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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $22.4B AUM 993 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 215 New 287 Added 484 Reduced 262 Exited
Page 14 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 159,467.0 $1.3M 0.01% +114K +250.9% $8.45 +20.1%
262 PRGO PERRIGO CO PLC Healthcare 125,347.0 $1.3M 0.01% +53K +72.6% $10.74 -0.6%
263 WING WINGSTOP INC Consumer Cyclical 8,394.0 $1.3M 0.01% +7K +380.5% $154.97 -16.8%
264 TDW TIDEWATER INC NEW Energy 15,433.0 $1.3M 0.01% +6K +60.7% $83.55 +2.1%
265 ITRI ITRON INC Technology 14,339.0 $1.3M 0.01% +8K +122.1% $89.63 -9.9%
266 ENSG ENSIGN GROUP INC Healthcare 6,336.0 $1.3M 0.01% +5K +257.6% $201.50 -12.3%
267 ABM ABM INDS INC Industrials 32,749.0 $1.3M 0.01% +13K +66.2% $38.52 +0.9%
268 CLX CLOROX CO DEL Consumer Defensive 10,464.0 $1.1M 0.01% +3K +38.8% $103.63 -10.7%
269 PLD PROLOGIS INC. Real Estate 7,814.0 $1.0M 0.01% +3K +52.6% $132.18 +7.7%
270 HLNE HAMILTON LANE INC Financial Services 10,234.0 $1.0M 0.01% +5K +97.6% $99.40 -12.7%
271 CCI CROWN CASTLE INC Real Estate 12,166.0 $989K 0.00% +9K +298.2% $81.31 +13.6%
272 LCII LCI INDS Consumer Cyclical 7,420.0 $913K 0.00% +3K +86.3% $122.98 -10.5%
273 HIMS HIMS & HERS HEALTH INC Healthcare 41,562.0 $863K 0.00% +35K +543.2% $20.76 +7.4%
274 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,548.0 $849K 0.00% +3K +96.9% $153.10 -21.5%
275 PSA PUBLIC STORAGE OPER CO Real Estate 2,965.0 $803K 0.00% +2K +283.1% $270.88 +9.3%
276 TAC TRANSALTA CORP Utilities 59,942.0 $786K 0.00% +4K +6.8% $13.11 -4.9%
277 O REALTY INCOME CORP Real Estate 12,739.0 $779K 0.00% +7K +127.4% $61.18 +0.9%
278 MTX MINERALS TECHNOLOGIES INC Basic Materials 10,746.0 $762K 0.00% +6K +120.5% $70.92 +7.1%
279 VTR VENTAS INC Real Estate 8,542.0 $699K 0.00% +6K +200.6% $81.78 +7.8%
280 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 26,517.0 $687K 0.00% +11K +72.7% $25.90 -33.1%
Page 14 of 15  ·  287 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 33.6%
Financial Services 22.1%
Consumer Cyclical 8.6%
Industrials 7.7%
Healthcare 6.8%
Communication Services 5.7%
Basic Materials 5.4%
Utilities 4.2%
Energy 2.8%
Consumer Defensive 2.7%