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Portfolio (Quarterly) Guide ↗

PINEBRIDGE INVESTMENTS LLC

· CIK 0002088548
13F Portfolio $13.6B AUM 518 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 518 New
Page 17 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NTAP NETAPP INC COM Technology 22,934.0 $2.5M 0.02% NEW $107.09 +49.1%
322 PEP PEPSICO INC COM Consumer Defensive 17,005.0 $2.4M 0.02% NEW $143.52 -1.0%
323 MANH MANHATTAN ASSOCIATES INC COM Technology 13,863.0 $2.4M 0.02% NEW $173.31 -23.7%
324 S SENTINELONE INC CL A Technology 159,579.0 $2.4M 0.02% NEW $15.00 +0.1%
325 NTNX NUTANIX INC CL A Technology 46,092.0 $2.4M 0.02% NEW $51.69 -9.3%
326 BLK BLACKROCK INC COM Financial Services 2,196.0 $2.4M 0.02% NEW $1070.34 -1.9%
327 AFL AFLAC INC COM Financial Services 21,195.0 $2.3M 0.02% NEW $110.27 +4.7%
328 TPG TPG INC COM CL A Financial Services 35,609.0 $2.3M 0.02% NEW $63.84 -34.1%
329 SCCO SOUTHERN COPPER CORP COM Basic Materials 15,598.0 $2.2M 0.02% NEW $143.47 +34.5%
330 BDX BECTON DICKINSON & CO COM Healthcare 11,430.0 $2.2M 0.02% NEW $194.07 -25.8%
331 ED CONSOLIDATED EDISON INC COM Utilities 22,280.0 $2.2M 0.02% NEW $99.32 +7.1%
332 PPG PPG INDS INC COM Basic Materials 21,394.0 $2.2M 0.02% NEW $102.46 +15.4%
333 D DOMINION ENERGY INC COM Utilities 36,794.0 $2.2M 0.02% NEW $58.59 +16.7%
334 SNA SNAP ON INC COM Industrials 6,216.0 $2.1M 0.02% NEW $344.60 +12.4%
335 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 141,147.0 $2.1M 0.02% NEW $14.94 -36.2%
336 EL LAUDER ESTEE COS INC CL A Consumer Defensive 20,013.0 $2.1M 0.01% NEW $104.72 -19.0%
337 HST HOST HOTELS & RESORTS INC COM Real Estate 118,166.0 $2.1M 0.01% NEW $17.73 +41.1%
338 CENTRAIS ELET BRAS SA SPONSORED ADR 226,446.0 $2.1M 0.01% NEW $9.16
339 PM PHILIP MORRIS INTL INC COM Consumer Defensive 12,871.0 $2.1M 0.01% NEW $160.40 +11.2%
340 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 31,311.0 $2.0M 0.01% NEW $64.37 -5.7%
Page 17 of 26  ·  518 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 38.8%
Financial Services 15.0%
Communication Services 11.1%
Industrials 10.5%
Consumer Cyclical 8.0%
Healthcare 6.9%
Consumer Defensive 3.0%
Utilities 2.0%
Real Estate 1.9%
Energy 1.8%