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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 positionCRMsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Salesforce, Inc. (CRM)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Salesforce, Inc. (NYSE:CRM) during Q2 2026, according to its most…

position increaseNVDAsec-apiJul 9, 2026

Gradient Investments LLC Increases Stake in NVIDIA Corporation (NVDA) by 29.5%

Filing Details Gradient Investments LLC, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 29.5% during Q2 2026, according to its most…

new positionCMGsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Chipotle Mexican Grill, Inc. (CMG)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Chipotle Mexican Grill, Inc. (NYSE:CMG) during Q2 2026, according to…

new positionMUsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Micron Technology, Inc. (MU)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Micron Technology, Inc. (NASDAQ:MU) during Q2 2026, according to its…

new positionPHsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Parker-Hannifin Corporation (PH)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Parker-Hannifin Corporation (NYSE:PH) during Q2 2026, according to its…

new positionKEYSsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Keysight Technologies, Inc. (KEYS)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Keysight Technologies, Inc. (NYSE:KEYS) during Q2 2026, according to…

new positionKKRsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in KKR & Co. Inc. (KKR)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in KKR & Co. Inc. (NYSE:KKR) during Q2 2026, according to its most recent…

new positionFBNDsec-apiJul 9, 2026

SAX WEALTH ADVISORS, LLC Initiates New Position in Fidelity Total Bond ETF (FBND)

Filing Details SAX WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in Fidelity Total Bond ETF (AMEX:FBND) during Q2 2026, according to its most…

new positionMNSTsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Monster Beverage Corporation (MNST)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Monster Beverage Corporation (NASDAQ:MNST) during Q2 2026, according…

new positionCTASsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Cintas Corporation (CTAS)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Cintas Corporation (NASDAQ:CTAS) during Q2 2026, according to its most…

new positionKOsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in The Coca-Cola Company (KO)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in The Coca-Cola Company (NYSE:KO) during Q2 2026, according to its most…

new positionADIsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Analog Devices, Inc. (ADI)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Analog Devices, Inc. (NASDAQ:ADI) during Q2 2026, according to its…

new positionLPLAsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in LPL Financial Holdings Inc. (LPLA)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in LPL Financial Holdings Inc. (NASDAQ:LPLA) during Q2 2026, according to…

new positionDDOGsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Datadog, Inc. (DDOG)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Datadog, Inc. (NASDAQ:DDOG) during Q2 2026, according to its most…

new positionLRCXsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Lam Research Corporation (LRCX)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Lam Research Corporation (NASDAQ:LRCX) during Q2 2026, according to…

new positionNUsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Nu Holdings Ltd. (NU)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Nu Holdings Ltd. (NYSE:NU) during Q2 2026, according to its most…

new positionABNBsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Airbnb, Inc. (ABNB)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Airbnb, Inc. (NASDAQ:ABNB) during Q2 2026, according to its most…

new positionCPNGsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Coupang, Inc. (CPNG)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Coupang, Inc. (NYSE:CPNG) during Q2 2026, according to its most recent…

new positionTJXsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in The TJX Companies, Inc. (TJX)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in The TJX Companies, Inc. (NYSE:TJX) during Q2 2026, according to its…

new positionIJHsec-apiJul 9, 2026

Valeo Financial Advisors, LLC Initiates New Position in iShares Core S&P Mid-Cap ETF (IJH)

Filing Details Valeo Financial Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core S&P Mid-Cap ETF (AMEX:IJH) during Q2 2026, according to its…

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