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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 8 of 145  ·  2,884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ELF ELF BEAUTY INC Consumer Defensive 322,803.0 $23.9M 0.11% NEW $74.00 +37.8%
142 LFUS LITTELFUSE INC Technology 52,336.0 $23.8M 0.11% NEW $455.33 -9.5%
143 FTRE FORTREA HOLDINGS INC Healthcare 1,362,169.0 $23.7M 0.11% NEW $17.40 +5.7%
144 PLXS PLEXUS CORP Technology 78,819.0 $23.7M 0.11% NEW $300.67 -20.1%
145 LTC LTC PROPERTIES REIT INC Real Estate 614,908.0 $23.6M 0.11% NEW $38.45 +4.7%
146 CSW INDUSTRIALS INC 83,664.0 $23.3M 0.10% NEW $278.30
147 HRI HERC HOLDINGS INC Industrials 161,585.0 $23.2M 0.10% NEW $143.34 +12.9%
148 DDOG DATADOG INC CLASS A Technology 88,547.0 $23.1M 0.10% NEW $260.36 -9.5%
149 MDT MEDTRONIC PLC Healthcare 293,703.0 $23.0M 0.10% NEW $78.23 +19.3%
150 BK BANK OF NEW YORK MELLON CORP Financial Services 158,694.0 $22.9M 0.10% NEW $144.61 -1.9%
151 NEM NEWMONT Basic Materials 244,227.0 $22.8M 0.10% NEW $93.40 +40.9%
152 BX BLACKSTONE INC Financial Services 193,097.0 $22.7M 0.10% NEW $117.67 +21.8%
153 PNC PNC FINANCIAL SERVICES GROUP INC Financial Services 91,869.0 $22.6M 0.10% NEW $246.22 -1.3%
154 DUK DUKE ENERGY CORP Utilities 178,343.0 $22.6M 0.10% NEW $126.58 -5.3%
155 BRKR BRUKER CORP Healthcare 374,119.0 $22.5M 0.10% NEW $60.18 -1.0%
156 KN KNOWLES CORP Technology 535,193.0 $22.2M 0.10% NEW $41.48 -19.7%
157 NWE NORTHWESTERN ENERGY GROUP INC Utilities 309,145.0 $22.1M 0.10% NEW $71.62 -3.0%
158 POR PORTLAND GENERAL ELECTRIC Utilities 426,393.0 $22.1M 0.10% NEW $51.83 -4.3%
159 AXSM AXSOME THERAPEUTICS INC Healthcare 89,662.0 $21.9M 0.10% NEW $244.77 -15.1%
160 ADP AUTOMATIC DATA PROCESSING INC Industrials 97,256.0 $21.8M 0.10% NEW $223.95 +25.4%
Page 8 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%