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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 89 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 KTB KONTOOR BRANDS INC Consumer Cyclical 1,209.0 $85K +163.0 +15.6% $70.29 -1.3%
1762 SEB SEABOARD CORP DEL Industrials 15.0 $85K +12.0 +400.0% $5654.00 -11.7%
1763 SLAB SILICON LABORATORIES INC Technology 406.0 $85K +162.0 +66.4% $208.15 +4.2%
1764 LKFN LAKELAND FINL CORP Financial Services 1,465.0 $84K +736.0 +101.0% $57.38 +4.9%
1765 SNSR GLOBAL X FDS 2,251.0 $84K +254.0 +12.7% $37.28 +31.5%
1766 KEP KOREA ELEC PWR CORP Utilities 5,866.0 $84K +4K +159.1% $14.25 -7.2%
1767 TEMA ETF TRUST 2,440.0 $84K +213.0 +9.6% $34.24
1768 ZD ZIFF DAVIS INC Communication Services 1,989.0 $83K +999.0 +100.9% $41.96 +0.9%
1769 RRR RED ROCK RESORTS INC Consumer Cyclical 1,562.0 $83K +1K +208.7% $53.38 -1.7%
1770 MPT MEDICAL PROPERTIES TRUST INC Financial Services 17,911.0 $83K +6K +47.2% $4.63 +11.4%
1771 UMAC UNUSUAL MACHS INC Financial Services 6,681.0 $83K +512.0 +8.3% $12.40 +15.9%
1772 GPOR GULFPORT ENERGY CORP Energy 391.0 $83K +83.0 +26.9% $211.57 -15.4%
1773 IBCA ISHARES TR 3,224.0 $83K +24.0 +0.8% $25.65 -0.9%
1774 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,318.0 $83K +761.0 +136.6% $62.70 +20.5%
1775 NRIX NURIX THERAPEUTICS INC Healthcare 5,318.0 $82K +4K +397.9% $15.50 +13.1%
1776 KE KIMBALL ELECTRONICS INC Industrials 3,479.0 $82K +3K +397.0% $23.69 +2.2%
1777 IMVT IMMUNOVANT INC Healthcare 3,316.0 $82K +3K +395.7% $24.84 +37.4%
1778 YOU CLEAR SECURE INC Technology 1,685.0 $82K +577.0 +52.1% $48.42 +28.1%
1779 LEA LEAR CORP Consumer Cyclical 671.0 $81K +95.0 +16.5% $121.24 +14.2%
1780 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 3,461.0 $81K +3K +1354.2% $23.50 +9.7%
Page 89 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%