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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 20 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CTRE CARETRUST REIT INC Real Estate 248,705.0 $10.0M 0.04% NEW $40.35 -1.8%
382 TTMI TTM TECHNOLOGIES INC Technology 53,420.0 $10.0M 0.04% NEW $187.02 -42.4%
383 KFY KORN FERRY Industrials 149,417.0 $9.9M 0.04% NEW $66.58 +27.4%
384 RBC RBC BEARINGS INC Industrials 15,399.0 $9.9M 0.04% NEW $644.06 -23.0%
385 SYY SYSCO CORP Consumer Defensive 118,322.0 $9.9M 0.04% NEW $83.58 +0.6%
386 EME EMCOR GROUP INC Industrials 11,902.0 $9.9M 0.04% NEW $829.88 -7.4%
387 DHI D R HORTON INC Consumer Cyclical 60,131.0 $9.8M 0.04% NEW $162.88 -8.4%
388 RSG REPUBLIC SERVICES INC Industrials 45,734.0 $9.7M 0.04% NEW $213.08 +4.5%
389 IJH ISHARES CORE S&P MID-CAP ETF 126,180.0 $9.7M 0.04% NEW $77.11 -1.1%
390 GLPI GAMING AND LEISURE PROPERTIES REIT Real Estate 217,995.0 $9.7M 0.04% NEW $44.53 -1.7%
391 IRM IRON MOUNTAIN INC Real Estate 76,417.0 $9.7M 0.04% NEW $126.31 -4.4%
392 SNX TD SYNNEX CORP Technology 36,026.0 $9.6M 0.04% NEW $267.34 -8.6%
393 AMP AMERIPRISE FINANCE INC Financial Services 20,882.0 $9.6M 0.04% NEW $458.76 +22.5%
394 BDX BECTON DICKINSON Healthcare 63,176.0 $9.6M 0.04% NEW $151.33 +26.1%
395 MAA MID AMERICA APARTMENT COMMUNITIES Real Estate 68,360.0 $9.5M 0.04% NEW $138.94 -4.0%
396 CG CARLYLE GROUP INC Financial Services 224,533.0 $9.5M 0.04% NEW $42.11 +17.0%
397 IBKR INTERACTIVE BROKERS GROUP INC CLAS Financial Services 108,533.0 $9.4M 0.04% NEW $87.04 +6.5%
398 ODFL OLD DOMINION FREIGHT LINE INC Industrials 43,447.0 $9.4M 0.04% NEW $216.60 -6.8%
399 ROKU ROKU INC CLASS A Communication Services 67,991.0 $9.4M 0.04% NEW $138.14 +14.7%
400 MSCI MSCI INC Financial Services 16,761.0 $9.4M 0.04% NEW $560.04 +2.0%
Page 20 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%