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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 33 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GILD GILEAD SCIENCES INC Healthcare 88,893.0 $10.9M 0.02% NEW $122.74 +6.3%
642 AMCOR PLC 1,307,985.0 $10.9M 0.02% NEW $8.34
643 FSLR FIRST SOLAR INC Energy 41,723.0 $10.9M 0.02% NEW $261.23 -4.7%
644 FNDF SCHWAB STRATEGIC TR 239,671.0 $10.8M 0.02% NEW $45.21 +18.7%
645 FLOT ISHARES TR 212,915.0 $10.8M 0.02% NEW $50.86 +0.3%
646 TSN TYSON FOODS INC Consumer Defensive 182,418.0 $10.7M 0.02% NEW $58.62 +13.5%
647 CNI CANADIAN NATL RY CO Industrials 107,993.0 $10.7M 0.02% NEW $98.85 +15.5%
648 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 41,206.0 $10.7M 0.02% NEW $258.66 +36.2%
649 KD KYNDRYL HLDGS INC Technology 400,296.0 $10.6M 0.02% NEW $26.56 -54.6%
650 IXUS ISHARES TR 125,283.0 $10.6M 0.02% NEW $84.64 +12.4%
651 RIO RIO TINTO PLC Basic Materials 130,864.0 $10.5M 0.02% NEW $80.03 +29.1%
652 PCAR PACCAR INC Industrials 95,619.0 $10.5M 0.02% NEW $109.51 -0.2%
653 ETX EATON VANCE MUN INCOME 2028 Financial Services 559,017.0 $10.5M 0.02% NEW $18.70 +1.9%
654 DASH DOORDASH INC Communication Services 45,958.0 $10.4M 0.02% NEW $226.48 -29.7%
655 S SENTINELONE INC Technology 688,895.0 $10.3M 0.02% NEW $15.00 +19.8%
656 HOOD ROBINHOOD MKTS INC Financial Services 91,229.0 $10.3M 0.02% NEW $113.10 -32.9%
657 VOOV VANGUARD ADMIRAL FDS INC 50,167.0 $10.3M 0.02% NEW $204.85 +6.6%
658 HYG ISHARES TR 126,242.0 $10.2M 0.02% NEW $80.63 -0.9%
659 SLP SIMULATIONS PLUS INC Healthcare 557,866.0 $10.2M 0.02% NEW $18.23 -20.6%
660 MPLX MPLX LP Energy 189,137.0 $10.1M 0.02% NEW $53.37 +4.2%
Page 33 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%