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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 37 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 KSS KOHLS CORP Consumer Cyclical 112,260.0 $1.4M 0.01% -410K -78.5% $12.90 -1.6%
722 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 26,722.0 $1.4M 0.01% -3K -10.9% $52.75 +11.1%
723 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 38,074.0 $1.4M 0.01% NEW $37.01 +1.8%
724 WDFC WD 40 CO Basic Materials 6,888.0 $1.4M 0.01% -10K -59.1% $203.94 +2.0%
725 APLS APELLIS PHARMACEUTICALS INC Healthcare 34,913.0 $1.4M 0.01% -109K -75.7% $40.23 +2.0%
726 DIOD DIODES INC Technology 20,568.0 $1.4M 0.01% NEW $68.26 +41.1%
727 MWA MUELLER WTR PRODS INC Industrials 50,044.0 $1.4M 0.01% +5K +10.8% $27.49 -8.6%
728 PARR PAR PAC HOLDINGS INC Energy 21,954.0 $1.4M 0.01% -262K -92.3% $62.64 -7.7%
729 GEO GEO GROUP INC Industrials 80,439.0 $1.4M 0.01% -201K -71.4% $16.81 +37.5%
730 FLO FLOWERS FOODS INC Consumer Defensive 165,909.0 $1.4M 0.01% +72K +77.5% $8.15 -14.0%
731 BROOKFIELD ASSET MANAGMT LTD 30,379.0 $1.4M 0.01% NEW $44.45
732 FFIV F5 INC Technology 4,662.0 $1.3M 0.01% +4K +434.6% $289.33 +32.6%
733 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 159,467.0 $1.3M 0.01% +114K +250.9% $8.45 +26.6%
734 PRGO PERRIGO CO PLC Healthcare 125,347.0 $1.3M 0.01% +53K +72.6% $10.74 +3.9%
735 BTU PEABODY ENGR CORP Energy 40,777.0 $1.3M 0.01% -52K -56.1% $32.95 -25.9%
736 TIGO MILLICOM INTL CELLULAR S A Communication Services 17,929.0 $1.3M 0.01% NEW $74.94 +12.2%
737 OTTR OTTER TAIL CORP Utilities 15,201.0 $1.3M 0.01% NEW $87.77 -1.3%
738 ASH ASHLAND INC Basic Materials 23,974.0 $1.3M 0.01% NEW $55.61 +1.2%
739 POOL POOL CORP Industrials 6,547.0 $1.3M 0.01% -3K -32.2% $202.33 -10.1%
740 GWW WW GRAINGER INC Industrials 1,202.0 $1.3M 0.01% NEW $1090.81 +13.6%
Page 37 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%