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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 26 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MKSI MKS INC. COM Technology 785.0 $349K 0.00% -5K -85.2% $444.80 -38.6%
502 EFX EQUIFAX INC COM Industrials 2,173.0 $345K 0.00% -22K -91.2% $158.72 +22.2%
503 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 10,929.0 $323K 0.00% NEW $29.54 -3.4%
504 DDS DILLARDS INC CL A Consumer Cyclical 605.0 $320K 0.00% +153.0 +33.9% $528.42 +21.0%
505 AMG AFFILIATED MANAGERS GROUP COM Financial Services 908.0 $307K 0.00% NEW $338.40 +6.5%
506 TW TRADEWEB MKTS INC CL A Financial Services 2,921.0 $291K 0.00% -15K -83.6% $99.66 +8.1%
507 TDC TERADATA CORP DEL COM Technology 8,367.0 $290K 0.00% NEW $34.65 -20.6%
508 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 10,709.0 $286K 0.00% -26K -70.6% $26.66 +8.2%
509 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 10,083.0 $283K 0.00% NEW $28.11 +13.4%
510 ENTG ENTEGRIS INC COM Technology 1,520.0 $273K 0.00% NEW $179.86 -22.4%
511 COLD AMERICOLD REALTY TRUST INC COM Real Estate 17,089.0 $269K 0.00% +2K +10.1% $15.72 -1.4%
512 MTCH MATCH GROUP INC NEW COM Communication Services 6,898.0 $262K 0.00% -157K -95.8% $38.05 +9.1%
513 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 3,698.0 $259K 0.00% -11K -74.9% $69.98 -4.3%
514 ALLY ALLY FINL INC COM Financial Services 5,624.0 $258K 0.00% NEW $45.95 -7.2%
515 CENCORA INC COM 901.0 $255K 0.00% NEW $282.98
516 MTB M AND T BK CORP COM Financial Services 1,059.0 $252K 0.00% -1K -56.9% $238.01 +1.7%
517 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 2,735.0 $249K 0.00% -11K -79.8% $91.20 -18.6%
518 PEGA PEGASYSTEMS INC COM Technology 7,857.0 $235K 0.00% -40K -83.5% $29.97 +14.6%
519 DVA DAVITA INC COM Healthcare 1,010.0 $225K 0.00% -90K -98.9% $222.48 -22.0%
520 B BARRICK MNG CORP COM SHS Basic Materials 4,289.0 $224K 0.00% NEW $52.15 -8.1%
Page 26 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%