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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 12 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KR KROGER CO COM Consumer Defensive 6,519.0 $362K 0.00% -204K -96.9% $55.53 +6.1%
222 MKSI MKS INC. COM Technology 785.0 $349K 0.00% -5K -85.2% $444.80 -40.1%
223 EFX EQUIFAX INC COM Industrials 2,173.0 $345K 0.00% -22K -91.2% $158.72 +23.5%
224 TW TRADEWEB MKTS INC CL A Financial Services 2,921.0 $291K 0.00% -15K -83.6% $99.66 +8.4%
225 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 10,709.0 $286K 0.00% -26K -70.6% $26.66 +8.0%
226 MTCH MATCH GROUP INC NEW COM Communication Services 6,898.0 $262K 0.00% -157K -95.8% $38.05 +8.8%
227 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 3,698.0 $259K 0.00% -11K -74.9% $69.98 -4.7%
228 MTB M AND T BK CORP COM Financial Services 1,059.0 $252K 0.00% -1K -56.9% $238.01 +1.6%
229 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 2,735.0 $249K 0.00% -11K -79.8% $91.20 -19.9%
230 PEGA PEGASYSTEMS INC COM Technology 7,857.0 $235K 0.00% -40K -83.5% $29.97 +12.4%
231 DVA DAVITA INC COM Healthcare 1,010.0 $225K 0.00% -90K -98.9% $222.48 -21.8%
232 BBY BEST BUY INC COM Consumer Cyclical 2,653.0 $201K 0.00% -73K -96.5% $75.88 +15.6%
Page 12 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%