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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 13 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AEE AMEREN CORP COM Utilities 52,910.0 $6.0M 0.05% +42K +372.4% $113.04 -5.2%
242 DVN DEVON ENERGY CORP NEW COM Energy 143,680.0 $5.9M 0.05% +135K +1611.9% $41.32 +16.7%
243 NSC NORFOLK SOUTHN CORP COM Industrials 18,866.0 $5.9M 0.05% -2K -9.3% $314.59 +12.2%
244 STLD STEEL DYNAMICS INC COM Basic Materials 25,846.0 $5.9M 0.05% -11K -30.0% $229.46 -0.1%
245 VLTO VERALTO CORP COM SHS Industrials 66,686.0 $5.9M 0.05% -6K -8.1% $88.68 +12.1%
246 INGERSOLL RAND INC COM 70,518.0 $5.8M 0.05% +7K +11.4% $81.99
247 BSX BOSTON SCIENTIFIC CORP COM Healthcare 135,201.0 $5.8M 0.05% -179K -57.0% $42.68 +14.8%
248 NEE NEXTERA ENERGY INC COM Utilities 65,175.0 $5.7M 0.05% -41K -38.9% $87.77 -4.2%
249 TAL TAL ED GROUP SPONSORED ADS Consumer Defensive 596,958.0 $5.7M 0.05% NEW $9.57 +20.0%
250 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 9,792.0 $5.6M 0.05% +1K +14.7% $576.70 -7.6%
251 BK BANK OF NY MELLON CORP COM Financial Services 38,786.0 $5.6M 0.05% +32K +504.5% $144.61 -1.9%
252 TRV TRAVELERS COMPANIES INC COM Financial Services 16,974.0 $5.6M 0.05% -50K -74.6% $330.12 +12.2%
253 BR BROADRIDGE FINL SOLUTIONS IN COM Technology 40,610.0 $5.6M 0.05% -526K -92.8% $136.95 +35.4%
254 ATI ATI INC COM Industrials 28,005.0 $5.5M 0.04% NEW $197.10 +6.4%
255 EVRG EVERGY INC COM Utilities 63,783.0 $5.5M 0.04% +54K +571.8% $86.43 -5.8%
256 FAST FASTENAL CO COM Industrials 114,407.0 $5.5M 0.04% -2K -1.4% $48.03 +6.8%
257 VRNS VARONIS SYS INC COM Technology 130,795.0 $5.5M 0.04% NEW $41.96 -2.2%
258 EGP EASTGROUP PPTYS INC COM Real Estate 26,966.0 $5.5M 0.04% -4K -12.1% $202.53 -0.1%
259 CRWV COREWEAVE INC COM CL A Technology 53,409.0 $5.3M 0.04% +40K +302.8% $99.54 -13.4%
260 LEIDOS HOLDINGS INC COM 50,703.0 $5.2M 0.04% +9K +22.9% $102.97
Page 13 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%