Real-time context
Recent institutional portfolio disclosures and position changes.
ARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Eaton Corporation plc (NYSE:ETN) during Q4 2025, according to its most recent 13F…
Read moreAdvance Capital Management, Inc., a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap Growth ETF (AMEX:SCHG) during Q4 2025, according to its most…
Read moreUnion Bancaire Privee, UBP SA, 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 moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Costco Wholesale Corporation (NASDAQ:COST) during Q4 2025, according to its most recent…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Micron Technology, Inc. (NASDAQ:MU) during Q4 2025, according to its most recent 13F…
Read moreCGN Advisors LLC, a registered investment adviser, initiated a new position in Janus Henderson Mortgage-Backed Securities ETF (AMEX:JMBS) during Q4 2025, according to its most…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in The Home Depot, Inc. (NYSE:HD) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Houlihan Lokey, Inc. (NYSE:HLI) during Q4 2025, according to its most recent 13F filing…
Read moreGoalVest Advisory LLC, a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q4 2025, according to its most recent 13F filing…
Read moreANDERSON HOAGLAND & CO, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q4 2025, according to its most recent 13F filing with…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Johnson & Johnson (NYSE:JNJ) during Q4 2025, according to its most recent 13F filing…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Shopify Inc. (NASDAQ:SHOP) during Q4 2025, according to its most recent 13F filing with…
Read moreCGN Advisors LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in ServiceNow, Inc. (NYSE:NOW) during Q4 2025, according to its most recent 13F filing…
Read moreAdvance Capital Management, Inc., a registered investment adviser, initiated a new position in Janus Henderson AAA CLO ETF (AMEX:JAAA) during Q4 2025, according to its most recent…
Read moreTrust Co of the South, 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…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in The Coca-Cola Company (NYSE:KO) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Medpace Holdings, Inc. (NASDAQ:MEDP) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Ecolab Inc. (NYSE:ECL) during Q4 2025, according to its most recent 13F filing with the…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Quanta Services, Inc. (NYSE:PWR) during Q4 2025, according to its most recent 13F…
Read more
