Real-time context
Recent institutional portfolio disclosures and position changes.
Hamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Cummins Inc. (NYSE:CMI) during Q4 2025, according to its most recent 13F filing with…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Morgan Stanley (NYSE:MS) during Q4 2025, according to its most recent 13F filing with…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in JPMorgan Active Value ETF (AMEX:JAVA) during Q4 2025, according to its most recent…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in Abacus FCF Leaders ETF (CBOE:ABFL) during Q4 2025, according to its most recent 13F…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in iShares National Muni Bond ETF (AMEX:MUB) during Q4 2025, according to its most recent…
Read moreFragasso Financial Advisors Inc, 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…
Read moreSAGESPRING WEALTH PARTNERS, 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…
Read moreARMSTRONG HENRY H ASSOCIATES INC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Oshkosh Corporation (NYSE:OSK) during Q4 2025, according to its most recent 13F filing with…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in Fidelity Blue Chip Growth ETF (CBOE:FBCG) during Q4 2025, according to its most…
Read moreOrgel Wealth Management, LLC, 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…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 Growth ETF (AMEX:SPYG) during Q4 2025, according to its most…
Read moreCAHABA WEALTH MANAGEMENT, INC., 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…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Short-Term Treasury Index Fund (NASDAQ:VGSH) during Q4 2025, according to its…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in D.R. Horton, Inc. (NYSE:DHI) during Q4 2025, according to its most recent 13F filing with…
Read moreOrgel Wealth Management, 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…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in PulteGroup, Inc. (NYSE:PHM) during Q4 2025, according to its most recent 13F filing with…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Toll Brothers, Inc. (NYSE:TOL) during Q4 2025, according to its most recent 13F filing with…
Read moreTETRAD CORP, a registered investment adviser, initiated a new position in BERKSHIRE HATHAWAY Class B (NYSE:BRK.B) during Q4 2025, according to its most recent 13F filing with the…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Lennar Corporation (NYSE:LEN) during Q4 2025, according to its most recent 13F filing with…
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