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| Ticker | Company | Sector | Signals ⓘHigh consensus = held by 30+ tracked managers. Net bought by 10+ = at least 10 more managers bought or added than trimmed or sold. New to many = 5+ managers opened a new position. | Managers ⓘTracked managers holding it at quarter end. | Total value ↓ | Avg. weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value). | Est. net buying ⓘFor each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. | Buying ⓘManagers that opened or added to a position this quarter. | Selling ⓘManagers that trimmed or sold out this quarter. | New positions | Who owns it |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | Information Technology | High consensus | 35 | $149.67B | 1.8% | -$2.20B | 13 | 16 | 2 | Who owns it → |
| NVDA | Nvidia Corp | Information Technology | High consensus | 41 | $123.51B | 3.2% | +$111.90M | 23 | 16 | 2 | Who owns it → |
| GOOGL | Alphabet Inc (Class A) | Communication Services | High consensus | 57 | $102.23B | 2.7% | +$5.30B | 22 | 32 | 4 | Who owns it → |
| AMZN | Amazon Com Inc | Consumer Discretionary | High consensus | 52 | $92.22B | 4.1% | +$4.77B | 24 | 24 | 1 | Who owns it → |
| MSFT | Microsoft Corp | Information Technology | High consensus | 52 | $76.46B | 2.0% | +$202.17M | 22 | 26 | 2 | Who owns it → |
| GOOG | Alphabet Inc (Class C) | Communication Services | High consensus | 43 | $60.82B | 3.1% | +$8.80B | 20 | 19 | 0 | Who owns it → |
| META | Meta Platforms, Inc (Class A) | Communication Services | High consensus | 51 | $51.16B | 2.2% | +$2.02B | 26 | 22 | 3 | Who owns it → |
| AVGO | Broadcom Inc | Information Technology | High consensus | 34 | $42.79B | 1.5% | -$3.96B | 14 | 20 | 2 | Who owns it → |
| BAC | Bank of America Corp | Financials | High consensus | 33 | $41.88B | 1.0% | -$2.71B | 8 | 24 | 1 | Who owns it → |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | Information Technology | High consensus | 47 | $31.05B | 2.6% | -$5.51B | 13 | 32 | 0 | Who owns it → |
| JPM | Jpmorgan Chase & Co | Financials | High consensus | 36 | $25.10B | 0.6% | -$809.01M | 10 | 22 | 3 | Who owns it → |
| V | Visa Inc (Class A) | Financials | High consensus | 41 | $25.10B | 2.3% | +$3.01B | 20 | 16 | 3 | Who owns it → |
| MA | Mastercard Inc (Class A) | Financials | High consensus | 30 | $19.07B | 2.7% | +$1.99B | 13 | 15 | 2 | Who owns it → |
| UNH | Unitedhealth Group Inc | Health Care | High consensus | 34 | $18.77B | 1.0% | -$311.15M | 17 | 19 | 4 | Who owns it → |
| JNJ | Johnson & Johnson | Health Care | High consensus | 30 | $15.40B | 0.7% | +$483.67M | 7 | 18 | 1 | Who owns it → |
| WFC | Wells Fargo & Company | Financials | High consensus | 30 | $15.27B | 0.9% | +$1.60B | 16 | 11 | 1 | Who owns it → |
| BRK.B | Berkshire Hathaway Inc (Class B) | Financials | High consensus | 36 | $11.33B | 2.6% | +$1.21B | 14 | 15 | 2 | Who owns it → |