New positions
2026Q2 across all 13F filers. Method and universe.
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Securities with a ticker and share positions. No options or principal amounts. Most held ranks managers after filer group collapse. Buys, sells and new positions count filers whose resolved share positions changed, not trades.
Computed 2026-10-06 11:28:42 UTC. Equal scores are ordered by SEC CIK or security ID.
| Security | Filers | Managers | New | Added | Reduced | Exited | Reported share value | Score |
|---|---|---|---|---|---|---|---|---|
| HONA · HONEYWELL AEROSPACE INC COM | 2,059 | 2,008 | 2,034 | 0 | 0 | 0 | $51,391,264,242 | 2,034 |
| HON · HONEYWELL INTL INC COM | 2,036 | 1,984 | 2,003 | 0 | 5 | 0 | $54,348,948,905 | 2,003 |
| SPCX · SPACE EXPLORATION TECHN CORP CLASS A COM STK | 1,745 | 1,711 | 1,708 | 0 | 0 | 0 | $626,274,577,145 | 1,708 |
| FDXF · FEDEX FGHT HLDG CO INC COMMON STOCK | 1,130 | 1,094 | 1,117 | 0 | 0 | 0 | $13,732,925,854 | 1,117 |
| INTC · Intel Corp | 3,558 | 3,497 | 1,073 | 1,009 | 1,168 | 114 | $487,138,203,437 | 1,073 |
| DD · DUPONT DE NEMOURS INC COMMON STOCK | 1,072 | 1,037 | 1,051 | 0 | 3 | 0 | $13,379,279,562 | 1,051 |
| MU · Micron Technology,Inc. | 3,893 | 3,825 | 983 | 1,262 | 1,437 | 121 | $1,007,845,500,120 | 983 |
| CCL · CARNIVAL CORP LTD COMMON SHARES | 989 | 964 | 951 | 13 | 7 | 3 | $25,455,493,843 | 951 |
| AMD · Advanced Micro Devices,Inc. | 3,985 | 3,916 | 929 | 1,278 | 1,464 | 138 | $681,970,382,656 | 929 |
| MRVL · MARVELL TECHNOLOGY INC | 2,215 | 2,159 | 768 | 628 | 648 | 108 | $205,878,339,331 | 768 |
| SNDK · SanDisk Corporation | 1,820 | 1,774 | 725 | 524 | 465 | 92 | $247,966,610,371 | 725 |
| AMAT · Applied Materials,Inc. | 3,499 | 3,433 | 668 | 1,078 | 1,348 | 117 | $476,072,600,030 | 668 |
| DELL · DELL TECHNOLOGIES INC CL C | 2,129 | 2,080 | 597 | 581 | 752 | 109 | $101,470,438,669 | 597 |
| LRCX · Lam Research Corporation | 3,102 | 3,041 | 577 | 1,063 | 1,159 | 94 | $462,472,424,933 | 577 |
| PANW · PALO ALTO NETWORKS INC | 2,906 | 2,843 | 555 | 944 | 1,131 | 126 | $227,055,799,687 | 555 |
| STX · SEAGATE TECHNOLOGY HLDNGS | 1,951 | 1,909 | 554 | 620 | 601 | 67 | $180,211,423,272 | 554 |
| GLW · CORNING INC | 2,670 | 2,612 | 541 | 895 | 952 | 122 | $160,279,820,498 | 541 |
| WDC · WESTERN DIGITAL CORP | 1,844 | 1,789 | 512 | 593 | 602 | 89 | $206,215,321,275 | 512 |
| KLAC · KLA CORP | 2,483 | 2,426 | 495 | 1,940 | 9 | 91 | $369,014,297,360 | 495 |
| CRWD · CROWDSTRIKE HLDGS INC | 2,456 | 2,399 | 489 | 857 | 853 | 126 | $143,473,847,484 | 489 |
| TXN · Texas Instruments Incorporated | 2,856 | 2,798 | 486 | 1,048 | 956 | 88 | $241,072,302,313 | 486 |
| UNH · UnitedHealth Group Inc | 3,376 | 3,307 | 480 | 1,305 | 1,261 | 141 | $324,790,375,954 | 480 |
| CSCO · Cisco Systems,Inc. | 4,070 | 3,998 | 440 | 1,347 | 1,851 | 103 | $371,956,688,943 | 440 |
| QCOM · Qualcomm Incorporated | 3,020 | 2,962 | 436 | 937 | 1,348 | 135 | $155,082,340,069 | 436 |
| GEV · GE Vernova Inc. | 3,440 | 3,372 | 434 | 1,471 | 1,003 | 128 | $247,898,520,382 | 434 |
| ASML · ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | 2,501 | 2,454 | 415 | 920 | 790 | 104 | $149,791,764,546 | 415 |
| CBRS · CEREBRAS SYSTEMS INC COM CL A | 413 | 406 | 407 | 0 | 0 | 0 | $19,486,906,237 | 407 |
| VGNT · VERSIGENT PLC ORDINARY SHARES | 437 | 422 | 406 | 15 | 7 | 8 | $2,888,018,216 | 406 |
| TSM · TAIWAN SEMICONDUCTOR MFG | 3,562 | 3,497 | 403 | 1,446 | 1,299 | 110 | $362,772,605,007 | 403 |
| TRI · THOMSON REUTERS CORP COM | 409 | 393 | 396 | 2 | 3 | 1 | $33,030,652,745 | 396 |
| NBIS · NEBIUS GROUP N.V. | 1,061 | 1,038 | 393 | 296 | 278 | 61 | $42,855,703,268 | 393 |
| CAT · Caterpillar Inc. | 4,046 | 3,980 | 392 | 1,434 | 1,595 | 106 | $350,872,423,930 | 392 |
| XOM · EXXON MOBIL CORP | 399 | 396 | 387 | 1 | 2 | 0 | $7,151,611,991 | 387 |
| HPE · HEWLETT PACKARD ENTERPRISE CO COM | 1,440 | 1,403 | 386 | 463 | 416 | 73 | $53,200,028,375 | 386 |
| FLEX · FLEX LTD ORD | 1,115 | 1,079 | 386 | 277 | 353 | 55 | $56,088,986,748 | 386 |
| BE · BLOOM ENERGY CORP | 1,281 | 1,249 | 376 | 413 | 386 | 79 | $69,496,607,700 | 376 |
| IALT · ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | 389 | 385 | 366 | 18 | 0 | 2 | $4,979,137,975 | 366 |
| ALAB · ASTERA LABS INC COM | 990 | 964 | 364 | 284 | 258 | 83 | $61,199,229,631 | 364 |
| LITE · LUMENTUM HLDGS INC COM | 1,318 | 1,279 | 363 | 523 | 326 | 136 | $70,461,674,121 | 363 |
| DRAM · ROUNDHILL ETF TRUST | 366 | 364 | 359 | 0 | 0 | 0 | $5,888,290,515 | 359 |
| APH · AMPHENOL CORP NEW | 2,326 | 2,270 | 347 | 981 | 779 | 141 | $204,957,370,363 | 347 |
| LLY · Eli Lilly and Company | 4,623 | 4,544 | 347 | 2,208 | 1,479 | 107 | $942,342,786,333 | 347 |
| GE · General Electric Company | 3,418 | 3,356 | 346 | 1,429 | 1,150 | 141 | $308,008,616,230 | 346 |
| ANET · ARISTA NETWORKS INC | 2,244 | 2,180 | 345 | 950 | 734 | 119 | $152,216,551,890 | 345 |
| CRDO · CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | 981 | 956 | 342 | 302 | 274 | 73 | $35,826,679,330 | 342 |
| FTNT · FORTINET INC COM | 1,574 | 1,532 | 337 | 489 | 561 | 95 | $77,189,893,468 | 337 |
| DVN · DEVON ENERGY CORP NEW COM | 1,461 | 1,426 | 337 | 790 | 234 | 130 | $41,993,172,800 | 337 |
| VRT · VERTIV HOLDINGS CO COM CL A | 2,050 | 1,995 | 324 | 823 | 703 | 107 | $104,968,020,317 | 324 |
| MS · Morgan Stanley | 2,732 | 2,672 | 322 | 1,104 | 940 | 90 | $281,714,512,243 | 322 |
| COHR · COHERENT CORP COM | 1,310 | 1,269 | 322 | 501 | 367 | 121 | $66,933,523,159 | 322 |
| TER · TERADYNE INC COM | 1,423 | 1,376 | 318 | 491 | 465 | 125 | $73,141,585,413 | 318 |
| SMH · VANECK ETF TRUST | 1,555 | 1,535 | 316 | 499 | 485 | 70 | $37,953,881,999 | 316 |
| RKLB · ROCKETLABCORPCLASSCLASSA | 1,116 | 1,089 | 311 | 479 | 236 | 71 | $32,586,378,070 | 311 |
| SNOW · SNOWFLAKE INC COM SHS | 1,458 | 1,412 | 310 | 520 | 477 | 138 | $70,061,790,359 | 310 |
| XLK · Technology Select Sector SPDR Fund | 2,657 | 2,626 | 306 | 876 | 964 | 69 | $66,098,662,831 | 306 |
| ARM · ARM HOLDINGS PLC | 962 | 942 | 302 | 281 | 259 | 86 | $34,777,973,304 | 302 |
| NOW · ServiceNow,Inc. | 2,234 | 2,171 | 300 | 958 | 793 | 268 | $83,758,284,557 | 300 |
| DDOG · DATADOGINCCLASSA | 1,276 | 1,232 | 300 | 425 | 441 | 84 | $78,717,273,087 | 300 |
| CVS · CVS Health Corporation | 2,065 | 2,011 | 296 | 777 | 734 | 108 | $117,447,110,343 | 296 |
| SOXX · ISHARES TR | 1,183 | 1,164 | 295 | 335 | 347 | 45 | $22,063,536,225 | 295 |
| QQQ · INVESCO QQQ TR | 3,997 | 3,960 | 291 | 1,626 | 1,474 | 127 | $178,046,947,157 | 291 |
| ASND · ASCENDIS PHARMA A/S | 301 | 292 | 290 | 2 | 3 | 1 | $17,560,418,461 | 290 |
| PWR · QUANTA SVCS INC | 1,939 | 1,894 | 286 | 674 | 714 | 96 | $95,702,237,734 | 286 |
| IBM · International Business Machines Corporation | 3,627 | 3,570 | 284 | 1,629 | 1,240 | 139 | $172,040,515,170 | 284 |
| ADI · Analog Devices,Inc. | 2,281 | 2,230 | 282 | 869 | 821 | 119 | $175,142,009,003 | 282 |
| DAL · DELTA AIR LINES INC COM NEW | 1,515 | 1,470 | 282 | 514 | 488 | 112 | $54,223,194,230 | 282 |
| VGT · VGT | 2,190 | 2,167 | 276 | 1,847 | 21 | 71 | $47,015,881,294 | 276 |
| KEEL · KEEL INFRASTRUCTURE CORP | 282 | 273 | 276 | 0 | 0 | 0 | $2,182,366,445 | 276 |
| AVGO · Broadcom Inc. | 4,826 | 4,742 | 274 | 2,286 | 1,883 | 142 | $1,400,945,702,568 | 274 |
| CRWV · COREWEAVE INC COM CL A | 968 | 943 | 270 | 408 | 171 | 87 | $39,609,692,328 | 270 |
| C · Citigroup Inc. | 2,632 | 2,576 | 268 | 1,030 | 985 | 94 | $187,086,078,984 | 268 |
| AZN · ASTRAZENECA PLC ORD | 1,473 | 1,436 | 265 | 517 | 474 | 108 | $195,774,644,892 | 265 |
| ETN · Eaton Corp. Plc | 2,664 | 2,613 | 258 | 1,112 | 914 | 112 | $140,329,936,859 | 258 |
| GGOV · BLACKROCK ETF TRUST II | 263 | 260 | 257 | 3 | 0 | 0 | $2,961,989,084 | 257 |
| BAC · Bank of America Corp | 3,607 | 3,539 | 256 | 1,524 | 1,349 | 123 | $304,698,605,849 | 256 |
| GS · Goldman Sachs Group,Inc. | 3,169 | 3,107 | 254 | 1,253 | 1,146 | 88 | $217,396,372,663 | 254 |
| CMI · CUMMINS INC COM | 2,101 | 2,052 | 254 | 772 | 730 | 112 | $83,666,644,949 | 254 |
| HOOD · ROBINHOOD MKTS INC | 1,386 | 1,347 | 253 | 568 | 406 | 142 | $61,411,934,646 | 253 |
| STM · STMICROELECTRONICS N V NY REGISTRY | 604 | 596 | 253 | 169 | 109 | 45 | $12,709,225,757 | 253 |
| IWM · iShares Russell 2000 ETF | 2,730 | 2,697 | 252 | 820 | 1,071 | 97 | $83,739,190,912 | 252 |
| CIEN · CIENA CORP COM NEW | 1,225 | 1,191 | 248 | 469 | 384 | 107 | $64,522,375,335 | 248 |
| ELV · Elevance Health, Inc. | 1,609 | 1,570 | 246 | 593 | 546 | 104 | $76,771,486,920 | 246 |
| GOOGL · Alphabet Inc. Reg. Shares A | 5,784 | 5,699 | 242 | 2,338 | 2,616 | 104 | $1,675,865,210,589 | 242 |
| NOK · NOKIA CORP | 789 | 770 | 240 | 280 | 139 | 76 | $13,378,030,623 | 240 |
| RVMD · REVOLUTION MEDICINES INC COM | 690 | 670 | 236 | 239 | 149 | 62 | $40,117,979,195 | 236 |
| V · Visa Inc | 4,567 | 4,490 | 235 | 2,037 | 1,768 | 131 | $511,737,409,985 | 235 |
| FIX · COMFORT SYS USA INC COM | 1,352 | 1,318 | 234 | 497 | 486 | 80 | $64,395,080,378 | 234 |
| TSLA · Tesla Motors, Inc | 4,293 | 4,221 | 231 | 2,086 | 1,375 | 146 | $706,221,379,424 | 231 |
| URI · UNITED RENTALS INC COM | 1,590 | 1,544 | 231 | 556 | 547 | 98 | $64,423,286,970 | 231 |
| HUM · HUMANA INC COM | 925 | 894 | 231 | 319 | 265 | 91 | $47,147,338,115 | 231 |
| IONQ · IONQ INC COM | 785 | 769 | 230 | 303 | 154 | 76 | $10,442,973,634 | 230 |
| STRL · STERLING INFRASTRUCTURE INC COM | 883 | 856 | 230 | 212 | 370 | 49 | $21,985,462,801 | 230 |
| Q · QNITY ELECTRONICS INC COMMON STOCK | 1,331 | 1,294 | 229 | 412 | 443 | 78 | $26,318,718,211 | 229 |
| VUG · Vanguard Growth | 2,887 | 2,859 | 228 | 2,560 | 32 | 74 | $143,219,852,047 | 228 |
| NUE · NUCOR CORP COM | 1,541 | 1,503 | 228 | 501 | 520 | 66 | $40,331,282,879 | 228 |
| ON · ON SEMICONDUCTOR CORP COM | 997 | 969 | 228 | 308 | 340 | 66 | $37,798,373,932 | 228 |
| ABBV · AbbVie,Inc. | 4,213 | 4,140 | 227 | 1,921 | 1,536 | 110 | $335,135,359,474 | 227 |
| CARR · CARRIER GLOBAL CORPORATION COM | 1,647 | 1,603 | 227 | 566 | 556 | 75 | $53,079,888,461 | 227 |
| CRS · CARPENTER TECHNOLOGY CORP | 878 | 856 | 227 | 314 | 251 | 51 | $28,612,668,312 | 227 |
| MXL · MAXLINEAR INC | 433 | 417 | 226 | 90 | 103 | 30 | $9,460,077,284 | 226 |