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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 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 111,169.0 $65.9M 0.29% +47K +72.1% $592.98 -4.4%
62 LLY ELI LILLY & CO Healthcare 70,812.0 $65.1M 0.29% -2K -3.4% $919.77 +7.4%
63 CSCO CISCO SYS INC Technology 822,892.0 $63.8M 0.28% +361K +78.0% $77.59 +53.2%
64 VALE VALE S A Basic Materials 3,986,229.0 $63.4M 0.28% -2.0M -33.8% $15.91 +2.5%
65 CI THE CIGNA GROUP Healthcare 228,493.0 $61.0M 0.27% -116K -33.7% $266.75 +9.2%
66 CAT CATERPILLAR INC Industrials 82,502.0 $58.4M 0.26% +20K +32.7% $708.46 +21.4%
67 MCK MCKESSON CORP Healthcare 67,381.0 $58.3M 0.26% $865.36 -10.3%
68 ANGLOGOLD ASHANTI PLC 597,304.0 $58.2M 0.26% -226K -27.4% $97.36
69 CEG CONSTELLATION ENERGY CORP Utilities 206,339.0 $57.6M 0.26% +163K +380.6% $279.25 -6.7%
70 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 770,774.0 $55.9M 0.25% -53K -6.4% $72.46 +22.2%
71 CIEN CIENA CORP Technology 143,846.0 $55.8M 0.25% -69K -32.4% $388.23 +39.6%
72 SBSW SIBANYE STILLWATER LTD Basic Materials 4,426,451.0 $54.5M 0.24% +4.2M +1566.1% $12.32 -3.2%
73 EME EMCOR GROUP INC Industrials 72,808.0 $53.8M 0.24% -9K -10.6% $738.31 +18.8%
74 LNG CHENIERE ENERGY INC Energy 186,373.0 $52.9M 0.24% +115K +159.6% $283.76 -12.7%
75 VST VISTRA CORP Utilities 348,514.0 $52.4M 0.23% +39K +12.5% $150.33 -9.0%
76 NXPI NXP SEMICONDUCTORS N V Technology 262,782.0 $51.7M 0.23% -100K -27.5% $196.86 +48.2%
77 BAC BANK AMERICA CORP Financial Services 1,042,897.0 $50.8M 0.23% +33K +3.2% $48.75 +4.0%
78 INSM INSMED INC Healthcare 295,579.0 $48.3M 0.22% NEW $163.52 -34.5%
79 TPR TAPESTRY INC Consumer Cyclical 320,345.0 $45.2M 0.20% -2K -0.7% $141.11 -7.0%
80 BTI BRITISH AMERN TOB PLC Consumer Defensive 765,848.0 $44.8M 0.20% -2.2M -74.1% $58.47 +13.5%
Page 4 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%