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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 144 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 SEB SEABOARD CORP Industrials 4.0 $18K NEW $4464.25 -4.6%
2862 CNA CNA FINANCIAL CORP Financial Services 326.0 $16K NEW $48.61 +0.8%
2863 SAIL SAILPOINT INC Technology 1,068.0 $16K NEW $14.64 +27.3%
2864 TFSL TFS FINANCIAL CORP Financial Services 853.0 $15K NEW $17.72 -0.5%
2865 LENNAR CORP CLASS B 146.0 $13K NEW $88.71
2866 UWMC UWM HOLDINGS CORP CLASS A Financial Services 5,569.0 $13K NEW $2.29 -38.9%
2867 XE X-ENERGY INC CLASS A Industrials 687.0 $13K NEW $18.36 +1.7%
2868 NIQ GLOBAL INTELLIGENCE PLC 1,237.0 $12K NEW $9.35
2869 CBC CENTRAL BANCOMPANY INC CLASS A Financial Services 318.0 $10K NEW $30.38 +5.2%
2870 UHAL U HAUL HOLDING 141.0 $9K NEW $65.44
2871 LBRDA LIBERTY BROADBAND CORP SERIES A 277.0 $9K NEW $33.28
2872 BLSH BULLISH Technology 388.0 $9K NEW $23.43 +29.8%
2873 SCLX SCILEX HOLDING Healthcare 1,090.0 $9K NEW $7.80 -26.5%
2874 ORMP ORAMED PHARMACEUTICALS INC Healthcare 1,463.0 $7K NEW $4.81 +0.0%
2875 ACDC PROFRAC HOLDING CLASS A CORP Energy 1,187.0 $7K NEW $5.81 -16.9%
2876 HPK HIGHPEAK ENERGY INC Energy 936.0 $7K NEW $6.99 +19.0%
2877 BRT BRT APARTMENTS CORP Real Estate 328.0 $5K NEW $15.37 -5.3%
2878 GRWG GROWGENERATION CORP Consumer Cyclical 3,342.0 $5K NEW $1.48 +16.2%
2879 ONL ORION PROPERTIES INC Real Estate 1,473.0 $4K NEW $2.89 -1.7%
2880 BHR BRAEMAR HOTELS RESORTS INC Real Estate 1,683.0 $4K NEW $2.16 -4.2%
Page 144 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%