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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 17 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BR BROADRIDGE FINL SOLUTIONS IN Technology 5,274.0 $1.2M 0.00% -220.0 -4.0% $223.14 -33.0%
322 CHDN CHURCHILL DOWNS INC Consumer Cyclical 10,293.0 $1.2M 0.00% -166.0 -1.6% $113.78 -23.8%
323 AOR ISHARES TR 17,980.0 $1.2M 0.00% -5K -21.9% $65.01 +4.3%
324 NUMV NUSHARES ETF TR 29,883.0 $1.2M 0.00% -299.0 -1.0% $39.10 +5.3%
325 IEV ISHARES TR 17,000.0 $1.2M 0.00% -6K -24.7% $68.60 +3.7%
326 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 14,212.0 $1.2M 0.00% -113.0 -0.8% $82.02 -25.0%
327 HEI HEICO CORP NEW Industrials 3,496.0 $1.1M 0.00% -1K -23.2% $323.63 -9.3%
328 RPM RPM INTL INC Basic Materials 10,814.0 $1.1M 0.00% -1K -10.5% $104.00 -6.6%
329 CPRT COPART INC Industrials 28,430.0 $1.1M 0.00% -6K -17.0% $39.15 -14.6%
330 FSLR FIRST SOLAR INC Energy 4,252.0 $1.1M 0.00% -272.0 -6.0% $261.23 -10.6%
331 SLYV SPDR SERIES TRUST 12,191.0 $1.1M 0.00% -328.0 -2.6% $90.97 +9.7%
332 CCI CROWN CASTLE INC Real Estate 12,253.0 $1.1M 0.00% -4K -24.0% $88.87 +3.9%
333 CFO VICTORY PORTFOLIOS II 14,274.0 $1.1M 0.00% -2K -10.7% $73.84 +3.5%
334 IYT ISHARES TR 13,957.0 $1.0M 0.00% -3K -15.9% $74.51 +6.9%
335 SWK STANLEY BLACK & DECKER INC Industrials 13,846.0 $1.0M 0.00% -4K -21.8% $74.29 +1.6%
336 MKC MCCORMICK & CO INC Consumer Defensive 14,935.0 $1.0M 0.00% -1K -8.9% $68.11 -31.4%
337 SMDV PROSHARES TR 15,196.0 $1.0M 0.00% -128.0 -0.8% $66.08 +6.7%
338 HAL HALLIBURTON CO Energy 35,514.0 $1.0M 0.00% -487.0 -1.4% $28.26 +51.4%
339 PFN PIMCO INCOME STRATEGY FD II Financial Services 133,598.0 $1.0M 0.00% -22K -13.9% $7.50 -9.7%
340 DVN DEVON ENERGY CORP NEW Energy 26,671.0 $977K 0.00% -454.0 -1.7% $36.63 +35.6%
Page 17 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%