Rockefeller Capital Management L.P. Q2 2019 Filing

Filed August 9, 2019

Portfolio Value

$7.2B

Holdings

1,646

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (1,646 positions)

#StockSharesValue% PortfolioType
1
EMREMERSON ELEC CO
37,816$2.5B35.18%
2
FITBFIFTH THIRD BANCORP
1,351,416$1.7B23.76%
3
DUKDUKE ENERGY CORP NEW
19,094$1.7B23.49%
4
VFCV F CORP
18,375$1.6B22.39%
5
TXNTEXAS INSTRS INC
85,471$1.6B22.31%
6
INTUINTUIT
5,751$1.5B20.96%
7
LNGCHENIERE ENERGY INC
21,786$1.5B20.79%
8
TJXTJX COS INC NEW
26,480$1.4B19.52%
9
VLOVALERO ENERGY CORP NEW
16,087$1.4B19.20%
10
MRKMERCK & CO INC
291,207$1.3B18.52%
11
EEMISHARES TR
121,463$1.2B17.33%
12
AFLAFLAC INC
21,967$1.2B16.80%
13
VEUVANGUARD INTL EQUITY INDEX F
78,186$1.2B16.70%
14
PFEPFIZER INC
295,556$1.2B16.25%
15
BAMBROOKFIELD ASSET MGMT INC
23,988$1.1B15.98%
16
DOWDOW INC
22,674$1.1B15.59%
17
HXLHEXCEL CORP NEW
322,457$1.1B15.53%
18
BKNGBOOKING HLDGS INC
591$1.1B15.45%
19
PGPROCTER AND GAMBLE CO
149,372$1.1B15.30%
20
MMM3M CO
12,924$1.1B15.03%
21
GOOGLALPHABET INC
59,092$1.1B14.81%
22
MUMICRON TECHNOLOGY INC
567,145$1.0B14.43%
23
RTN1USDRAYTHEON CO
5,923$1.0B14.36%
24
LUVSOUTHWEST AIRLS CO
3,645,930$1.0B14.20%
25
VOOVANGUARD INDEX FDS
142,201$1.0B14.18%
26
FIRSTCASH INC
325,478$1.0B14.12%
27
ALCALCON INC
16,294$1.0B14.10%
28
FT2FIRST HORIZON NATL CORP
1,524,517$1.0B14.07%
29
MUBISHARES TR
8,834$999.0M13.93%
30
MTGMGIC INVT CORP WIS
75,632$994.0M13.86%
31
WATWATERS CORP
4,536$977.0M13.62%
32
UPSUNITED PARCEL SERVICE INC
22,615$974.4M13.59%
33
KBIAKB FINANCIAL GROUP INC
24,642$973.0M13.57%
34
RSGREPUBLIC SVCS INC
11,038$956.0M13.33%
35
BAXBAXTER INTL INC
11,628$952.0M13.27%
36
OXYOCCIDENTAL PETE CORP
18,821$946.0M13.19%
37
EWLISHARES INC
25,089$942.0M13.13%
38
ILMNILLUMINA INC
189,740$934.0M13.02%
39
LINLINDE PLC
4,631$930.0M12.97%
40
MAMASTERCARD INC
19,490$925.2M12.90%
41
KOCOCA COLA CO
151,623$922.8M12.87%
42
AONAON PLC
4,737$915.0M12.76%
43
PLDPROLOGIS INC
11,400$913.0M12.73%
44
GSKGLAXOSMITHKLINE PLC
22,590$904.0M12.60%
45
TYLTYLER TECHNOLOGIES INC
4,143$895.0M12.48%
46
SPLVINVESCO EXCHNG TRADED FD TR
16,131$888.0M12.38%
47
UTXZUNITED TECHNOLOGIES CORP
94,739$873.5M12.18%
48
NTRSNORTHERN TR CORP
9,642$868.0M12.10%
49
XLRESELECT SECTOR SPDR TR
23,617$868.0M12.10%
50
FTVFORTIVE CORP
10,645$868.0M12.10%
51
EWJISHARES INC
46,571$864.7M12.06%
52
ADPAUTOMATIC DATA PROCESSING IN
32,593$860.5M12.00%
53
VDCVANGUARD WORLD FDS
5,735$853.0M11.89%
54
CLCOLGATE PALMOLIVE CO
358,597$851.9M11.88%
55
IGSBISHARES TR
15,892$849.0M11.84%
56
IATISHARES TR
140,256$848.6M11.83%
57
BIDUNBAIDU INC
7,209$846.0M11.80%
58
CHLUSDCHINA MOBILE LIMITED
18,603$842.0M11.74%
59
UNUSDUNILEVER N V
13,780$836.0M11.66%
60
AZNASTRAZENECA PLC
20,263$836.0M11.66%
61
HLTHILTON WORLDWIDE HLDGS INC
8,513$832.0M11.60%
62
APDAIR PRODS & CHEMS INC
3,645$825.0M11.50%
63
RADIUS HEALTH INC
33,737$822.0M11.46%
64
VFHVANGUARD WORLD FDS
11,850$818.0M11.41%
65
CSCOCISCO SYS INC
593,933$810.7M11.30%
66
COPCONOCOPHILLIPS
400,282$810.6M11.30%
67
ECLECOLAB INC
25,375$810.2M11.30%
68
PSXPHILLIPS 66
8,659$810.0M11.29%
69
SAJACOMPANHIA DE SANEAMENTO BASI
66,431$809.0M11.28%
70
MOALTRIA GROUP INC
17,028$806.0M11.24%
71
NFLXNETFLIX INC
2,195$806.0M11.24%
72
PANWPALO ALTO NETWORKS INC
3,937$802.0M11.18%
73
VOVANGUARD INDEX FDS
11,184$794.1M11.07%
74
CHTRCHARTER COMMUNICATIONS INC N
2,001$791.0M11.03%
75
WBAWALGREENS BOOTS ALLIANCE INC
14,382$787.0M10.97%
76
APCANADARKO PETE CORP
11,140$786.0M10.96%
77
ORCLORACLE CORP
878,490$785.3M10.95%
78
EOGEOG RES INC
840,470$783.6M10.93%
79
TG7TRIUMPH GROUP INC NEW
34,188$783.0M10.92%
80
COFCAPITAL ONE FINL CORP
29,517$781.9M10.90%
81
MPCMARATHON PETE CORP
13,863$775.0M10.81%
82
GLWCORNING INC
23,184$770.0M10.74%
83
XLUSELECT SECTOR SPDR TR
12,897$769.0M10.72%
84
CTLEURCENTURYLINK INC
65,341$768.0M10.71%
85
NDQINVESCO QQQ TR
27,396$767.4M10.70%
86
STZCONSTELLATION BRANDS INC
3,894$767.0M10.69%
87
AXPAMERICAN EXPRESS CO
6,084$751.0M10.47%
88
WISDOMTREE TR
31,287$751.0M10.47%
89
IJRISHARES TR
105,061$742.5M10.35%
90
MPLXMPLX LP
23,041$741.0M10.33%
91
VTVVANGUARD INDEX FDS
6,656$738.0M10.29%
92
LMTLOCKHEED MARTIN CORP
26,340$735.8M10.26%
93
CGCARLYLE GROUP L P
32,490$734.0M10.23%
94
DGXQUEST DIAGNOSTICS INC
7,079$721.0M10.05%
95
EWEDWARDS LIFESCIENCES CORP
111,475$719.9M10.04%
96
DGRWWISDOMTREE TR
16,439$718.0M10.01%
97
IQVIQVIA HLDGS INC
4,463$718.0M10.01%
98
VYMVANGUARD WHITEHALL FDS INC
8,200$717.0M10.00%
99
MHKMOHAWK INDS INC
4,845$714.0M9.96%
100
GFLWVICTORY PORTFOLIOS II
21,919$713.0M9.94%
Page 1 of 17Next