Universe · entity
Rockefeller Capital Management L.P.
Institutional manager (13F) · CIK 1739439
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $25.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $1.9B | 2,946,267 |
| 2 | APPLE INC | $1.7B | 6,683,923 |
| 3 | NVIDIA CORPORATION | $1.6B | 9,029,958 |
| 4 | MICROSOFT CORP | $1.5B | 4,033,392 |
| 5 | ALPHABET INC | $1.2B | 4,297,315 |
| 6 | AMAZON COM INC | $1.2B | 5,897,727 |
| 7 | BROADCOM INC | $927M | 2,996,496 |
| 8 | VANGUARD INDEX FDS | $835M | 1,396,649 |
| 9 | ISHARES TR | $750M | 1,148,258 |
| 10 | JPMORGAN CHASE & CO | $709M | 2,409,554 |
| 11 | INVESCO QQQ TR | $652M | 1,130,072 |
| 12 | ALPHABET INC | $615M | 2,142,274 |
| 13 | META PLATFORMS INC | $604M | 1,054,928 |
| 14 | TIDAL TRUST III | $582M | 19,357,317 |
| 15 | TIDAL TRUST III | $536M | 21,580,505 |
| 16 | ISHARES TR | $485M | 1,136,766 |
| 17 | ELI LILLY & CO | $463M | 503,731 |
| 18 | COSTCO WHOLESALE CORPORATION | $423M | 424,493 |
| 19 | VISA INC | $410M | 1,355,559 |
| 20 | SPDR GOLD TR | $399M | 926,830 |
| 21 | VANGUARD INDEX FDS | $354M | 1,103,126 |
| 22 | EXXON MOBIL CORP | $347M | 2,043,449 |
| 23 | GE VERNOVA INC | $334M | 382,869 |
| 24 | ISHARES TR | $329M | 1,538,757 |
| 25 | HOME DEPOT INC | $324M | 985,007 |
| 26 | CHEVRON CORPORATION | $322M | 1,556,994 |
| 27 | TAIWAN SEMICONDUCTOR MANUFAC | $320M | 946,307 |
| 28 | INVESCO EXCHANGE TRADED FD T | $307M | 1,599,136 |
| 29 | VANGUARD TAX-MANAGED FDS | $305M | 4,762,512 |
| 30 | ISHARES TR | $300M | 3,088,405 |
| 31 | VANGUARD INDEX FDS | $285M | 1,454,595 |
| 32 | BERKSHIRE HATHAWAY INC DEL | $275M | 573,746 |
| 33 | VANGUARD INDEX FDS | $268M | 614,604 |
| 34 | SELECT SECTOR SPDR TR | $264M | 1,987,473 |
| 35 | SHELL PLC | $262M | 2,817,779 |
| 36 | ISHARES TR | $260M | 2,876,994 |
| 37 | JOHNSON & JOHNSON | $258M | 1,054,990 |
| 38 | UBER TECHNOLOGIES INC | $257M | 3,577,295 |
| 39 | NEXTERA ENERGY INC | $238M | 2,560,302 |
| 40 | MCDONALDS CORP | $236M | 760,718 |
| 41 | TIDAL TRUST III | $230M | 9,244,531 |
| 42 | VANGUARD INDEX FDS | $229M | 798,721 |
| 43 | AMGEN INC | $227M | 643,944 |
| 44 | TJX COS INC NEW | $224M | 1,403,460 |
| 45 | COCA COLA CO | $224M | 2,945,437 |
| 46 | CROWDSTRIKE HLDGS INC | $221M | 566,535 |
| 47 | ISHARES TR | $219M | 1,765,464 |
| 48 | BLACKROCK INC | $216M | 224,843 |
| 49 | MERCK & CO INC | $211M | 1,752,898 |
| 50 | ISHARES TR | $210M | 3,114,696 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.