Real-time context
Recent institutional portfolio disclosures and position changes.
PZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, initiated a new position in Cognizant Technology Solutions Corporation (NASDAQ:CTSH) during Q4 2025, according to…
Read moreRPOA Advisors, Inc., a registered investment adviser, initiated a new position in BNY Mellon US Large Cap Core Equity ETF (AMEX:BKLC) during Q4 2025, according to its most recent…
Read moreAXXCESS WEALTH MANAGEMENT, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreNewport Trust Company, LLC, a registered investment adviser, initiated a new position in Ford Motor Company (NYSE:F) during Q4 2025, according to its most recent 13F filing with…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, initiated a new position in Magna International Inc. (NYSE:MGA) during Q4 2025, according to its most recent 13F…
Read moreAXXCESS WEALTH MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…
Read moreNewport Trust Company, LLC, a registered investment adviser, initiated a new position in Honeywell International Inc. (NASDAQ:HON) during Q4 2025, according to its most recent 13F…
Read moreNewport Trust Company, LLC, a registered investment adviser, initiated a new position in Dillard's, Inc. (NYSE:DDS) during Q4 2025, according to its most recent 13F filing with…
Read moreNewport Trust Company, LLC, a registered investment adviser, initiated a new position in GE Aerospace (NYSE:GE) during Q4 2025, according to its most recent 13F filing with the…
Read moreAXXCESS WEALTH MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with…
Read moreNewport Trust Company, LLC, a registered investment adviser, initiated a new position in Parsons Corporation (NYSE:PSN) during Q4 2025, according to its most recent 13F filing…
Read moreNewport Trust Company, LLC, a registered investment adviser, initiated a new position in AT&T Inc. (NYSE:T) during Q4 2025, according to its most recent 13F filing with the…
Read moreNewport Trust Company, LLC, a registered investment adviser, initiated a new position in General Dynamics Corporation (NYSE:GD) during Q4 2025, according to its most recent 13F…
Read moreNewport Trust Company, LLC, a registered investment adviser, initiated a new position in The Boeing Company (NYSE:BA) during Q4 2025, according to its most recent 13F filing with…
Read moreCambridge Investment Research Advisors, Inc., a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most…
Read moreNORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, a registered investment adviser, initiated a new position in Expand Energy Corporation (NASDAQ:EXE) during Q4 2025, according to its most…
Read morePSG Equity L.L.C., a registered investment adviser, initiated a new position in EverCommerce Inc. (NASDAQ:EVCM) during Q4 2025, according to its most recent 13F filing with the…
Read moreBank Julius Baer & Co. Ltd, Zurich, 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 13F…
Read moreFirst Eagle Investment Management, LLC, a registered investment adviser, initiated a new position in Franco-Nevada Corporation (NYSE:FNV) during Q4 2025, according to its most…
Read morePRINCIPAL FINANCIAL GROUP INC, a registered investment adviser, initiated a new position in Yum China Holdings, Inc. (NYSE:YUMC) during Q4 2025, according to its most recent 13F…
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