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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 7 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JBT MAREL CORP 188,693.0 $27.4M 0.12% NEW $145.00
122 BMY BRISTOL MYERS SQUIBB Healthcare 467,183.0 $26.9M 0.12% NEW $57.62 +16.3%
123 ALKS ALKERMES Healthcare 512,924.0 $26.9M 0.12% NEW $52.40 -7.8%
124 ACIW ACI WORLDWIDE INC Technology 531,242.0 $26.7M 0.12% NEW $50.29 +3.1%
125 EQIX EQUINIX REIT INC Real Estate 25,343.0 $26.4M 0.12% NEW $1042.39 +2.2%
126 STANDARDAERO 874,124.0 $26.1M 0.12% NEW $29.91
127 AR ANTERO RESOURCES CORP Energy 732,976.0 $25.8M 0.12% NEW $35.14 +8.0%
128 IWM ISHARES RUSSELL ETF 84,959.0 $25.5M 0.12% NEW $300.45 -0.2%
129 FORTINET INC 166,004.0 $25.5M 0.12% NEW $153.62
130 YETI YETI HOLDINGS INC Consumer Cyclical 511,054.0 $25.3M 0.12% NEW $49.56 -11.7%
131 HLIO HELIOS TECHNOLOGIES INC Industrials 283,541.0 $25.3M 0.12% NEW $89.25 -14.6%
132 GTES GATES INDUSTRIAL PLC Industrials 900,671.0 $25.2M 0.11% NEW $27.97 -7.4%
133 SYK STRYKER CORP Healthcare 78,948.0 $24.9M 0.11% NEW $314.84 +4.6%
134 RDN RADIAN GROUP INC Financial Services 655,634.0 $24.7M 0.11% NEW $37.67 -2.9%
135 SO SOUTHERN Utilities 257,921.0 $24.7M 0.11% NEW $95.71 -7.1%
136 SLG SL GREEN REALTY REIT CORP Real Estate 474,055.0 $24.5M 0.11% NEW $51.77 +11.0%
137 CMI CUMMINS INC Industrials 34,033.0 $24.3M 0.11% NEW $713.21 -17.6%
138 MCK MCKESSON CORP Healthcare 32,059.0 $24.2M 0.11% NEW $755.60 +13.7%
139 ALK ALASKA AIR GROUP INC Industrials 458,159.0 $23.9M 0.11% NEW $52.20 -22.6%
140 SIGI SELECTIVE INSURANCE GROUP INC Financial Services 246,296.0 $23.9M 0.11% NEW $97.01 -5.7%
Page 7 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%