Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Champion Homes, Inc. (NYSE:SKY) by 16.5% during Q2 2026, according to its…
Read moreFiling Details Evanson Financial, LLC, a registered investment adviser, initiated a new position in Sprott Physical Gold Trust (NYSE:PHYS) during Q2 2026, according to its most…
Read moreFiling Details Graves Light Lenhart Wealth, Inc., a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q2 2026,…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in PJT Partners Inc. (NYSE:PJT) by 19.7% during Q2 2026, according to its most…
Read moreFiling Details Czech National Bank, a registered investment adviser, increased its position in KLA Corporation (NASDAQ:KLAC) by 941.6% during Q2 2026, according to its most recent…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in JFrog Ltd. (NASDAQ:FROG) by 22.6% during Q2 2026, according to its most…
Read moreFiling Details Hamlin Capital Management, LLC, a registered investment adviser, reduced its position in Philip Morris International Inc. (NYSE:PM) during Q2 2026, according to its…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Brinker International, Inc. (NYSE:EAT) by 11.3% during Q2 2026, according…
Read moreFiling Details Prodigy Asset Management LLC, a registered investment adviser, initiated a new position in Eaton Vance Total Return Bond ETF (NYSE:EVTR) during Q2 2026, according…
Read moreFiling Details Bison Wealth, LLC, a registered investment adviser, initiated a new position in Overlay Shares Large Cap Equity ETF (BATS:OVL) during Q2 2026, according to its most…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, initiated a new position in Kulicke & Soffa Industries Inc (NASDAQ:KLIC) during Q2 2026, according to…
Read moreFiling Details Hamlin Capital Management, LLC, a registered investment adviser, reduced its position in CME Group Inc. (NASDAQ:CME) during Q2 2026, according to its most recent…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, reduced its position in Quanta Services, Inc. (NYSE:PWR) during Q2 2026, according to its most recent 13F…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Mirion Technologies, Inc. (NYSE:MIR) by 500.1% during Q2 2026, according to…
Read moreFiling Details GAMMA Investing LLC, a registered investment adviser, increased its position in Apple Inc. (NASDAQ:AAPL) by 11.7% during Q2 2026, according to its most recent 13F…
Read moreFiling Details Clark Asset Management, LLC, a registered investment adviser, initiated a new position in Vanguard Value Index Fund (AMEX:VTV) during Q2 2026, according to its most…
Read moreFiling Details Clark Asset Management, LLC, a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q2 2026, according to its…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in LivaNova PLC (NASDAQ:LIVN) by 17.8% during Q2 2026, according to its most…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, reduced its position in Amgen Inc. (NASDAQ:AMGN) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Credo Technology Group Holding Ltd (NASDAQ:CRDO) by 28.1% during Q2 2026,…
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