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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 6 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FITB FIFTH THIRD BANCORP COM Financial Services 135,202.0 $7.6M 0.06% -34K -20.2% $56.37 -2.6%
102 EBAY EBAY INC. COM Consumer Cyclical 67,827.0 $7.6M 0.06% -26K -27.9% $111.75 -4.2%
103 IBKR INTERACTIVE BROKERS GROUP IN COM CL A Financial Services 83,537.0 $7.3M 0.06% -99K -54.1% $87.04 +6.9%
104 CGNX COGNEX CORP COM Technology 95,205.0 $6.9M 0.06% -24K -20.2% $72.42 -19.2%
105 ODFL OLD DOMINION FREIGHT LINE IN COM Industrials 31,631.0 $6.9M 0.06% -1K -3.1% $216.60 -7.0%
106 IRM IRON MTN INC DEL COM Real Estate 53,335.0 $6.7M 0.06% -25K -32.0% $126.31 -4.1%
107 OKTA OKTA INC CL A Technology 48,288.0 $6.6M 0.05% -56K -53.9% $136.45 -4.0%
108 GWW WW GRAINGER INC COM Industrials 4,798.0 $6.5M 0.05% -2K -28.1% $1360.40 -2.8%
109 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 48,811.0 $6.5M 0.05% -84K -63.3% $132.52 +4.9%
110 REGN REGENERON PHARMACEUTICALS COM Healthcare 10,068.0 $6.3M 0.05% -1K -12.1% $623.54 +32.9%
111 CCI CROWN CASTLE INC COM Real Estate 82,794.0 $6.3M 0.05% -33K -28.7% $75.73 +0.9%
112 BALL BALL CORP COM Consumer Cyclical 99,424.0 $6.2M 0.05% -100K -50.2% $62.40 +3.2%
113 ZS ZSCALER INC COM Technology 43,516.0 $6.1M 0.05% -39K -47.1% $141.15 +24.7%
114 NSC NORFOLK SOUTHN CORP COM Industrials 18,866.0 $5.9M 0.05% -2K -9.3% $314.59 +12.2%
115 STLD STEEL DYNAMICS INC COM Basic Materials 25,846.0 $5.9M 0.05% -11K -30.0% $229.46 -0.1%
116 VLTO VERALTO CORP COM SHS Industrials 66,686.0 $5.9M 0.05% -6K -8.1% $88.68 +12.1%
117 BSX BOSTON SCIENTIFIC CORP COM Healthcare 135,201.0 $5.8M 0.05% -179K -57.0% $42.68 +14.8%
118 NEE NEXTERA ENERGY INC COM Utilities 65,175.0 $5.7M 0.05% -41K -38.9% $87.77 -4.2%
119 TRV TRAVELERS COMPANIES INC COM Financial Services 16,974.0 $5.6M 0.05% -50K -74.6% $330.12 +12.2%
120 BR BROADRIDGE FINL SOLUTIONS IN COM Technology 40,610.0 $5.6M 0.05% -526K -92.8% $136.95 +35.4%
Page 6 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%