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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 232 of 235  ·  4,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4621 SMP STANDARD MTR PRODS INC Consumer Cyclical 4.0 $139.0 NEW $34.75 +6.5%
4622 FIVA FIDELITY COVINGTON TRUST 4.0 $139.0 $34.75 +7.7%
4623 TWI TITAN INTL INC ILL Industrials 20.0 $138.0 $6.90 +9.7%
4624 XFOR X4 PHARMACEUTICALS INC Healthcare 33.0 $136.0 $4.12 -10.7%
4625 CRSR CORSAIR GAMING INC Technology 24.0 $133.0 -24.0 -50.0% $5.54 +21.3%
4626 NRO NEUBERGER R/EST SECS INC FD Financial Services 46.0 $131.0 NEW $2.85 +3.2%
4627 INAB IN8BIO INC Healthcare 83.0 $123.0 $1.48 -4.2%
4628 NVNI NVNI GROUP LIMITED Technology 100.0 $115.0 NEW $1.15 -2.6%
4629 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 2.0 $114.0 NEW $57.00 +15.4%
4630 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 6.0 $110.0 $18.33 -0.6%
4631 SRFM SURF AIR MOBILITY INC Industrials 93.0 $107.0 $1.15 -0.0%
4632 AMC ENTMT HLDGS INC 109.0 $107.0 $0.98
4633 PSQH PSQ HOLDINGS INC Technology 200.0 $106.0 $0.53 +7.5%
4634 BLACKROCK UTILS INFRASTRUCTU 13,179.0 $105.0 NEW $0.01
4635 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 59.0 $104.0 $1.76 +164.9%
4636 SEQUANS COMMUNICATIONS S A 40.0 $101.0 $2.52
4637 LESL LESLIES INC Consumer Cyclical 83.0 $93.0 $1.12 +140.1%
4638 ACCO ACCO BRANDS CORP Industrials 30.0 $93.0 -1K -97.7% $3.10 +23.2%
4639 RMR RMR GROUP INC Real Estate 6.0 $93.0 $15.50 +23.3%
4640 USNA USANA HEALTH SCIENCES INC Consumer Defensive 5.0 $87.0 -12.0 -70.6% $17.40 +3.3%
Page 232 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%