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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 5 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC COM Healthcare 73,641.0 $26.7M 0.22% +5K +6.9% $362.12 +21.8%
82 T ATANDT INC COM Communication Services 1,262,267.0 $26.1M 0.21% +67K +5.6% $20.70 +24.3%
83 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 65,514.0 $26.1M 0.21% -2K -3.0% $397.68 -5.4%
84 CAH CARDINAL HEALTH INC COM Healthcare 109,039.0 $25.9M 0.21% +33K +44.1% $237.56 -2.7%
85 KIM KIMCO REALTY CORP COM Real Estate 1,020,286.0 $25.9M 0.21% -136K -11.8% $25.35 -5.1%
86 EIX EDISON INTL COM Utilities 346,583.0 $25.8M 0.21% -429K -55.3% $74.45 -1.7%
87 PFE PFIZER INC COM Healthcare 1,070,303.0 $25.8M 0.21% +637K +147.0% $24.08 +16.0%
88 MRVL MARVELL TECHNOLOGY INC COM Technology 86,325.0 $25.7M 0.21% +22K +33.8% $297.89 -23.3%
89 EXPAND ENERGY CORPORATION COM 279,551.0 $25.5M 0.21% +273K +4147.2% $91.19
90 ANET ARISTA NETWORKS INC COM SHS Technology 149,236.0 $25.4M 0.21% -177K -54.2% $169.88 +11.2%
91 INFY INFOSYS LTD SPONSORED ADR Technology 2,406,850.0 $25.2M 0.21% +2.2M +878.4% $10.49 +13.6%
92 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 50,819.0 $25.2M 0.21% +48K +1651.8% $496.73 +10.4%
93 ORCL ORACLE CORP COM Technology 171,127.0 $25.1M 0.21% +11K +7.0% $146.55 -2.1%
94 AXP AMERICAN EXPRESS CO COM Financial Services 73,885.0 $25.0M 0.21% +31K +73.5% $338.25 +0.8%
95 ECL ECOLAB INC COM Basic Materials 89,299.0 $24.9M 0.20% +16K +22.7% $278.61 +2.6%
96 HST HOST HOTELS AND RESORTS INC COM Real Estate 1,048,845.0 $24.9M 0.20% +931K +787.6% $23.71 -2.8%
97 URTH ISHARES INC MSCI WORLD ETF 121,340.0 $24.6M 0.20% +2K +1.8% $202.64 +2.9%
98 HDB HDFC BANK LTD SPONSORED ADS Financial Services 948,000.0 $24.5M 0.20% -250K -20.9% $25.83 -8.4%
99 CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A Technology 631,384.0 $24.5M 0.20% +183K +40.8% $38.73 +60.2%
100 APP APPLOVIN CORP COM CL A Technology 47,029.0 $24.2M 0.20% -4K -7.9% $515.23 -41.5%
Page 5 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%