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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 29 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ROAD CONSTRUCTION PARTNERS INC Industrials 5,866.0 $652K 0.00% -2K -22.0% $111.12 +3.4%
562 TBLL INVESCO EXCH TRADED FD TR II 6,071.0 $641K 0.00% -8K -56.9% $105.55 -0.0%
563 CROX CROCS INC Consumer Cyclical 7,702.0 $639K 0.00% -58.0 -0.8% $83.02 +19.4%
564 ARLO ARLO TECHNOLOGIES INC Industrials 44,759.0 $637K 0.00% -4K -7.7% $14.23 -8.3%
565 SHYD VANECK ETF TRUST 28,037.0 $635K 0.00% -2K -8.2% $22.66 -0.3%
566 COWS AMPLIFY ETF TR 19,203.0 $634K 0.00% -714.0 -3.6% $32.99 +3.5%
567 JBHT HUNT J B TRANS SVCS INC Industrials 2,975.0 $631K 0.00% -1K -26.7% $211.93 +21.0%
568 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,722.0 $629K 0.00% -4K -50.1% $169.02 +36.4%
569 ENLIGHT RENEWABLE ENERGY LTD 9,130.0 $623K 0.00% -4K -30.5% $68.26
570 BAX BAXTER INTL INC Healthcare 36,871.0 $619K 0.00% -3K -7.3% $16.80 +11.7%
571 BIZD VANECK ETF TRUST 48,275.0 $618K 0.00% -8K -14.6% $12.80 -2.3%
572 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 14,854.0 $617K 0.00% -800.0 -5.1% $41.52 +1.2%
573 SCHJ SCHWAB STRATEGIC TR 24,789.0 $613K 0.00% -6K -20.1% $24.73 -0.5%
574 IGLB ISHARES TR 12,251.0 $608K 0.00% -4K -26.0% $49.63 -1.0%
575 LIONSGATE STUDIOS CORP 62,608.0 $600K 0.00% -4K -6.7% $9.59
576 HSDT SOLANA CO Healthcare 344,904.0 $597K 0.00% -100K -22.5% $1.73 +33.5%
577 AFRM AFFIRM HLDGS INC Technology 12,997.0 $596K 0.00% -3K -16.2% $45.82 +42.5%
578 TRNO TERRENO RLTY CORP Real Estate 9,560.0 $587K 0.00% -3K -23.6% $61.43 +5.6%
579 BME BLACKROCK HEALTH SCIENCES TR Financial Services 15,215.0 $586K 0.00% -656.0 -4.1% $38.51 +2.0%
580 BIT BLACKROCK MULTI SECTOR INC T Financial Services 46,653.0 $584K 0.00% -3K -6.2% $12.52 -1.4%
Page 29 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%