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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 150 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 IDNA ISHARES TR 2,322.0 $61K NEW $26.19 +12.4%
2982 DIOD DIODES INC Technology 1,232.0 $61K NEW $49.34 +102.0%
2983 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 1,122.0 $61K NEW $54.17 -3.2%
2984 PATHWARD FINANCIAL INC 853.0 $61K NEW $71.00
2985 EPR EPR PPTYS Real Estate 1,206.0 $60K NEW $49.90 +17.5%
2986 IVOL KRANESHARES TRUST 3,139.0 $60K NEW $19.16 -6.6%
2987 GSBC GREAT SOUTHN BANCORP INC Financial Services 975.0 $60K NEW $61.56 +15.2%
2988 ESPO VANECK ETF TRUST 578.0 $60K NEW $103.73 -14.1%
2989 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 1,521.0 $60K NEW $39.32 -23.8%
2990 FLUTTER ENTMT PLC 277.0 $60K NEW $215.36
2991 GWX SPDR INDEX SHS FDS 1,454.0 $59K NEW $40.87 +13.0%
2992 CWT CALIFORNIA WTR SVC GROUP Utilities 1,370.0 $59K NEW $43.34 +1.4%
2993 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 2,951.0 $59K NEW $20.08 -40.9%
2994 EPAC ENERPAC TOOL GROUP CORP Industrials 1,545.0 $59K NEW $38.26 -9.8%
2995 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 2,478.0 $59K NEW $23.66 +7.5%
2996 DNOW DNOW INC Energy 4,419.0 $59K NEW $13.25 -1.4%
2997 MWA MUELLER WTR PRODS INC Industrials 2,455.0 $58K NEW $23.82 +6.3%
2998 BJUN INNOVATOR ETFS TRUST 1,250.0 $58K NEW $46.74 +4.5%
2999 BCC BOISE CASCADE CO DEL Basic Materials 792.0 $58K NEW $73.61 -8.8%
3000 SNN SMITH & NEPHEW PLC Healthcare 1,773.0 $58K NEW $32.83 -7.0%
Page 150 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%