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Portfolio (Quarterly) Guide ↗

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

· CIK 0001141802
13F Portfolio $158.1B AUM 4,007 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 539 New 1764 Added 1076 Reduced 321 Exited
Page 64 of 89  ·  1,764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 827.0 $137K +25.0 +3.1% $166.00 +4.7%
1262 NIO NIO INC Consumer Cyclical 26,535.0 $135K +5K +22.2% $5.10 +12.5%
1263 BUFR FIRST TR EXCHNG TRADED FD VI 3,917.0 $134K +2K +68.8% $34.26 +5.5%
1264 SHAK SHAKE SHACK INC Consumer Cyclical 1,651.0 $134K +597.0 +56.6% $81.17 -21.0%
1265 SANDISK CORP 557.0 $132K +275.0 +97.5% $237.38
1266 NTCT NETSCOUT SYS INC Technology 4,883.0 $132K +618.0 +14.5% $27.06 +44.1%
1267 IBDY ISHARES TR 5,049.0 $132K +4K +253.1% $26.14 -2.0%
1268 BLACKROCK INCOME TR INC 11,801.0 $130K +808.0 +7.3% $11.04
1269 RL RALPH LAUREN CORP Consumer Cyclical 366.0 $129K +10.0 +2.8% $353.61 -9.3%
1270 FXG FIRST TR EXCHANGE TRADED FD 2,132.0 $129K +215.0 +11.2% $60.68 +0.1%
1271 REV GROUP INC 2,112.0 $128K +112.0 +5.6% $60.81
1272 CNRG SPDR SERIES TRUST 1,432.0 $128K +57.0 +4.2% $89.50 +23.4%
1273 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2,528.0 $128K +584.0 +30.0% $50.48 +19.5%
1274 PZZA PAPA JOHNS INTL INC Consumer Cyclical 3,300.0 $127K +2K +244.5% $38.49 -13.4%
1275 XOVR ENTREPRENEURSHARES SERIES TR 6,301.0 $127K +1K +28.0% $20.14 -3.7%
1276 ACI ALBERTSONS COS INC Consumer Defensive 7,326.0 $126K +774.0 +11.8% $17.17 -0.7%
1277 NML NEUBERGER ENGY INFRSTR & INC Financial Services 14,762.0 $125K +1K +8.2% $8.50 +22.6%
1278 KBR KBR INC Industrials 3,047.0 $122K +1K +95.2% $40.20 -20.8%
1279 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 869.0 $122K +197.0 +29.3% $140.87 +6.5%
1280 ONTO ONTO INNOVATION INC Technology 773.0 $122K +723.0 +1446.0% $157.86 +57.2%
Page 64 of 89  ·  1,764 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
Financial Services 42.6%
Technology 24.4%
Communication Services 8.2%
Consumer Cyclical 7.4%
Industrials 5.4%
Healthcare 4.8%
Consumer Defensive 2.9%
Energy 1.9%
Utilities 1.3%
Basic Materials 0.7%