New positions
Every stock our long-term investors bought for the first time last quarter.
- Apogee TherapeuticsAPGE
- Buyers
- 2 of 3
- Value
- $27m
- Fortuna MiningFSM
- Buyers
- 4 of 4
- Value
- $26m
- Cardinal Infrastructure GroupCDNL
- Buyers
- 2 of 3
- Value
- $20m
- AnaptysbioANAB
- Buyers
- 2 of 3
- Value
- $17m
- Payoneer GlobalPAYO
- Buyers
- 3 of 5
- Value
- $16m
- Global-E OnlineGLBE
- Buyers
- 2 of 2
- Value
- $15m
- Methode ElectronicsMEI
- Buyers
- 2 of 5
- Value
- $15m
- Entravision CommunicationsEVC
- Buyers
- 2 of 3
- Value
- $14m
- Peloton InteractivePTON
- Buyers
- 2 of 5
- Value
- $14m
- Wabash NationalWNC
- Buyers
- 3 of 5
- Value
- $14m
- CourseraCOUR
- Buyers
- 2 of 2
- Value
- $12m
- TAT TechnologiesTATT
- Buyers
- 2 of 3
- Value
- $10m
- Futu HldgsFUTU
- Buyers
- 2 of 2
- Value
- $9m
- Mativ HoldingsMATV
- Buyers
- 2 of 4
- Value
- $6m
- Mach Natural Resources LPMNR
- Buyers
- 2 of 2
- Value
- $6m
- Vitesse EnergyVTS
- Buyers
- 2 of 3
- Value
- $6m
- SailPointSAIL
- Buyers
- 2 of 2
- Value
- $6m
- OusterOUST
- Buyers
- 2 of 2
- Value
- $6m
- MGE EnergyMGEE
- Buyers
- 2 of 2
- Value
- $2m
- Seneca FoodsSENEA
- Buyers
- 3 of 3
- Value
- $1m
- York Space SystemsYSS
- Buyers
- 2 of 3
- Value
- $1m
- AppleAAPL
- Buyers
- 5 of 44
- Value
- $82.3bn
- American ExpressAXP
- Buyers
- 7 of 34
- Value
- $55.2bn
- Bank of AmericaBAC
- Buyers
- 6 of 39
- Value
- $35.4bn
- General ElectricGE
- Buyers
- 4 of 18
- Value
- $20.3bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
- Charles SchwabSCHW
- Buyers
- 9 of 26
- Value
- $12.8bn
- Berkshire HathawayBRK-B
- Buyers
- 10 of 50
- Value
- $10.9bn
- CVS HealthCVS
- Buyers
- 5 of 26
- Value
- $10.2bn
- SalesforceCRM
- Buyers
- 11 of 25
- Value
- $9.6bn
- Applied MaterialsAMAT
- Buyers
- 2 of 26
- Value
- $9.2bn
- BrookfieldBN
- Buyers
- 3 of 21
- Value
- $8.2bn
- Becton DickinsonBDX
- Buyers
- 11 of 24
- Value
- $7.4bn
- ComcastCMCSA
- Buyers
- 11 of 32
- Value
- $7.0bn
- Canadian Pacific Kansas CityCP
- Buyers
- 3 of 17
- Value
- $6.2bn
- FiservFISV
- Buyers
- 11 of 21
- Value
- $6.0bn
- Bank of New York MellonBNY
- Buyers
- 4 of 21
- Value
- $5.7bn
- MedtronicMDT
- Buyers
- 12 of 26
- Value
- $5.5bn
- Philip Morris InternationalPM
- Buyers
- 7 of 26
- Value
- $5.4bn
- International Flavors & FragrancesIFF
- Buyers
- 5 of 13
- Value
- $5.4bn
- UBS Group AGUBS
- Buyers
- 3 of 9
- Value
- $5.3bn
- US BancorpUSB
- Buyers
- 4 of 20
- Value
- $5.2bn
- Intercontinental ExchangeICE
- Buyers
- 7 of 16
- Value
- $4.5bn
- Sirius XM HoldingsSIRI
- Buyers
- 5 of 12
- Value
- $4.2bn
- PPG IndustriesPPG
- Buyers
- 7 of 12
- Value
- $4.0bn
- WatersWAT
- Buyers
- 4 of 21
- Value
- $3.7bn
- Johnson & JohnsonJNJ
- Buyers
- 1 of 31
- Value
- $3.6bn
- Union PacificUNP
- Buyers
- 3 of 27
- Value
- $3.5bn
- Mexican Economic DevelopmentFMX
- Buyers
- 3 of 7
- Value
- $3.5bn
- CDWCDW
- Buyers
- 6 of 15
- Value
- $3.4bn