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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 6 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBUX STARBUCKS CORP Consumer Cyclical 285,382.0 $29.2M 0.13% NEW $102.19 +4.8%
102 TT TRANE TECHNOLOGIES PLC Industrials 59,250.0 $29.1M 0.13% NEW $491.16 -7.7%
103 COP CONOCOPHILLIPS Energy 278,737.0 $29.0M 0.13% NEW $103.96 +29.7%
104 PWR QUANTA SERVICES INC Industrials 40,183.0 $28.9M 0.13% NEW $720.04 -11.2%
105 VRTX VERTEX PHARMACEUTICALS INC Healthcare 58,072.0 $28.8M 0.13% NEW $496.73 +10.3%
106 HWM HOWMET AEROSPACE INC Industrials 107,139.0 $28.8M 0.13% NEW $268.86 +1.0%
107 COF CAPITAL ONE FINANCIAL CORP Financial Services 142,385.0 $28.6M 0.13% NEW $200.62 +8.6%
108 HWC HANCOCK WHITNEY CORP Financial Services 380,062.0 $28.4M 0.13% NEW $74.72 +0.9%
109 LOW LOWES COMPANIES INC Consumer Cyclical 128,139.0 $28.3M 0.13% NEW $220.49 -2.0%
110 PH PARKER-HANNIFIN CORP Industrials 28,850.0 $28.2M 0.13% NEW $978.12 +2.4%
111 SPGI S&P GLOBAL INC Financial Services 69,244.0 $28.2M 0.13% NEW $407.26 +5.9%
112 CB CHUBB Financial Services 82,380.0 $28.1M 0.13% NEW $340.74 +0.1%
113 AZN ASTRAZENECA PLC Healthcare 149,538.0 $28.0M 0.13% NEW $187.18 -11.3%
114 CDNS CADENCE DESIGN SYSTEMS INC Technology 73,932.0 $27.7M 0.13% NEW $375.32 -15.0%
115 LMT LOCKHEED MARTIN CORP Industrials 54,402.0 $27.7M 0.13% NEW $509.46 +10.6%
116 SOUTHSTATE BANK CORP 276,674.0 $27.6M 0.12% NEW $99.90
117 MO ALTRIA GROUP INC Consumer Defensive 382,058.0 $27.5M 0.12% NEW $71.95 -8.1%
118 DHR DANAHER CORP Healthcare 144,142.0 $27.5M 0.12% NEW $190.48 +14.9%
119 NOW SERVICENOW INC Technology 276,166.0 $27.4M 0.12% NEW $99.28 +29.4%
120 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 73,471.0 $27.4M 0.12% NEW $372.87 -23.3%
Page 6 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%