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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 7 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IESC IES HOLDINGS INC Industrials 22,161.0 $10.6M 0.05% -975.0 -4.2% $476.47 +37.3%
122 JBL JABIL INC Technology 39,570.0 $10.5M 0.05% -99K -71.5% $265.63 +27.5%
123 TGTX TG THERAPEUTICS INC Healthcare 311,415.0 $10.3M 0.05% -158K -33.7% $33.22 +18.8%
124 ADT ADT INC DEL Industrials 1,553,759.0 $10.2M 0.05% -250K -13.9% $6.57 +6.2%
125 SON SONOCO PRODS CO Consumer Cyclical 185,297.0 $10.0M 0.04% -81K -30.4% $54.09 -13.2%
126 LFUS LITTELFUSE INC Technology 29,389.0 $10.0M 0.04% -13K -30.1% $339.35 +28.5%
127 SJM SMUCKER J M CO Consumer Defensive 102,135.0 $9.8M 0.04% -131K -56.2% $96.44 +7.5%
128 AMT AMERICAN TOWER CORP Real Estate 56,914.0 $9.8M 0.04% -29K -34.0% $172.58 +6.0%
129 VTRS VIATRIS INC Healthcare 725,884.0 $9.8M 0.04% -699K -49.0% $13.51 +22.1%
130 GM GENERAL MTRS CO Consumer Cyclical 128,587.0 $9.6M 0.04% -23K -14.9% $74.50 -1.9%
131 JXN JACKSON FINANCIAL INC Financial Services 88,038.0 $9.3M 0.04% -24K -21.2% $105.72 +4.9%
132 RDDT REDDIT INC Communication Services 68,807.0 $9.3M 0.04% -699K -91.0% $134.65 +18.2%
133 HMY HARMONY GOLD MNG LTD Basic Materials 588,480.0 $9.0M 0.04% -636K -52.0% $15.37 +7.0%
134 KGS KODIAK GAS SVCS INC Energy 153,457.0 $8.9M 0.04% -130K -45.8% $58.32 +29.9%
135 TOST TOAST INC Technology 337,235.0 $8.9M 0.04% -790K -70.1% $26.51 -14.6%
136 FERG FERGUSON ENTERPRISES INC Industrials 38,304.0 $8.9M 0.04% -13K -25.5% $233.26 -5.7%
137 DXCM DEXCOM INC Healthcare 139,687.0 $8.8M 0.04% -10K -6.4% $62.80 +3.6%
138 SNN SMITH & NEPHEW PLC Healthcare 275,461.0 $8.8M 0.04% -37K -11.8% $31.78 -4.7%
139 SYK STRYKER CORPORATION Healthcare 26,410.0 $8.7M 0.04% -7K -20.0% $328.59 -4.7%
140 MTB M & T BK CORP Financial Services 41,196.0 $8.5M 0.04% -114K -73.4% $206.72 -0.2%
Page 7 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%