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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 5 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 327,444.0 $33.0M 0.24% NEW $100.89 +1.7%
82 KLAC KLA CORP COM NEW Technology 27,004.0 $32.8M 0.24% NEW $1215.08 -78.6%
83 COF CAPITAL ONE FINL CORP COM Financial Services 135,105.0 $32.7M 0.24% NEW $242.36 -16.8%
84 ABBV ABBVIE INC COM Healthcare 142,553.0 $32.6M 0.24% NEW $228.49 -5.2%
85 ADSK AUTODESK INC COM Technology 108,370.0 $32.1M 0.24% NEW $296.01 -34.5%
86 CLOI VANECK ETF TRUST CLO ETF 597,043.0 $31.5M 0.23% NEW $52.81 +0.2%
87 ORCL ORACLE CORP COM Technology 159,972.0 $31.2M 0.23% NEW $194.91 -5.4%
88 AMT AMERICAN TOWER CORP NEW COM Real Estate 176,193.0 $30.9M 0.23% NEW $175.57 +0.3%
89 MU MICRON TECHNOLOGY INC COM Technology 106,935.0 $30.5M 0.23% NEW $285.41 +297.3%
90 BSX BOSTON SCIENTIFIC CORP COM Healthcare 314,446.0 $30.0M 0.22% NEW $95.35 -52.5%
91 AMP AMERIPRISE FINL INC COM Financial Services 60,878.0 $29.9M 0.22% NEW $490.34 -4.7%
92 T AT&T INC COM Communication Services 1,194,865.0 $29.7M 0.22% NEW $24.84 -11.4%
93 HWM HOWMET AEROSPACE INC COM Industrials 144,157.0 $29.6M 0.22% NEW $205.02 +35.4%
94 DIS DISNEY WALT CO COM Communication Services 259,545.0 $29.5M 0.22% NEW $113.77 -8.7%
95 GLD SPDR GOLD TR GOLD SHS Financial Services 74,194.0 $29.4M 0.22% NEW $396.31 -2.3%
96 PCG PG&E CORP COM Utilities 1,802,523.0 $29.0M 0.21% NEW $16.07 +2.6%
97 ADP AUTOMATIC DATA PROCESSING IN COM Industrials 109,860.0 $28.3M 0.21% NEW $257.23 -15.1%
98 ROK ROCKWELL AUTOMATION INC COM Industrials 72,188.0 $28.1M 0.21% NEW $389.07 +21.8%
99 USB US BANCORP DEL COM NEW Financial Services 510,803.0 $27.3M 0.20% NEW $53.36 +9.0%
100 MCK MCKESSON CORP COM Healthcare 33,136.0 $27.2M 0.20% NEW $820.29 -8.5%
Page 5 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%