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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 115 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 ADT ADT INC DEL Industrials 1,808.0 $12K +630.0 +53.5% $6.57 +6.2%
2282 MATW MATTHEWS INTL CORP Industrials 459.0 $12K +188.0 +69.4% $25.82 +2.7%
2283 MLAB MESA LABS INC Technology 132.0 $12K +13.0 +10.9% $88.80 +8.6%
2284 QFIN QFIN HOLDINGS INC Financial Services 907.0 $12K +848.0 +1437.3% $12.91 -0.9%
2285 BFST BUSINESS FIRST BANCSHARES IN Financial Services 432.0 $12K +345.0 +396.6% $27.04 +0.7%
2286 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 419.0 $12K +158.0 +60.5% $27.87 -3.6%
2287 EUSB ISHARES TR 268.0 $12K +4.0 +1.5% $43.55 -1.2%
2288 SABR SABRE CORP Consumer Cyclical 8,003.0 $12K +5K +148.8% $1.45 +10.3%
2289 WGO WINNEBAGO INDS INC Consumer Cyclical 374.0 $12K +295.0 +373.4% $30.99 -7.0%
2290 SOLENO THERAPEUTICS INC 344.0 $12K +333.0 +3027.3% $33.48
2291 TALK TALKSPACE INC Healthcare 2,225.0 $12K +2K +397.8% $5.17 +0.5%
2292 ASCENDIS PHARMA A/S 50.0 $11K +15.0 +42.9% $228.74
2293 CARS CARS COM INC Consumer Cyclical 1,395.0 $11K +1K +440.7% $8.12 +23.5%
2294 PSCE INVESCO EXCH TRADED FD TR II 185.0 $11K +1.0 +0.5% $61.14 +4.3%
2295 EQBK EQUITY BANCSHARES INC Financial Services 252.0 $11K +183.0 +265.2% $44.41 -0.3%
2296 ARMOUR RESIDENTIAL REIT INC 670.0 $11K +6.0 +0.9% $16.68
2297 OLMA OLEMA PHARMACEUTICALS INC Healthcare 746.0 $11K +596.0 +397.3% $14.91 -8.9%
2298 CMRE COSTAMARE INC Industrials 657.0 $11K +535.0 +438.5% $16.90 +1.7%
2299 INCO COLUMBIA ETF TR II 201.0 $11K +24.0 +13.6% $54.97 +4.0%
2300 JANX JANUX THERAPEUTICS INC Healthcare 793.0 $11K +725.0 +1066.2% $13.90 -0.1%
Page 115 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%