Rockefeller Capital Management L.P. Incresed Positions in Q1 2025

Rockefeller Capital Management L.P.

  • $38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDY
Teledyne Technologies Inc

Technology
5.78K
+ 8.86%
$455.51 - $518.84 $2.63M - $3M
71K $35.3M
DE
Deere & CO

Industrials
5.3K
+ 9.47%
$408.57 - $509.27 $2.16M - $2.7M
61.2K $28.7M
AEM
Agnico Eagle Mines LTD

Basic Materials
43.2K
+ 431.15%
$79.66 - $108.41 $3.44M - $4.68M
53.2K $5.76M
LQD
Ishares Iboxx $ Investment Gra

ETFs
43.3K
+ 35.34%
$105.1 - $109.61 $4.56M - $4.75M
166K $18M
EMLP
First Tr Exchange Traded Iv

ETFs
91.5K
+ 11.23%
$35.79 - $38.28 $3.28M - $3.5M
907K $34M
OKE
Oneok Inc

Energy
52.9K
+ 18.68%
$89.57 - $109.85 $4.74M - $5.82M
336K $33.4M
AVB
Avalonbay Communities Inc

Real Estate
22.3K
+ 200.77%
$207.86 - $228.08 $4.63M - $5.08M
33.4K $7.17M
SNY
Sanofi

Healthcare
37.9K
+ 10.72%
$48.15 - $59.42 $1.82M - $2.25M
391K $21.7M
SNOW
Snowflake Inc.

Technology
38.6K
+ 30.79%
$146.16 - $192.78 $5.64M - $7.44M
164K $24M
AJG
Arthur J. Gallagher & Co.

Financial Services
9.99K
+ 56.1%
$275.89 - $345.24 $2.76M - $3.45M
27.8K $9.59M
CME
Cme Group Inc.

Financial Services
3.33K
+ 3.14%
$225.82 - $266.54 $752K - $888K
110K $29.1M
AMT
American Tower Corp

Real Estate
5.18K
+ 5.45%
$173.46 - $217.6 $898K - $1.13M
100K $21.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.7K
+ 2.41%
$33.84 - $37.77 $1.11M - $1.23M
1.39M $50.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
49.7K
+ 23.22%
$58.04 - $65.84 $2.88M - $3.27M
264K $16.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
91.3K
+ 121.73%
$48.06 - $53.73 $4.39M - $4.91M
166K $8.11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
41.2K
+ 14.73%
$100.34 - $100.68 $4.14M - $4.15M
321K $32.3M
OKTA
Okta, Inc.

Technology
17.2K
+ 18.89%
$78.83 - $116.72 $1.35M - $2M
108K $11.4M
EWY
Ishares Inc Msci South Korea E

ETFs
76.2K
+ 272.38%
$51.16 - $58.46 $3.9M - $4.46M
104K $5.63M
ARCC
Ares Capital Corp

Financial Services
168K
+ 9.41%
$21.28 - $23.81 $3.57M - $4M
1.95M $43.2M
CL
Colgate Palmolive CO

Consumer Defensive
40.3K
+ 26.59%
$85.68 - $97.5 $3.45M - $3.93M
192K $18M
MCK
Mckesson Corp

Healthcare
2.99K
+ 14.94%
$566.21 - $672.99 $1.69M - $2.01M
23K $15.5M
XLI
Industrial Sector Spdr

ETFs
32.5K
+ 10.26%
$128.78 - $141.67 $4.18M - $4.6M
349K $45.7M
STC
Stewart Information Services Corp

Financial Services
40.8K
+ 13.92%
$59.55 - $72.6 $2.43M - $2.96M
334K $23.8M
BSX
Boston Scientific Corp

Healthcare
23K
+ 15.54%
$89.38 - $106.18 $2.06M - $2.44M
171K $17.3M
MU
Micron Technology Inc

Technology
35.7K
+ 11.21%
$86.89 - $109.38 $3.1M - $3.9M
354K $30.8M
WRB
Berkley W R Corp

Financial Services
11.4K
+ 4.58%
$56.7 - $71.27 $645K - $811K
260K $18.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
38.7K
+ 64.7%
$100.32 - $100.76 $3.88M - $3.9M
98.6K $9.92M
IRM
Iron Mountain Inc

Real Estate
115K
+ 36.66%
$82.79 - $111.31 $9.5M - $12.8M
428K $36.8M
SHW
Sherwin Williams CO

Basic Materials
9.13K
+ 12.27%
$330.16 - $365.55 $3.01M - $3.34M
83.5K $29.2M
LMB
Limbach Holdings, Inc.

Industrials
86.7K
+ 40.01%
$68.92 - $104.65 $5.97M - $9.07M
303K $22.6M
FRT
Federal Realty Investment Trust

Real Estate
50.2K
+ 66.15%
$94.7 - $111.82 $4.75M - $5.61M
126K $12.3M
IEMG
Ishares Inc

ETFs
71.5K
+ 8.95%
N/A
870K $46.7M
WINA
Winmark Corp

Consumer Cyclical
18.7K
+ 62.07%
$304.11 - $396.66 $5.7M - $7.43M
48.9K $15.6M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
342K
+ 65.69%
$11.22 - $11.8 $3.83M - $4.03M
862K $9.67M
ELV
Elevance Health, Inc.

Healthcare
1.62K
+ 3.58%
$365.9 - $436.25 $593K - $707K
46.9K $20.4M
BEP
Brookfield Renewable Partners L.P.

Utilities
175K
+ 51.69%
$20.03 - $23.79 $3.5M - $4.16M
514K $11.4M
SBUX
Starbucks Corp

Consumer Cyclical
9.74K
+ 2.54%
$91.75 - $115.81 $893K - $1.13M
393K $38.6M
ECL
Ecolab Inc.

Basic Materials
7.18K
+ 7.71%
$229.72 - $269.82 $1.65M - $1.94M
100K $25.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
72.4K
+ 5.3%
$56.17 - $59.71 $4.07M - $4.32M
1.44M $82.2M
MPC
Marathon Petroleum Corp

Energy
15.3K
+ 6.93%
$134.72 - $159.03 $2.05M - $2.43M
235K $34.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
54.9K
+ 33.64%
$96.3 - $112.23 $5.28M - $6.16M
218K $21.3M
PAR
Par Technology Corp

Technology
71.8K
+ 88.78%
$58.73 - $76.0 $4.21M - $5.45M
153K $9.36M
SCHX
Schwab Strategic Tr Us Large C

ETFs
175K
+ 48.07%
$21.75 - $24.28 $3.8M - $4.25M
539K $11.9M
GD
General Dynamics Corp

Industrials
9.51K
+ 9.98%
$241.94 - $272.58 $2.3M - $2.59M
105K $28.6M
VO
Vanguard Mid Cap ETF

ETFs
23.5K
+ 4.87%
$251.87 - $277.95 $5.91M - $6.53M
505K $131M
PFF
Ishares Trust Ishares Pfd And

ETFs
146K
+ 9.32%
$30.73 - $32.26 $4.5M - $4.73M
1.72M $52.8M
PSX
Phillips 66

Energy
16.4K
+ 12.09%
$113.93 - $131.55 $1.87M - $2.16M
152K $18.8M
DVN
Devon Energy Corp

Energy
34.2K
+ 7.81%
$33.15 - $38.55 $1.13M - $1.32M
472K $17.6M
VERX
Vertex, Inc.

Technology
180K
+ 110.53%
$31.15 - $58.95 $5.61M - $10.6M
343K $12M
Activity Summary
Buys All Purchases 985 New Holdings 106 Increased Positions 879 Sells All Sells 623 Reductions 623 Sold out 0 Options Calls 0 Puts 0
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