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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 146 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 IVOV VANGUARD ADMIRAL FDS INC 936.0 $95K $102.01 +6.4%
2902 MWA MUELLER WTR PRODS INC Industrials 3,465.0 $95K +1K +41.1% $27.49 -7.9%
2903 CURB CURBLINE PPTYS CORP Real Estate 3,691.0 $95K +3K +213.9% $25.80 +9.8%
2904 QDEC FIRST TR EXCHNG TRADED FD VI 3,026.0 $95K $31.46 +12.2%
2905 GMAR FIRST TR EXCHNG TRADED FD VI 2,280.0 $95K $41.69 +5.6%
2906 RHI ROBERT HALF INC. Industrials 3,734.0 $95K +2K +86.2% $25.40 +7.5%
2907 FNCL FIDELITY COVINGTON TRUST 1,347.0 $95K $70.26 +5.2%
2908 BMRC BANK OF MARIN BANCORP Financial Services 3,688.0 $95K +828.0 +28.9% $25.63 +1.6%
2909 KZIA KAZIA THERAPEUTICS LTD Healthcare 12,700.0 $94K +2K +18.7% $7.44 +83.6%
2910 AIVL WISDOMTREE TR 816.0 $94K $115.71 +8.2%
2911 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 3,096.0 $94K NEW $30.48 +23.1%
2912 ORN ORION GROUP HLDGS INC Industrials 8,627.0 $94K $10.90 +28.9%
2913 TU TELUS CORPORATION Communication Services 7,319.0 $94K -747.0 -9.3% $12.83 -2.7%
2914 CENTRAIS ELET BRAS SA 8,325.0 $94K +8K +10000.0% $11.28
2915 TFII TRANSFORCE INC Industrials 864.0 $94K +707.0 +450.3% $108.63 +36.3%
2916 DFE WISDOMTREE TR 1,307.0 $94K $71.73 +6.4%
2917 TKC TURKCELL ILETISIM Communication Services 15,532.0 $94K +15K +10000.0% $6.03 -3.3%
2918 IZRL ARK ETF TR 3,468.0 $93K +250.0 +7.8% $26.92 +15.7%
2919 MCB METROPOLITAN BK HLDG CORP Financial Services 1,119.0 $93K +895.0 +399.6% $83.29 +9.5%
2920 CIFR CIPHER DIGITAL INC Financial Services 7,214.0 $93K +6K +375.5% $12.87 +70.7%
Page 146 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%