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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GIB CGI INC CL A SUB VTG Technology 20,434.0 $1.9M 0.01% NEW $91.67 -18.4%
42 LITE LUMENTUM HLDGS INC COM Technology 2,160.0 $1.9M 0.01% NEW $858.06 -3.3%
43 CVS CVS HEALTH CORP COM Healthcare 17,414.0 $1.8M 0.01% NEW $103.45 -9.0%
44 RKT ROCKET COS INC COM CL A Financial Services 112,354.0 $1.8M 0.01% NEW $15.75 -10.5%
45 GGG GRACO INC COM Industrials 21,148.0 $1.6M 0.01% NEW $75.61 +6.0%
46 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 12,452.0 $1.5M 0.01% NEW $123.44 -4.8%
47 SLB SLB LIMITED COM STK Energy 32,411.0 $1.5M 0.01% NEW $46.49 +16.2%
48 CVLT COMMVAULT SYS INC COM Technology 10,084.0 $1.4M 0.01% NEW $141.73 -7.5%
49 SM SM ENERGY COMPANY COM Energy 53,763.0 $1.4M 0.01% NEW $26.10 +39.7%
50 REGCO REGENCY CTRS CORP COM 17,133.0 $1.4M 0.01% NEW $79.74
51 KMI KINDER MORGAN INC DEL COM Energy 42,473.0 $1.4M 0.01% NEW $31.97 -3.0%
52 JLL JONES LANG LASALLE INC COM Real Estate 4,266.0 $1.3M 0.01% NEW $309.95 +24.9%
53 LTM LATAM AIRLINES GROUP SA SPONSORED ADR Industrials 22,369.0 $1.3M 0.01% NEW $58.27 -8.8%
54 BRX BRIXMOR PPTY GROUP INC COM Real Estate 40,358.0 $1.3M 0.01% NEW $31.53 -6.2%
55 WMB WILLIAMS COS INC COM Energy 16,674.0 $1.2M 0.01% NEW $74.34 -4.5%
56 USFD US FOODS HLDG CORP COM Consumer Defensive 12,031.0 $1.2M 0.01% NEW $102.25 +7.0%
57 ATR APTARGROUP INC COM Healthcare 9,823.0 $1.2M 0.01% NEW $125.20 +7.6%
58 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 14,084.0 $1.2M 0.01% NEW $86.09 +17.3%
59 APD AIR PRODUCTS AND CHEMICALS I COM Basic Materials 4,106.0 $1.2M 0.01% NEW $293.18 +4.5%
60 BXP BXP INC COM Real Estate 17,265.0 $1.1M 0.01% NEW $66.31 +5.5%
Page 3 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%