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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 140 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 IIIN INSTEEL INDS INC Industrials 3,491.0 $117K +192.0 +5.8% $33.61 -17.7%
2782 WSC WILLSCOT HLDGS CORP Industrials 6,739.0 $117K +1K +20.9% $17.36 +50.1%
2783 FBP FIRST BANCORP CORPORATION Financial Services 5,462.0 $117K +4K +312.9% $21.36 +14.2%
2784 FET FORUM ENERGY TECHNOLOGIES IN Energy 1,987.0 $117K +2K +314.8% $58.66 -6.8%
2785 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 17,574.0 $117K +737.0 +4.4% $6.63 -8.3%
2786 ITRI ITRON INC Technology 1,299.0 $116K +195.0 +17.7% $89.63 -4.7%
2787 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 6,723.0 $116K +7K +5152.3% $17.30 +26.1%
2788 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 10,400.0 $116K +127.0 +1.2% $11.18 +2.7%
2789 TPHD TIMOTHY PLAN 2,810.0 $116K +2K +170.2% $41.36 +1.1%
2790 FLTB FIDELITY MERRIMACK STR TR 2,310.0 $116K +739.0 +47.0% $50.30 +0.1%
2791 ANGX ANGEL STUDIOS INC Communication Services 38,027.0 $116K $3.05 -9.5%
2792 DSGX DESCARTES SYS GROUP INC Technology 1,618.0 $116K +839.0 +107.7% $71.56 -1.9%
2793 LZB LA Z BOY INC Consumer Cyclical 3,595.0 $116K +2K +209.9% $32.15 +17.0%
2794 CBAN COLONY BANKCORP INC Financial Services 5,762.0 $115K +1K +28.0% $19.97 -0.8%
2795 GDS GDS HLDGS LTD Technology 2,853.0 $115K +2K +692.5% $40.29 -18.4%
2796 HTAB HARTFORD FDS EXCHANGE TRADED 6,038.0 $115K NEW $19.00 +0.4%
2797 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 1,251.0 $115K +343.0 +37.8% $91.64 +4.5%
2798 SCHI SCHWAB STRATEGIC TR 5,046.0 $114K +226.0 +4.7% $22.68 -0.2%
2799 PIE INVESCO EXCH TRADED FD TR II 4,393.0 $114K +3K +302.7% $26.03 +25.8%
2800 NOVT NOVANTA INC Technology 967.0 $114K +305.0 +46.1% $118.11 +34.7%
Page 140 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%