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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 215 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4281 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 79.0 $2K NEW $29.27 -18.0%
4282 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 42.0 $2K NEW $55.02 -7.1%
4283 GII SPDR INDEX SHS FDS 33.0 $2K NEW $69.76 +8.6%
4284 HLIT HARMONIC INC Technology 231.0 $2K NEW $9.89 +26.2%
4285 BFST BUSINESS FIRST BANCSHARES IN Financial Services 87.0 $2K NEW $26.14 +4.2%
4286 SYBT STOCK YDS BANCORP INC Financial Services 35.0 $2K NEW $64.94 +8.7%
4287 PAPI MORGAN STANLEY ETF TRUST 88.0 $2K NEW $25.82 +1.9%
4288 CSR CENTERSPACE Real Estate 34.0 $2K NEW $66.71 +1.3%
4289 CRMD CORMEDIX INC Healthcare 195.0 $2K NEW $11.63 -32.0%
4290 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 69.0 $2K NEW $32.74 +17.8%
4291 EPU ISHARES TR 31.0 $2K NEW $72.35 +9.6%
4292 RES RPC INC Energy 410.0 $2K NEW $5.44 +29.8%
4293 KSCP KNIGHTSCOPE INC Industrials 600.0 $2K NEW $3.71 -29.9%
4294 SITE CTRS CORP 345.0 $2K NEW $6.44
4295 SFIX STITCH FIX INC Consumer Cyclical 421.0 $2K NEW $5.25 -41.5%
4296 CLVT CLARIVATE PLC Technology 661.0 $2K NEW $3.34 -25.8%
4297 TYRA TYRA BIOSCIENCES INC Healthcare 84.0 $2K NEW $26.29 +35.7%
4298 EVO EVOTEC AG Healthcare 704.0 $2K NEW $3.08 -12.3%
4299 DAC DANAOS CORPORATION Industrials 23.0 $2K NEW $94.17 +40.3%
4300 VPG VISHAY PRECISION GROUP INC Technology 56.0 $2K NEW $38.50 +173.3%
Page 215 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%