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Portfolio (Quarterly) Guide ↗

Rockefeller Capital Management L.P.

· CIK 0001739439
13F Portfolio $56.4B AUM 11,499 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 271 New 2532 Added 1234 Reduced 255 Exited
Page 12 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BUNGE GLOBAL SA 64,604.0 $8.2M 0.01% -3K -4.5% $127.20
222 PGX INVESCO EXCH TRADED FD TR II 751,277.0 $8.2M 0.01% -7K -0.9% $10.88 +1.2%
223 DGS WISDOMTREE TR 135,448.0 $8.1M 0.01% -2K -1.3% $60.10 +6.1%
224 GBIL GOLDMAN SACHS ETF TR 80,495.0 $8.1M 0.01% -5K -5.9% $100.19 -0.1%
225 SCI SERVICE CORP INTL Consumer Cyclical 97,599.0 $8.1M 0.01% -6K -5.6% $82.51 -5.8%
226 QYLD GLOBAL X FDS 464,078.0 $8.0M 0.01% -20K -4.1% $17.15 +3.3%
227 SNA SNAP ON INC Industrials 21,905.0 $8.0M 0.01% -114.0 -0.5% $363.24 -1.0%
228 PPLT ABRDN PLATINUM ETF TRUST Financial Services 43,583.0 $7.8M 0.01% -2K -4.2% $178.23 +0.4%
229 DDOG DATADOG INC Technology 65,189.0 $7.7M 0.01% -136K -67.6% $118.05 +76.2%
230 BBJP J P MORGAN EXCHANGE TRADED F 110,900.0 $7.6M 0.01% -21K -16.2% $68.91 +7.4%
231 NVT NVENT ELEC PLC Industrials 63,338.0 $7.5M 0.01% -2K -3.3% $118.28 +42.9%
232 SKYY FIRST TR EXCHANGE-TRADED FD 68,155.0 $7.5M 0.01% -4K -5.5% $109.36 +18.2%
233 HIG HARTFORD INSURANCE GROUP INC Financial Services 54,977.0 $7.4M 0.01% -64K -53.7% $135.23 -1.0%
234 TSCO TRACTOR SUPPLY CO Consumer Cyclical 163,827.0 $7.4M 0.01% -4K -2.6% $45.30 -32.5%
235 HAL HALLIBURTON CO Energy 189,336.0 $7.4M 0.01% -75K -28.2% $38.99 +7.1%
236 GNR SPDR INDEX SHS FDS 96,490.0 $7.2M 0.01% -2K -2.0% $74.67 -0.1%
237 A AGILENT TECHNOLOGIES INC Healthcare 62,968.0 $7.2M 0.01% -4K -5.3% $114.16 -1.8%
238 HEFA ISHARES TR 168,096.0 $7.1M 0.01% -464K -73.4% $42.50 +5.1%
239 BEPC BROOKFIELD RENEWABLE CORP Utilities 176,537.0 $7.0M 0.01% -50K -22.1% $39.83 -8.7%
240 VMC VULCAN MATLS CO Basic Materials 25,786.0 $7.0M 0.01% -148.0 -0.6% $272.30 -1.6%
Page 12 of 62  ·  1,234 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 27.0%
Financial Services 21.0%
Industrials 9.4%
Communication Services 8.8%
Healthcare 8.7%
Consumer Cyclical 8.4%
Energy 5.7%
Consumer Defensive 4.2%
Utilities 3.1%
Real Estate 2.1%