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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 4 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADBE ADOBE INC COM Technology 99,972.0 $20.5M 0.17% -71K -41.6% $205.02 +34.8%
62 MRK MERCK AND CO INC COM Healthcare 158,976.0 $20.4M 0.17% -179K -52.9% $128.50 +17.3%
63 VZ VERIZON COMMUNICATIONS INC COM Communication Services 473,776.0 $20.1M 0.17% -352K -42.6% $42.34 +18.4%
64 RL RALPH LAUREN CORP CL A Consumer Cyclical 47,756.0 $19.2M 0.16% -10K -17.0% $401.41 -7.6%
65 TJX TJX COS INC NEW COM Consumer Cyclical 124,700.0 $18.9M 0.16% -18K -12.5% $151.50 -7.1%
66 FCX FREEPORT MCMORAN INC CL B Basic Materials 297,337.0 $18.7M 0.15% -134K -31.0% $62.89 +23.7%
67 AMP AMERIPRISE FINL INC COM Financial Services 40,289.0 $18.5M 0.15% -21K -33.8% $458.76 +22.3%
68 COP CONOCOPHILLIPS COM Energy 176,696.0 $18.4M 0.15% -353K -66.6% $103.96 +28.3%
69 ACWI ISHARES TR MSCI ACWI ETF 108,843.0 $17.1M 0.14% -4K -3.4% $156.97 +2.1%
70 HWM HOWMET AEROSPACE INC COM Industrials 61,828.0 $16.6M 0.14% -82K -57.1% $268.86 -2.1%
71 COF CAPITAL ONE FINL CORP COM Financial Services 80,896.0 $16.2M 0.13% -54K -40.1% $200.62 +7.8%
72 INTU INTUIT COM Technology 62,062.0 $16.2M 0.13% -48K -43.8% $261.00 +41.7%
73 DLR DIGITAL RLTY TR INC COM Real Estate 88,013.0 $15.8M 0.13% -13K -13.1% $179.58 +5.0%
74 OTIS OTIS WORLDWIDE CORP COM Industrials 215,750.0 $15.4M 0.13% -31K -12.5% $71.60 +0.8%
75 NET CLOUDFLARE INC CL A COM Technology 62,956.0 $15.4M 0.13% -121K -65.8% $245.28 +14.3%
76 TMUS T-MOBILE US INC COM Communication Services 88,242.0 $14.8M 0.12% -20K -18.6% $167.73 +8.9%
77 AMT AMERICAN TOWER CORP COM Real Estate 89,330.0 $14.6M 0.12% -87K -49.3% $163.57 +9.1%
78 PWR QUANTA SVCS INC COM Industrials 20,283.0 $14.6M 0.12% -9K -30.8% $720.04 -14.3%
79 TFC TRUIST FINL CORP COM Financial Services 286,119.0 $14.3M 0.12% -247K -46.4% $49.82 +2.0%
80 ABNB AIRBNB INC COM CL A Consumer Cyclical 96,281.0 $13.8M 0.11% -153K -61.3% $143.10 +32.9%
Page 4 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%