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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 7 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RMD RESMED INC Healthcare 39,237.0 $8.8M 0.04% +6K +19.2% $224.48 -8.0%
122 A AGILENT TECHNOLOGIES INC Healthcare 73,689.0 $8.4M 0.04% +61K +462.8% $113.98 -1.8%
123 INGR INGREDION INC Consumer Defensive 72,315.0 $8.1M 0.04% +3K +3.9% $112.66 -11.3%
124 TJX TJX COS INC NEW Consumer Cyclical 50,596.0 $8.1M 0.04% +4K +9.1% $159.70 -0.6%
125 IQVIA HLDGS INC 47,119.0 $8.0M 0.04% +33K +242.3% $170.54
126 ISRG INTUITIVE SURGICAL INC Healthcare 17,294.0 $8.0M 0.04% +6K +54.8% $460.99 -4.8%
127 HPQ HP INC Technology 413,673.0 $7.9M 0.04% +339K +453.1% $19.21 +8.9%
128 TRV TRAVELERS COMPANIES INC Financial Services 27,235.0 $7.9M 0.04% +3K +10.4% $291.68 +3.9%
129 NOC NORTHROP GRUMMAN CORP Industrials 11,495.0 $7.8M 0.04% +5K +79.0% $682.24 -19.7%
130 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 104,956.0 $7.8M 0.04% +25K +30.9% $73.90 +1.7%
131 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 227,497.0 $7.7M 0.03% +71K +45.8% $33.67 +1.9%
132 PEGA PEGASYSTEMS INC Technology 176,703.0 $7.5M 0.03% +30K +20.4% $42.56 -22.3%
133 NFLX NETFLIX INC. Communication Services 77,611.0 $7.5M 0.03% +60K +330.5% $96.15 -8.3%
134 LKQ LKQ CORP Consumer Cyclical 248,668.0 $7.3M 0.03% +42K +20.6% $29.37 -13.2%
135 CL COLGATE PALMOLIVE CO Consumer Defensive 84,507.0 $7.2M 0.03% +21K +33.9% $85.23 +5.0%
136 TMO THERMO FISHER SCIENTIFIC INC Healthcare 14,487.0 $7.1M 0.03% +13K +759.2% $491.53 -9.9%
137 NSIT INSIGHT ENTERPRISES INC Technology 105,499.0 $7.1M 0.03% +29K +38.8% $67.01 +33.4%
138 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 251,506.0 $7.0M 0.03% +23K +10.1% $28.01 +8.8%
139 ETN EATON CORP PLC Industrials 19,541.0 $7.0M 0.03% +17K +626.2% $357.67 +5.7%
140 AG FIRST MAJESTIC SILVER CORP Basic Materials 318,776.0 $6.8M 0.03% +264K +481.3% $21.48 -9.6%
Page 7 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%