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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 1 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTL INC COM ADDED 330,390.0 $74.0M 0.61% NEW $223.90
2 HONEYWELL AEROSPACE INC COM ADDED 330,634.0 $73.1M 0.60% NEW $221.08
3 NOC NORTHROP GRUMMAN CORP COM Industrials 45,422.0 $23.1M 0.19% NEW $509.31 +7.9%
4 EQT EQT CORP COM Energy 289,741.0 $15.4M 0.13% NEW $53.17 +1.4%
5 NTRS NORTHERN TR CORP COM Financial Services 81,353.0 $14.1M 0.12% NEW $173.84 +7.6%
6 DHR DANAHER CORP DEL COM Healthcare 73,101.0 $13.9M 0.12% NEW $190.48 +13.8%
7 HSY HERSHEY CO COM Consumer Defensive 73,176.0 $12.8M 0.11% NEW $175.45 +8.0%
8 HBM HUDBAY MINERALS INC COM Basic Materials 376,264.0 $12.6M 0.10% NEW $33.49 -11.9%
9 BLOCK INC CL A 164,100.0 $12.5M 0.10% NEW $76.00
10 TECK TECK RESOURCES LTD CL B Basic Materials 140,475.0 $11.9M 0.10% NEW $84.47 -18.1%
11 JBHT HUNT J B TRANS SVCS INC COM Industrials 39,386.0 $11.4M 0.09% NEW $289.43 -9.6%
12 MSCI MSCI INC COM Financial Services 18,387.0 $10.3M 0.09% NEW $560.04 +2.1%
13 OXY OCCIDENTAL PETE CORP COM Energy 196,098.0 $9.5M 0.08% NEW $48.57 +23.6%
14 MPC MARATHON PETE CORP COM Energy 36,905.0 $9.4M 0.08% NEW $255.67 +40.7%
15 MAS MASCO CORP COM Industrials 115,613.0 $9.4M 0.08% NEW $81.37 -9.5%
16 KEY KEYCORP COM Financial Services 379,237.0 $8.7M 0.07% NEW $23.05 -4.8%
17 KVUE KENVUE INC COM Consumer Defensive 373,514.0 $7.1M 0.06% NEW $19.11 +2.0%
18 NWSA NEWS CORP NEW CL A Communication Services 271,046.0 $6.7M 0.06% NEW $24.83 +23.8%
19 GLW CORNING INC COM Technology 25,512.0 $6.5M 0.05% NEW $255.43 -43.4%
20 AZO AUTOZONE INC COM Consumer Cyclical 1,916.0 $6.1M 0.05% NEW $3195.94 -6.4%
Page 1 of 6  ·  119 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%