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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 125 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 NPO ENPRO INC Industrials 814.0 $204K +303.0 +59.3% $250.80 +51.4%
2482 GGG GRACO INC Industrials 2,407.0 $204K -156.0 -6.1% $84.68 -10.2%
2483 CHYM CHIME FINL INC Financial Services 10,875.0 $204K +10K +1001.8% $18.73 -6.0%
2484 LOGI LOGITECH INTL S A Technology 2,233.0 $203K +1K +159.3% $91.12 +18.1%
2485 BGRN ISHARES TR 4,280.0 $203K +29.0 +0.7% $47.47 -0.1%
2486 XTL SPDR SERIES TRUST 1,080.0 $203K -438.0 -28.9% $188.06 +17.3%
2487 GJUL FIRST TR EXCHNG TRADED FD VI 4,965.0 $202K $40.78 +6.3%
2488 PSCQ PACER FDS TR 7,000.0 $202K $28.91 +7.8%
2489 SANM SANMINA CORP Technology 1,554.0 $201K +1K +225.8% $129.64 +86.3%
2490 SXI STANDEX INTL CORP Industrials 790.0 $201K +358.0 +82.9% $254.93 +23.6%
2491 VNT VONTIER CORPORATION Technology 5,675.0 $201K +491.0 +9.5% $35.47 -15.7%
2492 PWZ INVESCO EXCH TRADED FD TR II 8,423.0 $201K $23.87 +2.3%
2493 CC CHEMOURS CO Basic Materials 9,087.0 $200K +7K +311.2% $22.03 -1.2%
2494 EXLS EXLSERVICE HLDGS INC Technology 6,569.0 $200K +1K +20.2% $30.45 -14.8%
2495 AUR AURORA INNOVATION INC Technology 48,422.0 $199K +13K +35.0% $4.12 +52.4%
2496 IBHF ISHARES TR 8,684.0 $199K +231.0 +2.7% $22.95 -1.3%
2497 OMCL OMNICELL COM Healthcare 5,963.0 $199K +768.0 +14.8% $33.38 +17.0%
2498 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 10,105.0 $199K -365.0 -3.5% $19.67 -4.0%
2499 PIPR PIPER SANDLER COMPANIES Financial Services 2,595.0 $199K NEW $76.56 +6.8%
2500 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 5,462.0 $198K +783.0 +16.7% $36.32 -1.2%
Page 125 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%