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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 149 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 MIDCAP FINANCIAL INVSTMNT CO 5,480.0 $63K NEW $11.44
2962 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 4,153.0 $63K NEW $15.08 -24.8%
2963 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 1,085.0 $63K NEW $57.69 +28.1%
2964 PRDO PERDOCEO ED CORP Consumer Defensive 2,132.0 $63K NEW $29.33 +15.3%
2965 BFLY BUTTERFLY NETWORK INC Healthcare 16,456.0 $63K NEW $3.80 +17.9%
2966 TSMY TIDAL TRUST II 4,000.0 $62K NEW $15.54 +5.9%
2967 IPAR INTERPARFUMS INC Consumer Defensive 732.0 $62K NEW $84.91 +7.4%
2968 CLEARWAY ENERGY INC 1,975.0 $62K NEW $31.43
2969 AVK ADVENT CONV & INCOME FD Financial Services 4,927.0 $62K NEW $12.54 +0.8%
2970 NOG NORTHERN OIL & GAS INC Energy 2,876.0 $62K NEW $21.48 +10.0%
2971 FIBK FIRST INTST BANCSYSTEM INC Financial Services 1,781.0 $62K NEW $34.62 +1.7%
2972 INOD INNODATA INC Technology 1,210.0 $62K NEW $50.95 +93.4%
2973 NBXG NEUBERGER NEXT GENERATION Financial Services 4,266.0 $62K NEW $14.44 +7.2%
2974 SCHC SCHWAB STRATEGIC TR 1,347.0 $61K NEW $45.55 +10.3%
2975 WDS WOODSIDE ENERGY GROUP LTD Energy 3,930.0 $61K NEW $15.59 +45.9%
2976 INDB INDEPENDENT BK CORP MASS Financial Services 836.0 $61K NEW $73.10 +7.6%
2977 EAT BRINKER INTL INC Consumer Cyclical 425.0 $61K NEW $143.52 -4.8%
2978 VSEC VSE CORP Industrials 352.0 $61K NEW $172.95 -1.4%
2979 MPT MEDICAL PPTYS TRUST INC Financial Services 12,170.0 $61K NEW $5.00 +3.2%
2980 CPK CHESAPEAKE UTILS CORP Utilities 487.0 $61K NEW $124.94 +1.7%
Page 149 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%