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Portfolio (Quarterly) Guide ↗

Bank of New York Mellon Corp

· CIK 0001390777
13F Portfolio $543.9B AUM 33,728 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 190 New 1411 Added 2221 Reduced 177 Exited
Page 8 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VFL ABRDN NATIONAL MUNICIPAL INC Financial Services 23,623.0 $235K NEW $9.96 +1.4%
142 VDC VANGUARD CONSUMER STAPLE ETF 1,043.0 $234K NEW $224.46 +3.4%
143 MANE VERADERMICS INC Healthcare 3,668.0 $232K NEW $63.15 +56.3%
144 QQQI NEOS NASDAQ-100 HIGH INC ETF 4,659.0 $232K NEW $49.69 +13.6%
145 PINNACLE WEST CAPITAL 200,000.0 $228K NEW $1.14
146 TRMD TORM PLC-A Energy 8,187.0 $228K NEW $27.90 +14.8%
147 NCSM NCS MULTISTAGE HOLDINGS INC Energy 3,611.0 $223K NEW $61.84 -30.9%
148 DTD WISDOMTREE US TOTAL DIVIDEND 2,569.0 $222K NEW $86.35 +5.9%
149 LITP SPROTT LITHIUM MINERS ETF 16,654.0 $221K NEW $13.27 +17.9%
150 STRIDE INC 124,000.0 $214K NEW $1.72
151 DFIS DIMENSIONAL INTERNATIONAL SM 6,257.0 $211K NEW $33.67 +7.0%
152 DMLP DORCHESTER MINERALS LP Energy 7,711.0 $209K NEW $27.10 +1.3%
153 AVBH AVIDBANK HOLDINGS INC Financial Services 7,250.0 $207K NEW $28.50 +3.1%
154 PDP INVESCO DORSEY WRIGHT MOMENT 1,702.0 $206K NEW $120.74 +14.4%
155 CHEESECAKE FACTORY (THE) 200,000.0 $204K NEW $1.02
156 IBHF ISHARES IBOND 2026 HY & INC 8,717.0 $200K NEW $22.95 -1.0%
157 JGH NUVEEN GLOBAL HIGH INCOME Financial Services 16,347.0 $200K NEW $12.22 +3.1%
158 BW LPG LTD 10,551.0 $183K NEW $17.37
159 IHS IHS HOLDING LTD Communication Services 20,717.0 $171K NEW $8.23 -0.0%
160 ATAIBECKLEY INC 45,609.0 $161K NEW $3.54
Page 8 of 10  ·  190 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 29.1%
Financial Services 12.7%
Healthcare 11.3%
Industrials 10.1%
Consumer Cyclical 9.8%
Communication Services 8.7%
Energy 5.7%
Consumer Defensive 4.8%
Utilities 2.9%
Basic Materials 2.6%