FIDUCIARY TRUST CO
Institutional InvestorSimilar funds →SEC EDGAR: CIK 35442
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$9.2B
Holdings
892
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FIDUCIARY TRUST CO disclosed 892 positions worth $9.2B in its Form 13F-HR for Q2 2026, followed by $BRK.A. During the quarter the fund opened 62 new positions and exited 38 — including a new stake in $HONA and a full exit from $CTRA. The portfolio is most concentrated in Other (37.8% of disclosed assets). All figures are sourced directly from FIDUCIARY TRUST CO’s Form 13F-HR filing with the SEC under CIK 35442.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
12.3% weight
Held 7 quarters
$BRK-A5.2% weight
Held 7 quarters
ISHARES TR - CORE MSCI EAF
4.8% weight
Held 7 quarters
$TJX4.7% weight
Held 7 quarters
$AAPL4.4% weight
Held 7 quarters
ISHARES TR - ESG AWR MSCI
7 quarters accumulating
$NOW7 quarters accumulating
$UBER7 quarters accumulating
$JCI7 quarters accumulating
ISHARES TR - ESG AWRE USD
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$1.1B1,507,059 sh- 73.8#126
Quality
$481.5M643 sh ISHARES TR - CORE MSCI EAFE
—Quality
$441.1M4,567,544 sh- 68.7
Quality
$429.2M2,832,738 sh - 76.4
Quality
$407.8M1,409,277 sh VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$338.9M4,756,065 sh- 79.8
Quality
$238.1M638,426 sh - 78.2
Quality
$234.6M656,486 sh - 50.6
Quality
$198.2M11,409,025 sh FIRST TR EXCHANGE-TRADED FD - ENERGY INM PARTN
—Quality
$153.8M4,912,761 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $1.1B | 1,507,059 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8#126 | $481.5M | 643 |
| ISHARES TR - CORE MSCI EAFE | — | $441.1M | 4,567,544 |
| TJX COMPANIES INC /DE/$TJX | 68.7 | $429.2M | 2,832,738 |
| Apple Inc.$AAPL | 76.4 | $407.8M | 1,409,277 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $338.9M | 4,756,065 |
 MICROSOFT CORP$MSFT | 79.8 | $238.1M | 638,426 |
 Alphabet Inc.$GOOG | 78.2 | $234.6M | 656,486 |
 Coupang, Inc.$CPNG | 50.6 | $198.2M | 11,409,025 |
| FIRST TR EXCHANGE-TRADED FD - ENERGY INM PARTN | — | $153.8M | 4,912,761 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FIDUCIARY TRUST CO's 892 positions.
Showing top 10 of 892 holdings.
Sector Allocation
Other
$3.5B
Technology
$2.0B
Financials
$1.3B
Consumer Discretionary
$1.0B
Healthcare
$419.4M
Industrials
$375.6M
Energy
$182.2M
Consumer Staples
$154.7M
Top Holdings — FIDUCIARY TRUST CO (Q2 2026)
Top 150 of 892 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $1.1B | 12.3% | -1% | — |
| 2 | $BRK.A | BERKSHIRE HATHAWAY INC | $481.5M | 5.2% | +0% | 73.8 |
| 3 | — | ISHARES TR - CORE MSCI EAFE | $441.1M | 4.8% | -0% | — |
| 4 | $TJX | TJX COMPANIES INC /DE/ | $429.2M | 4.7% | -1% | 68.7 |
| 5 | $AAPL | Apple Inc. | $407.8M | 4.4% | -4% | 76.4 |
| 6 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $338.9M | 3.7% | -0% | — |
| 7 | $MSFT | MICROSOFT CORP | $238.1M | 2.6% | -1% | 79.8 |
| 8 | $GOOG | Alphabet Inc. | $234.6M | 2.5% | -4% | 78.2 |
| 9 | $CPNG | Coupang, Inc. | $198.2M | 2.2% | -2% | 50.6 |
| 10 | — | FIRST TR EXCHANGE-TRADED FD - ENERGY INM PARTN | $153.8M | 1.7% | -3% | — |
| 11 |  $AMZN | AMAZON COM INC | $141.0M | 1.5% | -2% | 68.7 |
| 12 |  $NVDA | NVIDIA CORP | $139.5M | 1.5% | +0% | 85.9 |
| 13 |  $WT | WisdomTree, Inc. | $138.4M | 1.5% | -4% | 59.9 |
| 14 | — | ISHARES TR - CORE S&P MCP ETF | $133.1M | 1.4% | -3% | — |
| 15 |  $GOOGL | Alphabet Inc. | $119.1M | 1.3% | -3% | 78.2 |
| 16 | — | ISHARES TR - ESG AWR MSCI USA | $116.0M | 1.3% | +2% | — |
| 17 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $115.2M | 1.3% | +19% | — |
| 18 |  $KLAC | KLA CORP | $112.5M | 1.2% | +844% | 78.6 |
| 19 |  $AVGO | Broadcom Inc. | $111.0M | 1.2% | -4% | 84.5 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $100.9M | 1.1% | -2% | 70.7 |
| 21 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | $88.1M | 1.0% | +22% | — |
| 22 |  $JNJ | JOHNSON & JOHNSON | $80.5M | 0.9% | -2% | 69 |
| 23 |  $XOM.R34088 | EXXON MOBIL CORP | $80.1M | 0.9% | -1% | 57.9 |
| 24 |  $HD | HOME DEPOT, INC. | $78.4M | 0.8% | -2% | 60.3 |
| 25 |  $ABBV | AbbVie Inc. | $76.3M | 0.8% | -3% | 72.6 |
| 26 |  $MS | MORGAN STANLEY | $72.0M | 0.8% | +1% | 75.8 |
| 27 |  $CSCO | CISCO SYSTEMS, INC. | $66.4M | 0.7% | -1% | 70.3 |
| 28 | — | ISHARES TR - ESG AW MSCI EAFE | $65.0M | 0.7% | -2% | — |
| 29 | — | ISHARES TR - CORE S&P SCP ETF | $62.9M | 0.7% | -0% | — |
| 30 |  $CAT | CATERPILLAR INC | $61.7M | 0.7% | -6% | 66.5 |
| 31 |  $IVZ | Invesco Ltd. | $60.8M | 0.7% | -9% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $60.2M | 0.7% | -5% | 73.8 |
| 33 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $52.9M | 0.6% | -2% | — |
| 34 |  $MRK | Merck & Co., Inc. | $51.6M | 0.6% | -1% | 59.9 |
| 35 |  $APH | AMPHENOL CORP /DE/ | $50.3M | 0.6% | -3% | 79.3 |
| 36 |  $PG | PROCTER & GAMBLE Co | $50.1M | 0.6% | -2% | 64.6 |
| 37 |  $CBT | CABOT CORP | $48.3M | 0.5% | -1% | 50 |
| 38 | — | ISHARES TR - ESG AWARE MSCI | $47.7M | 0.5% | -0% | — |
| 39 |  $V | VISA INC. | $47.0M | 0.5% | -2% | 82.9 |
| 40 | — | ISHARES TR - ISHS 1-5YR INVS | $44.0M | 0.5% | -1% | — |
| 41 | — | ISHARES TR - ISHS 5-10YR INVT | $41.4M | 0.5% | +5% | — |
| 42 |  $LRCX | LAM RESEARCH CORP | $40.3M | 0.4% | -1% | 79.4 |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $37.9M | 0.4% | -2% | 66.2 |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $34.4M | 0.4% | +2% | — |
| 45 | $IVZ | Invesco Ltd. | $34.4M | 0.4% | -23% | — |
| 46 |  $RTX | RTX Corp | $33.8M | 0.4% | -2% | 73.2 |
| 47 |  $ABT | ABBOTT LABORATORIES | $32.1M | 0.3% | -2% | 65.5 |
| 48 |  $DELL | Dell Technologies Inc. | $31.5M | 0.3% | -2% | 71.2 |
| 49 |  $GEV | GE Vernova Inc. | $31.3M | 0.3% | -1% | 81.1 |
| 50 | — | TIDAL TRUST III - ROCK GL EQUI ETF | $30.4M | 0.3% | -2% | — |
| 51 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $29.8M | 0.3% | -1% | 65.1 |
| 52 |  $ADI | ANALOG DEVICES INC | $29.6M | 0.3% | -3% | 79.2 |
| 53 |  $MA | Mastercard Inc | $29.5M | 0.3% | -2% | 85.1 |
| 54 |  $AXP | AMERICAN EXPRESS CO | $28.9M | 0.3% | -10% | 69.4 |
| 55 |  $PEP | PEPSICO INC | $27.3M | 0.3% | -7% | 63.4 |
| 56 |  $GS | GOLDMAN SACHS GROUP INC | $27.1M | 0.3% | -6% | 73.5 |
| 57 |  $DVN | DEVON ENERGY CORP/DE | $26.2M | 0.3% | +8889% | 74.8 |
| 58 |  $PANW | Palo Alto Networks Inc | $26.1M | 0.3% | -1% | 65.5 |
| 59 |  $NEE | NEXTERA ENERGY INC | $25.8M | 0.3% | +2% | 64.6 |
| 60 |  $MCD | MCDONALDS CORP | $25.0M | 0.3% | -3% | 69 |
| 61 |  $UNP | UNION PACIFIC CORP | $24.5M | 0.3% | -3% | 69.7 |
| 62 | — | VANGUARD WORLD FD - INF TECH ETF | $24.3M | 0.3% | +684% | — |
| 63 |  $STT | STATE STREET CORP | $24.1M | 0.3% | -3% | 71.5 |
| 64 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $24.0M | 0.3% | +0% | — |
| 65 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $22.9M | 0.3% | -1% | 58.1 |
| 66 | — | ISHARES TR - MSCI EAFE ETF | $22.3M | 0.2% | -1% | — |
| 67 |  $ORCL | ORACLE CORP | $22.3M | 0.2% | -4% | 66.2 |
| 68 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $22.3M | 0.2% | -4% | — |
| 69 |  $CVX | CHEVRON CORP | $21.8M | 0.2% | -2% | 62.8 |
| 70 |  $META | Meta Platforms, Inc. | $21.8M | 0.2% | -1% | 79.6 |
| 71 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $21.5M | 0.2% | -3% | — |
| 72 |  $EMR | EMERSON ELECTRIC CO | $20.9M | 0.2% | -1% | 65.3 |
| 73 |  $ADP | AUTOMATIC DATA PROCESSING INC | $20.2M | 0.2% | -3% | 69.8 |
| 74 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $20.1M | 0.2% | +3% | 70 |
| 75 | — | ISHARES TR - RUS 2000 VAL ETF | $19.3M | 0.2% | -1% | — |
| 76 |  $UNH | UNITEDHEALTH GROUP INC | $19.3M | 0.2% | -4% | 62.7 |
| 77 |  $ITW | ILLINOIS TOOL WORKS INC | $19.1M | 0.2% | -3% | 63.6 |
| 78 | — | ISHARES TR - ESG MSCI KLD ETF | $18.4M | 0.2% | -6% | — |
| 79 |  $ANET | Arista Networks, Inc. | $18.1M | 0.2% | +0% | 81.9 |
| 80 |  $AMGN | AMGEN INC | $18.0M | 0.2% | -2% | 79.2 |
| 81 |  $KO | COCA COLA CO | $17.6M | 0.2% | -2% | 69.5 |
| 82 |  $WMT | Walmart Inc. | $17.6M | 0.2% | -3% | 60.2 |
| 83 |  $LLY | ELI LILLY & Co | $16.7M | 0.2% | -3% | 87.5 |
| 84 |  $MU | MICRON TECHNOLOGY INC | $16.3M | 0.2% | +5% | 86.2 |
| 85 |  $GLD | SPDR GOLD TRUST | $16.2M | 0.2% | -2% | — |
| 86 |  $FAST | FASTENAL CO | $16.0M | 0.2% | -5% | 66.9 |
| 87 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $15.9M | 0.2% | -1% | 67.5 |
| 88 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $15.7M | 0.2% | +5% | — |
| 89 |  $ECL | ECOLAB INC. | $15.0M | 0.2% | +0% | 63.3 |
| 90 |  $LIN | LINDE PLC | $14.2M | 0.1% | -4% | — |
| 91 | — | ISHARES INC - CORE MSCI EMKT | $14.2M | 0.1% | -1% | — |
| 92 |  $PH | Parker-Hannifin Corp | $13.9M | 0.1% | -1% | 65.8 |
| 93 |  $ETN | Eaton Corp plc | $13.4M | 0.1% | +6% | — |
| 94 | — | ISHARES TR - RUS 1000 ETF | $13.3M | 0.1% | -1% | — |
| 95 |  $TXN | TEXAS INSTRUMENTS INC | $13.2M | 0.1% | +0% | 73.4 |
| 96 | — | ISHARES TR - NATIONAL MUN ETF | $13.0M | 0.1% | +17% | — |
| 97 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $12.9M | 0.1% | +1% | — |
| 98 |  $LOW | LOWES COMPANIES INC | $12.8M | 0.1% | -2% | 60.8 |
| 99 |  $SYK | STRYKER CORP | $12.6M | 0.1% | -1% | 72.1 |
| 100 | $NOW | ServiceNow, Inc. | $12.4M | 0.1% | +196% | 72.9 |
| 101 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $12.1M | 0.1% | -1% | — |
| 102 |  $VLO | VALERO ENERGY CORP/TX | $12.1M | 0.1% | -1% | 57.8 |
| 103 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $11.8M | 0.1% | -27% | — |
| 104 |  $SPGI | S&P Global Inc. | $11.5M | 0.1% | -0% | 76.1 |
| 105 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $11.2M | 0.1% | -1% | — |
| 106 |  $ORLY | O REILLY AUTOMOTIVE INC | $11.1M | 0.1% | +1% | 67.4 |
| 107 | — | ISHARES TR - MSCI EMG MKT ETF | $11.0M | 0.1% | -2% | — |
| 108 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $10.9M | 0.1% | +2% | — |
| 109 |  $BAC | BANK OF AMERICA CORP /DE/ | $10.8M | 0.1% | -5% | 67.6 |
| 110 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $10.7M | 0.1% | -0% | — |
| 111 |  $GE | GENERAL ELECTRIC CO | $10.6M | 0.1% | +6% | 73.8 |
| 112 | — | ISHARES TR - RUS 1000 GRW ETF | $10.5M | 0.1% | +291% | — |
| 113 | — | ISHARES TR - EXPANDED TECH | $10.5M | 0.1% | -8% | — |
| 114 |  $TD | TORONTO DOMINION BANK | $10.4M | 0.1% | +0% | 80.5 |
| 115 |  $APD | Air Products & Chemicals, Inc. | $10.1M | 0.1% | +1% | 46.4 |
| 116 | — | ISHARES INC - MSCI EURZONE ETF | $10.1M | 0.1% | -3% | — |
| 117 |  $DIS | Walt Disney Co | $9.8M | 0.1% | -1% | 60.1 |
| 118 |  $CB | Chubb Ltd | $9.7M | 0.1% | +1% | — |
| 119 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $9.6M | 0.1% | -2% | 75.4 |
| 120 |  $CL | COLGATE PALMOLIVE CO | $9.6M | 0.1% | -5% | 61.3 |
| 121 |  $MMM | 3M CO | $9.2M | 0.1% | -4% | 64.9 |
| 122 | — | ISHARES TR - RUSSELL 3000 ETF | $8.9M | 0.1% | -4% | — |
| 123 | — | VANGUARD INDEX FDS - SMALL CP ETF | $8.8M | 0.1% | +0% | — |
| 124 |  $DOV | DOVER Corp | $8.8M | 0.1% | -0% | 58.1 |
| 125 |  $DHR | DANAHER CORP /DE/ | $8.7M | 0.1% | -8% | 64.8 |
| 126 |  $GD | GENERAL DYNAMICS CORP | $8.4M | 0.1% | -2% | 68.7 |
| 127 |  $AMD | ADVANCED MICRO DEVICES INC | $8.3M | 0.1% | +17% | 79.8 |
| 128 |  $PSA | Public Storage | $8.2M | 0.1% | -7% | 69.1 |
| 129 | — | ISHARES TR - RUSSELL 2000 ETF | $8.0M | 0.1% | +1% | — |
| 130 | — | ISHARES TR - RUS 2000 GRW ETF | $7.9M | 0.1% | -2% | — |
| 131 |  $AMT | AMERICAN TOWER CORP /MA/ | $7.6M | 0.1% | -7% | 66.3 |
| 132 |  $CVS | CVS HEALTH Corp | $7.4M | 0.1% | -6% | 59.4 |
| 133 |  $NVS | NOVARTIS AG | $7.4M | 0.1% | -8% | — |
| 134 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $7.3M | 0.1% | -1% | 62.9 |
| 135 |  $CARR | CARRIER GLOBAL Corp | $7.3M | 0.1% | -3% | 56.6 |
| 136 |  $QCOM | QUALCOMM INC/DE | $7.1M | 0.1% | -3% | 70.5 |
| 137 |  $PM | Philip Morris International Inc. | $7.0M | 0.1% | -1% | 75.9 |
| 138 |  $AMAT | APPLIED MATERIALS INC /DE | $7.0M | 0.1% | +13% | 72.3 |
| 139 |  $BMY | BRISTOL MYERS SQUIBB CO | $6.9M | 0.1% | -10% | 70.4 |
| 140 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.8M | 0.1% | +6% | — |
| 141 |  $GLW | CORNING INC /NY | $6.7M | 0.1% | -1% | 73.7 |
| 142 |  $HON | HONEYWELL INTERNATIONAL INC | $6.7M | 0.1% | -48% | 65 |
| 143 |  $SLB | SLB LIMITED/NV | $6.7M | 0.1% | -1% | 57.9 |
| 144 |  $HONA | Honeywell Aerospace Inc. | $6.6M | 0.1% | NEW | — |
| 145 |  $BKNG | Booking Holdings Inc. | $6.5M | 0.1% | +2258% | 58.5 |
| 146 |  $CRWD | CrowdStrike Holdings, Inc. | $6.5M | 0.1% | -2% | 67.7 |
| 147 |  $DE | DEERE & CO | $6.5M | 0.1% | -1% | 55.4 |
| 148 |  $INTC | INTEL CORP | $6.2M | 0.1% | -3% | 45.6 |
| 149 |  $BLK | BlackRock, Inc. | $6.1M | 0.1% | -0% | 70 |
| 150 |  $AMCR | Amcor plc | $6.1M | 0.1% | +2% | — |
New Positions (62)
$HONA Honeywell Aerospace Inc.$6.6M
$STX Seagate Technology Holdings plc$1.4M
$DRI DARDEN RESTAURANTS INC$1.0M
$RCL ROYAL CARIBBEAN CRUISES LTD$975,747 VANECK ETF TRUST - ALTE ASSE MA ETF$849,732
$SNDK Sandisk Corp$819,086
$TEAM Atlassian Corp$648,532
$CECO CECO ENVIRONMENTAL CORP$608,593
$SXT SENSIENT TECHNOLOGIES CORP$556,536 SCHWAB STRATEGIC TR - US TIPS ETF$496,160
ISHARES INC - EMNG MKTS EQT$442,857
$AROC Archrock, Inc.$368,995
$SNDR Schneider National, Inc.$364,935
$CACI CACI INTERNATIONAL INC /DE/$359,026
$HUM HUMANA INC$351,294Exited Positions (38)
$CTRA Coterra Energy Inc.
$APLS Apellis Pharmaceuticals, Inc.
$RELX RELX PLC
$AXON AXON ENTERPRISE, INC.
$PRIM Primoris Services Corp
$WSBC WESBANCO INC ISHARES TR
$SFD SMITHFIELD FOODS INC ISHARES TR
$MASI MASIMO CORP
$THR Thermon Group Holdings, Inc.
$TPH Tri Pointe Homes, Inc.
$KKR KKR & Co. Inc.
$FNF Fidelity National Financial, Inc.
$CCB COASTAL FINANCIAL CORPBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for FIDUCIARY TRUST CO including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track FIDUCIARY TRUST CO's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for FIDUCIARY TRUST CO and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: FIDUCIARY TRUST CO
13F Pro is an AI hedge fund tracker and stock research platform. For FIDUCIARY TRUST CO (SEC CIK: 35442), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in FIDUCIARY TRUST CO's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.