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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 158 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 GIGB GOLDMAN SACHS ETF TR 938.0 $43K NEW $46.25 -1.4%
3142 LZB LA Z BOY INC Consumer Cyclical 1,160.0 $43K NEW $37.30 -1.4%
3143 FTRE FORTREA HLDGS INC Healthcare 2,489.0 $43K NEW $17.25 -23.8%
3144 ALG ALAMO GROUP INC Industrials 253.0 $42K NEW $167.87 -10.7%
3145 CNMD CONMED CORP Healthcare 1,043.0 $42K NEW $40.64 -8.9%
3146 SMAY FIRST TR EXCHNG TRADED FD VI 1,632.0 $42K NEW $25.97 +5.7%
3147 MNDY MONDAY COM LTD Technology 287.0 $42K NEW $147.56 -48.3%
3148 MCH MATTHEWS ASIA FDS 1,500.0 $42K NEW $28.21 +1.8%
3149 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 3,550.0 $42K NEW $11.90 +1.3%
3150 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 846.0 $42K NEW $49.70 -2.0%
3151 DAYFORCE INC 603.0 $42K NEW $69.16
3152 FLMI FRANKLIN TEMPLETON ETF TR 1,675.0 $42K NEW $24.87 -0.4%
3153 LKFN LAKELAND FINL CORP Financial Services 729.0 $42K NEW $57.12 +5.4%
3154 KOCT INNOVATOR ETFS TRUST 1,230.0 $41K NEW $33.67 +7.9%
3155 LIBERTY GLOBAL LTD 3,707.0 $41K NEW $11.14
3156 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 1,794.0 $41K NEW $22.92 -5.2%
3157 EWM ISHARES INC 1,500.0 $41K NEW $27.36 +7.1%
3158 MDU MDU RES GROUP INC Industrials 2,101.0 $41K NEW $19.52 +11.8%
3159 CE CELANESE CORP DEL Basic Materials 963.0 $41K NEW $42.30 +25.1%
3160 CYTK CYTOKINETICS INC Healthcare 641.0 $41K NEW $63.54 +22.9%
Page 158 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%