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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 8 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AFL AFLAC INC Financial Services 61,625.0 $6.8M 0.03% +14K +28.5% $109.71 +7.0%
142 IE IVANHOE ELECTRIC INC Technology 566,819.0 $6.7M 0.03% +242K +74.7% $11.82 -0.6%
143 ABBV ABBVIE INC Healthcare 30,362.0 $6.6M 0.03% +16K +113.7% $217.49 -1.9%
144 AON AON PLC Financial Services 20,219.0 $6.5M 0.03% +7K +51.2% $322.78 -1.2%
145 MTD METTLER TOLEDO INTERNATIONAL Healthcare 5,138.0 $6.5M 0.03% +5K +974.9% $1261.20 -17.7%
146 TTEK TETRA TECH INC NEW Industrials 213,945.0 $6.4M 0.03% +150K +232.7% $30.12 -11.1%
147 IDR IDAHO STRATEGIC RESOURCES Basic Materials 199,849.0 $6.4M 0.03% +80K +67.2% $32.12 +8.1%
148 NVR NVR INC Consumer Cyclical 967.0 $6.4M 0.03% +829.0 +600.7% $6589.83 -12.3%
149 BRBR BELLRING BRANDS INC Consumer Defensive 391,087.0 $6.3M 0.03% +181K +86.1% $16.09 -44.8%
150 KTB KONTOOR BRANDS INC Consumer Cyclical 88,855.0 $6.2M 0.03% +39K +79.3% $70.29 -10.3%
151 COKE COCA COLA CONS INC Consumer Defensive 32,265.0 $6.2M 0.03% +11K +54.7% $191.74 -9.8%
152 LBRT LIBERTY ENERGY INC Energy 214,221.0 $6.2M 0.03% +100K +87.2% $28.80 +17.3%
153 LHX L3HARRIS TECHNOLOGIES INC Industrials 17,816.0 $6.1M 0.03% +12K +206.4% $345.15 -11.4%
154 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 638,054.0 $6.1M 0.03% +402K +170.8% $9.52 -6.7%
155 POR PORTLAND GEN ELEC CO Utilities 115,060.0 $6.1M 0.03% +56K +94.5% $52.77 -6.4%
156 SNA SNAP ON INC Industrials 16,665.0 $6.1M 0.03% +4K +34.7% $363.22 -1.4%
157 RRC RANGE RES CORP Energy 132,872.0 $6.0M 0.03% +81K +156.7% $45.18 -4.8%
158 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 95,552.0 $6.0M 0.03% +36K +59.3% $62.70 +19.2%
159 NTCT NETSCOUT SYS INC Technology 187,312.0 $6.0M 0.03% +10K +5.7% $31.79 +22.6%
160 WST WEST PHARMACEUTICAL SVSC INC Healthcare 23,161.0 $5.8M 0.03% +19K +468.6% $250.64 +20.3%
Page 8 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%