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13F Institutional Holdings

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13F Institutional Holdings

Recent institutional portfolio disclosures and position changes.

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new positionAMTsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in American Tower Corporation (AMT)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in American Tower Corporation (NYSE:AMT) during Q4 2025, according to its most recent 13F filing with…

new positionDISsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in The Walt Disney Company (DIS)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in The Walt Disney Company (NYSE:DIS) during Q4 2025, according to its most recent 13F filing with…

new positionOTISsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Otis Worldwide Corporation (OTIS)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Otis Worldwide Corporation (NYSE:OTIS) during Q4 2025, according to its most recent 13F filing…

new positionABTsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Abbott Laboratories (ABT)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Abbott Laboratories (NYSE:ABT) during Q4 2025, according to its most recent 13F filing with the…

new positionXYLsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Xylem Inc. (XYL)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Xylem Inc.

new positionCRMsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Salesforce, Inc. (CRM)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Salesforce, Inc.

new positionNKEsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in NIKE, Inc. (NKE)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in NIKE, Inc.

new positionHONsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Honeywell International Inc. (HON)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Honeywell International Inc.

new positionICEsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Intercontinental Exchange, Inc. (ICE)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Intercontinental Exchange, Inc.

new positionETNsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Eaton Corporation plc (ETN)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Eaton Corporation plc (NYSE:ETN) during Q4 2025, according to its most recent 13F filing with the…

new positionRTXsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in RTX Corporation (RTX)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in RTX Corporation (NYSE:RTX) during Q4 2025, according to its most recent 13F filing with the…

new positionMETAsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Meta Platforms, Inc. (META)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Meta Platforms, Inc.

new positionMAsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Mastercard Incorporated (MA)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Mastercard Incorporated (NYSE:MA) during Q4 2025, according to its most recent 13F filing with the…

new positionAPHsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Amphenol Corporation (APH)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Amphenol Corporation (NYSE:APH) during Q4 2025, according to its most recent 13F filing with the…

new positionAMZNsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Amazon.com, Inc. (AMZN)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Amazon.com, Inc.

new positionGOOGsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in Alphabet Inc. (GOOG)

J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Alphabet Inc.

new positionNVDAsec-apiFeb 17, 2026

J. Stern & Co. LLP Initiates New Position in NVIDIA Corporation (NVDA)

J. Stern & Co. LLP, 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…

new positionSCHWsec-apiFeb 16, 2026

DODGE & COX Initiates New Position in The Charles Schwab Corporation (SCHW)

DODGE & COX, a registered investment adviser, initiated a new position in The Charles Schwab Corporation (NYSE:SCHW) during Q4 2025, according to its most recent 13F filing with…

new positionNVDAsec-apiFeb 16, 2026

RHUMBLINE ADVISERS Initiates New Position in NVIDIA Corporation (NVDA)

RHUMBLINE ADVISERS, 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…

new positionBNsec-apiFeb 16, 2026

Partners Value Investments L.P. Initiates New Position in Brookfield Corporation (BN)

Partners Value Investments L.P., a registered investment adviser, initiated a new position in Brookfield Corporation (NYSE:BN) during Q4 2025, according to its most recent 13F…

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