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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 7 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FAST FASTENAL CO COM Industrials 114,407.0 $5.5M 0.04% -2K -1.4% $48.03 +6.8%
122 EGP EASTGROUP PPTYS INC COM Real Estate 26,966.0 $5.5M 0.04% -4K -12.1% $202.53 -0.1%
123 CBOE CBOE GLOBAL MKTS INC COM Financial Services 21,392.0 $5.2M 0.04% -3K -11.3% $242.67 +27.0%
124 VALE VALE S A SPONSORED ADS Basic Materials 344,689.0 $5.2M 0.04% -12K -3.2% $15.04 -0.0%
125 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 634,506.0 $5.2M 0.04% -159K -20.1% $8.17 -8.0%
126 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 14,406.0 $5.1M 0.04% -11K -42.8% $354.57 -32.7%
127 SPXC SPX TECHNOLOGIES INC COM Industrials 20,714.0 $5.1M 0.04% -3K -12.2% $245.17 -18.1%
128 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 16,700.0 $4.9M 0.04% -2K -12.3% $296.04 +17.9%
129 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 21,004.0 $4.9M 0.04% -15K -42.1% $233.10 +2.0%
130 IQVIA HLDGS INC COM 25,271.0 $4.9M 0.04% -22K -47.0% $193.22
131 DUK DUKE ENERGY CORP NEW COM NEW Utilities 37,966.0 $4.8M 0.04% -16K -29.6% $126.58 -3.6%
132 SNOW SNOWFLAKE INC COM SHS Technology 18,883.0 $4.8M 0.04% -5K -21.2% $254.50 +26.8%
133 STAG STAG INDUSTRIAL INC COM Real Estate 125,828.0 $4.8M 0.04% -17K -12.0% $38.06 -2.7%
134 DT DYNATRACE INC COM NEW Technology 107,282.0 $4.7M 0.04% -49K -31.2% $43.91 +11.7%
135 ROP ROPER TECHNOLOGIES INC COM Industrials 13,907.0 $4.7M 0.04% -6K -31.6% $338.39 +22.8%
136 CTVA CORTEVA INC COM Basic Materials 53,434.0 $4.5M 0.04% -283K -84.1% $84.69 -2.2%
137 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 25,450.0 $4.5M 0.04% -4K -12.4% $176.46 +4.9%
138 CDNS CADENCE DESIGN SYSTEM INC COM Technology 11,899.0 $4.5M 0.04% -27K -69.1% $375.32 -15.8%
139 APOS APOLLO GLOBAL MGMT INC COM 37,327.0 $4.4M 0.04% -20K -35.4% $118.31
140 AKAM AKAMAI TECHNOLOGIES INC COM Technology 37,321.0 $4.4M 0.04% -36K -49.3% $118.21 -10.6%
Page 7 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%