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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 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC COM Consumer Defensive 258,970.0 $29.3M 0.24% -314K -54.8% $113.26 -6.0%
42 FE FIRSTENERGY CORP COM Utilities 613,411.0 $29.2M 0.24% -571K -48.2% $47.54 -2.0%
43 GEV GE VERNOVA INC COM Utilities 24,434.0 $28.7M 0.24% -799.0 -3.2% $1174.86 -19.8%
44 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 65,514.0 $26.1M 0.21% -2K -3.0% $397.68 -6.1%
45 KIM KIMCO REALTY CORP COM Real Estate 1,020,286.0 $25.9M 0.21% -136K -11.8% $25.35 -4.5%
46 EIX EDISON INTL COM Utilities 346,583.0 $25.8M 0.21% -429K -55.3% $74.45 -0.6%
47 ANET ARISTA NETWORKS INC COM SHS Technology 149,236.0 $25.4M 0.21% -177K -54.2% $169.88 +10.8%
48 HDB HDFC BANK LTD SPONSORED ADS Financial Services 948,000.0 $24.5M 0.20% -250K -20.9% $25.83 -8.9%
49 APP APPLOVIN CORP COM CL A Technology 47,029.0 $24.2M 0.20% -4K -7.9% $515.23 -42.0%
50 ALL ALLSTATE CORP COM Financial Services 100,909.0 $24.0M 0.20% -18K -15.2% $237.94 +9.4%
51 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 216,413.0 $23.8M 0.20% -111K -33.9% $109.77 +1.5%
52 QCOM QUALCOMM INC COM Technology 128,337.0 $23.7M 0.20% -282K -68.7% $184.79 -14.2%
53 RF REGIONS FINANCIAL CORP NEW COM Financial Services 784,646.0 $23.7M 0.20% -71K -8.3% $30.20 +1.4%
54 DIS DISNEY WALT CO COM Communication Services 244,279.0 $23.5M 0.19% -15K -5.9% $96.25 +14.9%
55 GD GENERAL DYNAMICS CORP COM Industrials 65,914.0 $23.3M 0.19% -87K -56.9% $354.24 +8.3%
56 DELL DELL TECHNOLOGIES INC CL C Technology 52,065.0 $22.5M 0.18% -15K -22.7% $431.46 +0.4%
57 EQIX EQUINIX INC COM Real Estate 21,506.0 $22.4M 0.18% -6K -20.7% $1042.39 +1.2%
58 HCA HCA HEALTHCARE INC COM Healthcare 57,087.0 $22.3M 0.18% -24K -29.7% $389.89 +10.1%
59 PG PROCTER AND GAMBLE CO COM Consumer Defensive 150,646.0 $22.1M 0.18% -424K -73.8% $146.64 -0.0%
60 MCK MCKESSON CORP COM Healthcare 28,598.0 $21.6M 0.18% -5K -13.7% $755.60 +15.6%
Page 3 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%