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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 145 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 COLD AMERICOLD REALTY TRUST INC Real Estate 8,696.0 $100K -855.0 -8.9% $11.46 +28.8%
2882 HAWX ISHARES TR 2,431.0 $99K $40.89 +10.9%
2883 AMR ALPHA METALLURGICAL RESOUR I Energy 483.0 $99K +477.0 +7950.0% $205.27 -7.2%
2884 TRS TRIMAS CORP Consumer Cyclical 2,756.0 $99K +2K +167.8% $35.94 +13.3%
2885 KLIC KULICKE & SOFFA INDS INC Technology 1,506.0 $99K +41.0 +2.8% $65.73 +62.4%
2886 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 7,515.0 $99K +356.0 +5.0% $13.16 +102.9%
2887 CENX CENTURY ALUM CO Basic Materials 1,684.0 $99K +797.0 +89.8% $58.69 +14.6%
2888 SITM SITIME CORP Technology 286.0 $99K -3K -91.2% $345.35 +111.2%
2889 FSIG FIRST TR EXCHANGE-TRADED FD 5,209.0 $99K -3K -37.7% $18.94 -0.4%
2890 UGP ULTRAPAR PARTICIPACOES SA Energy 17,723.0 $98K +18K +10000.0% $5.51 +0.5%
2891 IDT IDT CORP Communication Services 1,988.0 $98K +2K +398.2% $49.10 +6.1%
2892 EXCHANGE LISTED FDS TR 2,097.0 $97K NEW $46.43
2893 AXGN AXOGEN INC Healthcare 2,922.0 $97K +578.0 +24.7% $33.13 +25.0%
2894 MYCF SSGA ACTIVE TR 3,855.0 $97K NEW $25.05 +0.1%
2895 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 2,083.0 $97K +961.0 +85.7% $46.36 +17.9%
2896 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 5,970.0 $97K $16.17 -2.5%
2897 MBX MBX BIOSCIENCES INC Healthcare 3,224.0 $96K +224.0 +7.5% $29.85 +4.7%
2898 BETTER HOME & FINANCE HOLDIN 2,700.0 $96K +2K +281.4% $35.62
2899 OLN OLIN CORP Basic Materials 3,227.0 $96K +2K +162.1% $29.74 -12.1%
2900 REXR REXFORD INDL RLTY INC Real Estate 2,921.0 $96K -2K -40.1% $32.74 +11.3%
Page 145 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%