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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 22 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XYL XYLEM INC Industrials 4,323.0 $517K 0.00% -35K -89.1% $119.50 -9.4%
422 CAVA CAVA GROUP INC Consumer Cyclical 6,284.0 $508K 0.00% -543.0 -8.0% $80.90 -3.4%
423 WPC WP CAREY INC Real Estate 7,392.0 $502K 0.00% -26K -78.1% $67.96 +8.7%
424 FRMI FERMI INC Utilities 83,927.0 $490K 0.00% -367K -81.4% $5.84 +12.2%
425 BROWN FORMAN CORP 18,401.0 $487K 0.00% -3K -12.1% $26.44
426 R RYDER SYS INC Industrials 2,311.0 $473K 0.00% -3K -53.0% $204.71 +13.1%
427 TEX TEREX CORP NEW Industrials 7,976.0 $471K 0.00% -27K -77.1% $59.10 -1.9%
428 CWEN CLEARWAY ENERGY INC Utilities 11,976.0 $471K 0.00% -49K -80.2% $39.29 -7.6%
429 PBF PBF ENERGY INC Energy 9,535.0 $454K 0.00% -29K -75.5% $47.62 -11.5%
430 AMTM AMENTUM HOLDINGS INC Industrials 17,052.0 $445K 0.00% -1K -6.6% $26.08 -13.2%
431 PYPL PAYPAL HLDGS INC Financial Services 9,820.0 $444K 0.00% -3.3M -99.7% $45.23 -1.9%
432 COOPER COS INC 6,111.0 $437K 0.00% -145.0 -2.3% $71.50
433 CAG CONAGRA BRANDS INC Consumer Defensive 27,405.0 $431K 0.00% -2K -6.2% $15.72 -11.4%
434 ESTC ELASTIC N V Technology 8,566.0 $428K 0.00% -267K -96.9% $49.99 +7.8%
435 SAM BOSTON BEER INC Consumer Defensive 1,851.0 $426K 0.00% -3K -64.2% $230.40 -24.5%
436 PATH UIPATH INC Technology 37,242.0 $413K 0.00% -2.2M -98.3% $11.10 -4.1%
437 ERIE ERIE INDTY CO Financial Services 1,622.0 $408K 0.00% -2K -52.2% $251.31 -11.9%
438 OMC OMNICOM GROUP INC Communication Services 5,345.0 $403K 0.00% -810K -99.3% $75.31 -2.9%
439 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 20,738.0 $390K 0.00% -2K -9.8% $18.83 +24.8%
440 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 9,054.0 $390K 0.00% -36K -80.0% $43.06 -3.2%
Page 22 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%