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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 88 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 PII POLARIS INC Consumer Cyclical 10,726.0 $678K 0.00% NEW $63.25 +10.4%
1742 UBSI UNITED BANKSHARES INC WEST V Financial Services 17,656.0 $678K 0.00% NEW $38.40 +17.3%
1743 QSPT FIRST TR EXCHNG TRADED FD VI 21,400.0 $678K 0.00% NEW $31.68 +9.6%
1744 ARKQ ARK ETF TR 5,898.0 $676K 0.00% NEW $114.67 +15.4%
1745 MANH MANHATTAN ASSOCIATES INC Technology 3,899.0 $676K 0.00% NEW $173.33 -19.6%
1746 ERO ERO COPPER CORP Basic Materials 23,778.0 $673K 0.00% NEW $28.29 +6.4%
1747 SYNOVUS FINL CORP 13,439.0 $673K 0.00% NEW $50.05
1748 QLYS QUALYS INC Technology 5,018.0 $667K 0.00% NEW $132.90 -14.5%
1749 BAUG INNOVATOR ETFS TRUST 13,317.0 $666K 0.00% NEW $50.04 +6.8%
1750 GFS GLOBALFOUNDRIES INC Technology 19,072.0 $666K 0.00% NEW $34.92 +128.9%
1751 EXPD EXPEDITORS INTL WASH INC Industrials 4,466.0 $666K 0.00% NEW $149.02 +10.1%
1752 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 17,783.0 $665K 0.00% NEW $37.42 -9.6%
1753 KRP KIMBELL RTY PARTNERS LP Energy 56,450.0 $664K 0.00% NEW $11.76 +25.4%
1754 CROX CROCS INC Consumer Cyclical 7,760.0 $664K 0.00% NEW $85.52 +48.6%
1755 COWS AMPLIFY ETF TR 19,917.0 $663K 0.00% NEW $33.27 +10.0%
1756 EAGL 2023 ETF SERIES TRUST 20,303.0 $659K 0.00% NEW $32.46 +0.6%
1757 ORI OLD REP INTL CORP Financial Services 14,388.0 $657K 0.00% NEW $45.64 -14.4%
1758 HEICO CORP NEW 2,599.0 $656K 0.00% NEW $252.44
1759 BOE BLACKROCK ENHANCED GLOBAL DI Financial Services 55,971.0 $655K 0.00% NEW $11.71 +2.0%
1760 BME BLACKROCK HEALTH SCIENCES TR Financial Services 15,871.0 $653K 0.00% NEW $41.13 -2.2%
Page 88 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%