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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 4 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADP AUTOMATIC DATA PROCESSING IN COM Industrials 166,508.0 $37.3M 0.31% +57K +51.6% $223.95 +26.9%
62 PM PHILIP MORRIS INTL INC COM Consumer Defensive 202,880.0 $36.7M 0.30% +190K +1476.3% $180.91 +6.3%
63 DDOG DATADOG INC CL A COM Technology 135,380.0 $35.2M 0.29% -44K -24.6% $260.36 -11.3%
64 SNDK SANDISK CORP COM Technology 15,420.0 $35.1M 0.29% -2K -13.3% $2273.73 -35.7%
65 WDC WESTERN DIGITAL CORP COM Technology 52,616.0 $33.6M 0.28% -68K -56.2% $638.72 -32.6%
66 CFG CITIZENS FINL GROUP INC COM Financial Services 475,657.0 $33.3M 0.28% +57K +13.6% $70.07 +0.2%
67 SCHW SCHWAB CHARLES CORP COM Financial Services 360,760.0 $33.3M 0.27% +273K +312.1% $92.27 +23.5%
68 CCC CCC INTELLIGENT SOLUTIONS HL COM Technology 6,260,419.0 $32.3M 0.27% -3.2M -33.8% $5.16 +45.4%
69 PCG PGANDE CORP COM Utilities 1,857,036.0 $31.2M 0.26% +55K +3.0% $16.82 +6.9%
70 PCAR PACCAR INC COM Industrials 256,326.0 $30.8M 0.25% -172K -40.2% $120.12 +9.1%
71 EXC EXELON CORP COM Utilities 644,890.0 $30.1M 0.25% +170K +35.8% $46.62 -5.8%
72 CRM SALESFORCE INC COM Technology 187,487.0 $29.4M 0.24% -26K -12.0% $156.66 +34.8%
73 RMD RESMED INC COM Healthcare 150,518.0 $29.3M 0.24% +8K +5.4% $194.88 +19.0%
74 WMT WALMART INC COM Consumer Defensive 258,970.0 $29.3M 0.24% -314K -54.8% $113.26 -7.6%
75 FE FIRSTENERGY CORP COM Utilities 613,411.0 $29.2M 0.24% -571K -48.2% $47.54 -3.2%
76 GEV GE VERNOVA INC COM Utilities 24,434.0 $28.7M 0.24% -799.0 -3.2% $1174.86 -20.2%
77 NEM NEWMONT CORP COM Basic Materials 307,038.0 $28.7M 0.24% +138K +81.2% $93.40 +40.4%
78 TXN TEXAS INSTRS INC COM Technology 95,458.0 $28.5M 0.23% +62K +189.6% $298.07 -14.0%
79 GM GENERAL MTRS CO COM Consumer Cyclical 348,385.0 $26.9M 0.22% +304K +688.5% $77.08 +11.9%
80 IBM INTERNATIONAL BUSINESS MACHS COM Technology 95,303.0 $26.8M 0.22% +68K +253.0% $281.21 -17.1%
Page 4 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%