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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 5 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVS CVS HEALTH CORP Healthcare 618,428.0 $44.4M 0.20% -419K -40.4% $71.82 +33.2%
82 MET METLIFE INC Financial Services 626,530.0 $44.3M 0.20% -391K -38.4% $70.72 +14.4%
83 CENX CENTURY ALUM CO Basic Materials 732,517.0 $43.0M 0.19% +461K +169.5% $58.69 -0.2%
84 ALL ALLSTATE CORP Financial Services 206,980.0 $42.9M 0.19% -72K -25.8% $207.34 +7.0%
85 CFG CITIZENS FINL GROUP INC Financial Services 713,638.0 $42.8M 0.19% -140K -16.4% $59.97 +2.5%
86 BPOP POPULAR INC Financial Services 317,216.0 $42.6M 0.19% +4K +1.3% $134.17 +9.8%
87 ZION ZIONS BANCORPORATION NATL AS Financial Services 724,830.0 $41.8M 0.19% -113K -13.4% $57.62 +5.3%
88 COHR COHERENT CORP Technology 163,368.0 $38.9M 0.17% +114K +233.6% $238.21 +48.5%
89 GSK GSK PLC Healthcare 698,666.0 $38.6M 0.17% -718K -50.7% $55.19 -7.2%
90 SLB SLB LIMITED Energy 744,764.0 $38.3M 0.17% +77K +11.6% $51.39 +11.7%
91 FHN FIRST HORIZON CORPORATION Financial Services 1,631,610.0 $37.1M 0.17% +703K +75.7% $22.76 +4.0%
92 DECK DECKERS OUTDOOR CORP Consumer Cyclical 367,840.0 $36.8M 0.16% -212K -36.6% $100.09 -6.4%
93 DELL DELL TECHNOLOGIES INC Technology 223,392.0 $36.7M 0.16% +67K +42.9% $164.13 +46.2%
94 KGC KINROSS GOLD CORP Basic Materials 1,159,586.0 $35.4M 0.16% +642K +124.0% $30.50 -9.4%
95 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 106,592.0 $35.3M 0.16% +21K +24.5% $330.87 -10.9%
96 BWA BORGWARNER INC Consumer Cyclical 649,769.0 $35.3M 0.16% -252K -27.9% $54.26 +13.5%
97 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,476,822.0 $35.2M 0.16% -1.7M -53.5% $23.81 +37.6%
98 CMCSA COMCAST CORP NEW Communication Services 1,192,620.0 $34.2M 0.15% -2.3M -66.0% $28.71 -13.5%
99 GE GE AEROSPACE Industrials 120,607.0 $34.2M 0.15% -50K -29.3% $283.77 +1.5%
100 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 1,128,406.0 $34.0M 0.15% +374K +49.6% $30.12 +13.8%
Page 5 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%