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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 20 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IBDV ISHARES TR 622,604.0 $13.6M 0.02% +18K +2.9% $21.89 -0.9%
382 SPYM SPDR SERIES TRUST 176,593.0 $13.5M 0.02% +32K +21.8% $76.54 +13.6%
383 BUFR FIRST TR EXCHNG TRADED FD VI 399,356.0 $13.5M 0.02% +9K +2.2% $33.77 +6.9%
384 MPLX MPLX LP Energy 235,546.0 $13.4M 0.02% +46K +24.5% $57.07 -4.0%
385 SCHG SCHWAB STRATEGIC TR 460,404.0 $13.4M 0.02% +95K +25.9% $29.13 +17.4%
386 ELF E L F BEAUTY INC Consumer Defensive 219,848.0 $13.3M 0.02% +28K +14.6% $60.61 -6.9%
387 DEI DOUGLAS EMMETT INC Real Estate 1,409,747.0 $13.3M 0.02% +1.2M +552.3% $9.42 +24.0%
388 IBDW ISHARES TR 632,154.0 $13.2M 0.02% +11K +1.7% $20.93 -1.0%
389 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 99,328.0 $13.2M 0.02% +18K +22.6% $133.11 -11.7%
390 DXPE DXP ENTERPRISES INC Industrials 94,420.0 $13.2M 0.02% +11K +13.4% $139.73 +5.1%
391 IBDY ISHARES TR 508,731.0 $13.2M 0.02% +7K +1.4% $25.85 -1.1%
392 IBDX ISHARES TR 519,723.0 $13.1M 0.02% +7K +1.3% $25.27 -1.0%
393 CI THE CIGNA GROUP Healthcare 49,086.0 $13.1M 0.02% +2K +3.3% $266.76 +7.5%
394 CSW INDUSTRIALS INC 48,649.0 $12.7M 0.02% +1K +2.5% $260.58
395 OTIS OTIS WORLDWIDE CORP Industrials 164,291.0 $12.7M 0.02% +12K +8.0% $77.08 -7.9%
396 UFPT UFP TECHNOLOGIES INC Healthcare 65,381.0 $12.7M 0.02% +6K +9.5% $193.60 +10.5%
397 PVH PVH CORPORATION Consumer Cyclical 180,035.0 $12.6M 0.02% +179K +10000.0% $69.76 +13.9%
398 VRSN VERISIGN INC Technology 50,375.0 $12.5M 0.02% +4K +7.8% $248.36 +19.8%
399 USB US BANCORP Financial Services 239,933.0 $12.5M 0.02% +12K +5.4% $52.01 +2.1%
400 SN SHARKNINJA INC Consumer Cyclical 116,932.0 $12.4M 0.02% +115K +6193.4% $105.90 -0.3%
Page 20 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%