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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 168 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 7,749.0 $45K +6K +398.3% $5.78 +0.7%
3342 ZURA BIO LTD 7,500.0 $45K NEW $5.95
3343 SCHY SCHWAB STRATEGIC TR 1,406.0 $45K NEW $31.66 +3.2%
3344 UNFI UNITED NAT FOODS INC Consumer Defensive 983.0 $44K -2K -65.7% $45.06 +11.8%
3345 BLCO BAUSCH PLUS LOMB CORP Healthcare 2,778.0 $44K -21.0 -0.8% $15.90 +1.6%
3346 BRIGHTSTAR LOTTERY PLC 3,460.0 $44K +98.0 +2.9% $12.74
3347 TDOC TELADOC HEALTH INC Healthcare 8,080.0 $44K +4K +112.1% $5.45 +18.9%
3348 STRA STRATEGIC ED INC Consumer Defensive 529.0 $44K -87.0 -14.1% $82.96 -3.6%
3349 SPRY ARS PHARMACEUTICALS INC Healthcare 5,454.0 $44K +4K +188.0% $8.03 -2.9%
3350 SUZ SUZANO S A Basic Materials 4,363.0 $44K +4K +10000.0% $10.01 -15.6%
3351 HIW HIGHWOODS PPTYS INC Real Estate 2,037.0 $44K +917.0 +81.9% $21.42 +19.3%
3352 PCT PURECYCLE TECHNOLOGIES INC Industrials 8,382.0 $44K +432.0 +5.4% $5.19 +118.3%
3353 EWT ISHARES INC 611.0 $43K +289.0 +89.8% $70.94 +33.1%
3354 IRT INDEPENDENCE RLTY TR INC Real Estate 2,906.0 $43K +2K +191.5% $14.89 +12.8%
3355 FIDI FIDELITY COVINGTON TRUST 1,565.0 $43K +16.0 +1.0% $27.61 +2.8%
3356 OXM OXFORD INDS INC Consumer Cyclical 1,121.0 $43K +463.0 +70.4% $38.51 +1.3%
3357 PROF PROFOUND MED CORP Healthcare 6,654.0 $43K $6.48 +6.8%
3358 AGZ ISHARES TR 392.0 $43K -274.0 -41.1% $109.84 -0.9%
3359 FIDELITY COVINGTON TRUST 610.0 $43K $70.37
3360 GNE GENIE ENERGY LTD Utilities 3,024.0 $43K +2K +399.0% $14.14 -2.0%
Page 168 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%