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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 4 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WWD WOODWARD INC Industrials 63,123.0 $22.6M 0.10% -3K -5.0% $357.92 -3.7%
62 MDT MEDTRONIC PLC Healthcare 255,240.0 $22.1M 0.10% -27K -9.6% $86.65 -9.3%
63 OVV OVINTIV INC Energy 369,965.0 $22.0M 0.10% -870K -70.2% $59.36 +2.6%
64 STT STATE STR CORP Financial Services 164,186.0 $20.8M 0.09% -160K -49.3% $126.56 +19.2%
65 TMUS T-MOBILE US INC Communication Services 98,478.0 $20.7M 0.09% -131K -57.1% $210.03 -7.9%
66 EXEL EXELIXIS INC Healthcare 480,996.0 $20.6M 0.09% -445K -48.0% $42.89 +13.5%
67 RGA REINSURANCE GROUP AMER INC Financial Services 100,237.0 $20.5M 0.09% -1K -1.5% $204.16 +3.0%
68 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 220,922.0 $19.9M 0.09% -255K -53.5% $90.11 +12.2%
69 DINO HF SINCLAIR CORP Energy 313,206.0 $19.5M 0.09% -148K -32.1% $62.39 +15.1%
70 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 148,141.0 $19.5M 0.09% -2K -1.2% $131.74 +17.2%
71 GPOR GULFPORT ENERGY CORP Energy 91,835.0 $19.4M 0.09% -22K -19.6% $211.57 -11.4%
72 KEY KEYCORP Financial Services 965,716.0 $19.4M 0.09% -379K -28.2% $20.05 +4.3%
73 BN BROOKFIELD CORP Financial Services 477,453.0 $19.3M 0.09% -88K -15.5% $40.39 +12.2%
74 MPC MARATHON PETE CORP Energy 77,283.0 $18.9M 0.08% -118K -60.5% $244.18 +7.7%
75 ROKU ROKU INC Communication Services 194,468.0 $18.4M 0.08% -19K -8.7% $94.62 +27.4%
76 SEIC SEI INVTS CO Financial Services 232,675.0 $18.3M 0.08% -113K -32.7% $78.47 +16.0%
77 AEM AGNICO EAGLE MINES LTD Basic Materials 88,737.0 $18.0M 0.08% -46K -33.9% $202.98 -12.2%
78 REGN REGENERON PHARMACEUTICALS Healthcare 22,724.0 $17.6M 0.08% -50K -68.8% $772.64 -18.4%
79 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 9,314.0 $17.6M 0.08% -11K -54.6% $1884.66 +2.2%
80 TECHNIPFMC PLC 250,795.0 $17.3M 0.08% -537K -68.2% $69.13
Page 4 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%