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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 132 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 MTDR MATADOR RES CO Energy 2,869.0 $122K NEW $42.45 +20.6%
2622 PK PARK HOTELS & RESORTS INC Real Estate 11,636.0 $122K NEW $10.46 +40.4%
2623 STXV EA SERIES TRUST 3,618.0 $121K NEW $33.46 +14.0%
2624 RSPD INVESCO EXCHANGE TRADED FD T 2,118.0 $121K NEW $57.04 -0.7%
2625 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1,284.0 $121K NEW $93.96 +18.9%
2626 GNOV FIRST TR EXCHNG TRADED FD VI 3,030.0 $120K NEW $39.72 +5.2%
2627 PDT HANCOCK JOHN PREM DIVID FD Financial Services 9,464.0 $120K NEW $12.70 +1.4%
2628 ADC AGREE RLTY CORP Real Estate 1,666.0 $120K NEW $72.04 +3.7%
2629 LAUR LAUREATE EDUCATION INC Consumer Defensive 3,557.0 $120K NEW $33.67 +6.1%
2630 JXN JACKSON FINANCIAL INC Financial Services 1,118.0 $119K NEW $106.74 +2.8%
2631 BROWN FORMAN CORP 4,579.0 $119K NEW $26.06
2632 KAI KADANT INC Industrials 418.0 $119K NEW $285.17 +3.6%
2633 DVA DAVITA INC Healthcare 1,049.0 $119K NEW $113.62 +83.9%
2634 KEX KIRBY CORP Industrials 1,079.0 $119K NEW $110.18 +28.5%
2635 DBAW DBX ETF TR 2,880.0 $119K NEW $41.23 +16.7%
2636 VCTR VICTORY CAP HLDGS INC Financial Services 1,880.0 $119K NEW $63.12 +36.2%
2637 PROP PRAIRIE OPER CO Financial Services 69,812.0 $118K NEW $1.69 -62.1%
2638 RNP COHEN & STEERS REIT & PFD & Financial Services 5,938.0 $118K NEW $19.86 +3.2%
2639 PIPER SANDLER COMPANIES 346.0 $118K NEW $339.88
2640 MYRG MYR GROUP INC DEL Industrials 538.0 $118K NEW $218.50 +104.5%
Page 132 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%