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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 64 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 OSW ONESPAWORLD HOLDINGS LTD Consumer Cyclical 58,478.0 $1.7M 0.01% NEW $28.24 -7.2%
1262 GRAL GRAIL INC Healthcare 24,166.0 $1.6M 0.01% NEW $68.27 +21.3%
1263 DVA DAVITA INC Healthcare 7,411.0 $1.6M 0.01% NEW $222.48 -19.5%
1264 SEZL SEZZLE INC Financial Services 9,599.0 $1.6M 0.01% NEW $171.63 -27.0%
1265 PVH PVH CORP Consumer Cyclical 22,170.0 $1.6M 0.01% NEW $74.26 +2.4%
1266 DIGITALBRIDGE GROUP INC CLASS A 104,206.0 $1.6M 0.01% NEW $15.78
1267 BCC BOISE CASCADE Basic Materials 21,180.0 $1.6M 0.01% NEW $77.63 +2.0%
1268 DGII DIGI INTERNATIONAL INC Technology 21,924.0 $1.6M 0.01% NEW $74.95 +3.4%
1269 FSLY FASTLY INC CLASS A Technology 89,307.0 $1.6M 0.01% NEW $18.36 +35.1%
1270 HWKN HAWKINS INC Basic Materials 11,469.0 $1.6M 0.01% NEW $142.10 -16.7%
1271 TRN TRINITY INDUSTRIES INC Industrials 47,079.0 $1.6M 0.01% NEW $34.58 -15.1%
1272 SLS SELLAS LIFE SCIENCES GROUP INC Healthcare 110,082.0 $1.6M 0.01% NEW $14.76 +4.4%
1273 UNFI UNITED NATURAL FOODS INC Consumer Defensive 35,493.0 $1.6M 0.01% NEW $45.67 +3.9%
1274 PENN PENN ENTERTAINMENT INC Consumer Cyclical 75,368.0 $1.6M 0.01% NEW $21.36 -18.6%
1275 NSA NATIONAL STORAGE AFFILIATES TRUST Real Estate 36,195.0 $1.6M 0.01% NEW $44.47 -2.4%
1276 PARR PAR PACIFIC HOLDINGS INC Energy 28,691.0 $1.6M 0.01% NEW $56.08 +36.1%
1277 RCUS ARCUS BIOSCIENCES INC Healthcare 52,110.0 $1.6M 0.01% NEW $30.83 -0.6%
1278 AOS A O SMITH CORP Industrials 25,609.0 $1.6M 0.01% NEW $62.72 -1.1%
1279 VERA VERA THERAPEUTICS INC CLASS A Healthcare 37,403.0 $1.6M 0.01% NEW $42.91 -17.9%
1280 AGYS AGILYSYS INC Technology 15,355.0 $1.6M 0.01% NEW $104.50 +14.3%
Page 64 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%