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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 15 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XPO XPO INC COM Industrials 22,101.0 $4.5M 0.04% NEW $205.29 -6.5%
282 CTVA CORTEVA INC COM Basic Materials 53,434.0 $4.5M 0.04% -283K -84.1% $84.69 -2.2%
283 JKHY HENRY JACK AND ASSOC INC COM Technology 32,634.0 $4.5M 0.04% NEW $137.74 +23.8%
284 MANH MANHATTAN ASSOCIATES INC COM Technology 32,251.0 $4.5M 0.04% +18K +132.6% $139.25 +53.1%
285 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 25,450.0 $4.5M 0.04% -4K -12.4% $176.46 +4.9%
286 KO COCA COLA CO COM Consumer Defensive 55,210.0 $4.5M 0.04% +34K +155.5% $81.27 +13.2%
287 CDNS CADENCE DESIGN SYSTEM INC COM Technology 11,899.0 $4.5M 0.04% -27K -69.1% $375.32 -15.8%
288 APOS APOLLO GLOBAL MGMT INC COM 37,327.0 $4.4M 0.04% -20K -35.4% $118.31
289 AKAM AKAMAI TECHNOLOGIES INC COM Technology 37,321.0 $4.4M 0.04% -36K -49.3% $118.21 -10.6%
290 TYL TYLER TECHNOLOGIES INC COM Technology 14,751.0 $4.3M 0.04% +13K +759.6% $292.46 +21.7%
291 GEN GEN DIGITAL INC COM Technology 172,827.0 $4.3M 0.04% -150K -46.4% $24.89 +17.0%
292 RBRK RUBRIK INC. CL A Technology 53,238.0 $4.3M 0.04% +27K +102.1% $80.28 +22.1%
293 BSY BENTLEY SYS INC COM CL B Technology 142,554.0 $4.3M 0.04% +124K +660.2% $29.89 +26.1%
294 COPX GLOBAL X FDS GLOBAL X COPPER 53,987.0 $4.2M 0.03% NEW $76.97 +22.8%
295 PFG PRINCIPAL FINANCIAL GROUP IN COM Financial Services 38,491.0 $4.1M 0.03% +26K +198.6% $107.78 +3.8%
296 NI NISOURCE INC COM Utilities 86,043.0 $4.1M 0.03% +66K +323.5% $47.55 -14.1%
297 BEN FRANKLIN RESOURCES INC COM Financial Services 122,682.0 $4.1M 0.03% NEW $33.27 +4.1%
298 TWLO TWILIO INC CL A Communication Services 19,774.0 $4.1M 0.03% -15K -43.0% $206.33 +7.9%
299 CMC COMMERCIAL METALS CO COM Basic Materials 62,553.0 $3.9M 0.03% -13K -17.2% $62.75 +3.4%
300 MDB MONGODB INC CL A Technology 11,654.0 $3.9M 0.03% +5K +81.1% $335.90 +19.9%
Page 15 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%