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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 24 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HIMS HIMS HERS HEALTH INC CLASS A Healthcare 224,462.0 $7.8M 0.04% NEW $34.67 -10.4%
462 THC TENET HEALTHCARE CORP Healthcare 41,461.0 $7.8M 0.04% NEW $187.08 +48.9%
463 CASY CASEYS GENERAL STORES INC Consumer Cyclical 9,737.0 $7.7M 0.04% NEW $794.79 +7.5%
464 ACGL ARCH CAPITAL GROUP LTD Financial Services 79,603.0 $7.7M 0.04% NEW $97.06 +4.2%
465 NOG NORTHERN OIL AND GAS INC Energy 425,236.0 $7.7M 0.04% NEW $18.15 +47.9%
466 IDCC INTERDIGITAL INC Technology 27,225.0 $7.7M 0.04% NEW $283.13 +20.5%
467 ROIV ROIVANT SCIENCES LTD Healthcare 217,718.0 $7.7M 0.04% NEW $35.39 +2.7%
468 IWD ISHARES RUSSELL VALUE ETF TRUST 31,700.0 $7.7M 0.04% NEW $242.43 +6.6%
469 EQT EQT CORP Energy 142,730.0 $7.6M 0.03% NEW $53.17 +1.2%
470 LNTH LANTHEUS HOLDINGS INC Healthcare 68,281.0 $7.6M 0.03% NEW $110.94 -9.1%
471 SLAB SILICON LABORATORIES INC Technology 34,641.0 $7.6M 0.03% NEW $218.56 -0.2%
472 CCI CROWN CASTLE INC Real Estate 99,846.0 $7.6M 0.03% NEW $75.73 +0.9%
473 DY DYCOM INDUSTRIES INC Industrials 14,914.0 $7.5M 0.03% NEW $505.59 -24.7%
474 RMBS RAMBUS INC Technology 56,276.0 $7.5M 0.03% NEW $132.74 -34.4%
475 VICI VICI PPTYS INC Real Estate 280,694.0 $7.5M 0.03% NEW $26.55 +0.9%
476 COIN COINBASE GLOBAL INC CLASS A Financial Services 50,840.0 $7.4M 0.03% NEW $146.19 +22.8%
477 NTRS NORTHERN TRUST CORP Financial Services 42,680.0 $7.4M 0.03% NEW $173.84 +7.4%
478 VLYPN VALLEY NATIONAL 506,208.0 $7.4M 0.03% NEW $14.65
479 NTAP NETAPP INC Technology 47,869.0 $7.4M 0.03% NEW $154.76 +20.7%
480 IQVIA HOLDINGS INC 38,172.0 $7.4M 0.03% NEW $193.22
Page 24 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%