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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 24 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GUNR FLEXSHARES TR 22,773.0 $1.3M 0.00% -15K -40.5% $55.16 -1.5%
462 ANGL VANECK ETF TRUST 43,494.0 $1.2M 0.00% -6K -12.6% $28.72 +0.6%
463 IGHG PROSHARES TR 16,017.0 $1.2M 0.00% -642.0 -3.9% $77.66 +1.0%
464 XOP SPDR SERIES TRUST 6,810.0 $1.2M 0.00% -259.0 -3.7% $181.83 -3.8%
465 INSM INSMED INC Healthcare 7,429.0 $1.2M 0.00% -9K -55.7% $163.52 -33.9%
466 TWLO TWILIO INC Communication Services 9,631.0 $1.2M 0.00% -4K -27.4% $125.82 +49.2%
467 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6,176.0 $1.2M 0.00% -981.0 -13.7% $195.41 +6.9%
468 GAB GABELLI EQUITY TR INC Financial Services 215,206.0 $1.2M 0.00% -7K -3.1% $5.60 -0.8%
469 DSEP FIRST TR EXCHNG TRADED FD VI 27,127.0 $1.2M 0.00% -1K -5.0% $43.96 +6.6%
470 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 16,838.0 $1.2M 0.00% -7K -29.2% $70.51 -21.7%
471 FCAL FIRST TR EXCH TRADED FD III 24,085.0 $1.2M 0.00% -43K -64.0% $48.89 +0.4%
472 EZM WISDOMTREE TR 17,293.0 $1.2M 0.00% -304.0 -1.7% $67.22 +6.5%
473 FNDC SCHWAB STRATEGIC TR 24,815.0 $1.2M 0.00% -15K -37.1% $46.36 +6.8%
474 ALGN ALIGN TECHNOLOGY INC Healthcare 6,694.0 $1.1M 0.00% -190.0 -2.8% $171.43 -6.6%
475 VEEV VEEVA SYS INC Healthcare 6,375.0 $1.1M 0.00% -38K -85.7% $175.66 -8.1%
476 JKHY HENRY JACK & ASSOC INC Technology 7,013.0 $1.1M 0.00% -4K -36.7% $158.06 -11.5%
477 NVMI NOVA LTD Technology 2,546.0 $1.1M 0.00% -538.0 -17.4% $434.28 +11.5%
478 PFFD GLOBAL X FDS 59,653.0 $1.1M 0.00% -1K -2.3% $18.40 +2.2%
479 IAT ISHARES TR 20,337.0 $1.1M 0.00% -776.0 -3.7% $53.84 +5.3%
480 FUTY FIDELITY COVINGTON TRUST 18,453.0 $1.1M 0.00% -2K -8.1% $59.07 -2.4%
Page 24 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%