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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 11 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MO ALTRIA GROUP INC COM Consumer Defensive 122,500.0 $8.8M 0.07% -575K -82.5% $71.95 -4.8%
202 VICI VICI PPTYS INC COM Real Estate 329,950.0 $8.8M 0.07% -1.3M -79.3% $26.55 +0.9%
203 KEY KEYCORP COM Financial Services 379,237.0 $8.7M 0.07% NEW $23.05 -5.1%
204 NOW SERVICENOW INC COM Technology 87,831.0 $8.7M 0.07% -353K -80.1% $99.28 +29.0%
205 EXPD EXPEDITORS INTL WASH INC COM Industrials 53,147.0 $8.7M 0.07% +48K +989.3% $162.98 +15.2%
206 ROK ROCKWELL AUTOMATION INC COM Industrials 17,249.0 $8.5M 0.07% -55K -76.1% $495.08 -13.2%
207 CF CF INDUSTRIES HOLD COM Basic Materials 78,583.0 $8.5M 0.07% -104K -57.1% $108.26 +19.4%
208 CSX CSX CORP COM Industrials 177,882.0 $8.5M 0.07% +13K +7.8% $47.53 +8.2%
209 VEEV VEEVA SYS INC CL A COM Healthcare 45,259.0 $8.0M 0.07% +26K +141.1% $177.47 +40.0%
210 SRE SEMPRA COM Utilities 84,181.0 $7.8M 0.06% -102K -54.7% $92.71 -8.8%
211 FITB FIFTH THIRD BANCORP COM Financial Services 135,202.0 $7.6M 0.06% -34K -20.2% $56.37 -2.6%
212 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 186,459.0 $7.6M 0.06% +91K +95.2% $40.87 +19.7%
213 EBAY EBAY INC. COM Consumer Cyclical 67,827.0 $7.6M 0.06% -26K -27.9% $111.75 -4.2%
214 EL LAUDER ESTEE COS INC CL A Consumer Defensive 95,306.0 $7.5M 0.06% +75K +376.2% $78.95 +31.9%
215 AME AMETEK INC COM Industrials 30,566.0 $7.4M 0.06% +2K +5.3% $241.94 +0.2%
216 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 31,113.0 $7.4M 0.06% +28K +878.4% $237.33 -0.4%
217 IBKR INTERACTIVE BROKERS GROUP IN COM CL A Financial Services 83,537.0 $7.3M 0.06% -99K -54.1% $87.04 +6.9%
218 EMR EMERSON ELEC CO COM Industrials 50,427.0 $7.2M 0.06% +5K +11.2% $143.15 +10.1%
219 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 96,477.0 $7.2M 0.06% +88K +1083.0% $74.53 +3.8%
220 KVUE KENVUE INC COM Consumer Defensive 373,514.0 $7.1M 0.06% NEW $19.11 +1.7%
Page 11 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%