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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 208 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4141 MFA MFA FINL INC Real Estate 427.0 $4K NEW $9.31 +1.7%
4142 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 15.0 $4K NEW $263.60 -5.6%
4143 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 1,000.0 $4K NEW $3.93 -2.8%
4144 INMB INMUNE BIO INC Healthcare 2,500.0 $4K NEW $1.56 -10.3%
4145 TR TOOTSIE ROLL INDS INC Consumer Defensive 106.0 $4K NEW $36.63 +8.6%
4146 CMPR CIMPRESS PLC Communication Services 58.0 $4K NEW $66.59 +46.8%
4147 RLAY RELAY THERAPEUTICS INC Healthcare 454.0 $4K NEW $8.46 +55.1%
4148 VET VERMILION ENERGY INC Energy 458.0 $4K NEW $8.34 +53.2%
4149 CYRX CRYOPORT INC Industrials 393.0 $4K NEW $9.60 +42.0%
4150 MCY MERCURY GENL CORP NEW Financial Services 40.0 $4K NEW $94.08 +8.9%
4151 LIVN LIVANOVA PLC Healthcare 61.0 $4K NEW $61.52 +19.5%
4152 OLMA OLEMA PHARMACEUTICALS INC Healthcare 150.0 $4K NEW $25.00 -45.4%
4153 SBLK STAR BULK CARRIERS CORP. Industrials 195.0 $4K NEW $19.22 +39.1%
4154 IFLN INVESCO EXCH TRADED FD TR II 200.0 $4K NEW $18.60 -3.1%
4155 SNAP INC 4,000.0 $4K NEW $0.93
4156 INGN INOGEN INC Healthcare 553.0 $4K NEW $6.72 -6.8%
4157 PGEN PRECIGEN INC Healthcare 888.0 $4K NEW $4.18 +2.4%
4158 CBL CBL & ASSOC PPTYS INC Real Estate 100.0 $4K NEW $37.00 +26.5%
4159 ACRS ACLARIS THERAPEUTICS INC Healthcare 1,226.0 $4K NEW $3.01 +46.7%
4160 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 953.0 $4K NEW $3.83 +27.8%
Page 208 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%