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Portfolio (Quarterly) Guide ↗

Rockefeller Capital Management L.P.

· CIK 0001739439
13F Portfolio $55.5B AUM Filed Mar 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4670 New
Page 120 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 CNX CNX RES CORP Energy 5,351.0 $197K NEW $36.77 -10.7%
2382 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 3,803.0 $196K NEW $51.64 -31.7%
2383 FFA FIRST TR ENHANCED EQUITY INC Financial Services 8,876.0 $195K NEW $22.02 +1.6%
2384 MGEE MGE ENERGY INC Utilities 2,490.0 $195K NEW $78.42 -3.4%
2385 IBHF ISHARES TR 8,453.0 $195K NEW $23.08 -1.9%
2386 SJM SMUCKER J M CO Consumer Defensive 1,991.0 $195K NEW $97.88 +15.4%
2387 PAUG INNOVATOR ETFS TRUST 4,505.0 $195K NEW $43.25 +5.0%
2388 KTF DWS MUN INCOME TR NEW Financial Services 21,409.0 $195K NEW $9.09 +1.3%
2389 GEN GEN DIGITAL INC Technology 7,151.0 $194K NEW $27.19 -12.0%
2390 XMTR XOMETRY INC Industrials 3,270.0 $194K NEW $59.47 +44.6%
2391 JETS ETF SER SOLUTIONS 6,910.0 $194K NEW $28.07 +7.8%
2392 YMAR FIRST TR EXCHNG TRADED FD VI 7,166.0 $194K NEW $27.02 +5.9%
2393 G GENPACT LIMITED Technology 4,132.0 $193K NEW $46.78 -35.2%
2394 TTAN SERVICETITAN INC Technology 1,811.0 $193K NEW $106.50 -41.4%
2395 VNT VONTIER CORPORATION Technology 5,184.0 $193K NEW $37.18 -19.9%
2396 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,693.0 $193K NEW $113.84 -22.9%
2397 PLYMOUTH INDL REIT INC 8,808.0 $193K NEW $21.88
2398 PSCT INVESCO EXCH TRADED FD TR II 3,401.0 $193K NEW $56.61 +49.1%
2399 GVA GRANITE CONSTR INC Industrials 1,666.0 $192K NEW $115.35 +24.3%
2400 QUS SPDR SERIES TRUST 1,102.0 $192K NEW $174.19 +5.5%
Page 120 of 234  ·  4,670 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 29.1%
Financial Services 22.3%
Communication Services 9.1%
Industrials 8.8%
Healthcare 8.7%
Consumer Cyclical 8.3%
Energy 4.2%
Consumer Defensive 3.7%
Utilities 2.5%
Real Estate 1.8%