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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 16 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IJT ISHARES TR 134,479.0 $19.5M 0.04% +3K +2.1% $144.71 +9.6%
302 FFEB FIRST TR EXCHNG TRADED FD VI 345,258.0 $19.3M 0.03% +194K +128.7% $55.85 +7.9%
303 FBNC FIRST BANCORP N C Financial Services 340,723.0 $19.3M 0.03% +16K +5.0% $56.57 +3.4%
304 SCHD SCHWAB STRATEGIC TR 620,673.0 $19.0M 0.03% +97K +18.5% $30.68 +3.9%
305 TMUS T-MOBILE US INC Communication Services 90,595.0 $19.0M 0.03% +36K +65.8% $210.03 -9.7%
306 KNG FIRST TR EXCHANGE-TRADED FD 389,401.0 $19.0M 0.03% +8K +2.0% $48.71 -0.5%
307 TTEK TETRA TECH INC NEW Industrials 626,533.0 $18.9M 0.03% +71K +12.8% $30.12 -9.9%
308 PDP INVESCO EXCHANGE TRADED FD T 156,185.0 $18.9M 0.03% +5K +3.2% $120.74 +13.3%
309 EXPE EXPEDIA GROUP INC Consumer Cyclical 79,925.0 $18.5M 0.03% +64K +407.0% $230.89 -6.5%
310 TDVG T ROWE PRICE ETF INC 410,464.0 $18.3M 0.03% +11K +2.8% $44.63 +6.0%
311 PI IMPINJ INC Technology 177,799.0 $18.3M 0.03% +86K +94.0% $102.70 +34.2%
312 HII HUNTINGTON INGALLS INDS INC Industrials 48,007.0 $18.2M 0.03% +39K +420.7% $379.91 -13.1%
313 NVS NOVARTIS AG Healthcare 118,307.0 $18.1M 0.03% +10K +9.3% $152.75 -2.1%
314 SOFI SOFI TECHNOLOGIES INC Financial Services 1,136,506.0 $18.0M 0.03% +120K +11.8% $15.88 -2.2%
315 LMB LIMBACH HLDGS INC Industrials 230,625.0 $18.0M 0.03% +25K +12.2% $78.05 -4.2%
316 TLH ISHARES TR 176,965.0 $17.8M 0.03% +13K +8.0% $100.72 -2.9%
317 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 33,849.0 $17.7M 0.03% +14K +72.2% $523.47 -2.5%
318 OHI OMEGA HEALTHCARE INVS INC Real Estate 403,704.0 $17.7M 0.03% +3K +0.8% $43.82 +9.5%
319 CCJ CAMECO CORP Energy 162,787.0 $17.7M 0.03% +8K +5.1% $108.61 -4.0%
320 PULS PGIM ETF TR 356,427.0 $17.6M 0.03% +20K +5.9% $49.50 +0.3%
Page 16 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%