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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 8 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 47,026.0 $16.5M 0.14% +11K +31.8% $350.07 -11.3%
142 ROST ROSS STORES INC COM Consumer Cyclical 76,771.0 $16.3M 0.14% +70K +956.3% $212.85 +13.5%
143 COF CAPITAL ONE FINL CORP COM Financial Services 80,896.0 $16.2M 0.13% -54K -40.1% $200.62 +7.8%
144 INTU INTUIT COM Technology 62,062.0 $16.2M 0.13% -48K -43.8% $261.00 +41.7%
145 DLR DIGITAL RLTY TR INC COM Real Estate 88,013.0 $15.8M 0.13% -13K -13.1% $179.58 +5.0%
146 ELV ELEVANCE HEALTH INC FORMERLY COM Healthcare 40,190.0 $15.5M 0.13% +33K +469.1% $386.73 +4.1%
147 OTIS OTIS WORLDWIDE CORP COM Industrials 215,750.0 $15.4M 0.13% -31K -12.5% $71.60 +0.8%
148 NET CLOUDFLARE INC CL A COM Technology 62,956.0 $15.4M 0.13% -121K -65.8% $245.28 +14.4%
149 EQT EQT CORP COM Energy 289,741.0 $15.4M 0.13% NEW $53.17 +1.2%
150 TMUS T-MOBILE US INC COM Communication Services 88,242.0 $14.8M 0.12% -20K -18.6% $167.73 +8.9%
151 AMT AMERICAN TOWER CORP COM Real Estate 89,330.0 $14.6M 0.12% -87K -49.3% $163.57 +9.1%
152 PWR QUANTA SVCS INC COM Industrials 20,283.0 $14.6M 0.12% -9K -30.8% $720.04 -14.3%
153 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 179,347.0 $14.6M 0.12% +123K +216.0% $81.16 -9.4%
154 VMC VULCAN MATLS CO COM Basic Materials 48,632.0 $14.3M 0.12% +31K +171.1% $295.01 -6.5%
155 TFC TRUIST FINL CORP COM Financial Services 286,119.0 $14.3M 0.12% -247K -46.4% $49.82 +2.0%
156 NTRS NORTHERN TR CORP COM Financial Services 81,353.0 $14.1M 0.12% NEW $173.84 +7.4%
157 ON ON SEMICONDUCTOR CORP COM Technology 149,376.0 $14.1M 0.12% +75K +101.8% $94.54 -23.9%
158 DHR DANAHER CORP DEL COM Healthcare 73,101.0 $13.9M 0.12% NEW $190.48 +13.0%
159 ABNB AIRBNB INC COM CL A Consumer Cyclical 96,281.0 $13.8M 0.11% -153K -61.3% $143.10 +32.9%
160 MTZ MASTEC INC COM Industrials 32,586.0 $13.6M 0.11% +2K +8.0% $416.06 -38.6%
Page 8 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%