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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 119 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 VSDA VICTORY PORTFOLIOS II 4,535.0 $247K -454.0 -9.1% $54.51 +4.2%
2362 SIGI SELECTIVE INS GROUP INC Financial Services 3,274.0 $247K +346.0 +11.8% $75.41 +22.4%
2363 QLYS QUALYS INC Technology 2,805.0 $246K -2K -44.1% $87.85 +26.7%
2364 XPEV XPENG INC Consumer Cyclical 14,402.0 $246K +11K +360.9% $17.11 -22.8%
2365 PSF COHEN & STEERS SELECT PFD & Financial Services 12,707.0 $246K $19.39 +2.1%
2366 OPCH OPTION CARE HEALTH INC Healthcare 9,138.0 $246K +5K +124.6% $26.92 -18.3%
2367 OALC UNIFIED SER TR 7,173.0 $246K $34.28 +19.2%
2368 GTY GETTY RLTY CORP NEW Real Estate 7,731.0 $246K $31.80 +2.8%
2369 FTGC FIRST TR EXCHANGE TRAD FD VI 8,551.0 $246K -920.0 -9.7% $28.71 -3.9%
2370 FLBL FRANKLIN TEMPLETON ETF TR 10,658.0 $245K +7K +205.1% $23.00 -0.4%
2371 FERROVIAL SE 3,766.0 $245K +3K +1014.2% $65.05
2372 CSGP COSTAR GROUP INC Real Estate 6,071.0 $245K +242.0 +4.2% $40.34 -25.3%
2373 LIBERTY GLOBAL LTD 20,789.0 $244K +383.0 +1.9% $11.73
2374 DEW WISDOMTREE TR 3,675.0 $244K -132.0 -3.5% $66.34 +3.4%
2375 HYBL SSGA ACTIVE TR 8,757.0 $244K -224K -96.2% $27.84 +0.6%
2376 TGTX TG THERAPEUTICS INC Healthcare 7,321.0 $243K -16K -68.2% $33.22 +60.2%
2377 EPAM EPAM SYS INC Technology 1,795.0 $243K -349.0 -16.3% $135.40 -43.4%
2378 RCKT ROCKET PHARMACEUTICALS INC Healthcare 67,826.0 $243K +4K +5.6% $3.58 -6.4%
2379 OC OWENS CORNING NEW Industrials 2,242.0 $243K +271.0 +13.8% $108.26 +18.4%
2380 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 3,258.0 $242K -96.0 -2.9% $74.38 -28.8%
Page 119 of 235  ·  4,684 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%