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| Ticker | Company | Sector | Signals ⓘHigh consensus = held by 30+ tracked managers. Net bought by 10+ = at least 10 more managers bought or added than trimmed or sold. New to many = 5+ managers opened a new position. | Managers ⓘTracked managers holding it at quarter end. | Total value ↓ | Avg. weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value). | Est. net buying ⓘFor each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. | Buying ⓘManagers that opened or added to a position this quarter. | Selling ⓘManagers that trimmed or sold out this quarter. | New positions | Who owns it |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | Information Technology | High consensus | 35 | $149.67B | 1.8% | -$2.20B | 13 | 16 | 2 | Who owns it → |
| NVDA | Nvidia Corp | Information Technology | High consensus | 41 | $123.51B | 3.2% | +$111.90M | 23 | 16 | 2 | Who owns it → |
| GOOGL | Alphabet Inc (Class A) | Communication Services | High consensus | 57 | $102.23B | 2.7% | +$5.30B | 22 | 32 | 4 | Who owns it → |
| AMZN | Amazon Com Inc | Consumer Discretionary | High consensus | 52 | $92.22B | 4.1% | +$4.77B | 24 | 24 | 1 | Who owns it → |
| MSFT | Microsoft Corp | Information Technology | High consensus | 52 | $76.46B | 2.0% | +$202.17M | 22 | 26 | 2 | Who owns it → |
| GOOG | Alphabet Inc (Class C) | Communication Services | High consensus | 43 | $60.82B | 3.1% | +$8.80B | 20 | 19 | 0 | Who owns it → |
| AXP | American Express Co | Financials | — | 28 | $60.59B | 1.7% | -$312.51M | 8 | 13 | 2 | Who owns it → |
| META | Meta Platforms, Inc (Class A) | Communication Services | High consensus | 51 | $51.16B | 2.2% | +$2.02B | 26 | 22 | 3 | Who owns it → |
| SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | Net bought by 10+New to many | 19 | $45.96B | 3.7% | +$44.72B | 18 | 0 | 18 | Who owns it → |
| AVGO | Broadcom Inc | Information Technology | High consensus | 34 | $42.79B | 1.5% | -$3.96B | 14 | 20 | 2 | Who owns it → |
| BAC | Bank of America Corp | Financials | High consensus | 33 | $41.88B | 1.0% | -$2.71B | 8 | 24 | 1 | Who owns it → |
| KO | Coca Cola Co | Consumer Staples | — | 22 | $39.92B | 0.8% | +$49.68M | 10 | 8 | 2 | Who owns it → |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | Information Technology | High consensus | 47 | $31.05B | 2.6% | -$5.51B | 13 | 32 | 0 | Who owns it → |
| MU | Micron Technology Inc | Information Technology | New to many | 27 | $29.34B | 1.5% | -$14.04B | 13 | 14 | 7 | Who owns it → |
| TSLA | Tesla, Inc | Consumer Discretionary | — | 25 | $28.70B | 1.0% | -$1.01B | 13 | 9 | 1 | Who owns it → |
| IVV | Ishares Core S&P 500 ETF | ETFs & Funds | — | 10 | $26.42B | 2.4% | +$11.28B | 6 | 3 | 2 | Who owns it → |
| JPM | Jpmorgan Chase & Co | Financials | High consensus | 36 | $25.10B | 0.6% | -$809.01M | 10 | 22 | 3 | Who owns it → |
| V | Visa Inc (Class A) | Financials | High consensus | 41 | $25.10B | 2.3% | +$3.01B | 20 | 16 | 3 | Who owns it → |
| LLY | ELI Lilly & Co | Health Care | — | 27 | $25.09B | 0.8% | +$218.90M | 13 | 12 | 4 | Who owns it → |
| CVX | Chevron Corp | Energy | — | 26 | $23.38B | 0.5% | -$351.04M | 12 | 10 | 0 | Who owns it → |
| AMD | Advanced Micro Devices Inc | Information Technology | New to many | 27 | $23.34B | 1.3% | -$412.02M | 15 | 11 | 10 | Who owns it → |
| AMAT | Applied Materials Inc | Information Technology | New to many | 27 | $20.68B | 1.3% | -$3.06B | 6 | 17 | 5 | Who owns it → |
| SCHW | Schwab Charles Corp | Financials | Net bought by 10+ | 25 | $19.38B | 1.3% | +$1.34B | 16 | 6 | 1 | Who owns it → |
| MA | Mastercard Inc (Class A) | Financials | High consensus | 30 | $19.07B | 2.7% | +$1.99B | 13 | 15 | 2 | Who owns it → |
| LRCX | Lam Research Corp | Industrials | — | 28 | $18.86B | 1.2% | -$2.50B | 10 | 16 | 4 | Who owns it → |
| UNH | Unitedhealth Group Inc | Health Care | High consensus | 34 | $18.77B | 1.0% | -$311.15M | 17 | 19 | 4 | Who owns it → |
| SPY | SPDR S&P 500 ETF Trust | ETFs & Funds | — | 18 | $18.68B | 1.5% | +$13.56B | 8 | 12 | 1 | Who owns it → |
| OXY | Occidental Petroleum Corp | Energy | — | 12 | $17.40B | 0.8% | +$230.46M | 7 | 5 | 1 | Who owns it → |
| RTX | RTX Corp | Industrials | — | 18 | $17.25B | 0.5% | +$861.97M | 10 | 4 | 2 | Who owns it → |
| ASML | ASML Holding NV | Industrials | — | 22 | $15.75B | 1.3% | -$1.32B | 7 | 14 | 1 | Who owns it → |
| MRK | Merck & Co., Inc | Health Care | — | 25 | $15.64B | 0.9% | +$700.99M | 6 | 17 | 2 | Who owns it → |
| JNJ | Johnson & Johnson | Health Care | High consensus | 30 | $15.40B | 0.7% | +$483.67M | 7 | 18 | 1 | Who owns it → |
| XOM | ExxonMobil Holdings Corp | Energy | — | 23 | $15.39B | 0.4% | +$99.23M | 5 | 16 | 2 | Who owns it → |
| WFC | Wells Fargo & Company | Financials | High consensus | 30 | $15.27B | 0.9% | +$1.60B | 16 | 11 | 1 | Who owns it → |
| IEF | Ishares 7-10 Year Treasury B | ETFs & Funds | — | 4 | $15.24B | 1.1% | +$988.54M | 4 | 2 | 2 | Who owns it → |
| COF | Capital One Financial Corp | Financials | — | 29 | $15.16B | 1.2% | -$186.90M | 15 | 12 | 3 | Who owns it → |
| INTC | Intel Corp | Information Technology | New to many | 24 | $14.79B | 0.5% | +$262.59M | 11 | 14 | 7 | Who owns it → |
| C | Citigroup Inc | Financials | — | 25 | $14.60B | 1.0% | -$1.84B | 4 | 20 | 0 | Who owns it → |
| MCO | Moodys Corp | Financials | — | 24 | $14.39B | 1.3% | +$72.29M | 8 | 9 | 2 | Who owns it → |
| CB | Chubb Ltd | Financials | — | 20 | $14.27B | 0.5% | -$380.84M | 8 | 8 | 0 | Who owns it → |
| GEV | GE Vernova Inc | Industrials | — | 19 | $14.17B | 1.2% | +$3.61B | 8 | 9 | 4 | Who owns it → |
| HD | Home Depot, Inc | Consumer Discretionary | — | 24 | $13.38B | 0.7% | +$813.79M | 12 | 10 | 3 | Who owns it → |
| GS | Goldman Sachs Group Inc | Financials | — | 19 | $13.07B | 0.6% | -$206.93M | 10 | 7 | 0 | Who owns it → |
| JCI | Johnson Controls International plc | Industrials | — | 18 | $12.91B | 0.6% | -$1.45B | 4 | 12 | 0 | Who owns it → |
| CVS | CVS Health Corp | Consumer Staples | — | 23 | $12.85B | 1.6% | -$120.29M | 10 | 13 | 3 | Who owns it → |
| GE | General Electric Co | Industrials | — | 19 | $12.68B | 2.5% | +$3.66B | 3 | 13 | 1 | Who owns it → |
| CSCO | Cisco Systems, Inc | Information Technology | — | 21 | $12.66B | 0.3% | +$1.53B | 8 | 13 | 1 | Who owns it → |
| WMT | Walmart Inc | Consumer Staples | — | 19 | $12.52B | 0.2% | +$683.44M | 10 | 8 | 1 | Who owns it → |
| COST | Costco Wholesale Corp | Consumer Staples | — | 19 | $12.47B | 0.4% | +$87.95M | 5 | 13 | 0 | Who owns it → |
| ABBV | AbbVie Inc | Health Care | — | 19 | $12.10B | 0.5% | +$1.83B | 11 | 7 | 4 | Who owns it → |
Column filters
| Ticker | Company | Sector | Trades | Politicians | Purchases | Sales | Est. net buying ↑ ⓘEstimate only: purchases minus sales using the midpoint of each reported dollar range. | Last trade |
|---|---|---|---|---|---|---|---|---|
| AME | Ametek Inc | Information Technology | 25 | 6 | 12 | 13 | -$49.98M | Jun 2, 2026 |
| AAPL | Apple Inc | Information Technology | 185 | 44 | 94 | 90 | -$44.93M | Oct 2, 2026 |
| MU | Micron Technology Inc | Information Technology | 105 | 15 | 37 | 64 | -$37.76M | Oct 1, 2026 |
| KMX | Carmax Inc | Consumer Discretionary | 17 | 2 | 7 | 10 | -$15.02M | Aug 19, 2026 |
| VICI | Vici Properties Inc | Real Estate | 22 | 4 | 11 | 11 | -$14.98M | Sep 11, 2026 |
| CHD | Church & Dwight Co Inc | Consumer Staples | 27 | 4 | 15 | 12 | -$14.97M | Jun 2, 2026 |
| BLDR | Builders FirstSource, Inc | Consumer Discretionary | 22 | 1 | 15 | 7 | -$14.93M | Sep 25, 2026 |
| GOOGL | Alphabet Inc (Class A) | Communication Services | 84 | 27 | 36 | 48 | -$4.69M | Sep 14, 2026 |
| BWIN | Baldwin Insurance Group, Inc (Class A) | Financials | 6 | 3 | 1 | 5 | -$3.79M | Oct 3, 2025 |
| BRP | BRP Group, Inc. - Class A Common Stock (BRP) [ST] | Unclassified | 3 | 1 | 0 | 3 | -$3.76M | May 8, 2024 |
| DIS | Walt Disney Co | Communication Services | 77 | 21 | 37 | 39 | -$3.16M | Oct 28, 2026 |
| SPG | Simon Property Group Inc | Real Estate | 18 | 6 | 14 | 4 | -$2.80M | Sep 4, 2026 |
| FLL | Full House Resorts Inc | Consumer Discretionary | 12 | 1 | 0 | 12 | -$2.07M | Jul 1, 2026 |
| SHEL | Shell plc | Energy | 29 | 8 | 7 | 22 | -$1.37M | May 8, 2026 |
| AMZN | Amazon Com Inc | Consumer Discretionary | 185 | 35 | 109 | 76 | -$1.21M | Oct 27, 2026 |
| IJR | Ishares Core S&P Small-Cap E | ETFs & Funds | 4 | 2 | 0 | 4 | -$1.21M | Aug 6, 2024 |
| MSFT | Microsoft Corp | Information Technology | 296 | 44 | 136 | 159 | -$1.11M | Oct 2, 2026 |
| V | Visa Inc (Class A) | Financials | 98 | 23 | 46 | 52 | -$1.09M | Oct 15, 2026 |
| DVN | Devon Energy Corp | Energy | 23 | 5 | 10 | 11 | -$967.50K | Sep 23, 2026 |
| COST | Costco Wholesale Corp | Consumer Staples | 59 | 15 | 31 | 28 | -$901.00K | Oct 13, 2026 |
| CMCSA | Comcast Corp (Class A) | Communication Services | 65 | 17 | 15 | 50 | -$878.52K | Aug 5, 2026 |
| TXN | Texas Instruments Inc | Information Technology | 80 | 13 | 46 | 34 | -$812.99K | Oct 14, 2026 |
| SMA | SmartStop Self Storage REIT, Inc | Real Estate | 1 | 1 | 0 | 1 | -$750.00K | Mar 18, 2026 |
| SMCWX | AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) [OT] | Unclassified | 1 | 1 | 0 | 1 | -$750.00K | Jun 3, 2025 |
| ACN | Accenture plc (Class A) | Industrials | 93 | 16 | 39 | 54 | -$734.01K | Aug 26, 2026 |