Real-time context
Recent institutional portfolio disclosures and position changes.
NorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing…
Read moreProfessional Financial Advisors, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 1500 Composite Stock Market ETF (AMEX:SPTM) during Q3 2026,…
Read moreNorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F…
Read moreAvanza Fonder AB, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 12.2% during Q3 2026, according to its most recent 13F filing…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) by 35.0% during Q3 2026, according to its…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, initiated a new position in CrowdStrike Holdings, Inc. Class A Common Stock (NASDAQ:CRWD) during Q3 2026, according…
Read moreMarquette Asset Management, LLC, a registered investment adviser, initiated a new position in Dimensional International Core Equity Market ETF (AMEX:DFAI) during Q3 2026,…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Dell Technologies Inc. (NYSE:DELL) during Q3 2026, according to its most recent 13F…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 26.5% during Q3 2026, according to its most…
Read moreHamlin Capital Management, LLC, a registered investment adviser, increased its position in SLB N.V. (NYSE:SLB) by 18.4% during Q3 2026, according to its most recent 13F filing…
Read moreBONNESS ENTERPRISES INC, a registered investment adviser, initiated a new position in The Progressive Corporation (NYSE:PGR) during Q3 2026, according to its most recent 13F…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in Mastercard Incorporated (NYSE:MA) during Q3 2026, according to its most…
Read moreElm Partners Management LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q2 2026, according to its most recent 13F filing…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Lam Research Corporation (NASDAQ:LRCX) during Q3 2026, according to its most recent…
Read moreApella Capital, LLC, a registered investment adviser, increased its position in Avantis International Equity ETF (AMEX:AVDE) by 31.2% during Q3 2026, according to its most recent…
Read moreHWG Holdings LP, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent 13F filing with the…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in SPDR Gold MiniShares (AMEX:GLDM) by 64.4% during Q3 2026, according to its most recent…
Read moreTrust Co, a registered investment adviser, increased its position in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 10.4% during Q3 2026, according to its most recent 13F filing…
Read moreMarquette Asset Management, LLC, a registered investment adviser, initiated a new position in iShares Russell 1000 Value ETF (AMEX:IWD) during Q3 2026, according to its most…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Parker-Hannifin Corporation (NYSE:PH) during Q3 2026, according to its most recent…
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