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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 2026-10-11 22:21:47 UTC. Equal scores are ordered by SEC CIK or security ID.

SecurityFilersManagersNewAddedReducedExitedReported share valueScore
TMUS · T-Mobile US,Inc.1,6691,621149685642210$78,254,190,714149
CAH · CARDINAL HEALTH INC1,5001,46214954056690$49,084,893,011149
LSCC · LATTICE SEMICONDUCTOR CORP COM60858714919918428$21,737,268,280149
TRAX · FIRST TRACKS BIOTHERAPEUTICS150143149000$685,820,544149
MOH · MOLINA HEALTHCARE INC60258414921117575$12,809,537,547149
OGC · OCEANAGOLD CORP154148149000$3,586,119,300149
ADBE · Adobe Inc2,0041,962148660956338$68,213,878,424148
BMY · Bristol-Myers Squibb Company2,5292,4741481,0031,006158$96,648,365,393148
SCHW · Charles Schwab Corp2,3212,268148907964160$133,796,563,069148
ITOT · iShares Core S&P Total U.S. Stock Market ETF1,7201,70014860257953$60,846,108,592148
SLB · Schlumberger Limited1,7051,659148607676149$62,302,427,025148
VWO · VWO2,6182,5831481,21591593$88,573,247,001148
WOLF · WOLFSPEED INC265257148503136$3,157,694,417148
JCI · JOHNSON CTLS INTL PLC SHS1,6151,57014863356588$79,516,055,201148
FITB · FIFTH THIRD BANCORP COM1,3061,27014852441279$46,636,583,811148
DLR · DIGITAL RLTY TR INC COM1,3321,29514858838968$67,977,852,066148
EQIX · EQUINIX INC COM1,3661,32714856942874$100,221,880,741148
ECHO · ECHOSTAR CORP704684148267218110$17,482,862,332148
XOVR · ENTREPRENEURSHARES SERIES TR236236148541323$1,199,340,306148
CME · CME Group Inc. Class A1,7131,661147661675235$71,152,965,555147
LNG · CHENIERE ENERGY INC COM NEW1,3451,307147527474170$44,283,740,894147
PENG · PENGUIN SOLUTIONS INC COM3543391477710422$4,339,774,308147
AJG · GALLAGHER ARTHUR J & CO COM1,2971,256147464484106$54,686,492,556147
SIMO · SILICON MOTION TECHNOLOGY CORP SPONSORED ADR3863811477713336$8,225,471,614147
ABNB · Airbnb, Inc. Class A1,3141,271146486499139$51,638,505,127146
AVEX · AEVEX CORP CL A147143146000$654,906,428146
INIO · INNIO NV148148146000$17,964,580,373146
COP · ConocoPhillips2,4772,414145957983249$106,313,233,151145
PAYX · PAYCHEX INC1,5361,494145633543119$29,143,977,644145
STLD · STEEL DYNAMICS INC COM1,02499114534537465$27,313,535,660145
CFG · CITIZENS FINL GROUP INC COM1,1011,07214547432172$28,599,685,219145
MOD · MODINE MFG CO COM63861714519822755$13,984,362,896145
CRCL · CIRCLE INTERNET GROUP INC564552145226122123$8,335,246,548145
SOLS · SOLS1,1761,142144329463116$11,864,075,950144
AEP · AMERICAN ELEC PWR CO INC COM1,9881,94214488859299$68,560,745,902144
FSLR · FIRST SOLAR INC COM1,012981144339361109$23,409,378,444144
IWD · ISHARES RUSSELL 1000 VALUE ETF1,9821,95814458570069$64,402,473,508144
WAT · WATERS CORP COM1,1851,153144350484136$37,259,713,477144
DPC · DPC HOLDINGS PLC144144144000$4,892,646,716144
PLD · Prologis,Inc.1,7401,68614380755083$119,613,173,330143
VB · Vanguard Small-Cap ETF2,4872,46214399490455$47,778,377,420143
IRM · IRON MTN INC DEL COM1,1731,13714344638660$32,441,349,304143
WST · WEST PHARMACEUTICAL SVSC INC COM83480714330426162$25,242,513,869143
NBIX · NEUROCRINE BIOSCIENCES INC78275314332022962$17,008,456,057143
ARW · ARROW ELECTRS INC63361314321319543$11,146,228,803143
DFTX · DEFINIUM THERAPEUTICS INC3613491431166429$5,350,061,833143
QTUM · ETF SER SOLUTIONS5645591432409220$1,762,330,429143
DUK · Duke Energy Corporation2,4912,4371421,135813136$68,872,987,012142
EW · EDWARDS LIFESCIENCES CORP COM1,3381,296142470470101$47,115,272,061142
TLN · TALEN ENERGY CORP COM64963214223719673$18,497,831,530142
QXO · QXO INC COM NEW64662814231211381$15,393,277,912142
WSM · WILLIAMS SONOMA INC COM1,00697914233636865$26,404,152,204142
MCK · MCKESSON CORP COM2,0211,972142709807181$79,759,509,277142
POOL · POOL CORP COM618606142196206131$8,629,141,726142
NVRI · ENVIRI CORP143139142000$516,903,574142
SPYG · SPDR Portfolio S&P 500 Growth ETF1,4141,39314154449548$40,472,162,653141
SYK · Stryker Corporation2,2682,217141934861183$97,234,650,673141
WMT · Walmart Inc.4,4274,3571411,8821,866186$336,083,636,231141
IWF · ISHARESRUSSELL1000GROWTHETF2,5192,4911412,2963070$97,579,413,231141
SUNB · SUNBELT RENTALS HOLDINGS INC SHS49848714116613953$25,316,731,123141
UCTT · ULTRA CLEAN HLDGS INC COM4384271419616332$6,501,982,892141
HUT · HUT 8 CORP42741714111513549$11,107,622,644141
AMGN · Amgen Inc.3,1653,1001401,2731,234124$161,691,718,377140
COST · Costco Wholesale Corporation4,2624,1891401,7351,738158$301,760,784,482140
MAS · MASCO CORP92489114034929360$16,297,916,409140
PNFP · PINNACLE FINL PARTNERS INC71669614024722071$13,425,687,157140
BLCR · BLACKROCK ETF TRUST4344281402503412$6,594,678,159140
MDY · SPDR S&P Midcap 400 ETF Trust1,5421,52513934653747$17,312,292,070139
SHOP · SHOPIFY INC1,7181,672139635665159$94,605,149,751139
CVNA · CARVANA CO CL A82079213964819106$48,870,354,157139
AFRM · AFFIRM HLDGS INC COM CL A66364513926117371$21,211,367,465139
ORLY · OREILLY AUTOMOTIVE INC COM1,6671,624139564696131$65,487,997,244139
HPQ · HP INC COM1,0871,05613942833388$18,392,578,173139
SJM · SMUCKER J M CO89086613935225975$10,520,778,903139
CI · Cigna Corporation1,7001,654138676581101$65,438,290,519138
MCO · MOODYS CORP COM1,4141,377138501529112$71,679,277,812138
ZM · ZOOM COMMUNICATIONS INC CL A87685213833129086$17,454,615,434138
WMB · WILLIAMS COS INC COM1,8371,786138727665119$81,608,199,571138
GFS · GLOBALFOUNDRIES INC4444311381619446$44,979,248,930138
NEM · NEWMONT CORP1,7901,744137686726187$76,887,224,020137
SMCI · SUPER MICRO COMPUTER INC76974313730123482$13,096,454,436137
FROG · JFROG LTD ORD SHS41439913711811648$10,344,182,990137
VRSK · VERISK ANALYTICS INC COM961927137346356134$23,104,647,750137
UBS · UBS GROUP AG SHS76775013727822557$62,859,912,778137
DRI · DARDEN RESTAURANTS INC COM1,0871,04813743032989$23,194,648,559137
ARXS · ARXIS INC139135137000$2,746,981,329137
RQIRT · COHEN & STEERS QUALITY INCOM140139137000$409,628137
XLE · Energy Select Sector SPDR Fund2,0512,025136782853215$23,499,967,851136
PG · Procter & Gamble Co4,0433,9741361,6751,725124$238,988,747,490136
VT · Vanguard Total World Stock ETF1,3231,30413657138053$20,954,385,396136
PSX · PHILLIPS 66 COM2,1082,062136808737162$53,539,264,185136
ODFL · OLD DOMINION FREIGHT LINE INC COM1,02799213639834575$35,803,514,999136
HIMS · HIMS & HERS HEALTH INC50749113617913265$5,390,761,791136
AGX · ARGAN INC56855313617519064$11,123,630,084136
BAI · BLACKROCK ETF TRUST66365313617831420$15,510,370,931136
CMCSA · Comcast Corp1,9011,852135677880289$77,079,535,218135
VIG · Vanguard Dividend Appreciation ETF2,6042,5791351,05194769$51,437,622,241135
APO · APOLLO GLOBAL MGMT INC COM1,1791,14813549937789$45,752,553,702135
ES · EVERSOURCE ENERGY COM1,1271,09313547732284$23,453,020,701135
FTAI · FTAI AVIATION LTD SHS68766413525520370$26,783,190,642135