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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 13 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DTE DTE ENERGY CO Utilities 23,345.0 $3.4M 0.01% -10K -29.8% $146.22 -1.8%
242 ABNB AIRBNB INC Consumer Cyclical 27,031.0 $3.4M 0.01% -302K -91.8% $126.28 +1.8%
243 PPC PILGRIMS PRIDE CORP Consumer Defensive 89,230.0 $3.4M 0.01% -15K -14.6% $37.76 -24.0%
244 ENS ENERSYS Industrials 19,289.0 $3.4M 0.01% -28K -59.0% $173.72 +26.3%
245 AMR ALPHA METALLURGICAL RESOUR I Energy 16,182.0 $3.3M 0.01% -14K -46.6% $205.27 -14.2%
246 LNTH LANTHEUS HLDGS INC Healthcare 43,720.0 $3.3M 0.01% -123K -73.8% $75.85 +25.1%
247 AER AERCAP HOLDINGS NV Industrials 24,083.0 $3.3M 0.01% -11K -30.6% $137.18 +0.5%
248 CC CHEMOURS CO Basic Materials 149,257.0 $3.3M 0.01% -100K -40.1% $22.03 +0.9%
249 FTDR FRONTDOOR INC Consumer Cyclical 61,806.0 $3.3M 0.01% -44K -41.7% $52.86 +17.0%
250 VNT VONTIER CORPORATION Technology 92,064.0 $3.3M 0.01% -41K -30.9% $35.47 -21.9%
251 KBR KBR INC Industrials 88,000.0 $3.2M 0.01% -17K -16.1% $36.86 -14.2%
252 TRGP TARGA RES CORP Energy 12,919.0 $3.2M 0.01% -57K -81.6% $250.73 +11.4%
253 DVA DAVITA INC Healthcare 20,902.0 $3.2M 0.01% -14K -40.3% $153.69 +28.3%
254 LEU CENTRUS ENERGY CORP Energy 18,503.0 $3.2M 0.01% -4K -18.6% $173.59 -3.2%
255 TGT TARGET CORP Consumer Defensive 26,072.0 $3.2M 0.01% -13K -34.0% $121.20 -2.7%
256 WTS WATTS WATER TECHNOLOGIES INC Industrials 10,743.0 $3.1M 0.01% -8K -42.8% $290.29 +1.8%
257 SKYW SKYWEST INC Industrials 33,788.0 $3.1M 0.01% -8K -18.6% $91.83 -13.8%
258 SF STIFEL FINL CORP Financial Services 41,281.0 $3.1M 0.01% -10K -19.0% $73.92 -1.3%
259 CASY CASEYS GEN STORES INC Consumer Cyclical 4,177.0 $3.0M 0.01% -6K -60.8% $727.86 +18.1%
260 VMI VALMONT INDS INC Industrials 7,595.0 $3.0M 0.01% -3K -25.8% $399.57 +23.1%
Page 13 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%