 +16.7%
110 INGERSOLL RAND INC COM 70,518.0 $5.8M 0.05% +7K +11.4% $81.99
111 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 9,792.0 $5.6M 0.05% +1K +14.7% $576.70 -7.6%
112 BK BANK OF NY MELLON CORP COM Financial Services 38,786.0 $5.6M 0.05% +32K +504.5% $144.61 -0.6%
113 EVRG EVERGY INC COM Utilities 63,783.0 $5.5M 0.04% +54K +571.8% $86.43 -5.8%
114 CRWV COREWEAVE INC COM CL A Technology 53,409.0 $5.3M 0.04% +40K +302.8% $99.54 -13.4%
115 LEIDOS HOLDINGS INC COM 50,703.0 $5.2M 0.04% +9K +22.9% $102.97
116 TER TERADYNE INC COM Technology 10,772.0 $5.2M 0.04% +2K +25.1% $483.84 -24.6%
117 TRMB TRIMBLE INC COM Technology 101,503.0 $5.2M 0.04% +90K +772.2% $51.18 +18.5%
118 UGI UGI CORP NEW COM Utilities 148,119.0 $5.1M 0.04% +101K +217.1% $34.54 +10.6%
119 SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B Basic Materials 68,498.0 $5.1M 0.04% +27K +65.2% $74.04 +11.2%
120 SBUX STARBUCKS CORP COM Consumer Cyclical 46,490.0 $4.8M 0.04% +25K +120.2% $102.19 +5.2%
Page 6 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%