Real-time context
Recent institutional portfolio disclosures and position changes.
Brookstone Capital Management, a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q4 2025, according to its most recent…
Read moreBell Bank, a registered investment adviser, initiated a new position in Vanguard Value Index Fund (AMEX:VTV) during Q4 2025, according to its most recent 13F filing with the…
Read morePerigon 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 moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in Gates Industrial Corporation plc (NYSE:GTES) during Q4 2025, according to…
Read moreBell Bank, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (CBOE:IEFA) during Q4 2025, according to its most recent 13F filing with the…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in StandardAero, Inc. (NYSE:SARO) during Q4 2025, according to its most…
Read morePineStone Asset Management Inc., a registered investment adviser, initiated a new position in Graco Inc. (NYSE:GGG) during Q4 2025, according to its most recent 13F filing with…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in The Toro Company (NYSE:TTC) during Q4 2025, according to its most recent…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in WESCO International, Inc. (NYSE:WCC) during Q4 2025, according to its most…
Read moreCAPITAL ADVISORS INC/OK, a registered investment adviser, initiated a new position in PepsiCo, Inc. (NASDAQ:PEP) during Q4 2025, according to its most recent 13F filing with the…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in Jacobs Solutions Inc. (NYSE:J) during Q4 2025, according to its most…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most…
Read moreCanoe Financial LP, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing with the…
Read morePineStone Asset Management Inc., a registered investment adviser, initiated a new position in S&P Global Inc. (NYSE:SPGI) during Q4 2025, according to its most recent 13F filing…
Read morePerigon 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 moreOak Root LLC, a registered investment adviser, initiated a new position in Avantis U.S. Equity ETF (AMEX:AVUS) during Q4 2025, according to its most recent 13F filing with the…
Read morePineStone Asset Management Inc., a registered investment adviser, initiated a new position in Copart, Inc. (NASDAQ:CPRT) during Q4 2025, according to its most recent 13F filing…
Read moreSigFig Wealth Management, LLC, a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q4 2025, according to its most…
Read moreAberdeen Group plc, a registered investment adviser, initiated a new position in Visa Inc. (NYSE:V) during Q4 2025, according to its most recent 13F filing with the Securities and…
Read moreBlue Trust, Inc., a registered investment adviser, initiated a new position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) during Q4 2025, according to its most recent 13F…
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