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Portfolio (Quarterly) Guide ↗

MetLife Investment Management, LLC

· CIK 0001529735
13F Portfolio $22.1B AUM 2,884 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2884 New
Page 40 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SEIC SEI INVESTMENTS Financial Services 44,178.0 $3.9M 0.02% NEW $87.71 +26.5%
782 CART MAPLEBEAR INC Consumer Cyclical 81,830.0 $3.9M 0.02% NEW $47.35 +8.8%
783 NUVL NUVALENT INC CLASS A Healthcare 31,305.0 $3.9M 0.02% NEW $123.50 +0.4%
784 VSH VISHAY INTERTECHNOLOGY INC Technology 71,761.0 $3.9M 0.02% NEW $53.78 -41.8%
785 GPN GLOBAL PAYMENTS INC Industrials 53,149.0 $3.9M 0.02% NEW $72.56 +29.3%
786 TEVA TEVA PHARMACEUTICAL INDUSTRIES ADR Healthcare 113,825.0 $3.9M 0.02% NEW $33.88 +12.5%
787 SYRE SPYRE THERAPEUTICS INC Healthcare 43,316.0 $3.8M 0.02% NEW $88.78 +20.9%
788 IEX IDEX CORP Industrials 16,932.0 $3.8M 0.02% NEW $226.95 +1.5%
789 SMCI SUPER MICRO COMPUTER INC Technology 130,709.0 $3.8M 0.02% NEW $29.33 +31.1%
790 REXR REXFORD INDUSTRIAL REALTY REIT INC Real Estate 114,158.0 $3.8M 0.02% NEW $33.50 +12.3%
791 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44,259.0 $3.8M 0.02% NEW $86.09 +16.4%
792 CF CF INDUSTRIES HOLDINGS INC Basic Materials 35,137.0 $3.8M 0.02% NEW $108.26 +17.5%
793 BALL BALL CORP Consumer Cyclical 60,906.0 $3.8M 0.02% NEW $62.40 +2.7%
794 TSCO TRACTOR SUPPLY Consumer Cyclical 120,000.0 $3.8M 0.02% NEW $31.61 +11.9%
795 DOC HEALTHPEAK PROPERTIES INC Real Estate 177,214.0 $3.8M 0.02% NEW $21.40 +1.2%
796 RGTI RIGETTI COMPUTING INC Technology 195,387.0 $3.8M 0.02% NEW $19.32 -12.3%
797 CBSH COMMERCE BANCSHARES INC Financial Services 65,269.0 $3.8M 0.02% NEW $57.75 +0.8%
798 VSEC VSE CORP Industrials 16,475.0 $3.8M 0.02% NEW $228.50 -4.7%
799 FEDEX FREIGHT HOLDING COMPANY INC 24,878.0 $3.8M 0.02% NEW $151.00
800 MAS MASCO CORP Industrials 46,149.0 $3.8M 0.02% NEW $81.37 -10.4%
Page 40 of 145  ·  2,884 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 34.8%
Financial Services 12.6%
Industrials 10.6%
Healthcare 10.1%
Consumer Cyclical 9.6%
Communication Services 6.3%
Consumer Defensive 4.1%
Energy 3.5%
Real Estate 3.3%
Utilities 2.9%