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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 144 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 OBNK ORIGIN BANCORP INC Financial Services 2,016.0 $76K NEW $37.63 -24.0%
2862 IAC IAC INC Technology 1,937.0 $76K NEW $39.10 +7.5%
2863 LIBERTY LIVE HOLDINGS INC 909.0 $76K NEW $83.16
2864 BLCN SIREN ETF TR 3,155.0 $76K NEW $23.96 +2.5%
2865 FRPT FRESHPET INC Consumer Defensive 1,232.0 $75K NEW $60.93 -15.3%
2866 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 321.0 $75K NEW $232.53 -19.3%
2867 NAT NORDIC AMERICAN TANKERS LIMI Industrials 21,693.0 $75K NEW $3.44 +57.0%
2868 DJCO DAILY JOURNAL CORP Technology 153.0 $75K NEW $487.32 -2.9%
2869 BMRC BANK MARIN BANCORP Financial Services 2,860.0 $74K NEW $26.01 +0.1%
2870 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,607.0 $74K NEW $46.19 +1.4%
2871 USAR USA RARE EARTH INC Basic Materials 6,223.0 $74K NEW $11.90 +112.6%
2872 RFI COHEN & STEERS TOTAL RETURN Financial Services 6,700.0 $74K NEW $11.05 +2.0%
2873 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 908.0 $74K NEW $81.50 +17.7%
2874 SPGM SPDR INDEX SHS FDS 963.0 $74K NEW $76.76 +10.8%
2875 SNSR GLOBAL X FDS 1,997.0 $74K NEW $36.96 +36.3%
2876 OII OCEANEERING INTL INC Energy 3,069.0 $74K NEW $24.03 +61.3%
2877 KZIA KAZIA THERAPEUTICS LTD Healthcare 10,700.0 $74K NEW $6.89 +98.3%
2878 BC BRUNSWICK CORP Consumer Cyclical 990.0 $74K NEW $74.36 +8.9%
2879 ISCV ISHARES TR 1,073.0 $74K NEW $68.54 +8.9%
2880 AGZ ISHARES TR 666.0 $73K NEW $110.27 -1.2%
Page 144 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%