Rockefeller Capital Management
Latest statistics and disclosures from Rockefeller Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MSFT, AAPL, NVDA, GOOGL, and represent 15.42% of Rockefeller Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$170M), XLK (+$144M), NFLX (+$125M), SPY (+$124M), VOO (+$110M), RMOP (+$95M), AMZN (+$92M), VTV (+$92M), IWF (+$87M), META (+$86M).
- Started 484 new stock positions in BBOT, OSPN, ZVRA, BINV, BLND, IIIV, BCAX, CMPX, HDUS, SMTI.
- Reduced shares in these 10 stocks: CRM (-$1.2B), RSMC (-$180M), SNPS (-$158M), RGEF (-$156M), VT (-$132M), PLTR (-$64M), , AMD (-$42M), TSLA (-$38M), CPT (-$35M).
- Sold out of its positions in AWP, ADTN, ADAPY, ADV, AKRO, ALE, AREC, MJ, AIVC, IPAY.
- Rockefeller Capital Management was a net buyer of stock by $3.6B.
- Rockefeller Capital Management has $56B in assets under management (AUM), dropping by 8.61%.
- Central Index Key (CIK): 0001739439
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Portfolio Holdings for Rockefeller Capital Management
Rockefeller Capital Management holds 4670 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Rockefeller Capital Management has 4670 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rockefeller Capital Management Dec. 31, 2025 positions
- Download the Rockefeller Capital Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $1.9B | +6% | 2.8M | 681.93 |
|
| Microsoft Corporation (MSFT) | 3.4 | $1.9B | +3% | 3.9M | 483.62 |
|
| Apple (AAPL) | 3.2 | $1.8B | +3% | 6.5M | 271.86 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $1.6B | +3% | 8.7M | 186.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $1.3B | 4.3M | 313.00 |
|
|
| Amazon (AMZN) | 2.3 | $1.3B | +7% | 5.6M | 230.82 |
|
| Broadcom (AVGO) | 1.8 | $989M | 2.9M | 346.10 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $863M | +14% | 1.4M | 627.13 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $750M | +7% | 2.3M | 322.26 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $741M | +29% | 1.1M | 684.94 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $709M | +3% | 1.2M | 614.31 |
|
| Meta Platforms Cl A (META) | 1.2 | $681M | +14% | 1.0M | 660.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $678M | 2.2M | 313.88 |
|
|
| Tidal Trust Iii Rockefeller Glob (RGEF) | 1.1 | $622M | -20% | 20M | 30.66 |
|
| Tidal Trust Iii Rockefeller Us S (RSMC) | 0.9 | $523M | -25% | 21M | 25.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $508M | +20% | 1.1M | 473.30 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $491M | +5% | 457k | 1074.68 |
|
| Visa Com Cl A (V) | 0.9 | $486M | +4% | 1.4M | 350.71 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $372M | +13% | 938k | 396.31 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $358M | +11% | 1.1M | 335.27 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $341M | +20% | 394k | 864.12 |
|
| Home Depot (HD) | 0.6 | $322M | +18% | 934k | 344.10 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $303M | +28% | 1.4M | 210.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $291M | +14% | 4.7M | 62.47 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $289M | +40% | 593k | 487.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $275M | +8% | 1.4M | 191.56 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $273M | +8% | 544k | 502.65 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $270M | +113% | 1.9M | 143.97 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $265M | +16% | 872k | 303.89 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $257M | +55% | 1.3M | 191.00 |
|
| Uber Technologies (UBER) | 0.5 | $251M | +16% | 3.1M | 81.71 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $245M | +24% | 423k | 579.52 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $240M | +16% | 511k | 468.76 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $235M | +21% | 2.6M | 89.46 |
|
| Ge Vernova (GEV) | 0.4 | $234M | +16% | 358k | 653.57 |
|
| Blackrock (BLK) | 0.4 | $232M | +32% | 217k | 1070.34 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $232M | +2% | 1.9M | 120.34 |
|
| salesforce (CRM) | 0.4 | $230M | -84% | 868k | 264.88 |
|
| McDonald's Corporation (MCD) | 0.4 | $223M | +19% | 729k | 305.63 |
|
| Chevron Corporation (CVX) | 0.4 | $222M | +13% | 1.5M | 152.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $217M | +15% | 287k | 753.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $214M | +22% | 738k | 290.22 |
|
| Amgen (AMGN) | 0.4 | $210M | +27% | 642k | 327.32 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $205M | +11% | 2.1M | 96.03 |
|
| Shell Spon Ads (SHEL) | 0.4 | $204M | 2.8M | 73.48 |
|
|
| TJX Companies (TJX) | 0.4 | $202M | +28% | 1.3M | 153.61 |
|
| Abbvie (ABBV) | 0.4 | $202M | +10% | 884k | 228.49 |
|
| Coca-Cola Company (KO) | 0.4 | $202M | +33% | 2.9M | 69.91 |
|
| Caterpillar (CAT) | 0.4 | $198M | +22% | 346k | 572.87 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $195M | -24% | 1.1M | 177.75 |
|
| Johnson & Johnson (JNJ) | 0.3 | $194M | +12% | 938k | 206.95 |
|
| Cisco Systems (CSCO) | 0.3 | $191M | +25% | 2.5M | 77.03 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $191M | +11% | 1.6M | 120.18 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $191M | +20% | 2.9M | 66.00 |
|
| Tesla Motors (TSLA) | 0.3 | $188M | -16% | 418k | 449.71 |
|
| Wal-Mart Stores (WMT) | 0.3 | $187M | +4% | 1.7M | 111.41 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $182M | +18% | 829k | 219.78 |
|
| Merck & Co (MRK) | 0.3 | $181M | +33% | 1.7M | 105.26 |
|
| Palo Alto Networks (PANW) | 0.3 | $181M | +3% | 983k | 184.20 |
|
| Tidal Trust Iii Rockefeller Opp (RMOP) | 0.3 | $180M | +110% | 7.2M | 25.03 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $176M | +34% | 773k | 227.51 |
|
| Advanced Micro Devices (AMD) | 0.3 | $176M | -19% | 820k | 214.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $175M | 711k | 246.16 |
|
|
| Nextera Energy (NEE) | 0.3 | $174M | +33% | 2.2M | 80.28 |
|
| Abbott Laboratories (ABT) | 0.3 | $173M | +27% | 1.4M | 125.29 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $171M | +19% | 194k | 878.98 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $170M | +36% | 1.3M | 131.03 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $169M | +13% | 3.2M | 53.76 |
|
| International Business Machines (IBM) | 0.3 | $167M | +20% | 564k | 296.21 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $162M | +19% | 2.0M | 81.17 |
|
| Ge Aerospace Com New (GE) | 0.3 | $161M | +18% | 522k | 308.03 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $160M | -12% | 992k | 160.97 |
|
| Procter & Gamble Company (PG) | 0.3 | $159M | +11% | 1.1M | 143.31 |
|
| L3harris Technologies (LHX) | 0.3 | $158M | +45% | 537k | 293.57 |
|
| Emerson Electric (EMR) | 0.3 | $154M | +33% | 1.2M | 132.75 |
|
| Goldman Sachs (GS) | 0.3 | $151M | +24% | 172k | 879.00 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $145M | +2% | 2.0M | 73.57 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $145M | -47% | 1.0M | 141.06 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.3 | $141M | -8% | 1.5M | 91.38 |
|
| Linde SHS (LIN) | 0.2 | $139M | +22% | 325k | 426.39 |
|
| American Express Company (AXP) | 0.2 | $138M | -4% | 374k | 369.95 |
|
| Netflix (NFLX) | 0.2 | $137M | +1094% | 1.5M | 93.76 |
|
| Union Pacific Corporation (UNP) | 0.2 | $131M | +29% | 566k | 231.32 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $128M | +13% | 832k | 154.14 |
|
| Oracle Corporation (ORCL) | 0.2 | $122M | -4% | 628k | 194.91 |
|
| Aercap Holdings Nv SHS (AER) | 0.2 | $122M | -14% | 849k | 143.77 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $122M | +17% | 339k | 360.13 |
|
| Applied Materials (AMAT) | 0.2 | $120M | -13% | 468k | 256.99 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $120M | 398k | 301.15 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $119M | 424k | 279.14 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $117M | -6% | 207k | 566.36 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $116M | -2% | 1.3M | 88.00 |
|
| At&t (T) | 0.2 | $116M | -5% | 4.7M | 24.84 |
|
| Analog Devices (ADI) | 0.2 | $115M | +32% | 423k | 271.21 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $114M | +15% | 443k | 257.95 |
|
| Prologis (PLD) | 0.2 | $113M | +9% | 888k | 127.66 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $111M | +10% | 604k | 183.41 |
|
| Verizon Communications (VZ) | 0.2 | $110M | +31% | 2.7M | 40.73 |
|
| Citigroup Com New (C) | 0.2 | $108M | +16% | 924k | 116.69 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $106M | +9% | 186k | 570.88 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $106M | +45% | 1.6M | 67.22 |
|
| UnitedHealth (UNH) | 0.2 | $106M | +8% | 321k | 330.11 |
|
| Pepsi (PEP) | 0.2 | $106M | +3% | 736k | 143.52 |
|
| Micron Technology (MU) | 0.2 | $105M | -23% | 368k | 285.41 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $104M | +7% | 1.9M | 54.77 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $103M | +23% | 837k | 123.26 |
|
| Bank of America Corporation (BAC) | 0.2 | $103M | +15% | 1.9M | 55.00 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $101M | -12% | 244k | 412.77 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $101M | +5% | 475k | 211.79 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $101M | +11% | 1.8M | 57.24 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $100M | +53% | 1.1M | 89.43 |
|
| Cadence Design Systems (CDNS) | 0.2 | $100M | +54% | 320k | 312.58 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $98M | 326k | 302.11 |
|
|
| Digital Realty Trust (DLR) | 0.2 | $97M | +30% | 621k | 155.44 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $95M | -9% | 650k | 146.58 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $95M | -14% | 89k | 1069.87 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $94M | +116% | 979k | 96.16 |
|
| United Rentals (URI) | 0.2 | $93M | +27% | 114k | 809.40 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $91M | 514k | 177.37 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.2 | $90M | -12% | 444k | 203.46 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $89M | +10% | 577k | 154.82 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $89M | +36% | 926k | 96.27 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $88M | +4% | 1.2M | 75.44 |
|
| Boeing Company (BA) | 0.2 | $87M | +9% | 403k | 217.12 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $87M | +18% | 410k | 212.08 |
|
| Equinix (EQIX) | 0.2 | $86M | +37% | 113k | 766.17 |
|
| EOG Resources (EOG) | 0.2 | $84M | +31% | 804k | 105.01 |
|
| Chubb (CB) | 0.2 | $84M | 268k | 312.12 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $83M | +17% | 967k | 85.77 |
|
| Fifth Third Ban (FITB) | 0.1 | $82M | +51% | 1.8M | 46.81 |
|
| Eaton Corp SHS (ETN) | 0.1 | $82M | +9% | 256k | 318.51 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $81M | +52% | 833k | 97.13 |
|
| Walt Disney Company (DIS) | 0.1 | $81M | 711k | 113.77 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $80M | +39% | 364k | 219.36 |
|
| Servicenow (NOW) | 0.1 | $79M | +649% | 516k | 153.19 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $79M | +36% | 396k | 198.62 |
|
| Danaher Corporation (DHR) | 0.1 | $79M | -21% | 343k | 228.95 |
|
| Kinder Morgan (KMI) | 0.1 | $78M | +3% | 2.8M | 27.49 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $78M | +14% | 500k | 155.13 |
|
| Intercontinental Exchange (ICE) | 0.1 | $78M | -11% | 479k | 161.96 |
|
| Honeywell International (HON) | 0.1 | $77M | +4% | 396k | 195.09 |
|
| Morgan Stanley Com New (MS) | 0.1 | $76M | +17% | 430k | 177.53 |
|
| Totalenergies Se Act (TTE) | 0.1 | $76M | NEW | 1.2M | 65.42 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $75M | +14% | 4.5M | 16.49 |
|
| Diamondback Energy (FANG) | 0.1 | $74M | +35% | 494k | 150.33 |
|
| Constellation Energy (CEG) | 0.1 | $74M | +59% | 209k | 353.27 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $73M | +19% | 539k | 135.14 |
|
| Republic Services (RSG) | 0.1 | $72M | -15% | 340k | 211.93 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $72M | +6% | 508k | 141.14 |
|
| Icici Bank Adr (IBN) | 0.1 | $71M | -22% | 2.4M | 29.80 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $70M | +129% | 1.4M | 50.58 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $70M | 606k | 115.10 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $70M | -2% | 199k | 349.99 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $70M | +2% | 649k | 107.21 |
|
| Medtronic SHS (MDT) | 0.1 | $69M | +19% | 720k | 96.13 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $69M | +107% | 1.5M | 44.71 |
|
| O'reilly Automotive (ORLY) | 0.1 | $69M | +39% | 753k | 91.20 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $68M | +77% | 1.3M | 50.88 |
|
| Rbc Cad (RY) | 0.1 | $67M | +52% | 393k | 170.50 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $67M | 474k | 141.16 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $67M | -2% | 259k | 257.87 |
|
| AmerisourceBergen (COR) | 0.1 | $67M | +43% | 197k | 337.76 |
|
| Wells Fargo & Company (WFC) | 0.1 | $67M | +29% | 714k | 93.20 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $66M | +126% | 952k | 69.48 |
|
| Williams Companies (WMB) | 0.1 | $66M | +15% | 1.1M | 60.11 |
|
| Enterprise Products Partners (EPD) | 0.1 | $65M | +2% | 2.0M | 32.06 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $65M | +7% | 1.3M | 50.32 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $65M | +2% | 1.5M | 44.41 |
|
| Allstate Corporation (ALL) | 0.1 | $64M | -7% | 307k | 208.15 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $63M | -3% | 84.00 | 754800.00 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $63M | +113% | 425k | 148.69 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $63M | +38% | 323k | 194.39 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $62M | +49% | 516k | 119.75 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $61M | +45% | 135k | 453.38 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $60M | +115% | 505k | 119.44 |
|
| Astrazeneca Sponsored Adr | 0.1 | $60M | -18% | 654k | 91.93 |
|
| Capital One Financial (COF) | 0.1 | $60M | +21% | 247k | 242.38 |
|
| Evercore Class A (EVR) | 0.1 | $60M | +73% | 175k | 340.28 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $60M | -3% | 343k | 173.49 |
|
| Ameriprise Financial (AMP) | 0.1 | $59M | +53% | 121k | 490.53 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $59M | +10% | 122k | 483.67 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $58M | +32% | 731k | 79.73 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $58M | +92% | 904k | 64.42 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $58M | +11% | 528k | 110.15 |
|
| Stonex Group (SNEX) | 0.1 | $58M | -23% | 611k | 95.13 |
|
| AutoZone (AZO) | 0.1 | $58M | -18% | 17k | 3391.53 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $57M | +593% | 1.3M | 44.47 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $57M | +70% | 596k | 95.35 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $57M | +22% | 152k | 373.44 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $57M | -8% | 664k | 85.37 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $56M | -15% | 210k | 268.31 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $56M | 281k | 199.68 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $56M | +32% | 2.7M | 21.00 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $55M | -26% | 611k | 90.03 |
|
| Becton, Dickinson and (BDX) | 0.1 | $55M | -26% | 282k | 194.07 |
|
| Haleon Spon Ads (HLN) | 0.1 | $55M | 5.4M | 10.11 |
|
|
| MercadoLibre (MELI) | 0.1 | $54M | -9% | 27k | 2014.26 |
|
| SLB Com Stk (SLB) | 0.1 | $54M | +180% | 1.4M | 38.59 |
|
| Qualcomm (QCOM) | 0.1 | $54M | -21% | 314k | 171.05 |
|
| Realty Income (O) | 0.1 | $54M | +21% | 945k | 56.62 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $53M | +453% | 704k | 75.77 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $53M | +14% | 453k | 117.72 |
|
| Lowe's Companies (LOW) | 0.1 | $53M | -27% | 220k | 241.16 |
|
| Apollo Global Mgmt (APO) | 0.1 | $53M | -25% | 364k | 144.76 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $52M | +1680% | 1.1M | 46.29 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $51M | +34% | 87k | 580.71 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $50M | +47% | 827k | 60.79 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $50M | +75% | 914k | 54.71 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $50M | 554k | 89.56 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $50M | 237k | 209.12 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $49M | +440% | 658k | 75.05 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $49M | 216k | 226.14 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $49M | +16% | 526k | 92.34 |
|
| Waste Management (WM) | 0.1 | $47M | +14% | 214k | 219.71 |
|
| Iqvia Holdings (IQV) | 0.1 | $47M | -30% | 208k | 225.41 |
|
| Willis Towers Watson SHS (WTW) | 0.1 | $47M | 143k | 328.60 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $47M | 2.5M | 18.97 |
|
|
| Korn Ferry Com New (KFY) | 0.1 | $46M | -22% | 703k | 66.02 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $46M | +15% | 285k | 162.69 |
|
| Roper Industries (ROP) | 0.1 | $46M | +7% | 104k | 445.13 |
|
| Hannon Armstrong (HASI) | 0.1 | $46M | -23% | 1.5M | 31.43 |
|
| Pfizer (PFE) | 0.1 | $46M | +27% | 1.8M | 24.90 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $46M | +31% | 641k | 71.47 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $46M | +3% | 2.3M | 20.23 |
|
| PNC Financial Services (PNC) | 0.1 | $45M | +48% | 218k | 208.73 |
|
| Deere & Company (DE) | 0.1 | $45M | +23% | 97k | 465.66 |
|
| RadNet (RDNT) | 0.1 | $45M | -27% | 632k | 71.35 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $45M | -4% | 265k | 170.00 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $45M | +3% | 503k | 88.49 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $44M | +22% | 365k | 121.75 |
|
| Sempra Energy (SRE) | 0.1 | $44M | +41% | 500k | 88.29 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $44M | +29% | 136k | 323.01 |
|
| Kla Corp Com New (KLAC) | 0.1 | $44M | +4% | 36k | 1215.08 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $44M | +47% | 390k | 111.78 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $43M | +10% | 846k | 51.26 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $43M | +5% | 432k | 99.85 |
|
| MetLife (MET) | 0.1 | $43M | +30% | 546k | 78.94 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $43M | +92% | 1.1M | 38.32 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $43M | -7% | 266k | 162.07 |
|
| Cme (CME) | 0.1 | $43M | +16% | 157k | 273.08 |
|
| Cummins (CMI) | 0.1 | $43M | +50% | 84k | 510.47 |
|
| S&p Global (SPGI) | 0.1 | $42M | +27% | 81k | 522.59 |
|
| Kkr & Co (KKR) | 0.1 | $42M | +5% | 333k | 127.49 |
|
| Philip Morris International (PM) | 0.1 | $42M | +16% | 264k | 160.42 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $42M | +26% | 1.8M | 24.04 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $42M | +123% | 920k | 45.45 |
|
| General Motors Company (GM) | 0.1 | $42M | +31% | 511k | 81.32 |
|
| ConocoPhillips (COP) | 0.1 | $42M | -23% | 443k | 93.61 |
|
| Quanta Services (PWR) | 0.1 | $41M | +23% | 97k | 422.06 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $41M | -16% | 1.3M | 30.96 |
|
Past Filings by Rockefeller Capital Management
SEC 13F filings are viewable for Rockefeller Capital Management going back to 2018
- Rockefeller Capital Management 2025 Q4 restated filed March 17, 2026
- Rockefeller Capital Management 2025 Q4 filed Feb. 17, 2026
- Rockefeller Capital Management 2025 Q3 filed Nov. 14, 2025
- Rockefeller Capital Management 2025 Q2 amended filed Aug. 14, 2025
- Rockefeller Capital Management 2025 Q2 filed Aug. 8, 2025
- Rockefeller Capital Management 2025 Q1 filed May 14, 2025
- Rockefeller Capital Management 2024 Q4 filed Feb. 13, 2025
- Rockefeller Capital Management 2024 Q3 filed Nov. 14, 2024
- Rockefeller Capital Management 2024 Q2 filed Aug. 12, 2024
- Rockefeller Capital Management 2024 Q1 filed May 14, 2024
- Rockefeller Capital Management 2023 Q4 filed Feb. 14, 2024
- Rockefeller Capital Management 2023 Q3 filed Nov. 14, 2023
- Rockefeller Capital Management 2023 Q2 filed Aug. 14, 2023
- Rockefeller Capital Management 2023 Q1 filed May 16, 2023
- Rockefeller Capital Management 2022 Q4 filed March 6, 2023
- Rockefeller Capital Management 2022 Q3 filed Nov. 2, 2022