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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 149 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 CMDY ISHARES U S ETF TR 1,449.0 $86K -140.0 -8.8% $59.44 +3.3%
2962 LBRDA LIBERTY BROADBAND CORP Communication Services 1,713.0 $86K +898.0 +110.2% $50.22 -32.6%
2963 KTB KONTOOR BRANDS INC Consumer Cyclical 1,209.0 $85K +163.0 +15.6% $70.29 -0.5%
2964 ACIW ACI WORLDWIDE INC Technology 2,070.0 $85K -272.0 -11.6% $41.01 +4.2%
2965 SEB SEABOARD CORP DEL Industrials 15.0 $85K +12.0 +400.0% $5654.00 -13.0%
2966 SLAB SILICON LABORATORIES INC Technology 406.0 $85K +162.0 +66.4% $208.15 +4.5%
2967 AGM FEDERAL AGRIC MTG CORP Financial Services 568.0 $84K -52.0 -8.4% $148.67 +19.5%
2968 GRPM INVESCO EXCHANGE TRADED FD T 712.0 $84K $118.38 +7.1%
2969 LKFN LAKELAND FINL CORP Financial Services 1,465.0 $84K +736.0 +101.0% $57.38 +4.4%
2970 SNSR GLOBAL X FDS 2,251.0 $84K +254.0 +12.7% $37.28 +35.2%
2971 KEP KOREA ELEC PWR CORP Utilities 5,866.0 $84K +4K +159.1% $14.25 -8.1%
2972 TEMA ETF TRUST 2,440.0 $84K +213.0 +9.6% $34.24
2973 ZD ZIFF DAVIS INC Communication Services 1,989.0 $83K +999.0 +100.9% $41.96 -0.6%
2974 RRR RED ROCK RESORTS INC Consumer Cyclical 1,562.0 $83K +1K +208.7% $53.38 +3.7%
2975 DMXF ISHARES TR 1,099.0 $83K $75.47 +10.0%
2976 MPT MEDICAL PROPERTIES TRUST INC Financial Services 17,911.0 $83K +6K +47.2% $4.63 +9.7%
2977 UMAC UNUSUAL MACHS INC Financial Services 6,681.0 $83K +512.0 +8.3% $12.40 +35.3%
2978 DBEZ DBX ETF TR 1,504.0 $83K -12.0 -0.8% $55.06 +8.8%
2979 GPOR GULFPORT ENERGY CORP Energy 391.0 $83K +83.0 +26.9% $211.57 -15.8%
2980 NBTB NBT BANCORP INC Financial Services 1,942.0 $83K -62.0 -3.1% $42.60 +7.8%
Page 149 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%