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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 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 G GENPACT LIMITED Technology 150,536.0 $5.6M 0.03% -300K -66.6% $37.25 -16.4%
182 CCK CROWN HLDGS INC Consumer Cyclical 55,409.0 $5.6M 0.03% -16K -22.7% $100.25 -5.6%
183 RPM RPM INTL INC Basic Materials 55,589.0 $5.5M 0.03% -32K -36.4% $99.40 -4.5%
184 USFD US FOODS HLDG CORP Consumer Defensive 58,359.0 $5.4M 0.02% -182K -75.7% $92.21 -11.9%
185 TTC TORO CO Industrials 57,326.0 $5.4M 0.02% -45K -43.9% $93.44 -5.5%
186 HWM HOWMET AEROSPACE INC Industrials 23,012.0 $5.3M 0.02% -42K -64.7% $230.46 +11.2%
187 ESI ELEMENT SOLUTIONS INC Basic Materials 155,202.0 $5.3M 0.02% -52K -25.2% $34.14 +18.2%
188 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 74,867.0 $5.3M 0.02% -30K -28.4% $70.51 -24.6%
189 NFG NATIONAL FUEL GAS CO Energy 53,069.0 $5.0M 0.02% -63K -54.3% $93.96 -10.2%
190 LYV LIVE NATION ENTERTAINMENT IN Communication Services 32,344.0 $4.9M 0.02% -14K -29.9% $152.51 +5.2%
191 XPO XPO INC Industrials 25,191.0 $4.9M 0.02% -8K -24.1% $194.55 +5.7%
192 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 72,337.0 $4.9M 0.02% -417K -85.2% $67.07 +24.8%
193 BSX BOSTON SCIENTIFIC CORP Healthcare 76,992.0 $4.8M 0.02% -17K -17.9% $62.75 -11.7%
194 DHR DANAHER CORP DEL Healthcare 25,349.0 $4.8M 0.02% -6K -20.1% $189.60 -13.2%
195 HEI HEICO CORP NEW Industrials 17,524.0 $4.8M 0.02% -3K -14.1% $274.20 +6.1%
196 APG API GROUP CORP Industrials 118,405.0 $4.8M 0.02% -25K -17.6% $40.52 +1.9%
197 RF REGIONS FINANCIAL CORP NEW Financial Services 183,357.0 $4.8M 0.02% -633K -77.5% $26.12 +3.2%
198 CRUS CIRRUS LOGIC INC Technology 32,210.0 $4.7M 0.02% -5K -13.2% $144.62 +10.8%
199 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 57,299.0 $4.6M 0.02% -65K -53.2% $80.95 -3.7%
200 WMB WILLIAMS COS INC Energy 63,323.0 $4.6M 0.02% -8K -10.9% $72.78 +9.7%
Page 10 of 25  ·  484 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%