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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 10 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PRLB PROTO LABS INC Industrials 7,690.0 $438K 0.00% NEW $57.02 +23.8%
182 IOSP INNOSPEC INC Basic Materials 5,950.0 $434K 0.00% NEW $73.02 +6.6%
183 PCG PG&E CORP Utilities 24,531.0 $431K 0.00% NEW $17.57 -7.7%
184 MSA MSA SAFETY INC Industrials 2,626.0 $431K 0.00% NEW $163.95 +2.7%
185 HLIO HELIOS TECHNOLOGIES INC Industrials 6,524.0 $422K 0.00% NEW $64.71 +21.5%
186 NPO ENPRO INC Industrials 1,659.0 $416K 0.00% NEW $250.65 +20.7%
187 SKM SK TELECOM CO LTD Communication Services 14,169.0 $415K 0.00% NEW $29.29 +30.1%
188 HE HAWAIIAN ELEC INDS INC MTN B Utilities 26,561.0 $394K 0.00% NEW $14.84 -6.9%
189 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,224.0 $393K 0.00% NEW $321.40 +10.5%
190 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 23,862.0 $389K 0.00% NEW $16.32 -7.5%
191 KIM KIMCO REALTY CORP Real Estate 17,239.0 $387K 0.00% NEW $22.47 +6.2%
192 MMSI MERIT MED SYS INC Healthcare 5,507.0 $380K 0.00% NEW $68.93 -7.3%
193 TW TRADEWEB MKTS INC Financial Services 3,226.0 $380K 0.00% NEW $117.66 -8.6%
194 CHDN CHURCHILL DOWNS INC Consumer Cyclical 4,145.0 $372K 0.00% NEW $89.83 -4.0%
195 FSK FS KKR CAP CORP Financial Services 34,694.0 $353K 0.00% NEW $10.18 +7.8%
196 PUMP PROPETRO HLDG CORP Energy 23,739.0 $342K 0.00% NEW $14.41 +19.4%
197 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,062.0 $334K 0.00% NEW $82.33 -16.0%
198 WHD CACTUS INC Energy 6,855.0 $325K 0.00% NEW $47.37 +30.8%
199 HUBG HUB GROUP INC Industrials 8,934.0 $322K 0.00% NEW $36.04 +11.6%
200 TECH BIO-TECHNE CORP Healthcare 5,977.0 $312K 0.00% NEW $52.26 -12.3%
Page 10 of 11  ·  215 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%