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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 21 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ED CONSOLIDATED EDISON INC Utilities 84,311.0 $9.3M 0.04% NEW $110.63 -2.6%
402 BLOCK INC CLASS A 122,201.0 $9.3M 0.04% NEW $76.00
403 PEG PUBLIC SERVICE ENTERPRISE GROUP IN Utilities 114,016.0 $9.3M 0.04% NEW $81.16 -9.4%
404 BWXT BWX TECHNOLOGIES INC Industrials 47,516.0 $9.2M 0.04% NEW $194.65 -23.2%
405 ONTO ONTO INNOVATION INC Technology 24,325.0 $9.2M 0.04% NEW $378.45 -25.2%
406 RS RELIANCE INC Basic Materials 24,578.0 $9.2M 0.04% NEW $373.60 +2.4%
407 CBRE CBRE GROUP INC CLASS A Real Estate 68,058.0 $9.2M 0.04% NEW $134.69 +12.8%
408 ENS ENERSYS Industrials 38,801.0 $9.1M 0.04% NEW $233.82 -19.8%
409 OLN OLIN CORP Basic Materials 457,439.0 $9.1M 0.04% NEW $19.82 -11.4%
410 FCFS FIRSTCASH HOLDINGS INC Financial Services 41,903.0 $9.1M 0.04% NEW $216.32 +9.3%
411 AIG AMERICAN INTERNATIONAL GROUP INC Financial Services 121,338.0 $9.0M 0.04% NEW $74.53 +3.8%
412 GRMN GARMIN LTD Technology 37,508.0 $8.9M 0.04% NEW $237.54 +22.6%
413 TLN TALEN ENERGY CORP Utilities 23,090.0 $8.9M 0.04% NEW $384.26 -20.5%
414 KMB KIMBERLY CLARK CORP Consumer Defensive 80,077.0 $8.8M 0.04% NEW $109.77 +1.5%
415 VMC VULCAN MATERIALS Basic Materials 29,682.0 $8.8M 0.04% NEW $295.01 -6.5%
416 PYPL PAYPAL HOLDINGS INC Financial Services 202,027.0 $8.7M 0.04% NEW $43.18 +42.8%
417 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 51,732.0 $8.7M 0.04% NEW $168.53 -9.2%
418 WEC WEC ENERGY GROUP INC Utilities 74,519.0 $8.7M 0.04% NEW $116.77 -7.9%
419 TEX TEREX CORP Industrials 120,130.0 $8.7M 0.04% NEW $72.39 -9.0%
420 SITM SITIME CORP Technology 11,551.0 $8.6M 0.04% NEW $745.56 -22.1%
Page 21 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%