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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 11 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SYF SYNCHRONY FINANCIAL COM Financial Services 11,900.0 $905K 0.01% -6K -31.6% $76.05 +5.7%
202 NKE NIKE INC CL B Consumer Cyclical 21,308.0 $875K 0.01% -65K -75.4% $41.05 -0.3%
203 FIS FIDELITY NATL INFORMATION SV COM Technology 22,496.0 $875K 0.01% -1.7M -98.7% $38.88 +7.5%
204 NVR NVR INC COM Consumer Cyclical 123.0 $838K 0.01% -900.0 -88.0% $6813.40 -6.3%
205 RY ROYAL BK CDA COM Financial Services 2,223.0 $653K 0.01% -6K -71.9% $293.68 -30.1%
206 EEM ISHARES TR MSCI EMG MKT ETF 9,377.0 $641K 0.01% -7K -44.2% $68.41 -3.4%
207 IHAK ISHARES TR CYBERSECURITY 10,150.0 $616K 0.01% -12K -54.0% $60.71 +3.0%
208 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 3,889.0 $585K 0.01% -81K -95.4% $150.47 -0.7%
209 BWA BORGWARNER INC COM Consumer Cyclical 8,525.0 $566K 0.01% -6K -41.0% $66.40 -1.6%
210 EWG ISHARES INC MSCI GERMANY ETF 13,289.0 $550K 0.01% -12K -47.8% $41.37 +6.7%
211 CRUS CIRRUS LOGIC INC COM Technology 3,523.0 $523K 0.00% -8K -70.0% $148.53 -23.9%
212 MPWR MONOLITHIC PWR SYS INC COM Technology 364.0 $503K 0.00% -1K -76.9% $1382.36 -7.6%
213 KSA ISHARES TR MSCI SAUDI ARBIA 12,431.0 $464K 0.00% -1K -7.8% $37.31 +4.7%
214 BC BRUNSWICK CORP COM Consumer Cyclical 5,452.0 $459K 0.00% -3K -37.7% $84.24 -4.0%
215 FOX FOX CORP CL B COM 8,633.0 $404K 0.00% -203K -95.9% $46.84
216 BMO BANK MONTREAL MEDIUM COM Financial Services 1,560.0 $391K 0.00% -776.0 -33.2% $250.67 -30.9%
217 AYI ACUITY INC COM Industrials 1,035.0 $390K 0.00% -1K -58.8% $376.66 -10.1%
218 IDXX IDEXX LABS INC COM Healthcare 720.0 $379K 0.00% -18K -96.1% $526.44 +5.6%
219 GDDY GODADDY INC CL A Technology 4,347.0 $369K 0.00% -59K -93.1% $84.88 +18.4%
220 ILMN ILLUMINA INC COM Healthcare 2,075.0 $365K 0.00% -2K -49.9% $175.83 +24.5%
Page 11 of 12  ·  232 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%