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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 155 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 IGI WESTERN ASSET INVT GRADE OPP Financial Services 2,979.0 $49K NEW $16.50 -3.5%
3082 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 2,364.0 $49K NEW $20.75 +16.3%
3083 CNS COHEN & STEERS INC Financial Services 779.0 $49K NEW $62.83 +14.8%
3084 FYC FIRST TR EXCHANGE-TRADED ALP 508.0 $49K NEW $96.12 +18.2%
3085 MGTX MEIRAGTX HLDGS PLC Healthcare 6,130.0 $49K NEW $7.95 +19.4%
3086 MG MISTRAS GROUP INC Industrials 3,830.0 $48K NEW $12.65 +36.0%
3087 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 1,654.0 $48K NEW $29.19 +18.4%
3088 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 651.0 $48K NEW $74.03 +15.9%
3089 NNY NUVEEN N Y MUN VALUE FD Financial Services 5,623.0 $48K NEW $8.56 -2.2%
3090 IEZ ISHARES TR 2,300.0 $48K NEW $20.87 +52.8%
3091 ERH ALLSPRING UTILITIES AND HIGH Financial Services 4,052.0 $48K NEW $11.82 -0.0%
3092 BLCO BAUSCH PLUS LOMB CORP Healthcare 2,799.0 $48K NEW $17.08 -5.4%
3093 MRCY MERCURY SYS INC Industrials 653.0 $48K NEW $73.01 +32.0%
3094 RVMD REVOLUTION MEDICINES INC Healthcare 598.0 $48K NEW $79.65 +88.7%
3095 OTTR OTTER TAIL CORP Utilities 588.0 $48K NEW $80.89 +7.1%
3096 HOOY TIDAL TRUST II 1,000.0 $47K NEW $47.43 -42.8%
3097 NMIH NMI HLDGS INC Financial Services 1,160.0 $47K NEW $40.79 -7.4%
3098 IMCR IMMUNOCORE HLDGS PLC Healthcare 1,359.0 $47K NEW $34.71 -13.6%
3099 EDIT EDITAS MEDICINE INC Healthcare 22,962.0 $47K NEW $2.05 +30.2%
3100 FSV FIRSTSERVICE CORP NEW Real Estate 302.0 $47K NEW $155.75 -14.5%
Page 155 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%