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Portfolio (Quarterly) Guide ↗

Rockefeller Capital Management L.P.

· CIK 0001739439
13F Portfolio $55.5B AUM Filed Mar 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4670 New
Page 21 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CSX CSX CORP Industrials 654,346.0 $23.7M 0.04% NEW $36.25 +27.6%
402 JGRO J P MORGAN EXCHANGE TRADED F 255,485.0 $23.7M 0.04% NEW $92.80 +4.2%
403 B BARRICK MNG CORP Basic Materials 540,000.0 $23.5M 0.04% NEW $43.55 -6.2%
404 VICI VICI PPTYS INC Real Estate 831,277.0 $23.4M 0.04% NEW $28.14 +0.7%
405 JMBS JANUS DETROIT STR TR 503,395.0 $23.0M 0.04% NEW $45.69 -2.0%
406 IONQ IONQ INC Technology 511,178.0 $22.9M 0.04% NEW $44.87 +15.8%
407 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 207,480.0 $22.7M 0.04% NEW $109.61 -25.1%
408 IJS ISHARES TR 199,162.0 $22.6M 0.04% NEW $113.72 +11.6%
409 DOV DOVER CORP Industrials 114,911.0 $22.4M 0.04% NEW $195.24 +7.5%
410 PAVE GLOBAL X FDS 468,911.0 $22.4M 0.04% NEW $47.79 +14.0%
411 CBOE CBOE GLOBAL MKTS INC Financial Services 88,659.0 $22.3M 0.04% NEW $251.00 +44.5%
412 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 325,904.0 $22.2M 0.04% NEW $68.23 +11.9%
413 NRG NRG ENERGY INC Utilities 139,626.0 $22.2M 0.04% NEW $159.24 -17.0%
414 IUSV ISHARES TR 216,637.0 $22.2M 0.04% NEW $102.54 +6.4%
415 BP BP PLC Energy 637,193.0 $22.1M 0.04% NEW $34.73 +30.4%
416 JIRE J P MORGAN EXCHANGE TRADED F 292,398.0 $21.9M 0.04% NEW $74.88 +7.1%
417 WAL WESTERN ALLIANCE BANCORP Financial Services 260,229.0 $21.9M 0.04% NEW $84.07 -7.4%
418 VCIT VANGUARD SCOTTSDALE FDS 260,276.0 $21.8M 0.04% NEW $83.75 -2.1%
419 MCK MCKESSON CORP Healthcare 26,557.0 $21.8M 0.04% NEW $820.34 -8.1%
420 NOC NORTHROP GRUMMAN CORP Industrials 38,076.0 $21.7M 0.04% NEW $570.22 -3.5%
Page 21 of 234  ·  4,670 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 29.1%
Financial Services 22.3%
Communication Services 9.1%
Industrials 8.8%
Healthcare 8.7%
Consumer Cyclical 8.3%
Energy 4.2%
Consumer Defensive 3.7%
Utilities 2.5%
Real Estate 1.8%