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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
Q2 2026 Q1 2026 Q4 2025 · All 215 New 287 Added 484 Reduced 262 Exited
Page 9 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MAA MID-AMER APT CMNTYS INC Real Estate 4,525.0 $553K 0.00% NEW — $122.12 -3.1%
162 AVB AVALONBAY CMNTYS INC Real Estate 3,315.0 $542K 0.00% NEW — $163.35 +12.7%
163 MTRN MATERION CORP Basic Materials 3,662.0 $530K 0.00% NEW — $144.65 +83.2%
164 UDR UDR INC Real Estate 15,573.0 $526K 0.00% NEW — $33.78 +0.2%
165 ALGM ALLEGRO MICROSYSTEMS INC Technology 16,645.0 $525K 0.00% NEW — $31.53 +16.6%
166 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 77,185.0 $512K 0.00% NEW — $6.63 -22.7%
167 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 19,355.0 $512K 0.00% NEW — $26.43 +12.0%
168 ESS ESSEX PPTY TR INC Real Estate 2,096.0 $507K 0.00% NEW — $242.00 +12.2%
169 APOS APOLLO GLOBAL MGMT INC — 4,513.0 $503K 0.00% NEW — $111.42 —
170 FOXA FOX CORP Communication Services 8,604.0 $502K 0.00% NEW — $58.40 +8.0%
171 EQR EQUITY RESIDENTIAL Real Estate 8,441.0 $499K 0.00% NEW — $59.15 +7.6%
172 FDX FEDEX CORP Industrials 1,401.0 $499K 0.00% NEW — $356.18 -19.7%
173 IRM IRON MTN INC DEL Real Estate 4,694.0 $479K 0.00% NEW — $102.14 +9.0%
174 — JBS N.V. — 26,294.0 $472K 0.00% NEW — $17.96 —
175 BIO BIO RAD LABS INC Healthcare 1,684.0 $469K 0.00% NEW — $278.75 +36.7%
176 REGCO REGENCY CTRS CORP — 6,189.0 $468K 0.00% NEW — $75.66 —
177 — AEGON LTD — 62,987.0 $457K 0.00% NEW — $7.26 —
178 DOC HEALTHPEAK PROPERTIES INC Real Estate 27,534.0 $452K 0.00% NEW — $16.43 +23.6%
179 FG F&G ANNUITIES & LIFE INC Financial Services 17,811.0 $451K 0.00% NEW — $25.32 -12.6%
180 MPT MEDICAL PROPERTIES TRUST INC Financial Services 96,769.0 $448K 0.00% NEW — $4.63 -22.9%
Page 9 of 11  ·  215 positions

① 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 33.9%
Financial Services 22.1%
Consumer Cyclical 8.7%
Industrials 7.8%
Healthcare 6.9%
Basic Materials 5.4%
Communication Services 5.1%
Utilities 4.2%
Energy 2.8%
Consumer Defensive 2.7%