Real-time context
Recent institutional portfolio disclosures and position changes.
Kovitz Investment Group Partners, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in Expedia Group, Inc. (NASDAQ:EXPE) during Q4 2025, according to its most recent 13F filing with…
Read moreBanque Transatlantique SA, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with the…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in Warner Bros. Discovery, Inc. (NASDAQ:WBD) during Q4 2025, according to its most recent 13F…
Read moreOverlook Investments LP, a registered investment adviser, initiated a new position in Tencent Music Entertainment Group (NYSE:TME) during Q4 2025, according to its most recent 13F…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in General Dynamics Corporation (NYSE:GD) during Q4 2025, according to its most recent 13F filing…
Read moreWest Virginia University Foundation, Inc, a registered investment adviser, increased its position in Vanguard S&P 500 ETF (AMEX:VOO) by 22.4% during Q4 2025, according to its most…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) 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 Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing with…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in United Airlines Holdings, Inc. (NASDAQ:UAL) during Q4 2025, according to its most recent 13F…
Read moreRiver Road Asset Management, LLC, a registered investment adviser, initiated a new position in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) during Q4 2025, according to its most…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) during Q4 2025, according to its most recent 13F…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in Airbnb, Inc. (NASDAQ:ABNB) during Q4 2025, according to its most recent 13F filing with the…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in Diamondback Energy, Inc. (NASDAQ:FANG) during Q4 2025, according to its most recent 13F filing…
Read moreKovitz Investment Group Partners, LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its most recent…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in United Parcel Service, Inc. (NYSE:UPS) during Q4 2025, according to its most recent 13F filing…
Read moreJ. Stern & Co. LLP, a registered investment adviser, initiated a new position in Alphabet Inc.
Read moreAXXCESS WEALTH 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 moreT. Rowe Price Investment Management, Inc., a registered investment adviser, initiated a new position in Markel Corporation (NYSE:MKL) during Q4 2025, according to its most recent…
Read moreInvesco Ltd., a registered investment adviser, initiated a new position in Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG) during Q4 2025, according to its most recent…
Read more
