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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 9 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LMAT LEMAITRE VASCULAR INC Healthcare 127,106.0 $13.9M 0.03% -38K -23.2% $109.17 -10.9%
162 WDC WESTERN DIGITAL CORP Technology 51,233.0 $13.9M 0.03% -5K -9.2% $270.49 +78.2%
163 FDL FIRST TR EXCHANGE-TRADED FD 270,485.0 $13.7M 0.02% -10K -3.5% $50.80 -1.3%
164 VIGI VANGUARD WHITEHALL FDS 150,539.0 $13.3M 0.02% -3K -2.1% $88.46 +5.0%
165 WINA WINMARK CORP Consumer Cyclical 30,530.0 $13.1M 0.02% -3K -8.4% $427.57 -17.9%
166 ILCG ISHARES TR 136,367.0 $13.0M 0.02% -33K -19.3% $95.48 +20.0%
167 BILS SPDR SERIES TRUST 130,494.0 $13.0M 0.02% -25K -15.8% $99.44 -0.1%
168 MRSH MARSH & MCLENNAN COS INC Financial Services 74,696.0 $13.0M 0.02% -4K -5.3% $173.45 -7.2%
169 IGIB ISHARES TR 240,955.0 $12.8M 0.02% -509K -67.9% $53.22 -1.1%
170 CCL CARNIVAL CORP Consumer Cyclical 485,523.0 $12.6M 0.02% -211K -30.3% $25.88 -3.7%
171 STRL STERLING INFRASTRUCTURE INC Industrials 30,715.0 $12.5M 0.02% -11K -26.3% $407.27 +108.4%
172 PWP PERELLA WEINBERG PARTNERS Financial Services 688,299.0 $12.5M 0.02% -7K -1.1% $18.16 +0.9%
173 ARCB ARCBEST CORP Industrials 126,870.0 $12.5M 0.02% -45K -26.0% $98.36 +24.9%
174 D DOMINION ENERGY INC Utilities 199,517.0 $12.3M 0.02% -61K -23.4% $61.82 -0.1%
175 SCHM SCHWAB STRATEGIC TR 394,717.0 $12.2M 0.02% -12K -2.9% $30.96 +9.1%
176 CLH CLEAN HARBORS INC Industrials 41,962.0 $12.0M 0.02% -9K -17.5% $286.73 +5.2%
177 MINT PIMCO ETF TR 119,604.0 $12.0M 0.02% -6K -4.9% $100.57 +0.0%
178 SFLO VICTORY PORTFOLIOS II 398,758.0 $12.0M 0.02% -13K -3.2% $30.03 +7.6%
179 CDC VICTORY PORTFOLIOS II 164,765.0 $11.8M 0.02% -3K -1.6% $71.43 +1.2%
180 SIZE ISHARES TR 73,443.0 $11.7M 0.02% -925.0 -1.2% $159.46 +6.7%
Page 9 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%