Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in UFP Technologies, Inc. (NASDAQ:UFPT) by 31.3% during Q2 2026, according to…
Read moreFiling Details Hamlin Capital Management, LLC, a registered investment adviser, reduced its position in AbbVie Inc. (NYSE:ABBV) during Q2 2026, according to its most recent 13F…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in Sterling Infrastructure, Inc. (NASDAQ:STRL) during Q2 2026, according to its…
Read moreFiling Details Clark Asset Management, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q2 2026, according…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, increased its position in Netflix, Inc. (NASDAQ:NFLX) by 10.5% during Q2 2026, according to its most recent…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, reduced its position in JPMorgan Chase & Co. (NYSE:JPM) during Q2 2026, according to its most recent 13F…
Read moreFiling Details HARBOR INVESTMENT ADVISORY, LLC, a registered investment adviser, initiated a new position in Marriott International, Inc. (NASDAQ:MAR) during Q2 2026, according to…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in Arista Networks, Inc. (NYSE:ANET) during Q2 2026, according to its most…
Read moreFiling Details SigFig Wealth Management, LLC, a registered investment adviser, increased its position in Vanguard Mid Cap Index Fund (AMEX:VO) by 308.0% during Q2 2026, according…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) by 30.8% during Q2 2026,…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Amphenol Corporation (NYSE:APH) by 26.2% during Q2 2026, according to its…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Visa Inc. (NYSE:V) by 18.0% during Q2 2026, according to its most recent…
Read moreFiling Details Avior Wealth Management, LLC, a registered investment adviser, increased its position in Vanguard Growth Index Fund (AMEX:VUG) by 533.8% during Q2 2026, according…
Read moreFiling Details RVW Wealth, LLC, a registered investment adviser, initiated a new position in Dimensional US Core Equity Market ETF (AMEX:DFAU) during Q2 2026, according to its…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, increased its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) by 168.6% during Q2…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, increased its position in Citigroup Inc. (NYSE:C) by 183.6% during Q2 2026, according to its most recent…
Read moreFiling Details Sarasin & Partners LLP, a registered investment adviser, increased its position in CME Group Inc. (NASDAQ:CME) by 41.2% during Q2 2026, according to its most recent…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 27.8% during Q2 2026, according to…
Read moreFiling Details Trust Asset Management LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q2 2026, according to its most…
Read moreFiling Details Dogwood Wealth Management LLC, a registered investment adviser, initiated a new position in Putnam Focused Large Cap Value ETF (AMEX:PVAL) during Q2 2026, according…
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