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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 210 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4181 BRIDGEBIO ONCOLOGY THERAPEUT 700.0 $6K $8.95
4182 EVER EVERQUOTE INC Communication Services 406.0 $6K +299.0 +279.4% $15.42 +18.1%
4183 BENITEC BIOPHARMA INC 582.0 $6K NEW $10.65
4184 GTM ZOOMINFO TECHNOLOGIES INC Technology 1,032.0 $6K +545.0 +111.9% $5.98 -36.5%
4185 PVI INVESCO EXCH TRADED FD TR II 248.0 $6K $24.87 -0.6%
4186 HUMA HUMACYTE INC Healthcare 10,150.0 $6K +10K +3659.3% $0.61 +45.4%
4187 LOANDEPOT INC 4,324.0 $6K NEW $1.42
4188 CNXN PC CONNECTION INC Technology 105.0 $6K +1.0 +1.0% $58.46 +9.7%
4189 LTM LATAM AIRLINES GROUP SA Industrials 124.0 $6K NEW $49.44 -5.9%
4190 RNRG GLOBAL X FDS 166.0 $6K $36.90 +1.8%
4191 IHRT IHEARTMEDIA INC Communication Services 2,094.0 $6K +2K +398.6% $2.92 +69.2%
4192 BATT AMPLIFY ETF TR 408.0 $6K +7.0 +1.8% $14.92 +7.2%
4193 UFCS UNITED FIRE GROUP INC Financial Services 163.0 $6K +155.0 +1937.5% $37.18 +32.1%
4194 BIRKENSTOCK HOLDING PLC 167.0 $6K +57.0 +51.8% $35.83
4195 AESI ATLAS ENERGY SOLUTIONS INC Energy 455.0 $6K -358.0 -44.0% $13.12 +46.2%
4196 VICR VICOR CORP Technology 37.0 $6K -9.0 -19.6% $161.00 +51.0%
4197 SITE CTRS CORP 1,093.0 $6K +748.0 +216.8% $5.40
4198 DXC DXC TECHNOLOGY CO Technology 466.0 $6K -153.0 -24.7% $12.57 -27.7%
4199 UMI USCF ETF TR 100.0 $6K -4K -97.6% $58.59 +5.7%
4200 FRMI FERMI INC Utilities 1,000.0 $6K $5.84 +2.4%
Page 210 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%