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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 20 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 12,452.0 $1.5M 0.01% NEW $123.44 -4.8%
382 D DOMINION ENERGY INC COM Utilities 22,469.0 $1.5M 0.01% -14K -38.9% $68.29 -2.5%
383 TXT TEXTRON INC COM Industrials 16,567.0 $1.5M 0.01% -3K -13.9% $91.73 -10.5%
384 PPL PPL CORP COM Utilities 41,492.0 $1.5M 0.01% +11K +37.0% $36.35 -3.6%
385 SLB SLB LIMITED COM STK Energy 32,411.0 $1.5M 0.01% NEW $46.49 +16.2%
386 MEDP MEDPACE HLDGS INC COM Healthcare 2,802.0 $1.5M 0.01% -3K -51.8% $529.59 +17.1%
387 CVLT COMMVAULT SYS INC COM Technology 10,084.0 $1.4M 0.01% NEW $141.73 -7.5%
388 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 15,353.0 $1.4M 0.01% -199.0 -1.3% $92.09 -1.5%
389 SM SM ENERGY COMPANY COM Energy 53,763.0 $1.4M 0.01% NEW $26.10 +39.7%
390 XLU SELECT SECTOR SPDR TR ST STR UTIL ETF 30,723.0 $1.4M 0.01% -4K -11.4% $45.34 -4.7%
391 EW EDWARDS LIFESCIENCES CORP COM Healthcare 15,287.0 $1.4M 0.01% +12K +308.5% $90.46 +0.0%
392 TOST TOAST INC CL A Technology 49,419.0 $1.4M 0.01% -26K -34.1% $27.82 +32.0%
393 EOG EOG RES INC COM Energy 10,571.0 $1.4M 0.01% -15K -59.1% $129.73 +15.8%
394 REGCO REGENCY CTRS CORP COM 17,133.0 $1.4M 0.01% NEW $79.74
395 KMI KINDER MORGAN INC DEL COM Energy 42,473.0 $1.4M 0.01% NEW $31.97 -3.0%
396 A AGILENT TECHNOLOGIES INC COM Healthcare 10,061.0 $1.3M 0.01% +2K +31.8% $132.83 +15.5%
397 JLL JONES LANG LASALLE INC COM Real Estate 4,266.0 $1.3M 0.01% NEW $309.95 +24.9%
398 LTM LATAM AIRLINES GROUP SA SPONSORED ADR Industrials 22,369.0 $1.3M 0.01% NEW $58.27 -8.8%
399 PHM PULTE GROUP INC COM Consumer Cyclical 9,348.0 $1.3M 0.01% -923.0 -9.0% $137.21 -5.5%
400 BRX BRIXMOR PPTY GROUP INC COM Real Estate 40,358.0 $1.3M 0.01% NEW $31.53 -6.2%
Page 20 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%