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Portfolio (Quarterly) Guide ↗

Rockefeller Capital Management L.P.

· CIK 0001739439
13F Portfolio $56.4B AUM 11,499 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 271 New 2532 Added 1234 Reduced 255 Exited
Page 108 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 CMPR CIMPRESS PLC Communication Services 314.0 $23K +256.0 +441.4% $73.00 +33.9%
2142 ACRS ACLARIS THERAPEUTICS INC Healthcare 6,112.0 $23K +5K +398.5% $3.75 +17.7%
2143 TRUP TRUPANION INC Financial Services 892.0 $23K +511.0 +134.1% $25.61 -15.1%
2144 EH EHANG HLDGS LTD Industrials 2,350.0 $23K +812.0 +52.8% $9.71 -4.5%
2145 CTKB CYTEK BIOSCIENCES INC Healthcare 5,199.0 $23K +4K +406.7% $4.37 -13.4%
2146 VRRM VERRA MOBILITY CORP Technology 1,583.0 $23K +1K +227.1% $14.29 -8.2%
2147 RLAY RELAY THERAPEUTICS INC Healthcare 2,263.0 $23K +2K +398.5% $9.95 +31.9%
2148 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 404.0 $22K +296.0 +274.1% $55.31 -38.4%
2149 GIB CGI INC Technology 305.0 $22K +246.0 +416.9% $73.10 -11.3%
2150 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 1,227.0 $22K +406.0 +49.5% $18.15 +3.6%
2151 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 791.0 $22K +548.0 +225.5% $28.11 +5.4%
2152 ASPI ASP ISOTOPES INC Basic Materials 5,020.0 $22K +899.0 +21.8% $4.42 +17.4%
2153 GGB GERDAU SA Basic Materials 6,007.0 $22K +5K +406.9% $3.61 +28.9%
2154 KRMN KARMAN HLDGS INC Industrials 270.0 $22K +140.0 +107.7% $80.05 -20.3%
2155 THRM GENTHERM INC Consumer Cyclical 776.0 $22K +60.0 +8.4% $27.78 +10.1%
2156 WAY WAYSTAR HLDG CORP Technology 894.0 $22K +609.0 +213.7% $24.11 -21.0%
2157 BETA BETA TECHNOLOGIES INC Industrials 1,463.0 $22K +238.0 +19.4% $14.70 +1.4%
2158 TLS TELOS CORP MD Technology 5,091.0 $21K +4K +398.1% $4.19 +11.1%
2159 CRAI CRA INTL INC Industrials 130.0 $21K +45.0 +52.9% $162.36 -10.2%
2160 CENTRAIS ELET BRAS SA 1,929.0 $21K +2K +10000.0% $10.92
Page 108 of 127  ·  2,532 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 27.0%
Financial Services 21.0%
Industrials 9.4%
Communication Services 8.8%
Healthcare 8.7%
Consumer Cyclical 8.4%
Energy 5.7%
Consumer Defensive 4.2%
Utilities 3.1%
Real Estate 2.1%