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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 135 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 VIV TELEFONICA BRASIL SA Communication Services 8,794.0 $140K +9K +5229.7% $15.91 -15.8%
2682 BZ KANZHUN LIMITED Industrials 10,432.0 $140K +9K +868.6% $13.39 -0.4%
2683 BPOP POPULAR INC Financial Services 1,039.0 $139K +101.0 +10.8% $134.17 +12.3%
2684 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 24,941.0 $139K +17K +203.2% $5.57 +5.9%
2685 FLCA FRANKLIN TEMPLETON ETF TR 2,832.0 $139K +2K +244.1% $48.95 +6.3%
2686 Z ZILLOW GROUP INC Communication Services 3,349.0 $139K +34.0 +1.0% $41.38 -13.6%
2687 HMY HARMONY GOLD MNG LTD Basic Materials 9,015.0 $139K +9K +3769.1% $15.37 +14.2%
2688 WSR WHITESTONE REIT Real Estate 8,573.0 $138K +2K +35.9% $16.15 +17.6%
2689 JCE NUVEEN CORE EQUITY ALPHA FD Financial Services 9,363.0 $138K $14.78 +11.4%
2690 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 13,895.0 $138K +3K +22.8% $9.94 +8.8%
2691 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 4,244.0 $138K +3K +156.6% $32.42 +6.9%
2692 CNXC CONCENTRIX CORP Technology 5,027.0 $138K +5K +1102.6% $27.36 -4.1%
2693 COHU COHU INC Technology 4,477.0 $137K +4K +3343.8% $30.62 +79.4%
2694 ATRO ASTRONICS CORP Industrials 2,053.0 $137K +2K +406.9% $66.73 +27.4%
2695 DFEB FIRST TR EXCHNG TRADED FD VI 2,891.0 $137K -515.0 -15.1% $47.37 +6.2%
2696 TFX TELEFLEX INCORPORATED Healthcare 1,140.0 $136K +73.0 +6.8% $119.62 +8.7%
2697 OEFA ALPS ETF TR 4,336.0 $136K +155.0 +3.7% $31.45 +7.7%
2698 MTH MERITAGE HOMES CORP Consumer Cyclical 2,201.0 $136K +677.0 +44.4% $61.86 +7.5%
2699 HYGV FLEXSHARES TR 3,395.0 $136K +37.0 +1.1% $40.07 +0.6%
2700 GNOM GLOBAL X FDS 3,107.0 $136K $43.76 +9.6%
Page 135 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%