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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 90 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 OIS OIL STS INTL INC Energy 6,969.0 $81K +6K +397.8% $11.64 -23.7%
1782 GKOS GLAUKOS CORP Healthcare 753.0 $81K +552.0 +274.6% $107.66 +29.1%
1783 CRK COMSTOCK RES INC Energy 3,830.0 $81K +345.0 +9.9% $21.08 -33.1%
1784 UHAL U HAUL HOLDING COMPANY Industrials 1,689.0 $81K +2K +9835.3% $47.78 +5.2%
1785 CZNC CITIZENS & NORTHN CORP Financial Services 3,606.0 $81K +76.0 +2.1% $22.34 -5.1%
1786 LDUR PIMCO ETF TR 839.0 $80K +461.0 +122.0% $95.93 -0.5%
1787 FSLY FASTLY INC Technology 2,761.0 $80K +2K +466.9% $29.06 -43.6%
1788 HUT 8 CORP 1,703.0 $80K +1K +389.4% $46.91
1789 FXY INVESCO CURRENCYSHARES Financial Services 1,370.0 $79K +420.0 +44.2% $57.88 -0.2%
1790 IPAR INTERPARFUMS INC Consumer Defensive 869.0 $79K +137.0 +18.7% $90.90 +0.3%
1791 EPAC ENERPAC TOOL GROUP CORP Industrials 2,157.0 $79K +612.0 +39.6% $36.49 -6.3%
1792 FIP FTAI INFRASTRUCTURE INC Industrials 15,905.0 $79K +5K +45.9% $4.94 -8.5%
1793 ADEA ADEIA INC Technology 3,260.0 $78K +280.0 +9.4% $24.03 +9.7%
1794 LYTS LSI INDS INC OHIO Technology 4,205.0 $78K +2K +145.3% $18.60 +21.5%
1795 BC BRUNSWICK CORP Consumer Cyclical 1,072.0 $78K +82.0 +8.3% $72.84 +8.1%
1796 AQST AQUESTIVE THERAPEUTICS INC Healthcare 18,804.0 $78K +2K +9.3% $4.15 +1.9%
1797 BKD BROOKDALE SR LIVING INC Healthcare 5,703.0 $78K +3K +97.1% $13.68 -2.2%
1798 ACHR ARCHER AVIATION INC Industrials 15,024.0 $78K +3K +22.6% $5.17 +18.4%
1799 SNDR SCHNEIDER NATIONAL INC Industrials 2,936.0 $77K +1K +69.4% $26.36 +27.5%
1800 EXK ENDEAVOUR SILVER CORP Basic Materials 8,300.0 $77K +5K +151.5% $9.31 +0.2%
Page 90 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%