Institutions / &Partners / Activity
Activity — &Partners
2,465 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Oracle Corp Common stock | $7.77M | +53K +19.53% | 323,589 0.23% of portfolio | medium |
| Q1 2026 as of | Add | Eog Resources Inc Common stock | $7.56M | +52K +13.98% | 426,760 0.30% of portfolio | medium |
| Q1 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $7.42M | +36K +11.21% | 354,209 0.36% of portfolio | medium |
| Q1 2026 as of | Add | 46654Q609 Common stock | $7.31M | +87K +147.87% | 145,063 0.06% of portfolio | medium |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $7.21M | +30K +13.70% | 246,666 0.30% of portfolio | medium |
| Q1 2026 as of | Add | 46654Q716 Common stock | $7.15M | +133K +153.34% | 219,360 0.06% of portfolio | medium |
| Q1 2026 as of | Add | 46641Q837 Common stock | $7.14M | +141K +42.59% | 473,122 0.12% of portfolio | medium |
| Q1 2026 as of | Add | 922908637 Common stock | $6.97M | +23K +27.25% | 108,889 0.16% of portfolio | medium |
| Q1 2026 as of | Add | 46436E718 Common stock | $6.93M | +62K +83.78% | 136,429 0.08% of portfolio | medium |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $6.92M | +22K +2.60% | 883,594 1.35% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y852 Common stock | $-6.83M | -62K -31.62% | 133,154 0.07% of portfolio | medium |
| Q1 2026 as of | Add | 14020G101 Common stock | $6.75M | +168K +8.10% | 2,239,454 0.45% of portfolio | medium |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $6.69M | +20K +8.38% | 263,240 0.43% of portfolio | medium |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $6.58M | +41K +11.80% | 390,337 0.31% of portfolio | medium |
| Q1 2026 as of | Add | 922908744 Common stock | $6.55M | +33K +7.14% | 499,413 0.49% of portfolio | medium |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $6.41M | +23K +2.48% | 936,618 1.31% of portfolio | medium |
| Q1 2026 as of | Trim | 69374H881 Common stock | $-6.39M | -102K -26.41% | 284,856 0.09% of portfolio | medium |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $6.35M | +18K +12.07% | 164,760 0.29% of portfolio | medium |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $6.28M | +9K +8.91% | 108,243 0.38% of portfolio | medium |
| Q1 2026 as of | New | 09290C699 Common stock | $5.76M | +176K | 176,036 0.03% of portfolio | medium |
| Q1 2026 as of | Add | 78464A854 Common stock | $5.71M | +74K +71.58% | 178,414 0.07% of portfolio | medium |
| Q1 2026 as of | New | 09290C855 Common stock | $5.63M | +137K | 136,873 0.03% of portfolio | medium |
| Q1 2026 as of | Add | 808524755 Common stock | $5.61M | +115K +50.16% | 343,105 0.08% of portfolio | medium |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-5.40M | -60K -18.08% | 273,967 0.12% of portfolio | medium |
| Q1 2026 as of | Trim | 464287622 Common stock | $-5.39M | -15K -31.37% | 32,819 0.06% of portfolio | medium |
| Q1 2026 as of | Add | Williams Cos Inc/The Common stock | $5.39M | +74K +11.97% | 691,763 0.25% of portfolio | medium |
| Q1 2026 as of | Add | 46137V449 Common stock | $5.36M | +46K +726.75% | 52,722 0.03% of portfolio | medium |
| Q1 2026 as of | Add | 87283Q867 Common stock | $5.29M | +149K +722.35% | 169,066 0.03% of portfolio | medium |
| Q1 2026 as of | Add | 025072604 Common stock | $5.12M | +63K +49.15% | 192,446 0.08% of portfolio | medium |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $5.12M | +14K +7.56% | 193,267 0.36% of portfolio | medium |
| Q1 2026 as of | Add | 92204A603 Common stock | $5.07M | +16K +239.40% | 23,001 0.04% of portfolio | medium |
| Q1 2026 as of | Add | ARM Arm Holdings PLC /Uk ADR | $5.04M | +33K +106.35% | 64,704 0.05% of portfolio | medium |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $5.04M | +27K +18.58% | 172,223 0.16% of portfolio | medium |
| Q1 2026 as of | Add | 14021D107 Common stock | $5.00M | +145K +20.49% | 855,452 0.15% of portfolio | medium |
| Q1 2026 as of | Add | 922042858 Common stock | $4.89M | +90K +9.27% | 1,066,070 0.29% of portfolio | low |
| Q1 2026 as of | Add | 33734H106 Common stock | $4.87M | +103K +66.97% | 257,139 0.06% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $4.77M | +17K +6.55% | 270,338 0.38% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $4.77M | +15K +6.09% | 258,527 0.41% of portfolio | low |
| Q1 2026 as of | Add | 381430529 Common stock | $4.75M | +48K +42.56% | 162,293 0.08% of portfolio | low |
| Q1 2026 as of | Add | 922042742 Common stock | $4.75M | +34K +19.24% | 212,296 0.15% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $4.59M | +9K +4.40% | 216,358 0.54% of portfolio | low |
| Q1 2026 as of | Add | 41151J505 Common stock | $4.58M | +148K +602.97% | 172,460 0.03% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded AlphaDEX(R) Fund II Common stock | $4.57M | +73K +149.95% | 122,323 0.04% of portfolio | low |
| Q1 2026 as of | Add | 81369Y803 Common stock | $4.53M | +34K +8.38% | 440,906 0.29% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded AlphaDEX(R) Fund II Common stock | $4.52M | +144K +140.66% | 246,980 0.04% of portfolio | low |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $4.52M | +13K +8.47% | 169,257 0.29% of portfolio | low |
| Q1 2026 as of | Add | 33739Q408 Common stock | $4.50M | +75K +12.82% | 662,279 0.20% of portfolio | low |
| Q1 2026 as of | Add | First Trust Exchange-Traded AlphaDEX(R) Fund II Common stock | $4.49M | +89K +150.75% | 148,376 0.04% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $4.44M | +4K +3.96% | 117,478 0.58% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $4.41M | +33K +10.11% | 363,658 0.24% of portfolio | low |