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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 24 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 48,105.0 $9.5M 0.02% +3K +7.2% $197.50 +22.6%
462 REMX VANECK ETF TRUST 107,174.0 $9.4M 0.02% +62K +139.0% $88.00 +5.2%
463 BSV VANGUARD BD INDEX FDS 120,022.0 $9.4M 0.02% +25K +25.8% $78.41 -0.9%
464 VTWG VANGUARD SCOTTSDALE FDS 40,806.0 $9.3M 0.02% +368.0 +0.9% $229.04 +12.6%
465 IEUR ISHARES TR 132,804.0 $9.3M 0.02% +34K +34.6% $70.27 +5.0%
466 EMB ISHARES TR 98,343.0 $9.2M 0.02% +9K +10.1% $93.93 +0.3%
467 CGCP CAPITAL GRP FIXED INCM ETF T 412,691.0 $9.2M 0.02% +21K +5.4% $22.34 -1.1%
468 HCA HCA HEALTHCARE INC Healthcare 19,433.0 $9.2M 0.02% +476.0 +2.5% $473.26 -10.7%
469 IVLU ISHARES TR 231,380.0 $9.2M 0.02% +25K +12.2% $39.68 +5.7%
470 VAW VANGUARD WORLD FD 40,621.0 $9.2M 0.02% +643.0 +1.6% $225.34 -1.8%
471 APPF APPFOLIO INC Technology 57,359.0 $9.1M 0.02% +5K +9.4% $157.82 +1.3%
472 HOOD ROBINHOOD MKTS INC Financial Services 130,135.0 $9.0M 0.02% +39K +42.6% $69.30 +11.3%
473 OKLO OKLO INC Utilities 181,789.0 $9.0M 0.02% +11K +6.2% $49.59 +18.1%
474 XPLR INFRASTRUCTURE LP 848,764.0 $9.0M 0.02% +649K +324.8% $10.62
475 SGOL ETFS GOLD TR Financial Services 200,999.0 $9.0M 0.02% +24K +13.4% $44.62 -4.3%
476 FSLR FIRST SOLAR INC Energy 45,248.0 $8.9M 0.02% +4K +8.4% $197.26 +18.4%
477 GSEW GOLDMAN SACHS ETF TR 104,931.0 $8.9M 0.02% +5K +4.7% $84.66 +6.1%
478 MSTR STRATEGY INC Technology 70,884.0 $8.8M 0.02% +16K +28.6% $124.80 +33.5%
479 PEGA PEGASYSTEMS INC Technology 206,772.0 $8.8M 0.02% +5K +2.2% $42.56 -19.8%
480 FAST FASTENAL CO Industrials 189,649.0 $8.8M 0.02% +2K +1.0% $46.40 -5.2%
Page 24 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%