Real-time context
Recent institutional portfolio disclosures and position changes.
SHP Wealth Management, a registered investment adviser, initiated a new position in Fidelity Enhanced Large Cap Core ETF (AMEX:FELC) during Q4 2025, according to its most recent…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in CyberArk Software Ltd. (NASDAQ:CYBR) during Q4 2025, according to its most recent 13F filing…
Read moreGFI Investment Counsel Ltd., a registered investment adviser, initiated a new position in Aon plc (NYSE:AON) during Q4 2025, according to its most recent 13F filing with the…
Read moreSeven Fleet Capital Management LP, a registered investment adviser, initiated a new position in CG Oncology, Inc. Common stock (NASDAQ:CGON) during Q4 2025, according to its most…
Read moreAmicus Financial Advisors, LLC, a registered investment adviser, initiated a new position in Dimensional US Core Equity Market ETF (AMEX:DFAU) during Q4 2025, according to its…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in NextEra Energy, Inc. (NYSE:NEE) during Q4 2025, according to its most recent 13F filing with…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) during Q4 2025, according to its most recent 13F…
Read moreGFI Investment Counsel Ltd., a registered investment adviser, initiated a new position in Roper Technologies, Inc. (NASDAQ:ROP) during Q4 2025, according to its most recent 13F…
Read moreGFI Investment Counsel Ltd., a registered investment adviser, initiated a new position in The Sherwin-Williams Company (NYSE:SHW) during Q4 2025, according to its most recent 13F…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in Entergy Corporation (NYSE:ETR) during Q4 2025, according to its most recent 13F filing with…
Read moreGFI Investment Counsel Ltd., a registered investment adviser, initiated a new position in Genpact Limited (NYSE:G) 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 Stryker Corporation (NYSE:SYK) during Q4 2025, according to its most recent 13F filing with…
Read moreBanque Transatlantique SA, a registered investment adviser, initiated a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during Q4 2025, according to its most recent 13F…
Read morePantera Capital Partners LP, a registered investment adviser, initiated a new position in Figure Technology Solutions, Inc. Class A Common Stock (NASDAQ:FIGR) during Q4 2025,…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in CME Group Inc. (NASDAQ:CME) during Q4 2025, according to its most recent 13F filing with the…
Read moreBDFS Capital LLC, a registered investment adviser, initiated a new position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) during Q4 2025, according to its most recent…
Read moreRehmann Capital Advisory Group, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent 13F…
Read moreGFI Investment Counsel Ltd., a registered investment adviser, initiated a new position in Ferguson plc (NYSE:FERG) during Q4 2025, according to its most recent 13F filing with the…
Read moreHenson-Edgewater Management, LLC, a registered investment adviser, initiated a new position in Vanguard Large Cap Index Fund (AMEX:VV) during Q4 2025, according to its most recent…
Read moreMidFirst Bank, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F filing with the…
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