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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 75 of 89  ·  1,764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 HERTZ GLOBAL HLDGS INC 13,052.0 $35K +2K +15.5% $2.68
1482 WGO WINNEBAGO INDS INC Consumer Cyclical 853.0 $35K +87.0 +11.4% $40.52 -29.9%
1483 POR PORTLAND GEN ELEC CO Utilities 719.0 $35K +526.0 +272.5% $47.99 +2.1%
1484 CYTK CYTOKINETICS INC Healthcare 543.0 $35K +171.0 +46.0% $63.54 +19.1%
1485 RYN RAYONIER INC Real Estate 1,581.0 $34K +627.0 +65.7% $21.65 -7.6%
1486 ISMD NORTHERN LTS FD TR IV 882.0 $34K +504.0 +133.3% $38.58 +15.1%
1487 BBSC J P MORGAN EXCHANGE TRADED F 453.0 $34K +18.0 +4.1% $74.32 +10.8%
1488 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 552.0 $34K +186.0 +50.8% $60.89 -27.9%
1489 DX DYNEX CAP INC Real Estate 2,378.0 $33K +1K +124.3% $14.01 -8.4%
1490 MBC MASTERBRAND INC Consumer Cyclical 3,012.0 $33K +3K +696.8% $11.04 -39.7%
1491 DFSD DIMENSIONAL ETF TRUST 690.0 $33K +5.0 +0.7% $47.93 -0.8%
1492 PSEC PROSPECT CAP CORP Financial Services 12,687.0 $33K +10K +381.5% $2.59 -15.4%
1493 BWX SPDR SERIES TRUST 1,433.0 $32K +569.0 +65.9% $22.53 -3.4%
1494 MUR MURPHY OIL CORP Energy 1,013.0 $32K +189.0 +22.9% $31.25 +29.1%
1495 MXF MEXICO FD INC Financial Services 1,570.0 $32K +70.0 +4.7% $20.14 +7.3%
1496 TRUP TRUPANION INC Financial Services 843.0 $32K +5.0 +0.6% $37.37 -41.0%
1497 PERIMETER SOLUTIONS INC 1,143.0 $31K +389.0 +51.6% $27.53
1498 GCBC GREENE CNTY BANCORP INC Financial Services 1,400.0 $31K +1K +250.0% $22.23 +13.0%
1499 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 279.0 $31K +92.0 +49.2% $109.61 -26.8%
1500 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 1,126.0 $31K +394.0 +53.8% $27.15 -30.4%
Page 75 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%