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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 25 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 STM STMICROELECTRONICS N V NY REGISTRY Technology 6,291.0 $471K 0.00% NEW $74.89 -33.9%
482 MTSI MACOM TECH SOLUTIONS HLDGS I COM Technology 1,220.0 $464K 0.00% NEW $380.37 -31.6%
483 KSA ISHARES TR MSCI SAUDI ARBIA 12,431.0 $464K 0.00% -1K -7.8% $37.31 +4.7%
484 BC BRUNSWICK CORP COM Consumer Cyclical 5,452.0 $459K 0.00% -3K -37.7% $84.24 -3.9%
485 NOK NOKIA CORP SPONSORED ADR Technology 34,283.0 $455K 0.00% NEW $13.28 -24.8%
486 AVT AVNET INC COM Technology 5,047.0 $448K 0.00% NEW $88.82 -2.9%
487 TTEK TETRA TECH INC NEW COM Industrials 15,279.0 $441K 0.00% NEW $28.89 +28.8%
488 WCLD WISDOMTREE TR CLOUD COMPUTNG 13,725.0 $440K 0.00% +5K +53.6% $32.06 +26.2%
489 DIOD DIODES INC COM Technology 3,963.0 $434K 0.00% NEW $109.44 -17.9%
490 GIS GENERAL MILLS INC COM Consumer Defensive 12,301.0 $428K 0.00% NEW $34.80 +16.9%
491 VSH VISHAY INTERTECHNOLOGY INC COM Technology 7,801.0 $420K 0.00% NEW $53.78 -43.4%
492 FOX FOX CORP CL B COM 8,633.0 $404K 0.00% -203K -95.9% $46.84
493 BMO BANK MONTREAL MEDIUM COM Financial Services 1,560.0 $391K 0.00% -776.0 -33.2% $250.67 -30.8%
494 IIPR INNOVATIVE INDL PPTYS INC COM Real Estate 6,294.0 $390K 0.00% +578.0 +10.1% $61.98 -9.1%
495 AYI ACUITY INC COM Industrials 1,035.0 $390K 0.00% -1K -58.8% $376.66 -10.3%
496 IDXX IDEXX LABS INC COM Healthcare 720.0 $379K 0.00% -18K -96.1% $526.44 +5.4%
497 GDDY GODADDY INC CL A Technology 4,347.0 $369K 0.00% -59K -93.1% $84.88 +17.9%
498 ILMN ILLUMINA INC COM Healthcare 2,075.0 $365K 0.00% -2K -49.9% $175.83 +24.3%
499 KR KROGER CO COM Consumer Defensive 6,519.0 $362K 0.00% -204K -96.9% $55.53 +6.0%
500 IGV ISHARES TR EXPANDED TECH 3,906.0 $354K 0.00% +538.0 +16.0% $90.60 +13.6%
Page 25 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%