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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 87 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 AXGN AXOGEN INC Healthcare 2,922.0 $97K +578.0 +24.7% $33.13 +24.7%
1722 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 2,083.0 $97K +961.0 +85.7% $46.36 +2.9%
1723 MBX MBX BIOSCIENCES INC Healthcare 3,224.0 $96K +224.0 +7.5% $29.85 +6.5%
1724 BETTER HOME & FINANCE HOLDIN 2,700.0 $96K +2K +281.4% $35.62
1725 OLN OLIN CORP Basic Materials 3,227.0 $96K +2K +162.1% $29.74 -12.5%
1726 MWA MUELLER WTR PRODS INC Industrials 3,465.0 $95K +1K +41.1% $27.49 -8.6%
1727 CURB CURBLINE PPTYS CORP Real Estate 3,691.0 $95K +3K +213.9% $25.80 +11.2%
1728 RHI ROBERT HALF INC. Industrials 3,734.0 $95K +2K +86.2% $25.40 +3.3%
1729 BMRC BANK OF MARIN BANCORP Financial Services 3,688.0 $95K +828.0 +28.9% $25.63 +2.4%
1730 KZIA KAZIA THERAPEUTICS LTD Healthcare 12,700.0 $94K +2K +18.7% $7.44 +77.0%
1731 CENTRAIS ELET BRAS SA 8,325.0 $94K +8K +10000.0% $11.28
1732 TFII TRANSFORCE INC Industrials 864.0 $94K +707.0 +450.3% $108.63 +35.2%
1733 TKC TURKCELL ILETISIM Communication Services 15,532.0 $94K +15K +10000.0% $6.03 -0.3%
1734 IZRL ARK ETF TR 3,468.0 $93K +250.0 +7.8% $26.92 +14.0%
1735 MCB METROPOLITAN BK HLDG CORP Financial Services 1,119.0 $93K +895.0 +399.6% $83.29 +9.6%
1736 CIFR CIPHER DIGITAL INC Financial Services 7,214.0 $93K +6K +375.5% $12.87 +67.2%
1737 TECB ISHARES TR 1,662.0 $92K +35.0 +2.1% $55.48 +25.4%
1738 PKE PARK AEROSPACE CORP Industrials 3,358.0 $92K +3K +399.7% $27.38 +23.7%
1739 MARA MARA HOLDINGS INC Financial Services 11,265.0 $92K +4K +53.9% $8.16 +66.1%
1740 BGR BLACKROCK ENERGY & RES TR Financial Services 5,307.0 $92K +29.0 +0.6% $17.31 -5.2%
Page 87 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%