Real-time context
Recent institutional portfolio disclosures and position changes.
Corient Private Wealth LLC, a registered investment adviser, initiated a new position in American Express Company (NYSE:AXP) during Q4 2025, according to its most recent 13F…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Deere & Company (NYSE:DE) during Q4 2025, according to its most recent 13F filing with the…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (CBOE:IEFA) during Q4 2025, according to its most recent 13F…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Linde plc (NASDAQ:LIN) during Q4 2025, according to its most recent 13F filing with the…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Vanguard Small Cap Growth Index Fund (AMEX:VBK) during Q4 2025, according to its most…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q4 2025, according to its most…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in iShares Core S&P Mid-Cap ETF (AMEX:IJH) during Q4 2025, according to its most recent 13F…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Caterpillar Inc. (NYSE:CAT) during Q4 2025, according to its most recent 13F filing with…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Roper Technologies, Inc. (NASDAQ:ROP) during Q4 2025, according to its most recent 13F…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in S&P Global Inc. (NYSE:SPGI) during Q4 2025, according to its most recent 13F filing with…
Read moreAuto-Owners Insurance Co, a registered investment adviser, initiated a new position in Hillenbrand, Inc. (NYSE:HI) during Q4 2025, according to its most recent 13F filing with the…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Stryker Corporation (NYSE:SYK) during Q4 2025, according to its most recent 13F filing…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q4 2025, according to its most…
Read moreAuto-Owners Insurance Co, a registered investment adviser, initiated a new position in Analog Devices, Inc. (NASDAQ:ADI) during Q4 2025, according to its most recent 13F filing…
Read moreAuto-Owners Insurance Co, a registered investment adviser, initiated a new position in Costco Wholesale Corporation (NASDAQ:COST) during Q4 2025, according to its most recent 13F…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q4 2025, according to its most recent 13F filing with the…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in The Procter & Gamble Company (NYSE:PG) during Q4 2025, according to its most recent 13F…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in Avantis International Equity ETF (AMEX:AVDE) during Q4 2025, according to its most recent…
Read moreCorient Private Wealth LLC, a registered investment adviser, initiated a new position in PepsiCo, Inc. (NASDAQ:PEP) during Q4 2025, according to its most recent 13F filing with…
Read moreAuto-Owners Insurance Co, a registered investment adviser, initiated a new position in ArcelorMittal S.A. (NYSE:MT) during Q4 2025, according to its most recent 13F filing with…
Read more
