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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 18 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ETN EATON CORP PLC Industrials 19,541.0 $7.0M 0.03% +17K +626.2% $357.67 +6.7%
342 ITT ITT INC Industrials 35,957.0 $6.9M 0.03% -1K -3.2% $190.53 +1.1%
343 AG FIRST MAJESTIC SILVER CORP Basic Materials 318,776.0 $6.8M 0.03% +264K +481.3% $21.48 -7.4%
344 LMT LOCKHEED MARTIN CORP Industrials 11,302.0 $6.8M 0.03% -34K -74.8% $604.39 -13.5%
345 AEP AMERICAN ELEC PWR CO INC Utilities 51,869.0 $6.8M 0.03% NEW $131.08 -1.1%
346 AFL AFLAC INC Financial Services 61,625.0 $6.8M 0.03% +14K +28.5% $109.71 +7.4%
347 IE IVANHOE ELECTRIC INC Technology 566,819.0 $6.7M 0.03% +242K +74.7% $11.82 +3.7%
348 CNA CNA FINL CORP Financial Services 145,742.0 $6.7M 0.03% -132K -47.5% $45.92 -3.5%
349 ABBV ABBVIE INC Healthcare 30,362.0 $6.6M 0.03% +16K +113.7% $217.49 -1.3%
350 AXP AMERICAN EXPRESS CO Financial Services 21,777.0 $6.6M 0.03% -10K -32.1% $302.48 +2.4%
351 PWR QUANTA SVCS INC Industrials 11,918.0 $6.5M 0.03% -2K -15.7% $549.02 +29.3%
352 MIR MIRION TECHNOLOGIES INC Industrials 351,785.0 $6.5M 0.03% -138K -28.2% $18.59 -5.3%
353 STNG SCORPIO TANKERS INC Energy 87,473.0 $6.5M 0.03% -109K -55.4% $74.66 +9.4%
354 AON AON PLC Financial Services 20,219.0 $6.5M 0.03% +7K +51.2% $322.78 +0.4%
355 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 22,294.0 $6.5M 0.03% -23K -50.2% $290.70 -12.6%
356 MTD METTLER TOLEDO INTERNATIONAL Healthcare 5,138.0 $6.5M 0.03% +5K +974.9% $1261.20 -13.5%
357 TTEK TETRA TECH INC NEW Industrials 213,945.0 $6.4M 0.03% +150K +232.7% $30.12 -8.9%
358 IDR IDAHO STRATEGIC RESOURCES Basic Materials 199,849.0 $6.4M 0.03% +80K +67.2% $32.12 +16.3%
359 NVR NVR INC Consumer Cyclical 967.0 $6.4M 0.03% +829.0 +600.7% $6589.83 -8.2%
360 SNCY SUN CTRY AIRLS HLDGS INC Industrials 384,328.0 $6.3M 0.03% -329K -46.1% $16.52 -2.1%
Page 18 of 50  ·  993 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%