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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 146 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 WLK WESTLAKE CORPORATION Basic Materials 955.0 $71K NEW $73.96 +19.7%
2902 GREAT ELM CAP CORP 10,000.0 $70K NEW $7.04
2903 HAE HAEMONETICS CORP MASS Healthcare 878.0 $70K NEW $80.15 -22.7%
2904 VECO VEECO INSTRS INC DEL Technology 2,461.0 $70K NEW $28.58 +98.2%
2905 CMU MFS HIGH YIELD MUN TR Financial Services 20,000.0 $70K NEW $3.51 -5.3%
2906 NTSK NETSKOPE INC Technology 4,000.0 $70K NEW $17.54 -34.0%
2907 COCO VITA COCO CO INC Consumer Defensive 1,319.0 $70K NEW $53.01 +48.7%
2908 WK WORKIVA INC Technology 810.0 $70K NEW $86.25 -43.7%
2909 ASTRANA HEALTH INC 2,808.0 $70K NEW $24.81
2910 TS TENARIS S A Energy 1,802.0 $69K NEW $38.46 +57.8%
2911 IMCG ISHARES TR 867.0 $69K NEW $79.86 +13.3%
2912 KRG KITE RLTY GROUP TR Real Estate 2,884.0 $69K NEW $23.97 +12.1%
2913 SLG SL GREEN RLTY CORP Real Estate 1,506.0 $69K NEW $45.89 -9.7%
2914 MIDDLEFIELD BANC CORP 2,000.0 $69K NEW $34.54
2915 CVY INVESCO EXCHANGE TRADED FD T 2,576.0 $69K NEW $26.82 +7.2%
2916 PARR PAR PAC HOLDINGS INC Energy 1,962.0 $69K NEW $35.14 +64.5%
2917 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,461.0 $69K NEW $47.06 +6.5%
2918 VVV VALVOLINE INC Energy 2,363.0 $69K NEW $29.07 +14.5%
2919 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 1,320.0 $69K NEW $51.94 -6.8%
2920 FLGB FRANKLIN TEMPLETON ETF TR 2,031.0 $69K NEW $33.75 +7.0%
Page 146 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%