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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 83 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 ROAD CONSTRUCTION PARTNERS INC Industrials 7,518.0 $816K 0.00% NEW $108.55 +4.9%
1642 REZ ISHARES TR 9,861.0 $815K 0.00% NEW $82.65 +12.3%
1643 HESM HESS MIDSTREAM LP Energy 23,596.0 $814K 0.00% NEW $34.50 +11.6%
1644 FLEX FLEX LTD Technology 13,463.0 $813K 0.00% NEW $60.42 +147.8%
1645 WTPI WISDOMTREE TR 24,568.0 $811K 0.00% NEW $33.02 -0.3%
1646 LGLV SPDR SERIES TRUST 4,608.0 $809K 0.00% NEW $175.57 +3.3%
1647 NXT NEXTPOWER INC Technology 9,274.0 $808K 0.00% NEW $87.11 +39.9%
1648 EL LAUDER ESTEE COS INC Consumer Defensive 7,703.0 $807K 0.00% NEW $104.73 -14.4%
1649 IYZ ISHARES TR 23,774.0 $806K 0.00% NEW $33.90 +29.1%
1650 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 374.0 $804K 0.00% NEW $2150.20 -1.9%
1651 BIZD VANECK ETF TRUST 56,552.0 $802K 0.00% NEW $14.18 -10.4%
1652 IGR CBRE GBL REAL ESTATE INC FD Financial Services 182,546.0 $800K 0.00% NEW $4.38 +6.2%
1653 EVRG EVERGY INC Utilities 11,007.0 $798K 0.00% NEW $72.50 +15.7%
1654 GSBD GOLDMAN SACHS BDC INC Financial Services 85,665.0 $795K 0.00% NEW $9.28 -0.4%
1655 YSEP FIRST TR EXCHNG TRADED FD VI 30,556.0 $795K 0.00% NEW $26.01 +5.5%
1656 DBMF LITMAN GREGORY FDS TR 28,216.0 $792K 0.00% NEW $28.06 +9.8%
1657 RWX SPDR INDEX SHS FDS 28,232.0 $790K 0.00% NEW $28.00 -1.2%
1658 IYG ISHARES TR 8,558.0 $790K 0.00% NEW $92.26 -2.2%
1659 JBHT HUNT J B TRANS SVCS INC Industrials 4,058.0 $789K 0.00% NEW $194.37 +48.9%
1660 SANDISK CORP 3,313.0 $786K 0.00% NEW $237.38
Page 83 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%