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Portfolio (Quarterly) Guide ↗

HRT FINANCIAL LP

· CIK 0001475597
13F Portfolio $40.1B AUM 3,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2020 New 1047 Added 608 Reduced 1418 Exited
Page 2 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JCI JOHNSON CONTROLS INTERNATION Industrials 404,436.0 $53.0M 0.13% -137K -25.3% $130.95 +9.8%
22 EPD ENTERPRISE PRODS PARTNERS L Energy 1,348,480.0 $51.0M 0.13% -156K -10.3% $37.84 +3.7%
23 GEV GE VERNOVA INC Utilities 57,302.0 $50.0M 0.12% -24K -29.2% $872.88 +24.9%
24 LLY ELI LILLY & CO Healthcare 53,051.0 $48.8M 0.12% -7K -11.4% $919.76 +9.5%
25 SCHW SCHWAB CHARLES CORP Financial Services 497,558.0 $46.8M 0.12% -266K -34.8% $93.98 -4.8%
26 NOW SERVICENOW INC Technology 367,177.0 $38.4M 0.10% -436K -54.3% $104.55 -13.4%
27 AMRIZE LTD 673,203.0 $37.7M 0.09% -7K -1.1% $56.02
28 AMD ADVANCED MICRO DEVICES INC Technology 184,101.0 $37.5M 0.09% -343K -65.1% $203.43 +108.5%
29 EOG EOG RES INC Energy 236,343.0 $34.2M 0.09% -1.1M -82.8% $144.57 -5.9%
30 XOM EXXON MOBIL CORP Energy 201,257.0 $34.1M 0.09% -629K -75.8% $169.66 -9.9%
31 BAC BANK AMERICA CORP Financial Services 699,877.0 $34.1M 0.09% -336K -32.5% $48.75 +2.1%
32 MS MORGAN STANLEY Financial Services 197,552.0 $32.5M 0.08% -18K -8.3% $164.57 +18.2%
33 FHN FIRST HORIZON CORPORATION Financial Services 1,388,118.0 $31.6M 0.08% -394K -22.1% $22.76 +4.2%
34 T AT&T INC Communication Services 957,689.0 $27.8M 0.07% -2.5M -72.5% $28.99 -14.9%
35 OXY OCCIDENTAL PETE CORP Energy 426,454.0 $27.7M 0.07% -212K -33.2% $65.00 -12.6%
36 EIX EDISON INTL Utilities 350,314.0 $25.6M 0.06% -242K -40.9% $73.18 -3.3%
37 AZO AUTOZONE INC Consumer Cyclical 7,404.0 $25.0M 0.06% -1K -16.0% $3377.77 -1.7%
38 CATERPILLAR INC 34,300.0 $24.3M 0.06% -67K -66.0% $708.45
39 GFS GLOBALFOUNDRIES INC Technology 542,059.0 $24.1M 0.06% -1.3M -70.0% $44.48 +66.0%
40 JBS N.V. 1,340,445.0 $24.1M 0.06% -29K -2.1% $17.96
Page 2 of 31  ·  608 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
Financial Services 38.1%
Technology 15.2%
Industrials 7.7%
Healthcare 7.3%
Energy 7.0%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Basic Materials 4.3%
Communication Services 3.5%
Utilities 2.6%