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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 23 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CRH PLC 3,636.0 $382K 0.00% -54K -93.7% $105.12
442 HRL HORMEL FOODS CORP Consumer Defensive 16,689.0 $378K 0.00% -125K -88.2% $22.65 -10.0%
443 NWL NEWELL BRANDS INC Consumer Defensive 109,991.0 $377K 0.00% -63K -36.3% $3.43 +6.4%
444 WEN WENDYS CO Consumer Cyclical 53,949.0 $375K 0.00% -34K -38.4% $6.95 +12.8%
445 HUBS HUBSPOT INC Technology 1,515.0 $370K 0.00% -64K -97.7% $244.10 -14.6%
446 EBAY EBAY INC. Consumer Cyclical 4,011.0 $365K 0.00% -109K -96.4% $91.02 +25.7%
447 MSM MSC INDL DIRECT INC Industrials 3,930.0 $363K 0.00% -6K -58.6% $92.27 +13.4%
448 TXT TEXTRON INC Industrials 4,105.0 $359K 0.00% -140K -97.2% $87.56 +3.5%
449 NKE NIKE INC Consumer Cyclical 6,742.0 $356K 0.00% -49K -87.9% $52.82 -19.4%
450 HTZ HERTZ GLOBAL HLDGS INC Industrials 74,969.0 $346K 0.00% -77K -50.8% $4.61 +12.8%
451 BCE BCE INC Communication Services 13,573.0 $341K 0.00% -14K -51.2% $25.15 -4.7%
452 LW LAMB WESTON HLDGS INC Consumer Defensive 7,655.0 $324K 0.00% -639.0 -7.7% $42.26 +3.3%
453 ADBE ADOBE INC Technology 1,312.0 $319K 0.00% -1.3M -99.9% $243.08 +4.9%
454 DOV DOVER CORP Industrials 1,473.0 $307K 0.00% -15K -91.3% $208.45 +1.1%
455 WBD WARNER BROS DISCOVERY INC Communication Services 10,948.0 $301K 0.00% -401K -97.3% $27.46 -1.7%
456 PSMT PRICESMART INC Consumer Defensive 1,929.0 $290K 0.00% -5K -70.3% $150.50 +8.2%
457 MOH MOLINA HEALTHCARE INC Healthcare 2,087.0 $278K 0.00% -25K -92.3% $133.30 +38.7%
458 BAX BAXTER INTL INC Healthcare 16,065.0 $270K 0.00% -195K -92.4% $16.80 +9.1%
459 LOPE GRAND CANYON ED INC Consumer Defensive 1,514.0 $257K 0.00% -8K -84.7% $170.03 -5.3%
460 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,130.0 $257K 0.00% -45K -93.5% $82.13 -18.0%
Page 23 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%