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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 62 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 UE URBAN EDGE PROPERTIES Real Estate 78,862.0 $1.8M 0.01% NEW $22.88 -6.7%
1222 SHOO STEVEN MADDEN LTD Consumer Cyclical 42,736.0 $1.8M 0.01% NEW $42.10 +6.7%
1223 ASO ACADEMY SPORTS AND OUTDOORS INC Consumer Cyclical 38,137.0 $1.8M 0.01% NEW $47.13 -10.4%
1224 PHIN PHINIA INC Consumer Cyclical 21,721.0 $1.8M 0.01% NEW $82.37 -17.9%
1225 PFS PROVIDENT FINANCIAL SERVICES INC Financial Services 75,631.0 $1.8M 0.01% NEW $23.64 -0.4%
1226 MGEE MGE ENERGY INC Utilities 21,888.0 $1.8M 0.01% NEW $81.54 -3.6%
1227 LIONSGATE STUDIOS CORP 116,113.0 $1.8M 0.01% NEW $15.31
1228 VERSIGENT PLC 42,215.0 $1.8M 0.01% NEW $42.01
1229 UPST UPSTART HOLDINGS INC Financial Services 50,045.0 $1.8M 0.01% NEW $35.43 -15.0%
1230 DYN DYNE THERAPEUTICS INC Healthcare 79,775.0 $1.8M 0.01% NEW $22.21 +18.0%
1231 RSI RUSH STREET INTERACTIVE INC CLASS Consumer Cyclical 59,336.0 $1.8M 0.01% NEW $29.74 -12.1%
1232 RLAY RELAY THERAPEUTICS INC Healthcare 94,122.0 $1.8M 0.01% NEW $18.71 +3.7%
1233 DAN DANA INCORPORATED INC Consumer Cyclical 64,580.0 $1.8M 0.01% NEW $27.21 +11.6%
1234 MGRC MCGRATH RENT Industrials 14,479.0 $1.8M 0.01% NEW $121.03 -6.3%
1235 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 66,629.0 $1.7M 0.01% NEW $26.22 -4.7%
1236 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 27,524.0 $1.7M 0.01% NEW $63.30 -14.6%
1237 CPK CHESAPEAKE UTILITIES CORP Utilities 14,136.0 $1.7M 0.01% NEW $122.48 +8.8%
1238 CXW CORECIVIC REIT INC Real Estate 56,929.0 $1.7M 0.01% NEW $30.38 +9.9%
1239 ROG ROGERS CORP Technology 10,562.0 $1.7M 0.01% NEW $163.73 -21.6%
1240 AMRX AMNEAL PHARMACEUTICALS INC CLASS A Healthcare 99,455.0 $1.7M 0.01% NEW $17.31 +4.5%
Page 62 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%