Real-time context
Recent institutional portfolio disclosures and position changes.
Newport Trust Company, LLC, a registered investment adviser, initiated a new position in GE Vernova Inc. (NYSE:GEV) during Q4 2025, according to its most recent 13F filing with…
Read moreRPOA Advisors, Inc., a registered investment adviser, initiated a new position in BNY Mellon Core Bond ETF (AMEX:BKAG) 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 Capital One Financial Corporation (NYSE:COF) during Q4 2025, according to its most…
Read moreAMERICAN EXPRESS CO, a registered investment adviser, initiated a new position in Global Business Travel Group, Inc. (NYSE:GBTG) during Q4 2025, according to its most recent 13F…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, initiated a new position in CVS Health Corporation (NYSE:CVS) during Q4 2025, according to its most recent 13F…
Read moreJefferies Financial Group Inc., 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 morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, initiated a new position in Citigroup Inc. (NYSE:C) during Q4 2025, according to its most recent 13F filing with…
Read moreAXXCESS WEALTH 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…
Read moreNewport Trust Company, LLC, 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…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, initiated a new position in Baxter International Inc. (NYSE:BAX) during Q4 2025, according to its most recent 13F…
Read moreMunicipal Employees' Retirement System of Michigan, a registered investment adviser, initiated a new position in Invesco S&P 500 QVM Multi-factor ETF (AMEX:QVML) during Q4 2025,…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, initiated a new position in Dollar General Corporation (NYSE:DG) during Q4 2025, according to its most recent 13F…
Read morePZENA 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…
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