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Track filings, sentiment spikes, congressional activity, and product updates in one stream.
Bill & Melinda Gates Foundation: REDUCE — MSFT
MICROSOFT CORP reduce (10.5% of portfolio)
Sarah Ketterer: ADD — CCL
CARNIVAL CORP add (14.3% of portfolio)
Sarah Ketterer: REDUCE — CP
CANADIAN PACIFIC KANSAS CITY LTD reduce (12.8% of portfolio)
Sarah Ketterer: ADD — SW
SMURFIT WESTROCK PLC add (10.2% of portfolio)
Sarah Ketterer: REDUCE — DB
DEUTSCHE BANK AG reduce (7.6% of portfolio)
Sarah Ketterer: REDUCE — B
BARRICK MINING CORP reduce (3.6% of portfolio)
Bill Miller: REDUCE — NBR
NABORS INDUSTRIES LTD reduce (11.5% of portfolio)
Bill Miller: REDUCE — LNC
LINCOLN NATL CORP IND reduce (7.9% of portfolio)
Bill Miller: ADD — GTN
GRAY MEDIA INC add (6.8% of portfolio)
Bill Miller: ADD — GCI
USA TODAY CO INC add (6.2% of portfolio)
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Bill Miller: ADD — QUAD
QUAD / GRAPHICS INC add (6.0% of portfolio)
Christopher Davis: ADD — COF
Capital One Financial Corp. add (9.4% of portfolio)
Christopher Davis: ADD — USB
U.S. Bancorp add (5.3% of portfolio)
Christopher Davis: ADD — META
Meta Platforms, Inc., Class A add (5.2% of portfolio)
Christopher Davis: REDUCE — AMAT
Applied Materials, Inc. reduce (4.8% of portfolio)
Christopher Davis: ADD — CVS
CVS Health Corporation add (4.5% of portfolio)
Polen Capital: REDUCE — AMZN
AMAZON COM INC reduce (8.5% of portfolio)
Polen Capital: REDUCE — MSFT
MICROSOFT CORP reduce (8.1% of portfolio)
Polen Capital: REDUCE — ORCL
ORACLE CORP reduce (6.0% of portfolio)
Polen Capital: REDUCE — LLY
ELI LILLY & CO reduce (5.7% of portfolio)
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Polen Capital: REDUCE — GOOG
ALPHABET INC reduce (5.4% of portfolio)
Richard Pzena: REDUCE — MGA
MAGNA INTL INC reduce (6.4% of portfolio)
Richard Pzena: ADD — CTSH
COGNIZANT TECHNOLOGY SOLUTIO add (4.0% of portfolio)
Richard Pzena: ADD — TSN
TYSON FOODS INC add (3.6% of portfolio)
Richard Pzena: REDUCE — BAX
BAXTER INTL INC reduce (3.5% of portfolio)
Richard Pzena: REDUCE — BMY
BRISTOL-MYERS SQUIBB CO reduce (3.4% of portfolio)
David Katz: ADD — MSFT
MICROSOFT CORP add (5.8% of portfolio)
David Katz: REDUCE — MAVF
EA SERIES TRUST reduce (4.4% of portfolio)
David Katz: REDUCE — GOOG
ALPHABET INC reduce (3.8% of portfolio)
David Katz: ADD — PNC
PNC FINL SVCS GROUP INC add (3.6% of portfolio)
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