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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 6 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALL ALLSTATE CORP COM Financial Services 100,909.0 $24.0M 0.20% -18K -15.2% $237.94 +8.9%
102 CMI CUMMINS INC COM Industrials 33,589.0 $24.0M 0.20% +18K +115.4% $713.21 -19.7%
103 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 216,413.0 $23.8M 0.20% -111K -33.9% $109.77 +1.0%
104 QCOM QUALCOMM INC COM Technology 128,337.0 $23.7M 0.20% -282K -68.7% $184.79 -14.4%
105 RF REGIONS FINANCIAL CORP NEW COM Financial Services 784,646.0 $23.7M 0.20% -71K -8.3% $30.20 +1.3%
106 DIS DISNEY WALT CO COM Communication Services 244,279.0 $23.5M 0.19% -15K -5.9% $96.25 +14.2%
107 GD GENERAL DYNAMICS CORP COM Industrials 65,914.0 $23.3M 0.19% -87K -56.9% $354.24 +8.3%
108 NOC NORTHROP GRUMMAN CORP COM Industrials 45,422.0 $23.1M 0.19% NEW $509.31 +7.8%
109 CVX CHEVRON CORPORATION COM Energy 137,244.0 $22.7M 0.19% +100K +268.3% $165.76 +22.4%
110 LMT LOCKHEED MARTIN CORP COM Industrials 44,533.0 $22.7M 0.19% +22K +101.7% $509.46 +10.8%
111 DELL DELL TECHNOLOGIES INC CL C Technology 52,065.0 $22.5M 0.18% -15K -22.7% $431.46 +1.0%
112 EQIX EQUINIX INC COM Real Estate 21,506.0 $22.4M 0.18% -6K -20.7% $1042.39 +0.6%
113 VLO VALERO ENERGY CORP COM Energy 85,581.0 $22.3M 0.18% +79K +1195.9% $260.44 +32.8%
114 HCA HCA HEALTHCARE INC COM Healthcare 57,087.0 $22.3M 0.18% -24K -29.7% $389.89 +10.3%
115 PG PROCTER AND GAMBLE CO COM Consumer Defensive 150,646.0 $22.1M 0.18% -424K -73.8% $146.64 -0.6%
116 VRT VERTIV HOLDINGS CO COM CL A Industrials 64,962.0 $21.8M 0.18% +28K +73.8% $334.82 -24.0%
117 MCK MCKESSON CORP COM Healthcare 28,598.0 $21.6M 0.18% -5K -13.7% $755.60 +15.2%
118 FTV FORTIVE CORP COM Technology 341,495.0 $20.9M 0.17% +331K +3285.5% $61.09 -1.3%
119 ADBE ADOBE INC COM Technology 99,972.0 $20.5M 0.17% -71K -41.6% $205.02 +34.2%
120 MRK MERCK AND CO INC COM Healthcare 158,976.0 $20.4M 0.17% -179K -52.9% $128.50 +17.1%
Page 6 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%