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New positions

2026Q2 across all 13F filers. Method and universe.

The latest complete quarter is free. The $5 plan includes past quarters and CSV exports.

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 2026-10-12 02:20:29 UTC. Equal scores are ordered by SEC CIK or security ID.

SecurityFilersManagersNewAddedReducedExitedReported share valueScore
TRV · TRAVELERS COMPANIES INC COM1,8641,821172685628105$60,985,442,079172
TTWO · TAKE-TWO INTERACTIVE SOFTWARE COM1,1221,085172459320109$43,424,653,760172
TTMI · TTM TECHNOLOGIES INC64162317221920557$18,127,960,535172
AAOI · APPLIED OPTOELECTRONICS INC48447017113814463$7,560,521,757171
BKNG · Booking Holdings Inc.1,9301,8721711,69834158$135,427,173,052171
SGOV · iShares 0-3 Month Treasury Bond ETF1,3121,30017054649595$21,843,050,877170
TMO · Thermo Fisher Scientific Inc.2,6292,5631709361,163148$169,182,276,888170
UPS · United Parcel Service,Inc. Class B2,1482,104170898819135$57,311,479,767170
ALL · ALLSTATE CORP COM1,7571,716170674538110$50,642,119,140170
D · DOMINION ENERGY INC COM1,5531,514170588524106$48,611,709,194170
APLD · APPLIED DIGITAL CORP COM NEW56755517016316562$7,853,144,961170
MMM · 3M CO COM2,2472,199170726860101$62,631,962,554170
XBI · SPDR SER TR93892617032423148$19,572,356,938170
VTV · Vanguard Value ETF2,8102,7831691,24990492$129,230,338,087169
BWA · BORGWARNER INC COM81779516923829870$14,223,702,211169
CEG · CONSTELLATION ENERGY CORP COM1,8681,820169829594208$71,415,553,117169
CL · COLGATE PALMOLIVE CO COM2,0291,973168731734103$61,482,466,024168
ATI · ATI INC COM79576216830622254$25,061,103,661168
XLV · Health Care Select Sector SPDR Fund1,8681,841167684694119$29,623,180,403167
MA · MasterCard, Inc3,6343,5591671,3811,573159$396,233,890,916167
EMR · EMERSON ELEC CO COM2,2982,24816788580489$65,623,602,170167
MDLN · MEDLINE INC COM CL A4103971671546776$33,667,698,918167
ONTO · ONTO INNOVATION INC COM69266816620123953$18,308,276,460166
AMKR · AMKOR TECHNOLOGY INC COM64963116621719650$9,955,252,371166
VEA · Vanguard FTSE Developed Markets ETF3,0132,9771651,47899881$171,319,616,035165
SNX · TD SYNNEX CORPORATION COM74072116523523736$19,590,350,568165
SANM · SANMINA CORP COM57555616514521151$12,695,926,927165
TT · TRANE TECHNOLOGIES PLC SHS1,8261,77716471359191$94,096,435,072164
ASTS · AST SPACEMOBILE INC COM CL A756737164369139102$15,304,820,214164
NASA · TEMA SPACE INNOVATORS ETF168166164100$280,708,279164
HD · Home Depot, Inc4,1234,0521631,7051,786186$264,048,525,902163
JPM · JPMorgan Chase & Co5,1575,0791632,2702,116116$643,664,953,085163
TEAM · ATLASSIANCORPCLASSA696676163261194126$12,351,596,114163
EME · EMCOR GROUP INC COM1,2511,22016348743176$34,306,953,449163
CF · CF INDUSTRIES HOLD COM968939163377310115$17,228,058,174163
ENTG · ENTEGRIS INC COM75072716326622961$29,576,057,681163
ROST · ROSS STORES INC COM1,4231,384163588442100$63,790,772,103163
FFIV · F5 INC COM83481016331224362$22,631,981,740163
KNX · KNIGHT-SWIFT TRANSN HLDGS IN63261416320617043$12,666,945,945163
SCHD · SCHD2,1502,1261621,07964078$26,177,038,198162
SA · SEABRIDGE GOLD INC COM165158162000$1,123,763,948162
MRK · Merck & Co.,Inc.3,8483,7811611,6341,506118$254,201,133,940161
META · META PLATFORMS INC CL A5,0895,0051612,4681,932195$957,152,637,010161
IYW · iShares U.S. Technology ETF1,3021,28616027949247$13,050,150,418160
NFLX · Netflix, Inc3,3963,3291601,5011,395395$243,584,545,590160
F · FORD MTR CO COM1,7451,708160720621133$36,275,370,969160
SHW · SHERWIN WILLIAMS CO1,7471,695159568729116$69,296,092,856159
PH · PARKER-HANNIFIN CORP COM1,9861,929159752703111$108,315,149,544159
SN · SHARKNINJA INC COM SHS57055215920814563$13,879,388,225159
GM · GENERAL MTRS CO COM1,5731,524159624529110$58,256,419,317159
VIAV · VIAVI SOLUTIONS INC56655115917918259$11,371,708,014159
CB · Chubb Limited2,1672,11315884980699$118,972,275,775158
IVW · iShares S&P 500 Growth ETF2,1392,11315869479771$54,951,414,538158
LUV · SOUTHWESTAIRLSCO93590915830729097$23,355,941,399158
DASH · DOORDASH INC CL A1,0501,016158410356130$70,703,749,010158
MDB · MONGODB INC CL A875847158327278106$24,973,258,128158
EBAY · EBAY INC. COM1,2921,256158439491110$45,734,927,523158
MAIR · MADISON AIR SOLUTIONS COCLASS A159156158000$4,787,975,476158
ACN · Accenture Plc Class A1,9111,860157775799402$61,077,380,888157
AMT · American Tower Corporation1,7571,711157688673153$72,024,549,674157
IJH · IJH2,7502,7181561,1101,04076$100,780,004,138156
VO · Vanguard Mid-Cap ETF2,4932,4651562,2553568$75,564,525,280156
GWW · WW GRAINGER INC COM1,3671,32815648843663$47,903,495,282156
BX · BLACKSTONE INC2,1582,110155963734131$63,362,910,990155
VIK · VIKING HOLDINGS LTD61459315525114751$22,233,792,837155
ABT · Abbott Laboratories2,9832,9241541,0631,393282$125,143,409,778154
BRK-B · Berkshire Hathaway Inc4,9314,8611542,0232,000125$460,465,805,580154
SPGI · S&P Global,Inc.2,0281,973154702895249$105,362,521,064154
CAG · CONAGRA FOODS INC790772154325212155$5,706,076,901154
FORM · FORMFACTOR INC COM51049715414517140$11,392,068,621154
EOG · EOG RES INC COM1,6451,601154672594127$65,650,840,373154
ZTS · ZOETIS INC CL A1,4371,398154506604334$28,583,901,686154
GH · GUARDANT HEALTH INC COM60158615419918043$20,030,901,772154
ILMN · ILLUMINA INC94091115430033465$27,456,100,250154
JNJ · Johnson & Johnson4,6994,6301532,0671,916121$456,995,870,615153
TJX · TJX Companies Inc2,7602,6891531,2091,043137$154,102,070,686153
SPOT · SPOTIFYTECHNOLOGYSAF1,2541,217153459491176$62,265,870,631153
DY · DYCOM INDS INC COM62160615318421150$14,145,233,587153
NTRA · NATERA INC COM85082515335724366$37,205,179,530153
XPO · XPO INC COM75272315327121278$24,402,932,633153
CRM · Salesforce.com, Inc2,4932,4321528261,295345$109,490,595,721152
MET · METLIFE INC COM1,4511,40915255249786$41,042,026,212152
MPC · MARATHON PETE CORP COM1,9531,90915268571894$55,997,843,871152
TROW · PRICE T ROWE GROUP INC COM1,1701,13815243641179$21,626,215,799152
TFC · TRUIST FINL CORP COM1,7071,66515263266997$46,705,715,682152
AIQ · GLOBAL X FDS69268515223316334$5,248,906,547152
XLF · Financial Select Sector SPDR Fund1,9031,873151688709102$39,575,184,214151
ISRG · Intuitive Surgical,Inc.2,2602,203151903889213$121,949,048,223151
NEE · NextEra Energy,Inc.3,0532,9871511,4091,079149$155,101,880,542151
RCL · ROYAL CARIBBEAN GROUP COM1,2321,191151440456101$75,361,235,721151
SPG · SIMON PPTY GROUP INC NEW COM1,3641,32115151946694$67,740,095,488151
CIBR · FIRST TR EXCHANGE TRADED FD84683515131825853$7,898,886,903151
IRDM · IRIDIUM COMMUNICATIONS INC48546915115312648$5,008,668,592151
DIA · STATE STR SPDR DOW JONES IND1,4551,44015042142168$16,080,315,598150
FTI · TECHNIPFMC PLC COM82179515030428197$25,607,565,845150
ASX · ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS48847615015114035$6,879,111,738150
JBHT · HUNT J B TRANS SVCS INC COM85983215035423661$20,865,555,077150
POWL · POWELL INDS INC5865721504062041$7,852,396,134150
SPMO · Invesco S&P 500 Momentum ETF76876114930324141$9,772,671,215149
MDT · Medtronic Plc2,1402,093149848926247$86,704,486,619149