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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 183 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 FULT FULTON FINL CORP PA Financial Services 1,161.0 $24K +267.0 +29.9% $20.36 +5.1%
3642 PENG PENGUIN SOLUTIONS INC Technology 1,332.0 $23K +391.0 +41.5% $17.60 +177.3%
3643 YMM FULL TRUCK ALLIANCE CO LTD Technology 2,822.0 $23K -841.0 -23.0% $8.30 +1.9%
3644 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 635.0 $23K -25.0 -3.8% $36.81 -2.8%
3645 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 468.0 $23K -1K -75.3% $49.85 -7.0%
3646 CACC CREDIT ACCEP CORP MICH Financial Services 55.0 $23K -14.0 -20.3% $423.45 +29.2%
3647 CTLP CANTALOUPE INC Technology 2,145.0 $23K +1K +205.1% $10.81 +3.6%
3648 MITT TPG MTG INVTS TR INC Real Estate 3,165.0 $23K +2K +117.5% $7.31 +4.4%
3649 EWTX EDGEWISE THERAPEUTICS INC Healthcare 732.0 $23K +550.0 +302.2% $31.50 +3.8%
3650 CERT CERTARA INC Healthcare 4,036.0 $23K +3K +213.6% $5.70 -9.3%
3651 CARG CARGURUS INC Consumer Cyclical 675.0 $23K -1K -68.9% $34.05 -18.9%
3652 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 4,043.0 $23K +3K +398.5% $5.68 +52.8%
3653 GOCT FIRST TR EXCHNG TRADED FD VI 594.0 $23K -423.0 -41.6% $38.63 +6.4%
3654 CMPR CIMPRESS PLC Communication Services 314.0 $23K +256.0 +441.4% $73.00 +30.4%
3655 ACRS ACLARIS THERAPEUTICS INC Healthcare 6,112.0 $23K +5K +398.5% $3.75 +21.1%
3656 NMI NUVEEN MUN INCOME FD INC Financial Services 2,190.0 $23K $10.45 +2.4%
3657 FCVT FIRST TR EXCHANGE-TRADED FD 517.0 $23K -172.0 -25.0% $44.19 +17.0%
3658 LPL LG DISPLAY CO LTD Technology 5,888.0 $23K NEW $3.88 +27.3%
3659 TRUP TRUPANION INC Financial Services 892.0 $23K +511.0 +134.1% $25.61 -14.6%
3660 EH EHANG HLDGS LTD Industrials 2,350.0 $23K +812.0 +52.8% $9.71 -2.7%
Page 183 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%