BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 85 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 2,078.0 $110K +22.0 +1.1% $52.76 +11.1%
1682 LRGF ISHARES TR 1,654.0 $109K +1K +224.9% $66.03 +12.9%
1683 KRG KITE REALTY GROUP TRUST Real Estate 4,443.0 $109K +2K +54.1% $24.55 +9.4%
1684 GSL GLOBAL SHIP LEASE INC Industrials 2,915.0 $109K +105.0 +3.7% $37.24 +9.9%
1685 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 6,160.0 $109K +2K +43.2% $17.62 +4.3%
1686 ICUI ICU MED INC Healthcare 833.0 $108K +10.0 +1.2% $129.15 +1.7%
1687 AMRIZE LTD 1,916.0 $107K +2K +1185.9% $56.02
1688 MUR MURPHY OIL CORP Energy 2,594.0 $107K +1K +105.5% $41.26 -8.5%
1689 GPCR STRUCTURE THERAPEUTICS INC Healthcare 2,220.0 $107K +1K +203.7% $48.20 -19.5%
1690 AHR AMERICAN HEALTHCARE REIT INC Real Estate 2,242.0 $106K +781.0 +53.5% $47.16 +6.3%
1691 PECO PHILLIPS EDISON & CO INC Real Estate 2,815.0 $105K +460.0 +19.5% $37.42 +8.3%
1692 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 44,562.0 $105K +4K +8.9% $2.36 +5.9%
1693 FRST PRIMIS FINANCIAL CORP Financial Services 7,913.0 $105K +5K +185.6% $13.28 +8.2%
1694 RDN RADIAN GROUP INC Financial Services 3,175.0 $105K +1K +57.6% $33.10 +13.6%
1695 PBDC PUTNAM ETF TRUST 3,790.0 $105K +3K +871.8% $27.59 -1.9%
1696 BCH BANCO DE CHILE Financial Services 2,821.0 $104K +3K +5657.1% $37.04 +1.9%
1697 CAR AVIS BUDGET GROUP INC Industrials 709.0 $103K +537.0 +312.2% $145.94 +8.1%
1698 NPK INTERNATIONAL INC 7,114.0 $103K +6K +398.2% $14.49
1699 BCO BRINKS CO Industrials 993.0 $103K +43.0 +4.5% $103.67 +1.1%
1700 HMOP HARTFORD FDS EXCHANGE TRADED 2,645.0 $102K +24.0 +0.9% $38.75 +0.3%
Page 85 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%