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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 181 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3601 GPGI GPGI INC Industrials 1,500.0 $26K $17.10 -30.1%
3602 EVO EVOTEC AG Healthcare 10,219.0 $26K +10K +1351.6% $2.50 +19.6%
3603 RFDI FIRST TR EXCH TRADED FD III 310.0 $25K $82.11 +6.3%
3604 WEAV WEAVE COMMUNICATIONS INC Technology 5,487.0 $25K -39K -87.6% $4.62 +27.5%
3605 JOYY JOYY INC Communication Services 434.0 $25K +429.0 +8580.0% $58.39 -4.0%
3606 ALKT ALKAMI TECHNOLOGY INC Technology 1,617.0 $25K -18K -91.8% $15.67 +7.7%
3607 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 462.0 $25K +176.0 +61.5% $54.82 +11.9%
3608 PJUL INNOVATOR ETFS TRUST 551.0 $25K $45.97 +5.4%
3609 JBLU JETBLUE AIRWAYS CORP Industrials 5,701.0 $25K +184.0 +3.3% $4.42 +13.4%
3610 FRME FIRST MERCHANTS CORP Financial Services 650.0 $25K +348.0 +115.2% $38.74 +3.8%
3611 FLCH FRANKLIN TEMPLETON ETF TR 1,122.0 $25K NEW $22.39 +0.2%
3612 SNCY SUN CTRY AIRLS HLDGS INC Industrials 1,510.0 $25K -2K -57.2% $16.52 -2.1%
3613 ACADIAN ASSET MANAGEMENT INC 458.0 $25K +325.0 +244.4% $54.42
3614 RZV INVESCO EXCHANGE TRADED FD T 200.0 $25K $124.62 +7.4%
3615 MYE MYERS INDS INC Consumer Cyclical 1,176.0 $25K +595.0 +102.4% $21.18 +3.8%
3616 CCS CENTURY COMMUNITIES INC Consumer Cyclical 434.0 $25K +253.0 +139.8% $57.38 -8.6%
3617 TRND PACER FDS TR 753.0 $25K $33.04 +10.1%
3618 GLV CLOUGH GLOBAL DIVID & INCOME Financial Services 4,174.0 $25K $5.92 +4.2%
3619 CERS CERUS CORP Healthcare 13,571.0 $25K +1K +8.0% $1.82 +50.6%
3620 PSCH INVESCO EXCH TRADED FD TR II 600.0 $25K $41.15 +9.6%
Page 181 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%