Rockefeller Capital Management L.P. Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$39.8B

Holdings

1,652

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,652 positions)

#StockSharesValue% PortfolioType
101
FQIDIGITAL RLTY TR INC
470,285$82.4B206.75%
102
DHRDANAHER CORPORATION
416,088$82.2B206.36%
103
ADBEADOBE INC
210,657$81.5B204.61%
104
ADPAUTOMATIC DATA PROCESSING IN
259,534$80.5B202.02%
105
ADIANALOG DEVICES INC
332,761$79.2B198.85%
106
VOEVANGUARD INDEX FDS
479,638$78.9B198.04%
107
RTXRTX CORPORATION
516,882$75.7B190.12%
108
SMHVANECK ETF TRUST
270,370$75.4B189.30%
109
COINCOINBASE GLOBAL INC
215,129$75.4B189.30%
110
GEGE AEROSPACE
287,122$73.9B185.54%
111
IVWISHARES TR
663,805$73.3B184.14%
112
BACVERIZON COMMUNICATIONS INC
1,661,981$72.9B182.97%
113
ANETARISTA NETWORKS INC
704,898$72.9B182.94%
114
MUBISHARES TR
672,990$70.3B176.53%
115
XLVSELECT SECTOR SPDR TR
514,496$69.8B175.12%
116
SHOPSHOPIFY INC
591,552$68.2B171.31%
117
DISDISNEY WALT CO
548,410$68.0B170.74%
118
DGRWWISDOMTREE TR
810,820$67.9B170.47%
119
BOXXEA SERIES TRUST
602,410$67.9B170.42%
120
TXNTEXAS INSTRS INC
325,571$67.6B169.71%
121
VBVANGUARD INDEX FDS
283,669$67.2B168.77%
122
ETENERGY TRANSFER L P
3,634,004$66.5B166.95%
123
EQIXEQUINIX INC
83,305$66.3B166.37%
124
IVEISHARES TR
324,854$63.5B159.38%
125
AQLTISHARES TR
459,678$63.5B159.31%
126
CDNSCADENCE DESIGN SYSTEM INC
204,669$63.1B158.34%
127
UNHUNITEDHEALTH GROUP INC
201,768$62.9B158.03%
128
IWRISHARES TR
682,560$62.9B157.90%
129
URIUNITED RENTALS INC
80,933$62.3B156.30%
130
MGVVANGUARD WORLD FD
473,602$62.1B156.00%
131
LNGCHENIERE ENERGY INC
252,853$62.1B155.84%
132
WMBWILLIAMS COS INC
929,697$62.0B155.71%
133
BACBANK AMERICA CORP
1,275,586$61.4B154.18%
134
XLISELECT SECTOR SPDR TR
415,813$61.3B154.00%
135
VGSHVANGUARD SCOTTSDALE FDS
1,036,500$60.9B152.96%
136
TRVCCITIGROUP INC
711,767$60.6B152.11%
137
CBCHUBB LIMITED
201,238$60.2B151.10%
138
XLESELECT SECTOR SPDR TR
697,167$59.1B148.45%
139
IEMGISHARES INC
959,880$57.6B144.67%
140
EPDENTERPRISE PRODS PARTNERS L
1,821,990$57.0B143.20%
141
SPDWSPDR INDEX SHS FDS
1,395,890$56.8B142.59%
142
USFRWISDOMTREE TR
1,074,280$54.0B135.69%
143
XLYSELECT SECTOR SPDR TR
247,728$53.8B135.17%
144
FTNTFORTINET INC
505,863$53.5B134.27%
145
NOWSERVICENOW INC
51,285$52.7B132.38%
146
SPOTSPOTIFY TECHNOLOGY S A
68,455$52.5B131.88%
147
FANGDIAMONDBACK ENERGY INC
380,054$52.2B131.10%
148
MDTMEDTRONIC PLC
595,169$51.9B130.26%
149
LMTLOCKHEED MARTIN CORP
110,464$51.2B128.45%
150
BABOEING CO
241,809$50.7B127.20%
151
KMIKINDER MORGAN INC DEL
1,435,287$49.4B124.03%
152
PFFISHARES TR
1,524,542$49.0B122.98%
153
IYWISHARES TR
282,556$49.0B122.92%
154
SHVISHARES TR
425,884$48.9B122.76%
155
NDAQNASDAQ INC
546,196$48.8B122.62%
156
FITBFIFTH THIRD BANCORP
1,178,011$48.5B121.65%
157
DWDMORGAN STANLEY
331,289$48.3B121.24%
158
PGRPROGRESSIVE CORP
172,707$47.7B119.65%
159
XLCSELECT SECTOR SPDR TR
435,218$47.2B118.59%
160
CITCINTAS CORP
170,587$47.0B117.94%
161
APHAMPHENOL CORP NEW
474,682$46.9B117.69%
162
XYZBLOCK INC
689,850$46.9B117.65%
163
ROPROPER TECHNOLOGIES INC
81,811$46.4B116.43%
164
QCOMQUALCOMM INC
289,895$46.2B115.91%
165
ARCCARES CAPITAL CORP
2,025,683$46.0B115.43%
166
ARESARES MANAGEMENT CORPORATION
265,459$46.0B115.43%
167
QUALISHARES TR
251,187$45.9B115.29%
168
ICEINTERCONTINENTAL EXCHANGE IN
245,118$45.4B114.02%
169
SNOWSNOWFLAKE INC
201,983$45.2B113.47%
170
VRTXVERTEX PHARMACEUTICALS INC
99,700$44.4B111.44%
171
APOAPOLLO GLOBAL MGMT INC
312,730$44.4B111.39%
172
AOAISHARES TR
530,852$44.3B111.15%
173
AMATAPPLIED MATLS INC
241,804$44.3B111.14%
174
IRMIRON MTN INC DEL
378,831$43.9B110.29%
175
VNQVANGUARD INDEX FDS
481,748$43.3B108.71%
176
WFCWELLS FARGO CO NEW
531,721$43.3B108.67%
177
VCSHVANGUARD SCOTTSDALE FDS
520,004$43.3B108.63%
178
LOWLOWES COS INC
194,829$43.2B108.53%
179
ORLYOREILLY AUTOMOTIVE INC
459,346$42.6B106.83%
180
IWBISHARES TR
122,238$42.4B106.49%
181
4I1PHILIP MORRIS INTL INC
232,806$42.4B106.46%
182
JCIJOHNSON CTLS INTL PLC
397,599$42.0B105.43%
183
VXUSVANGUARD STAR FDS
607,206$42.0B105.33%
184
AMLPALPS ETF TR
856,674$41.9B105.09%
185
MUMICRON TECHNOLOGY INC
338,569$41.7B104.77%
186
OREALTY INCOME CORP
707,574$41.6B104.53%
187
KKRKKR & CO INC
310,757$41.5B104.22%
188
GDXVANECK ETF TRUST
794,683$41.4B103.87%
189
GBDCGOLUB CAP BDC INC
2,806,192$41.1B103.21%
190
SBUXSTARBUCKS CORP
442,107$40.5B101.71%
191
GLDMWORLD GOLD TR
617,924$40.5B101.65%
192
MPCMARATHON PETE CORP
243,357$40.4B101.49%
193
PAAAPGIM ETF TR
784,825$40.4B101.38%
194
ABGCENCORA INC
134,477$40.3B101.24%
195
RGAREINSURANCE GRP OF AMERICA I
200,690$39.8B99.95%
196
IEFISHARES TR
413,210$39.6B99.35%
197
CIBRFIRST TR EXCHANGE TRADED FD
488,475$38.4B96.34%
198
AFLAFLAC INC
354,721$37.4B93.92%
199
VONVVANGUARD SCOTTSDALE FDS
429,448$36.6B91.87%
200
A4SAMERIPRISE FINL INC
68,275$36.4B91.49%
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