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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 positionAMATsec-apiJan 6, 2026

Union Bancaire Privee, UBP SA Initiates New Position in Applied Materials, Inc. (AMAT)

Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Applied Materials, Inc. (NASDAQ:AMAT) during Q4 2025, according to its most recent 13F…

new positionTSMsec-apiJan 6, 2026

Union Bancaire Privee, UBP SA Initiates New Position in Taiwan Semiconductor Manufacturing Company Limited (TSM)

Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) during Q4 2025, according…

new positionVOOsec-apiJan 6, 2026

GoalVest Advisory LLC Initiates New Position in Vanguard S&P 500 ETF (VOO)

GoalVest Advisory LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent 13F filing with…

new positionGOOGsec-apiJan 6, 2026

Union Bancaire Privee, UBP SA Initiates New Position in Alphabet Inc. (GOOG)

Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q4 2025, according to its most recent 13F filing…

new positionMTUMsec-apiJan 6, 2026

PARK AVENUE SECURITIES LLC Initiates New Position in iShares MSCI USA Momentum Factor ETF (MTUM)

PARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Momentum Factor ETF (CBOE:MTUM) during Q4 2025, according to its most…

new positionBNDsec-apiJan 6, 2026

Stairway Partners, LLC Initiates New Position in Vanguard Total Bond Market Index Fund (BND)

Stairway Partners, LLC, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q4 2025, according to its most…

new positionTLHsec-apiJan 6, 2026

PARK AVENUE SECURITIES LLC Initiates New Position in iShares 10-20 Year Treasury Bond ETF (TLH)

PARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares 10-20 Year Treasury Bond ETF (AMEX:TLH) during Q4 2025, according to its most…

new positionBAIsec-apiJan 6, 2026

PARK AVENUE SECURITIES LLC Initiates New Position in iShares A.I. Innovation and Tech Active ETF (BAI)

PARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares A.I. Innovation and Tech Active ETF (AMEX:BAI) during Q4 2025, according to its…

new positionVsec-apiJan 6, 2026

Union Bancaire Privee, UBP SA Initiates New Position in Visa Inc. (V)

Union Bancaire Privee, UBP SA, 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…

new positionCGDGsec-apiJan 6, 2026

Advance Capital Management, Inc. Initiates New Position in Capital Group Dividend Growers (CGDG)

Advance Capital Management, Inc., a registered investment adviser, initiated a new position in Capital Group Dividend Growers (AMEX:CGDG) during Q4 2025, according to its most…

new positionJPMsec-apiJan 6, 2026

Union Bancaire Privee, UBP SA Initiates New Position in JPMorgan Chase & Co. (JPM)

Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q4 2025, according to its most recent 13F filing…

new positionMETAsec-apiJan 6, 2026

Union Bancaire Privee, UBP SA Initiates New Position in Meta Platforms, Inc. (META)

Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q4 2025, according to its most recent 13F…

new positionIEMGsec-apiJan 6, 2026

Stairway Partners, LLC Initiates New Position in iShares Core MSCI Emerging Markets ETF (IEMG)

Stairway Partners, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q4 2025, according to its most…

new positionQUALsec-apiJan 6, 2026

PARK AVENUE SECURITIES LLC Initiates New Position in iShares MSCI USA Quality Factor ETF (QUAL)

PARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Quality Factor ETF (CBOE:QUAL) during Q4 2025, according to its most…

new positionAMZNsec-apiJan 6, 2026

ARGENT CAPITAL MANAGEMENT LLC Initiates New Position in Amazon.com, Inc. (AMZN)

ARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q4 2025, according to its most recent 13F filing…

new positionMSFTsec-apiJan 6, 2026

ARGENT CAPITAL MANAGEMENT LLC Initiates New Position in Microsoft Corporation (MSFT)

ARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…

new positionNVDAsec-apiJan 6, 2026

ARGENT CAPITAL MANAGEMENT LLC Initiates New Position in NVIDIA Corporation (NVDA)

ARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…

new positionIVVsec-apiJan 6, 2026

FIRST HAWAIIAN BANK Initiates New Position in iShares Core S&P 500 ETF (IVV)

FIRST HAWAIIAN BANK, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q4 2025, according to its most recent 13F filing with…

new positionGOOGLsec-apiJan 6, 2026

ARGENT CAPITAL MANAGEMENT LLC Initiates New Position in Alphabet Inc. (GOOGL)

ARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing…

new positionAVGOsec-apiJan 6, 2026

Union Bancaire Privee, UBP SA Initiates New Position in Broadcom Inc. (AVGO)

Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) during Q4 2025, according to its most recent 13F filing…

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