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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 42 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BR BROADRIDGE FINANCIAL SOLUTIONS INC Technology 26,451.0 $3.6M 0.02% NEW $136.95 +35.0%
822 TTEK TETRA TECH INC Industrials 124,960.0 $3.6M 0.02% NEW $28.89 +27.3%
823 CWST CASELLA WASTE SYSTEMS INC CLASS A Industrials 37,210.0 $3.6M 0.02% NEW $96.97 -3.7%
824 THG HANOVER INSURANCE GROUP INC Financial Services 16,841.0 $3.6M 0.02% NEW $214.12 +6.1%
825 AVNT AVIENT CORP Basic Materials 97,062.0 $3.6M 0.02% NEW $36.96 +20.7%
826 BAH BOOZ ALLEN HAMILTON HOLDING CORP C Industrials 59,098.0 $3.6M 0.02% NEW $60.67 +21.7%
827 SRRK SCHOLAR ROCK HOLDING CORP Healthcare 65,038.0 $3.6M 0.02% NEW $55.00 +5.9%
828 SE SEA ADS REPRESENTING LTD CLASS A Consumer Cyclical 37,300.0 $3.6M 0.02% NEW $95.83 +28.5%
829 DFTX DEFINIUM THERAPEUTICS INC Healthcare 75,859.0 $3.6M 0.02% NEW $47.04 -4.7%
830 UGI UGI CORP Utilities 103,231.0 $3.6M 0.02% NEW $34.54 +11.0%
831 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 32,104.0 $3.6M 0.02% NEW $111.03 +2.1%
832 PB PROSPERITY BANCSHARES INC Financial Services 48,790.0 $3.6M 0.02% NEW $73.03 -0.7%
833 HR HEALTHCARE REALTY TRUST INC CLASS Real Estate 176,415.0 $3.6M 0.02% NEW $20.17 -3.9%
834 AUB ATLANTIC UNION BANKSHARES CORP Financial Services 84,080.0 $3.6M 0.02% NEW $42.31 -4.2%
835 NFG NATIONAL FUEL GAS Energy 45,739.0 $3.5M 0.02% NEW $77.21 +6.4%
836 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 103,034.0 $3.5M 0.02% NEW $34.22 +6.4%
837 JOBY JOBY AVIATION INC CLASS A Industrials 395,002.0 $3.5M 0.02% NEW $8.92 -19.1%
838 AVT AVNET INC Technology 39,477.0 $3.5M 0.02% NEW $88.82 -1.4%
839 HLI HOULIHAN LOKEY INC CLASS A Financial Services 26,110.0 $3.5M 0.02% NEW $134.13 -3.8%
840 KEX KIRBY CORP Industrials 25,755.0 $3.5M 0.02% NEW $135.97 +1.2%
Page 42 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%