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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 14 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DPZ DOMINOS PIZZA INC Consumer Cyclical 16,403.0 $5.9M 0.01% -1K -7.2% $358.81 -14.2%
262 SPTS SPDR SERIES TRUST 197,829.0 $5.8M 0.01% -37K -15.7% $29.18 -0.7%
263 LEIDOS HOLDINGS INC 36,728.0 $5.7M 0.01% -4K -9.1% $155.53
264 PTMC PACER FDS TR 154,870.0 $5.7M 0.01% -18K -10.4% $36.57 +5.8%
265 HACK AMPLIFY ETF TR 74,599.0 $5.6M 0.01% -11K -13.1% $75.09 +21.6%
266 FEX FIRST TR EXCHANGE-TRADED ALP 45,937.0 $5.6M 0.01% -677.0 -1.4% $121.93 +5.9%
267 XEL XCEL ENERGY INC Utilities 70,214.0 $5.6M 0.01% -4K -4.9% $79.44 -1.7%
268 JFR NUVEEN FLOATING RATE INCOME Financial Services 730,397.0 $5.5M 0.01% -30K -4.0% $7.52 -0.0%
269 BKAG BNY MELLON ETF TRUST 128,601.0 $5.4M 0.01% -5K -3.6% $42.20 -1.8%
270 DGX QUEST DIAGNOSTICS INC Healthcare 27,266.0 $5.3M 0.01% -2K -7.0% $195.99 -3.1%
271 CRH PLC 50,614.0 $5.3M 0.01% -3K -5.9% $105.12
272 HSY HERSHEY CO Consumer Defensive 25,485.0 $5.3M 0.01% -4K -13.8% $207.89 -7.8%
273 PSA PUBLIC STORAGE OPER CO Real Estate 19,386.0 $5.3M 0.01% -1K -5.1% $270.90 +9.3%
274 NET CLOUDFLARE INC Technology 25,099.0 $5.2M 0.01% -472.0 -1.9% $206.34 -2.2%
275 SUSA ISHARES TR 39,041.0 $5.2M 0.01% -199.0 -0.5% $132.10 +12.6%
276 BR BROADRIDGE FINL SOLUTIONS IN Technology 31,647.0 $5.1M 0.01% -3K -8.0% $162.48 -8.0%
277 FTSL FIRST TR EXCHANGE-TRADED FD 112,560.0 $5.0M 0.01% -3K -2.4% $44.80 +0.6%
278 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 89,538.0 $4.9M 0.01% -2K -2.0% $54.75 +6.8%
279 VIOO VANGUARD ADMIRAL FDS INC 42,501.0 $4.9M 0.01% -7K -14.4% $114.83 +7.2%
280 PAYX PAYCHEX INC Industrials 51,714.0 $4.8M 0.01% -905.0 -1.7% $92.12 +2.6%
Page 14 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%