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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 128 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 DOCT FIRST TR EXCHNG TRADED FD VI 4,245.0 $184K -431.0 -9.2% $43.43 +7.4%
2542 LMND LEMONADE INC Financial Services 2,941.0 $184K +1K +100.2% $62.68 -6.1%
2543 QAI NEW YORK LIFE INVESTMENTS ET 5,400.0 $184K +108.0 +2.0% $34.12 +7.6%
2544 TLK TELEKOMUNIKASI IND Communication Services 9,839.0 $184K +9K +1015.5% $18.68 -20.3%
2545 VIRTUS DIVIDEND INTEREST & P 14,554.0 $184K -2K -9.8% $12.61
2546 HYS PIMCO ETF TR 1,965.0 $183K +1K +144.1% $93.28 +0.3%
2547 HWC HANCOCK WHITNEY CORPORATION Financial Services 2,870.0 $183K +866.0 +43.2% $63.60 +10.4%
2548 EXPO EXPONENT INC Industrials 2,797.0 $183K -543.0 -16.3% $65.26 -12.8%
2549 PTBD PACER FDS TR 9,600.0 $182K -5K -34.0% $18.98 +1.5%
2550 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 5,407.0 $182K -124.0 -2.2% $33.67 +3.1%
2551 CALM CAL MAINE FOODS INC Consumer Defensive 2,298.0 $182K -9K -80.5% $79.18 -1.8%
2552 REM ISHARES TR 8,451.0 $181K -59.0 -0.7% $21.47 -0.1%
2553 FFA FIRST TR ENHANCED EQUITY Financial Services 8,891.0 $181K $20.40 +10.8%
2554 SMB VANECK ETF TRUST 10,469.0 $181K $17.30 +0.3%
2555 HTHT H WORLD GROUP LTD Consumer Cyclical 3,601.0 $181K +437.0 +13.8% $50.29 -15.5%
2556 ONDS ONDAS INC Technology 19,884.0 $180K -29K -59.3% $9.04 +2.5%
2557 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2,840.0 $180K +108.0 +4.0% $63.26 +5.7%
2558 OLED UNIVERSAL DISPLAY CORP Technology 1,956.0 $179K -1K -37.5% $91.67 -3.0%
2559 AMBA AMBARELLA INC Technology 3,475.0 $179K -688.0 -16.5% $51.48 +35.9%
2560 GFF GRIFFON CORP Industrials 2,460.0 $179K +18.0 +0.7% $72.70 +25.4%
Page 128 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%