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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 12 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 INTU INTUIT Technology 73,639.0 $31.8M 0.06% +32K +77.0% $432.39 -6.8%
222 ATR APTARGROUP INC Healthcare 252,285.0 $31.8M 0.06% +126K +99.1% $126.02 -7.6%
223 VCR VANGUARD WORLD FD 87,975.0 $31.6M 0.06% +4K +5.2% $359.03 +7.1%
224 NOC NORTHROP GRUMMAN CORP Industrials 45,917.0 $31.3M 0.06% +8K +20.6% $682.25 -20.0%
225 AMERICA MOVIL SAB DE CV 1,226,752.0 $31.3M 0.06% +76K +6.6% $25.48
226 MBB ISHARES TR 323,110.0 $30.7M 0.05% +7K +2.2% $94.95 -1.5%
227 DYNF BLACKROCK ETF TRUST 520,241.0 $30.3M 0.05% +123K +31.1% $58.18 +13.2%
228 CALF PACER FDS TR 668,883.0 $30.0M 0.05% +59K +9.6% $44.87 +5.6%
229 ZTS ZOETIS INC Healthcare 253,206.0 $29.9M 0.05% +42K +20.1% $118.21 -35.3%
230 PVAL PUTNAM ETF TRUST 642,679.0 $29.8M 0.05% +91K +16.5% $46.40 +7.1%
231 IJJ ISHARES TR 224,193.0 $29.7M 0.05% +6K +2.7% $132.50 +4.8%
232 IUSG ISHARES TR 190,527.0 $29.6M 0.05% +15K +8.6% $155.11 +19.3%
233 SYK STRYKER CORPORATION Healthcare 88,734.0 $29.2M 0.05% +3K +3.7% $328.60 -5.5%
234 ARES ARES MANAGEMENT CORPORATION Financial Services 265,940.0 $29.0M 0.05% +58K +28.1% $109.10 +12.8%
235 BGIG ETF SER SOLUTIONS 863,602.0 $28.7M 0.05% +762K +752.9% $33.26 +5.4%
236 CVS CVS HEALTH CORP Healthcare 397,730.0 $28.6M 0.05% +97K +32.2% $71.82 +33.2%
237 IJK ISHARES TR 280,395.0 $28.2M 0.05% +19K +7.1% $100.62 +9.0%
238 DFIV DIMENSIONAL ETF TRUST 532,513.0 $28.1M 0.05% +6K +1.1% $52.78 +4.7%
239 VGLT VANGUARD SCOTTSDALE FDS 505,605.0 $28.0M 0.05% +33K +6.9% $55.36 -3.3%
240 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 345,681.0 $28.0M 0.05% +6K +1.8% $80.95 -5.7%
Page 12 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%