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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 185 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 GGB GERDAU SA Basic Materials 6,007.0 $22K +5K +406.9% $3.61 +30.2%
3682 LQDA LIQUIDIA CORPORATION Healthcare 573.0 $22K NEW $37.74 +64.2%
3683 KRMN KARMAN HLDGS INC Industrials 270.0 $22K +140.0 +107.7% $80.05 -18.4%
3684 TPIF TIMOTHY PLAN 598.0 $22K $36.07 +4.5%
3685 THRM GENTHERM INC Consumer Cyclical 776.0 $22K +60.0 +8.4% $27.78 +12.3%
3686 WAY WAYSTAR HLDG CORP Technology 894.0 $22K +609.0 +213.7% $24.11 -20.3%
3687 WNC WABASH NATL CORP Industrials 2,500.0 $22K $8.62 -19.3%
3688 BETA BETA TECHNOLOGIES INC Industrials 1,463.0 $22K +238.0 +19.4% $14.70 +8.6%
3689 CUZ COUSINS PPTYS INC Real Estate 951.0 $21K -531.0 -35.8% $22.58 +17.0%
3690 SLVM SYLVAMO CORP Basic Materials 506.0 $21K -108.0 -17.6% $42.27 -11.6%
3691 COMSTOCK INC 7,000.0 $21K $3.05
3692 TLS TELOS CORP MD Technology 5,091.0 $21K +4K +398.1% $4.19 +11.7%
3693 NTSK NETSKOPE INC Technology 2,500.0 $21K -2K -37.5% $8.49 +36.3%
3694 DNN DENISON MINES CORP Energy 6,000.0 $21K NEW $3.53 -9.3%
3695 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 5,000.0 $21K $4.23 +112.1%
3696 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 941.0 $21K NEW $22.43 +26.9%
3697 CRAI CRA INTL INC Industrials 130.0 $21K +45.0 +52.9% $162.36 -9.2%
3698 CENTRAIS ELET BRAS SA 1,929.0 $21K +2K +10000.0% $10.92
3699 GRRR GORILLA TECHNOLOGY GROUP INC Technology 2,000.0 $21K $10.53 +35.4%
3700 GRO BRAZIL POTASH CORP Basic Materials 6,500.0 $21K $3.24 -22.8%
Page 185 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%