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Latest Research
View allVictory Capital Q1 2026 Preview: The $177B Portfolio’s Biggest New Push Was Not Just Nvidia
Victory Capital kept mega-cap tech on top in Q4 2025, but the sharper signal was in the secondary moves: large increases in Netflix, Constellation Energy, TSMC and new positions like IQVIA. The next filing will show whether that diversification continues.
Raymond James Q1 2026 Preview: ETFs, XLK and XLE Are Telling the Story in a $321B Portfolio
Raymond James used Q4 2025 to keep broad ETF exposure high through VOO, AGG, SPY and IEFA while also adding to sector sleeves such as XLK and XLE. The next filing will show whether that balanced ETF-heavy structure remains the preferred setup.
Principal Financial Q1 2026 Preview: A Slight AUM Dip Hid Big Moves in Netflix and Brookfield
Principal’s Q4 2025 filing looked slightly weaker on headline AUM, but the internal rotation was more revealing: Brookfield became a top-ten position, Netflix surged, and the fund cut back in parts of real estate. The next filing will show whether that shift keeps going.
Smart Money Alerts
View allWelch Group, LLC doubles down on VZ
Welch Group, LLC doubled down on VZ, boosting their holdings by 155% to a total value of $60.4M. This kind of conviction buying often precedes positive catalysts.
Welch Group, LLC doubles down on SFBS
Welch Group, LLC is tripling down on SFBS, increasing their position by 358%. With the stake now worth $71.1M, this aggressive accumulation suggests they see substantial upside that the market may be missing.
Welch Group, LLC doubles down on PFE
Welch Group, LLC is tripling down on PFE, increasing their position by 4263%. With the stake now worth $60.3M, this aggressive accumulation suggests they see substantial upside that the market may be missing.
Latest Filings
View allStoryOne LLC
Apr 22 · 73 holdings
$177.38M
Financial Futures Ltd Liability Co.
Apr 22 · 72 holdings
$227.64M
Vinland Capital Management Gestora de Recursos LTDA.
Apr 22 · 47 holdings
$49.68M
Gunderson Capital Management Inc.
Apr 22 · 46 holdings
$239.17M
LAM GROUP, INC.
Apr 22 · 136 holdings
$181.95M
CHEMUNG CANAL TRUST CO
Apr 22 · 203 holdings
$494.11M
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