Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Tapestry, Inc. (NYSE:TPR) by 14.4% during Q2 2026, according to its most…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Kirby Corporation (NYSE:KEX) by 12.5% during Q2 2026, according to its most…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, increased its position in Ecolab Inc. (NYSE:ECL) by 12.2% during Q2 2026, according to its most recent 13F…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 128.2% during Q2 2026, according to its…
Read moreFiling Details Graves Light Lenhart Wealth, Inc., a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (BATS:IEFA) during Q2 2026, according to…
Read moreFiling Details TT International Asset Management LTD, a registered investment adviser, increased its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) by…
Read moreFiling Details INSPIRION WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in Vanguard High Dividend Yield Index Fund (AMEX:VYM) during Q2 2026,…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in IDEXX Laboratories, Inc. (NASDAQ:IDXX) by 14.1% during Q2 2026, according…
Read moreFiling Details Evanson Financial, LLC, a registered investment adviser, initiated a new position in Dimensional U.S. Small Cap ETF (AMEX:DFAS) during Q2 2026, according to its…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in IMAX Corporation (NYSE:IMAX) by 68.0% during Q2 2026, according to its most…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q2 2026, according to its most recent 13F…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in Rambus Inc. (NASDAQ:RMBS) during Q2 2026, according to its most recent 13F…
Read moreFiling Details JGP Wealth Management, LLC, a registered investment adviser, increased its position in KLA Corporation (NASDAQ:KLAC) by 810.5% during Q2 2026, according to its most…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Atlantic Union Bankshares Corporation (NASDAQ:AUB) by 11.6% during Q2 2026,…
Read moreFiling Details RVW Wealth, LLC, a registered investment adviser, initiated a new position in Avantis U.S. Equity ETF (AMEX:AVUS) during Q2 2026, according to its most recent 13F…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Champion Homes, Inc. (NYSE:SKY) by 16.5% during Q2 2026, according to its…
Read moreFiling Details Evanson Financial, LLC, a registered investment adviser, initiated a new position in Sprott Physical Gold Trust (NYSE:PHYS) during Q2 2026, according to its most…
Read moreFiling Details Graves Light Lenhart Wealth, Inc., a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q2 2026,…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in PJT Partners Inc. (NYSE:PJT) by 19.7% during Q2 2026, according to its most…
Read moreFiling Details Czech National Bank, a registered investment adviser, increased its position in KLA Corporation (NASDAQ:KLAC) by 941.6% during Q2 2026, according to its most recent…
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