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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 15 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JIRE J P MORGAN EXCHANGE TRADED F 295,695.0 $22.4M 0.04% +3K +1.1% $75.74 +5.0%
282 REGN REGENERON PHARMACEUTICALS Healthcare 28,520.0 $22.0M 0.04% +1K +5.4% $772.66 -9.6%
283 DXJ WISDOMTREE TR 138,494.0 $22.0M 0.04% +5K +3.8% $158.58 +7.2%
284 VYM VANGUARD WHITEHALL FDS 145,206.0 $21.5M 0.04% +3K +2.4% $148.10 +5.8%
285 AKAM AKAMAI TECHNOLOGIES INC Technology 185,506.0 $21.3M 0.04% +144K +344.5% $114.85 +31.3%
286 FRT FEDERAL RLTY INVT TR NEW Real Estate 199,591.0 $21.2M 0.04% +11K +5.7% $106.21 +6.5%
287 HEDJ WISDOMTREE TR 405,196.0 $21.2M 0.04% +2K +0.5% $52.30 +5.6%
288 FJAN FIRST TR EXCHNG TRADED FD VI 419,603.0 $21.2M 0.04% +256K +156.8% $50.41 +8.1%
289 ALLW SSGA ACTIVE TR 729,311.0 $21.0M 0.04% +554K +315.9% $28.85 +3.1%
290 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 372,197.0 $21.0M 0.04% +11K +2.9% $56.49 -12.1%
291 VFLO VICTORY PORTFOLIOS II 528,153.0 $20.9M 0.04% +77K +17.1% $39.48 +8.3%
292 IDCC INTERDIGITAL INC Technology 69,035.0 $20.8M 0.04% +23K +49.0% $302.00 -13.8%
293 UPS UNITED PARCEL SVCS INC Industrials 211,400.0 $20.8M 0.04% +6K +2.7% $98.38 +0.6%
294 INTC INTEL CORP Technology 470,902.0 $20.8M 0.04% +7K +1.5% $44.13 +146.5%
295 SNX TD SYNNEX CORPORATION Technology 122,977.0 $20.7M 0.04% +42K +51.4% $168.71 +36.5%
296 CWST CASELLA WASTE SYS INC Industrials 255,656.0 $20.3M 0.04% +67K +35.8% $79.34 +7.4%
297 SPSB SPDR SERIES TRUST 668,001.0 $20.1M 0.04% +62K +10.3% $30.07 -0.4%
298 VTWO VANGUARD SCOTTSDALE FDS 199,774.0 $20.0M 0.04% +19K +10.7% $100.17 +11.3%
299 RH RH Consumer Cyclical 142,517.0 $19.9M 0.04% +9K +6.6% $139.82 -11.9%
300 MGA MAGNA INTL INC Consumer Cyclical 355,814.0 $19.9M 0.04% +7K +2.0% $55.81 +8.2%
Page 15 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%