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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 131 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 TXNM ENERGY INC 2,161.0 $127K NEW $58.91
2602 EDIV SPDR INDEX SHS FDS 3,250.0 $127K NEW $39.15 +6.2%
2603 AMERICAN COASTAL INS CORP 10,000.0 $126K NEW $12.63
2604 AVNT AVIENT CORPORATION Basic Materials 4,019.0 $126K NEW $31.24 +18.0%
2605 SSRM SSR MINING IN Basic Materials 5,725.0 $125K NEW $21.92 +44.9%
2606 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 16,974.0 $125K NEW $7.39 -1.2%
2607 AFG AMERICAN FINL GROUP INC OHIO Financial Services 916.0 $125K NEW $136.79 -2.5%
2608 IVES WEDBUSH SER TR 3,955.0 $125K NEW $31.62 +18.2%
2609 AVIG AMERICAN CENTY ETF TR 2,975.0 $125K NEW $41.92 -1.7%
2610 WING WINGSTOP INC Consumer Cyclical 521.0 $124K NEW $238.67 -31.8%
2611 HL HECLA MNG CO Basic Materials 6,467.0 $124K NEW $19.19 -16.3%
2612 RLY SSGA ACTIVE ETF TR 3,942.0 $124K NEW $31.46 +12.9%
2613 HCI HCI GROUP INC Financial Services 646.0 $124K NEW $191.69 -14.2%
2614 DFIS DIMENSIONAL ETF TRUST 3,757.0 $124K NEW $32.94 +10.0%
2615 FNDB SCHWAB STRATEGIC TR 4,650.0 $124K NEW $26.57 +13.7%
2616 VRNS VARONIS SYS INC Technology 3,761.0 $123K NEW $32.80 +3.2%
2617 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 7,577.0 $123K NEW $16.24 +3.3%
2618 COLD AMERICOLD REALTY TRUST INC Real Estate 9,551.0 $123K NEW $12.86 +10.0%
2619 ESI ELEMENT SOLUTIONS INC Basic Materials 4,902.0 $123K NEW $24.99 +81.0%
2620 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 10,273.0 $122K NEW $11.87 -2.8%
Page 131 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%