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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 14 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PAYC PAYCOM SOFTWARE INC Technology 13,387.0 $2.1M 0.00% -266.0 -1.9% $159.36 -12.7%
262 PEY INVESCO EXCHANGE TRADED FD T 104,077.0 $2.1M 0.00% -752.0 -0.7% $20.39 +6.8%
263 TDG TRANSDIGM GROUP INC Industrials 1,557.0 $2.1M 0.00% -5K -77.4% $1329.89 -11.1%
264 TEL TE CONNECTIVITY PLC Technology 9,089.0 $2.1M 0.00% -583.0 -6.0% $227.51 -11.9%
265 COHR COHERENT CORP Technology 11,002.0 $2.0M 0.00% -136.0 -1.2% $184.56 +96.6%
266 NET CLOUDFLARE INC Technology 9,982.0 $2.0M 0.00% -3K -25.0% $197.15 +2.3%
267 AES AES CORP Utilities 135,229.0 $1.9M 0.00% -2K -1.8% $14.34 +1.6%
268 RFG INVESCO EXCHANGE TRADED FD T 35,837.0 $1.9M 0.00% -36K -50.2% $52.44 +14.2%
269 STT STATE STR CORP Financial Services 14,348.0 $1.9M 0.00% -658.0 -4.4% $129.00 +19.2%
270 LNG CHENIERE ENERGY INC Energy 9,474.0 $1.8M 0.00% -24K -71.8% $194.39 +27.4%
271 BLOCK INC 27,615.0 $1.8M 0.00% -2K -7.0% $65.09
272 EVRG EVERGY INC Utilities 24,212.0 $1.8M 0.00% -445.0 -1.8% $72.49 +11.1%
273 STZ CONSTELLATION BRANDS INC Consumer Defensive 12,619.0 $1.7M 0.00% -6K -31.8% $137.96 +7.0%
274 FFIV F5 INC Technology 6,760.0 $1.7M 0.00% -937.0 -12.2% $255.26 +48.8%
275 GPC GENUINE PARTS CO Consumer Cyclical 14,011.0 $1.7M 0.00% -2K -10.7% $122.96 -24.2%
276 NULG NUSHARES ETF TR 17,449.0 $1.7M 0.00% -109.0 -0.6% $97.80 +10.7%
277 TM TOYOTA MOTOR CORP Consumer Cyclical 7,917.0 $1.7M 0.00% -164.0 -2.0% $214.05 -12.5%
278 KR KROGER CO Consumer Defensive 27,118.0 $1.7M 0.00% -17K -38.6% $62.48 +9.3%
279 WY WEYERHAEUSER CO MTN BE Real Estate 71,069.0 $1.7M 0.00% -4K -5.0% $23.69 -3.5%
280 TRGP TARGA RES CORP Energy 9,091.0 $1.7M 0.00% -562.0 -5.8% $184.50 +48.9%
Page 14 of 54  ·  1,076 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%