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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 119 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 SVC SERVICE PPTYS TR Real Estate 5,973.0 $8K +4K +262.9% $1.35 +22.5%
2362 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 487.0 $8K +378.0 +346.8% $16.46 -2.4%
2363 ARKO ARKO CORP Consumer Cyclical 1,422.0 $8K +1K +398.9% $5.56 +26.6%
2364 COYA THERAPEUTICS INC 2,000.0 $8K +500.0 +33.3% $3.94
2365 CUSHMAN AND WAKEFIELD LTD 642.0 $8K +59.0 +10.1% $12.26
2366 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 1,397.0 $8K +1K +398.9% $5.60 +2.9%
2367 VNDA VANDA PHARMACEUTICALS INC Healthcare 1,124.0 $8K +924.0 +462.0% $6.91 -9.1%
2368 GABC GERMAN AMERN BANCORP INC Financial Services 184.0 $8K +147.0 +397.3% $41.79 -0.4%
2369 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 66.0 $8K +48.0 +266.7% $114.73 -10.4%
2370 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 11,965.0 $8K +9K +252.0% $0.63 +14.2%
2371 MNTN INC 860.0 $8K +360.0 +72.0% $8.80
2372 ANGO ANGIODYNAMICS INC Healthcare 663.0 $8K +530.0 +398.5% $11.37 -2.6%
2373 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 288.0 $8K +199.0 +223.6% $26.13 -13.0%
2374 ZEVRA THERAPEUTICS INC 793.0 $7K +634.0 +398.7% $9.32
2375 RPD RAPID7 INC Technology 1,339.0 $7K +1K +1371.4% $5.51 +18.0%
2376 PNTG PENNANT GROUP INC Healthcare 241.0 $7K +193.0 +402.1% $30.48 +16.6%
2377 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 207.0 $7K +171.0 +475.0% $35.21 +18.5%
2378 PAGAYA TECHNOLOGIES LTD 625.0 $7K +499.0 +396.0% $11.65
2379 SENEA SENECA FOODS CORP NEW Consumer Defensive 48.0 $7K +38.0 +380.0% $151.12 -8.1%
2380 RITHM PPTY TR INC 535.0 $7K +12.0 +2.3% $13.40
Page 119 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%