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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 122 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 CORN TEUCRIUM COMMODITY TR Financial Services 10,385.0 $184K NEW $17.73 -3.3%
2422 DNUT KRISPY KREME INC Consumer Defensive 45,782.0 $184K NEW $4.02 -6.0%
2423 PJAN INNOVATOR ETFS TRUST 3,893.0 $183K NEW $47.02 +4.8%
2424 NVDY TIDAL TRUST II 12,500.0 $183K NEW $14.61 -11.3%
2425 SMB VANECK ETF TRUST 10,465.0 $182K NEW $17.41 -0.4%
2426 VIOV VANGUARD ADMIRAL FDS INC 1,861.0 $182K NEW $97.76 +15.8%
2427 QCLN FIRST TR EXCHANGE-TRADED FD 4,064.0 $181K NEW $44.60 +36.8%
2428 BBY BEST BUY INC Consumer Cyclical 2,701.0 $181K NEW $66.95 +9.2%
2429 VIR VIR BIOTECHNOLOGY INC Healthcare 29,869.0 $180K NEW $6.03 +42.8%
2430 GFF GRIFFON CORP Industrials 2,442.0 $180K NEW $73.65 +20.6%
2431 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 11,930.0 $179K NEW $15.01 -7.5%
2432 PEBBLEBROOK HOTEL TR 9,261.0 $178K NEW $19.26
2433 EFT EATON VANCE FLTING RATE INC Financial Services 15,732.0 $178K NEW $11.29 -5.4%
2434 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 7,716.0 $177K NEW $23.00 +17.0%
2435 QAI NEW YORK LIFE INVESTMENTS ET 5,292.0 $177K NEW $33.52 +8.8%
2436 ANGX ANGEL STUDIOS INC Communication Services 37,977.0 $177K NEW $4.67 -32.8%
2437 POR PORTLAND GEN ELEC CO Utilities 3,682.0 $177K NEW $48.08 +3.6%
2438 BNTX BIONTECH SE Healthcare 1,856.0 $177K NEW $95.25 -3.2%
2439 LPX LOUISIANA PAC CORP Basic Materials 2,186.0 $177K NEW $80.77 -6.8%
2440 SFM SPROUTS FMRS MKT INC Consumer Defensive 2,213.0 $176K NEW $79.67 -0.0%
Page 122 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%