Real-time context
Recent institutional portfolio disclosures and position changes.
Cosmic Management, LLC, a registered investment adviser, initiated a new position in Samsara Inc. (NYSE:IOT) during Q4 2025, according to its most recent 13F filing with the…
Read moreBanque Transatlantique SA, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) during Q4 2025, according to its most recent 13F filing with…
Read moreEmployees Provident Fund Board, a registered investment adviser, initiated a new position in The TJX Companies, Inc. (NYSE:TJX) during Q4 2025, according to its most recent 13F…
Read moreBANK OF HAWAII, a registered investment adviser, initiated a new position in Vanguard Mortgage-Backed Securities Index Fund (NASDAQ:VMBS) during Q4 2025, according to its most…
Read moreEmployees Provident Fund Board, a registered investment adviser, initiated a new position in Dover Corporation (NYSE:DOV) during Q4 2025, according to its most recent 13F filing…
Read moreStenger Family Office, LLC, a registered investment adviser, initiated a new position in WisdomTree International Efficient Core Fund (AMEX:NTSI) during Q4 2025, according to its…
Read moreMidFirst Bank, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing with the…
Read moreSHP Wealth Management, a registered investment adviser, initiated a new position in Invesco S&P International Developed Momentum ETF (AMEX:IDMO) during Q4 2025, according to its…
Read moreGROUPAMA ASSET MANAGMENT, 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 moreTaylor Securities Services, Inc., a registered investment adviser, initiated a new position in JPMorgan Hedged Equity Laddered Overlay ETF (AMEX:HELO) during Q4 2025, according to…
Read moreMARINER INVESTMENT GROUP LLC, a registered investment adviser, initiated a new position in McDonald's Corporation (NYSE:MCD) during Q4 2025, according to its most recent 13F…
Read moreAmicus Financial Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q4 2025, according to its…
Read moreEmployees Provident Fund Board, a registered investment adviser, initiated a new position in Johnson & Johnson (NYSE:JNJ) during Q4 2025, according to its most recent 13F filing…
Read moreTaylor Securities Services, Inc., a registered investment adviser, initiated a new position in Swan Hedged Equity US Large Cap ETF (CBOE:HEGD) during Q4 2025, according to its…
Read moreBANK OF HAWAII, 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 filing with…
Read moreBSN Capital Partners Ltd, a registered investment adviser, initiated a new position in Boston Scientific Corporation (NYSE:BSX) during Q4 2025, according to its most recent 13F…
Read moreAnchor Investment Management, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent…
Read moreMARINER INVESTMENT GROUP LLC, a registered investment adviser, initiated a new position in Cintas Corporation (NASDAQ:CTAS) during Q4 2025, according to its most recent 13F filing…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in Morgan Stanley (NYSE:MS) during Q4 2025, according to its most recent 13F filing with the…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in The PNC Financial Services Group, Inc. (NYSE:PNC) during Q4 2025, according to its most…
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