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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 19 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DVN DEVON ENERGY CORP Energy 263,347.0 $10.9M 0.05% NEW $41.32 +16.5%
362 IDXX IDEXX LABORATORIES INC Healthcare 20,659.0 $10.9M 0.05% NEW $526.44 +6.3%
363 JBL JABIL INC Technology 28,213.0 $10.9M 0.05% NEW $385.48 -20.6%
364 UMBF UMB FINANCIAL CORP Financial Services 76,171.0 $10.9M 0.05% NEW $142.76 +1.0%
365 USFD US FOODS HOLDING CORP Consumer Defensive 106,015.0 $10.8M 0.05% NEW $102.25 +6.8%
366 PR PERMIAN RESOURCES CORP CLASS A Energy 588,455.0 $10.8M 0.05% NEW $18.41 +27.8%
367 STT STATE STREET CORP Financial Services 63,165.0 $10.7M 0.05% NEW $169.60 +12.7%
368 SPOT SPOTIFY TECHNOLOGY SA Communication Services 23,182.0 $10.6M 0.05% NEW $459.13 +16.7%
369 YUM YUM BRANDS INC Consumer Cyclical 66,308.0 $10.6M 0.05% NEW $159.86 -1.9%
370 CMS CMS ENERGY CORP Utilities 137,802.0 $10.5M 0.05% NEW $76.50 -10.4%
371 CFG CITIZENS FINANCIAL GROUP INC Financial Services 150,201.0 $10.5M 0.05% NEW $70.07 +0.3%
372 FN FABRINET Technology 18,658.0 $10.5M 0.05% NEW $562.08 -25.3%
373 EGP EASTGROUP PROPERTIES REIT INC Real Estate 51,735.0 $10.5M 0.05% NEW $202.53 -0.2%
374 MET METLIFE INC Financial Services 123,648.0 $10.5M 0.05% NEW $84.61 +13.5%
375 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIE Industrials 38,801.0 $10.5M 0.05% NEW $269.60 +10.4%
376 RB GLOBAL INC 89,692.0 $10.4M 0.05% NEW $116.45
377 BURL BURLINGTON STORES INC Consumer Cyclical 32,708.0 $10.4M 0.05% NEW $316.80 +4.1%
378 UAL UNITED AIRLINES HOLDINGS INC Industrials 74,981.0 $10.2M 0.05% NEW $135.99 -16.6%
379 KDP KEURIG DR PEPPER INC Consumer Defensive 310,207.0 $10.2M 0.05% NEW $32.73 -1.0%
380 NI NISOURCE INC Utilities 212,655.0 $10.1M 0.05% NEW $47.55 -14.2%
Page 19 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%