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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 10 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CLX CLOROX CO DEL COM Consumer Defensive 115,005.0 $11.0M 0.09% -20K -14.7% $95.44 +12.3%
182 USB US BANCORP COM NEW Financial Services 181,564.0 $11.0M 0.09% -329K -64.5% $60.40 +3.3%
183 WM WASTE MGMT INC DEL COM Industrials 49,012.0 $10.9M 0.09% +13K +36.4% $222.88 +1.6%
184 MRSH MARSH AND MCLENNAN COS INC COM Financial Services 65,249.0 $10.9M 0.09% +57K +646.8% $166.67 +16.8%
185 NUE NUCOR CORP COM Basic Materials 48,081.0 $10.7M 0.09% +13K +35.1% $222.75 +9.8%
186 AES AES CORP COM Utilities 707,913.0 $10.4M 0.09% +688K +3492.2% $14.66 +0.6%
187 ADSK AUTODESK INC COM Technology 53,116.0 $10.3M 0.09% -55K -51.0% $194.42 +30.9%
188 MSCI MSCI INC COM Financial Services 18,387.0 $10.3M 0.09% NEW $560.04 +2.0%
189 CIEN CIENA CORP COM NEW Technology 20,286.0 $10.0M 0.08% +13K +176.7% $490.56 -24.2%
190 F FORD MTR CO COM Consumer Cyclical 707,775.0 $9.8M 0.08% -918K -56.5% $13.90 +0.2%
191 FFIV F5 INC COM Technology 23,457.0 $9.8M 0.08% -37K -61.2% $415.96 -8.9%
192 EME EMCOR GROUP INC COM Industrials 11,725.0 $9.7M 0.08% -11K -49.3% $829.88 -7.8%
193 OXY OCCIDENTAL PETE CORP COM Energy 196,098.0 $9.5M 0.08% NEW $48.57 +23.8%
194 PH PARKER-HANNIFIN CORP COM Industrials 9,716.0 $9.5M 0.08% +485.0 +5.2% $978.12 +3.7%
195 MPC MARATHON PETE CORP COM Energy 36,905.0 $9.4M 0.08% NEW $255.67 +41.8%
196 MAS MASCO CORP COM Industrials 115,613.0 $9.4M 0.08% NEW $81.37 -10.0%
197 SCCO SOUTHERN COPPER CORP COM Basic Materials 52,202.0 $9.1M 0.07% +37K +234.7% $174.26 +22.9%
198 TLTW ISHARES TR 20 YEAR TR BD 401,168.0 $9.0M 0.07% -126K -23.9% $22.34 -4.7%
199 J JACOBS SOLUTIONS INC COM Industrials 70,666.0 $8.9M 0.07% +40K +134.2% $126.00 +20.3%
200 HUBB HUBBELL INC COM Industrials 16,984.0 $8.9M 0.07% -2K -8.9% $523.20 -10.8%
Page 10 of 27  ·  524 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%