Top buys, last two quarters
The stocks the most notable funds hold more of than two quarters ago.
Top buys, last two quarters
Click a heading to sort the whole list by that column.
Q3 2026 reports (holdings as of Sep 30, 2026), compared with Q1 2026 for 26 of the 75 notable funds.
| # | Stock | Funds adding | New positions | Average increase | Notable funds holding |
|---|---|---|---|---|---|
| 1 | DIS Walt Disney Company | 7 | 2 | +34% | 11 |
| 2 | HONA Honeywell Aerospace Inc. | 7 | 7 | New | 7 |
| 3 | MSFT Microsoft Corporation | 6 | 0 | +13% | 12 |
| 4 | UNH UnitedHealth Group Incorporated | 6 | 0 | +42% | 8 |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 6 | 0 | +194% | 11 |
| 6 | ELV Elevance Health, Inc. | 6 | 1 | +8% | 8 |
| 7 | DVN Devon Energy Corporation | 6 | 3 | +14% | 6 |
| 8 | XOM ExxonMobil Holdings Corporation | 6 | 6 | New | 6 |
| 9 | META Meta Platforms, Inc. | 5 | 0 | +23% | 11 |
| 10 | AMZN Amazon.com, Inc. | 5 | 1 | +43% | 11 |
| 11 | SCHW Charles Schwab Corporation | 5 | 1 | +6% | 7 |
| 12 | NVDA NVIDIA Corporation | 5 | 2 | +1124% | 8 |
| 13 | TSN Tyson Foods, Inc. | 5 | 1 | +4% | 6 |
| 14 | ADBE Adobe Inc. | 5 | 2 | +26% | 9 |
| 15 | ZTS Zoetis Inc. | 5 | 4 | +559% | 8 |
| 16 | GOOG Alphabet Inc. Class C | 4 | 1 | +94% | 13 |
| 17 | COF Capital One Financial Corporation | 4 | 2 | +4% | 10 |
| 18 | SUNB Sunbelt Rentals Holdings, Inc. | 4 | 1 | +4% | 6 |
| 19 | CI The Cigna Group | 4 | 0 | +6% | 6 |
| 20 | REGN Regeneron Pharmaceuticals, Inc. | 4 | 1 | +12% | 4 |
| 21 | V Visa Inc. | 4 | 0 | +521% | 11 |
| 22 | AON Aon plc | 4 | 0 | +9% | 8 |
| 23 | CHTR Charter Communications, Inc. | 4 | 0 | +3% | 4 |
| 24 | LPLA LPL Financial Holdings Inc. | 4 | 1 | +11% | 5 |
| 25 | AMD Advanced Micro Devices, Inc. | 4 | 1 | +711% | 4 |
| 26 | WY Weyerhaeuser Company | 4 | 1 | +13% | 5 |
| 27 | FERG Ferguson Enterprises Inc. | 4 | 0 | +9% | 5 |
| 28 | HD Home Depot, Inc. | 4 | 2 | +1% | 6 |
| 29 | PVH PVH Corp. | 4 | 2 | +1% | 4 |
| 30 | KVUE Kenvue Inc | 4 | 0 | +41% | 4 |
| 31 | KSPI Joint Stock Company Kaspi.kz | 4 | 1 | +7% | 4 |
| 32 | LHX L3Harris Technologies, Inc. | 4 | 2 | +10% | 5 |
| 33 | CPRT Copart, Inc. | 4 | 1 | +16% | 5 |
| 34 | MKTX MarketAxess Holdings, Inc. | 4 | 2 | +105% | 4 |
| 35 | STZ Constellation Brands, Inc. | 4 | 1 | +16% | 4 |
| 36 | ONB Old National Bancorp | 4 | 2 | +13% | 4 |
| 37 | SANM Sanmina Corporation | 4 | 4 | New | 4 |
| 38 | CRWV CoreWeave, Inc. | 4 | 2 | +36% | 4 |
| 39 | ADIG ADI Global Distribution Inc. | 4 | 4 | New | 4 |
| 40 | LNTH Lantheus Holdings, Inc. | 4 | 3 | +64% | 4 |
| 41 | FBIN Fortune Brands Innovations, Inc. | 4 | 3 | +48% | 5 |
| 42 | MAMA Mama's Creations, Inc. | 4 | 0 | +32% | 4 |
| 43 | GOOGL Alphabet Inc. Class A | 3 | 0 | +155% | 13 |
| 44 | WFC Wells Fargo & Company | 3 | 0 | +1% | 10 |
| 45 | WTW Willis Towers Watson Public Limited Company | 3 | 0 | +7% | 6 |
| 46 | CMCSA Comcast Corporation | 3 | 0 | +3% | 9 |
| 47 | GEHC GE HealthCare Technologies Inc. | 3 | 1 | +54% | 4 |
| 48 | BRK-B Berkshire Hathaway Inc. Class B | 3 | 0 | +232% | 14 |
| 49 | ROP Roper Technologies, Inc. | 3 | 1 | +111% | 4 |
| 50 | APD Air Products and Chemicals, Inc. | 3 | 1 | +23% | 5 |
2,500 rows in all.
A fund counts as adding when its share count is higher than two quarters earlier, after adjusting for splits, and as opening a position when it didn't hold the stock then. Estimated dollars are shares added times the later price per share. Only funds whose reports for both quarters look complete are compared.
Notable funds are a hand-picked list of well-known fund managers, listed here. All figures come from the 13F reports the funds file each quarter, which list common stock holdings as of the quarter's end, up to 45 days later. A 13F doesn't show short positions, most bonds or holdings outside the United States, and a fund's holding can have changed since. Share counts are adjusted for stock splits. This is information, not investment advice.
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