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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 175 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 PPSI PIONEER PWR SOLUTIONS INC Industrials 10,000.0 $32K NEW $3.25 -10.2%
3482 CCRN CROSS CTRY HEALTHCARE INC Healthcare 3,454.0 $32K +2K +167.1% $9.40 +41.0%
3483 ENTA ENANTA PHARMACEUTICALS INC Healthcare 2,563.0 $32K +2K +398.6% $12.63 +11.6%
3484 STGW STAGWELL INC Communication Services 5,128.0 $32K +4K +397.9% $6.29 +41.2%
3485 NBBK NB BANCORP INC Financial Services 1,527.0 $32K $21.07 +6.8%
3486 BBAI BIGBEAR AI HLDGS INC Technology 9,069.0 $32K +5K +153.7% $3.52 -12.8%
3487 OBE OBSIDIAN ENERGY LTD Energy 3,370.0 $32K $9.47 +21.6%
3488 FIDELIS INSURANCE HOLDINGS L 1,661.0 $32K +477.0 +40.3% $19.11
3489 SSO PROSHARES TR 610.0 $32K NEW $51.93 +34.3%
3490 TFSL TFS FINL CORP Financial Services 2,253.0 $32K +1K +104.1% $14.05 +25.6%
3491 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 742.0 $32K +54.0 +7.8% $42.61 +39.6%
3492 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 2,583.0 $32K NEW $12.22 +1.1%
3493 FCPT FOUR CORNERS PPTY TR INC Real Estate 1,332.0 $32K +390.0 +41.4% $23.66 +7.8%
3494 PSMT PRICESMART INC Consumer Defensive 209.0 $32K +64.0 +44.1% $150.81 +15.9%
3495 FMAT FIDELITY COVINGTON TRUST 545.0 $31K $57.68 +6.1%
3496 RXI ISHARES TR 168.0 $31K $186.45 +8.0%
3497 MZTI MARZETTI COMPANY Consumer Defensive 225.0 $31K +13.0 +6.1% $139.04 -16.7%
3498 XP XP INC Financial Services 1,641.0 $31K +399.0 +32.1% $19.04 -10.3%
3499 UROY URANIUM RTY CORP Energy 8,550.0 $31K NEW $3.65 +19.7%
3500 WERN WERNER ENTERPRISES INC Industrials 1,061.0 $31K +529.0 +99.4% $29.41 +28.1%
Page 175 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 27.6%
Financial Services 21.2%
Industrials 9.6%
Healthcare 8.9%
Consumer Cyclical 8.6%
Communication Services 7.3%
Energy 5.6%
Consumer Defensive 4.3%
Utilities 3.2%
Real Estate 2.1%