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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 144 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 CRESUD S A C I F Y A 8,045.0 $102K $12.72
2862 PRG PROG HOLDINGS INC Industrials 3,561.0 $102K +1K +46.6% $28.69 +18.0%
2863 ONEV SPDR SERIES TRUST 757.0 $102K $134.22 +4.8%
2864 PRAXIS PRECISION MEDICINES I 315.0 $101K +251.0 +392.2% $322.19
2865 IDNA ISHARES TR 3,490.0 $101K +1K +50.3% $29.05 +1.6%
2866 KEMX KRANESHARES TRUST 2,499.0 $101K +2K +10000.0% $40.55 +25.1%
2867 AB ACTIVE ETFS INC 4,057.0 $101K $24.95
2868 BHE BENCHMARK ELECTRS INC Technology 1,804.0 $101K +1K +196.2% $56.06 +52.7%
2869 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 1,568.0 $101K +1K +397.8% $64.35 +2.5%
2870 POWW OUTDOOR HOLDING CO Industrials 50,100.0 $101K $2.01 +3.0%
2871 SUPN SUPERNUS PHARMACEUTICALS Healthcare 1,944.0 $100K +1K +129.8% $51.69 -6.6%
2872 PGF INVESCO EXCHANGE TRADED FD T 7,296.0 $100K +40.0 +0.6% $13.76 +0.5%
2873 PATHWARD FINANCIAL INC 1,125.0 $100K +272.0 +31.9% $89.23
2874 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 9,000.0 $100K $11.15 +1.7%
2875 FINX GLOBAL X FDS 4,343.0 $100K $23.10 +8.1%
2876 TARS TARSUS PHARMACEUTICALS INC Healthcare 1,430.0 $100K +147.0 +11.5% $70.15 -11.2%
2877 WLK WESTLAKE CORPORATION Basic Materials 857.0 $100K -98.0 -10.3% $116.85 -24.1%
2878 PBP INVESCO EXCHANGE TRADED FD T 4,542.0 $100K +3K +196.1% $21.99 +3.6%
2879 USAR USA RARE EARTH INC Basic Materials 6,590.0 $100K +367.0 +5.9% $15.13 +74.0%
2880 ICL ICL GROUP LTD Basic Materials 19,242.0 $100K +17K +974.4% $5.18 +26.9%
Page 144 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%