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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 4 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ANET ARISTA NETWORKS INC Technology 277,433.0 $47.1M 0.21% NEW $169.88 +11.0%
62 LQD ISHARES IBOXX $ INV GRADE CORPORAT 426,500.0 $46.5M 0.21% NEW $109.07 -2.9%
63 STX SEAGATE TECHNOLOGY HOLDINGS PLC Technology 47,641.0 $46.0M 0.21% NEW $965.00 -11.9%
64 ADI ANALOG DEVICES INC Technology 113,050.0 $44.9M 0.20% NEW $397.17 -6.1%
65 QCOM QUALCOMM INC Technology 241,148.0 $44.6M 0.20% NEW $184.79 -13.0%
66 MCD MCDONALDS CORP Consumer Cyclical 162,543.0 $43.9M 0.20% NEW $270.31 +0.2%
67 AXP AMERICAN EXPRESS Financial Services 127,810.0 $43.2M 0.20% NEW $338.25 -0.7%
68 PEP PEPSICO INC Consumer Defensive 318,993.0 $43.2M 0.20% NEW $135.40 +6.0%
69 BA BOEING Industrials 199,218.0 $43.1M 0.20% NEW $216.47 -1.0%
70 TMO THERMO FISHER SCIENTIFIC INC Healthcare 85,023.0 $42.6M 0.19% NEW $501.36 +25.5%
71 NEE NEXTERA ENERGY INC Utilities 477,118.0 $41.9M 0.19% NEW $87.77 -4.7%
72 TJX TJX INC Consumer Cyclical 272,830.0 $41.3M 0.19% NEW $151.50 -7.3%
73 WELL WELLTOWER INC Real Estate 181,409.0 $41.2M 0.19% NEW $226.97 +5.4%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 955,463.0 $40.5M 0.18% NEW $42.34 +16.8%
75 ETN EATON PLC Industrials 91,200.0 $38.9M 0.18% NEW $426.12 -1.6%
76 MDY STATE STREET SPDR S&P MIDCAP ETF Financial Services 54,500.0 $38.3M 0.17% NEW $703.34 -0.5%
77 DIS WALT DISNEY Communication Services 397,890.0 $38.3M 0.17% NEW $96.25 +12.0%
78 ISRG INTUITIVE SURGICAL INC Healthcare 94,845.0 $37.7M 0.17% NEW $397.68 -4.7%
79 UNP UNION PACIFIC CORP Industrials 137,402.0 $37.4M 0.17% NEW $272.00 +13.3%
80 BKNG BOOKING HOLDINGS INC Consumer Cyclical 207,669.0 $37.0M 0.17% NEW $178.24 +17.6%
Page 4 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%