Top 50 Rockefeller Capital Management L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 3.4% | 2.95M | $1.92B | +3.86%(+109.46K) | $439.29(+70.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.01% | 6.68M | $1.70B | +2.75%(+179.00K) | $122.67(+143.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.79% | 9.03M | $1.57B | +4.07%(+353.43K) | $49.33(+377.85%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.65% | 4.03M | $1.49B | +2.14%(+84.63K) | $247.86(+65.19%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.19% | 4.30M | $1.24B | +0.92%(+39.09K) | $120.15(+233.82%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.18% | 5.90M | $1.23B | +5.29%(+296.48K) | $129.62(+106.16%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.64% | 3.00M | $927.4M | +4.92%(+140.43K) | $91.86(+378.77%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.48% | 1.40M | $834.6M | +1.51%(+20.81K) | $440.77(+56.03%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.33% | 1.15M | $750.1M | +6.13%(+66.32K) | $501.40(+49.89%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.26% | 2.41M | $708.8M | +3.60%(+83.76K) | $172.28(+74.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.71% | +93.94% |
| Top 20 Holdings Unweighted | +26.91% | +104.38% |
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