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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 160 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3181 MUR MURPHY OIL CORP Energy 1,262.0 $39K NEW $31.25 +20.9%
3182 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 313.0 $39K NEW $125.87 -39.2%
3183 LBRDA LIBERTY BROADBAND CORP Communication Services 815.0 $39K NEW $48.28 -27.9%
3184 NMR NOMURA HLDGS INC Financial Services 4,688.0 $39K NEW $8.39 -2.0%
3185 YMM FULL TRUCK ALLIANCE CO LTD Technology 3,663.0 $39K NEW $10.73 -21.2%
3186 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 728.0 $39K NEW $53.95 -18.4%
3187 AVADEL PHARMACEUTICALS PLC 1,816.0 $39K NEW $21.55
3188 WOR WORTHINGTON ENTERPRISES INC Industrials 757.0 $39K NEW $51.57 +6.0%
3189 SANA SANA BIOTECHNOLOGY INC Healthcare 9,588.0 $39K NEW $4.07 -23.6%
3190 POWA INVESCO EXCH TRD SLF IDX FD 433.0 $39K NEW $90.03 -3.7%
3191 YOU CLEAR SECURE INC Technology 1,108.0 $39K NEW $35.08 +76.7%
3192 CRVL CORVEL CORP Financial Services 574.0 $39K NEW $67.67 -9.1%
3193 BILL BILL HOLDINGS INC Technology 712.0 $39K NEW $54.54 -33.2%
3194 VIAV VIAVI SOLUTIONS INC Technology 2,176.0 $39K NEW $17.82 +169.9%
3195 JOET VIRTUS ETF TR II 920.0 $39K NEW $42.00 +3.0%
3196 FRST PRIMIS FINANCIAL CORP Financial Services 2,771.0 $39K NEW $13.91 +3.3%
3197 ISHARES TR 1,941.0 $39K NEW $19.85
3198 PENN PENN ENTERTAINMENT INC Consumer Cyclical 2,611.0 $39K NEW $14.75 +13.2%
3199 KMPR KEMPER CORP Financial Services 946.0 $38K NEW $40.55 -26.8%
3200 CUZ COUSINS PPTYS INC Real Estate 1,482.0 $38K NEW $25.79 +2.4%
Page 160 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%