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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 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WMB WILLIAMS COS INC Energy 63,323.0 $4.6M 0.02% -8K -10.9% $72.78 +7.0%
442 BWXT BWX TECHNOLOGIES INC Industrials 22,438.0 $4.6M 0.02% +8K +60.4% $204.49 -1.0%
443 W WAYFAIR INC Consumer Cyclical 60,811.0 $4.6M 0.02% -25K -28.9% $75.21 -13.9%
444 CACC CREDIT ACCEP CORP MICH Financial Services 10,776.0 $4.6M 0.02% -204.0 -1.9% $423.46 +29.2%
445 M MACYS INC Consumer Cyclical 251,928.0 $4.6M 0.02% -469K -65.0% $18.09 +14.0%
446 EHC ENCOMPASS HEALTH CORP Healthcare 46,415.0 $4.5M 0.02% +11K +31.1% $96.73 +8.0%
447 CENCORA INC 14,227.0 $4.5M 0.02% -11K -43.5% $314.14
448 URBN URBAN OUTFITTERS INC Consumer Cyclical 70,441.0 $4.5M 0.02% +66K +1326.8% $63.35 +13.1%
449 RMBS RAMBUS INC DEL Technology 51,854.0 $4.5M 0.02% -102K -66.4% $86.03 +55.2%
450 TRU TRANSUNION Industrials 63,861.0 $4.4M 0.02% -11K -14.5% $69.19 -0.4%
451 TXNM ENERGY INC 74,919.0 $4.4M 0.02% NEW $58.46
452 VIRT VIRTU FINL INC Financial Services 98,746.0 $4.3M 0.02% -87K -46.8% $43.98 +22.3%
453 HRI HERC HLDGS INC Industrials 43,564.0 $4.3M 0.02% NEW $99.55 +30.2%
454 UFPI UFP INDUSTRIES INC Basic Materials 46,984.0 $4.3M 0.02% NEW $92.12 -13.2%
455 RJF RAYMOND JAMES FINL INC Financial Services 29,814.0 $4.3M 0.02% -34K -53.1% $144.79 +5.0%
456 ECL ECOLAB INC Basic Materials 16,219.0 $4.3M 0.02% -6K -27.6% $266.02 -6.0%
457 MDLZ MONDELEZ INTL INC Consumer Defensive 73,813.0 $4.3M 0.02% -30K -28.6% $57.64 +6.7%
458 ADMA ADMA BIOLOGICS INC Healthcare 472,108.0 $4.3M 0.02% +286K +153.2% $9.01 -6.1%
459 MLI MUELLER INDS INC Industrials 38,285.0 $4.2M 0.02% -53K -58.2% $110.80 +20.6%
460 TDC TERADATA CORP DEL Technology 165,318.0 $4.2M 0.02% -49K -23.0% $25.63 +29.1%
Page 23 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%