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Dividends
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
The Davenport Value & Income Fund George L. Smith III
|
View | AI, Value, Dividends, Buybacks | ACN, ADBE, ARE, C, CTAS, EOG, FDX, GOOG, HPQ, ISRG, META, MMC, MRVL, MSFT, NOW, NVDA, ORCL, SPOT, UBER, UNP, VRTX | AI, Buybacks, dividends, large cap, technology, value |
| 2025 Q4 | Feb 17, 2026 |
Cullen Enhanced Equity Income Fund James Cullen
|
View | AI, Rates, Value, Dividends, Risk Appetite | AAPL, AMZN, GOOGL, JPM, KVUE, META, MSFT, NSC, NVDA, QCOM, TSLA, UNH, UNP | AI, dividends, growth, healthcare, income, rates, technology, value |
| 2025 Q4 | Jan 30, 2026 |
Legacy Ridge Capital Kris Kelley
|
View | Value, Dividends, Cash, Exploration & Production | AAPL, AMZN, GOOGL, KRP, META, MNR, MSFT, NVDA, PII, PLTR, TSLA | Capital Allocation, Cash, dividends, energy, Exploration & Production, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Income-Equity Strategies Adam Fackler
|
View | AI, Value, Dividends | ABBV, C, COP, CSCO, EMN, ETR, GILD, GPS, GSK, HRB, HRL, JEF, JNJ, JPM, MPLX, MTB, PAYX, RF, STT, VICI, VZ | AI, dividends, income, productivity, value |
| 2025 Q4 | Jan 14, 2026 |
Bahl & Gaynor Investment Nick Puncer
|
View | AI, Dividends, Risk Appetite | META | AI, Concentration, dividends, downside protection, risk management, technology, valuation |
| 2025 Q4 | Feb 8, 2026 |
BlackRock Global Dividend Fund Olivia Treharne
|
View | AI, Dividends | 000001.SZ, 000660.KS, AAPL, ALVY.DE, AVGO, AZN, BABA, CMS, GOOGL, KO, MSFT, REL.L, SONY, TSM | dividends, Europe, financials, global, healthcare, Quality, technology |
| 2025 Q4 | Jan 23, 2026 |
American Century Equity Income Fund Kevin Toney
|
View | Healthcare, Dividends, Quality | BDX, EPD, GOOGL, JNJ, JPM, MCD, MCHP, MDLZ, MDT, MMC, MU, NSC, PEP, PNC, RHHBY, SYY, TFC, UL | Consumer Staples, dividends, financials, healthcare, Quality, value |
| 2025 Q4 | Jan 22, 2026 | View | Value, Dividends, Resilience | 005930.KS, AVGO, AZN, BNP.PA, C, CME, DTEGY, ELE.MC, ENEL.MI, KPN.AS, MRK, NN.AS, NVS, ORAN, PFE, RHHBY, T, TSCO.L, TSM, TTE | dividends, financials, global, healthcare, Telecommunications, Utilities, value | |
| 2025 Q4 | Mar 2, 2026 |
Hennessy Balanced Fund Neil J. Hennessy
|
View | Dividends | - | Balanced, dividends, DJIA, Formula, Treasury |
| 2025 Q4 | Jan 7, 2026 |
ClearBridge Investments Dividend Strategy John Baldi
|
View | AI, Value, Dividends | AAPL, ADP, APD, AVGO, GOOGL, ITX.MC, KO, LHX, META, MMC, MSFT, NESN.SW, NVDA, ODFL, ORCL, TEL, TMUS, UL, UNP, XOM | AI, Concentration, diversification, dividends, large cap, semiconductors, technology, value |
| 2025 Q4 | Jan 30, 2026 |
Motiwala Capital Adib Motiwala
|
View | Value, Dividends, Japan, Buybacks | 4832.T, 6201.T, 6489.T, 7203.T, 8001.T, 8002.T, 8031.T, 8053.T, 8306.T, 8593.T, 9658.T, 9687.T | Buybacks, Corporate Governance, dividends, Japan, technology, Trading Houses, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Infrastructure Adam Fackler
|
View | Dividends, Nuclear, Data Centers, Infrastructure Spending | AMT, CEG, LNG, MPC, NEE, NGG, PEG, SRE, T, TMUS, TRGP, UPS, VZ, XEL | Data centers, dividends, energy, infrastructure, nuclear, Utilities |
| 2025 Q4 | Jan 20, 2026 |
The Bristol Gate U.S. Equity Strategy Achilleas Taxildaris
|
View | AI, Dividends, Semiconductor Cycle, GLP1 | ACN, AMAT, AVGO, CARR, CTAS, GE, IBKR, LLY, MSFT, ODFL, TMO, UNH, ZTS | AI, dividends, healthcare, Quality, semiconductors, technology, value |
| 2025 Q4 | Feb 11, 2026 | View | Value, Defense, Dividends, Pharmaceuticals | 005930.KS, BAE.L, CNHI, DHL.DE, GOOGL, IONS, J36.SI, KEMIRA.HE, MEGACPO.MX, NESN.SW, NOVN.SW, RB.PA, RHM.DE, ROG.SW, SAF.PA, TFC, TTE, U11.SI, USB, ZURN.SW | defense, dividends, global, industrials, Pharmaceuticals, value | |
| 2025 Q4 | Jan 13, 2026 |
Frontaura Global Frontier Nick Padgett
|
View | Value, Dividends, Earnings, Dollar | - | Colombia, dividends, Dollar, earnings, emerging markets, frontier markets, Geopolitical, value |
| 2025 Q4 | Jan 21, 2026 |
The London Company Income Equity Brian Campbell
|
View | AI, Dividends, Quality, Data Centers | BLK, CMI, CSCO, FAST, GLW, NTDOY | Defensive, dividends, income, large cap, Quality, value |
| 2025 Q4 | Jan 8, 2026 |
Oujo Wealth Strategies Jason Gordon
|
View | Dividends, Growth, Small Caps | - | asset allocation, dividends, Fed policy, fixed income, growth, rebalancing, small caps, valuation |
| 2025 Q4 | Feb 2, 2026 |
Alluvial Capital Management Dave Waters
|
View | Value, Dividends, Buybacks, Phosphate, Paper, Real Estate | CRAW, EAC, FTLF, GTX, IFOS, MBR.L, MDR, NLOP, SLVM, TLN | Buybacks, dividends, Europe, industrials, materials, small caps, Telecommunications, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments MLP Strategy Adam Fackler
|
View | Dividends, Midstream, Data Centers, LNG | AM, EPD, ET, GEL, LNG, PAA, SUN, WES, WMB | Data centers, dividends, energy, LNG, Midstream, MLPs, Natural Gas, Pipelines |
| 2025 Q4 | Jan 20, 2026 |
N/A – No hedge fund with this name exists Achilleas Taxildaris
|
View | Gold, Dividends, Copper | CLS.TO, CM.TO, DOL.TO, EFN.TO, ENGH.TO, EQB.TO, FSV.TO, L.TO, OTEX.TO, PBH.TO, PET.TO, RY.TO, SHOP.TO, TFII.TO, TIH.TO, TRI.TO, TVK.TO | Banking, Canada, commodities, Copper, dividends, gold, materials, value |
| 2025 Q4 | Feb 18, 2026 |
The Gabelli Dividend Growth Fund Justin Bergner
|
View | AI, Gold, Dividends | AIG, AMZN, C, GOOG, IP, MDLZ, MRK, MS, NEM, ORCL, PNC, PRGO, SATS, WFC | AI, dividends, financials, gold, healthcare, value |
| 2025 Q4 | Jan 30, 2026 |
Matrix Dividend Income David A.Katz
|
View | AI, Rates, Value, Dividends | ACN, LMT, META, TXN | AI, consumer, dividends, Fed, financials, rates, technology, value |
| 2025 Q4 | Jan 21, 2026 |
The London Company Large Cap Brian Campbell
|
View | Value, Dividends, Quality | BLK, CB, FDX, FI, GOOG, NEU, NSC, RSG | dividends, financials, healthcare, large cap, Quality, technology, value |
| 2025 Q4 | Jan 12, 2026 |
Heartland Value Plus Fund Bradford Evans
|
View | Value, Dividends, Small Caps, Buybacks, Advertising, Materials | BLDR, LAMR, WCC | Advertising, Buybacks, dividends, industrials, real estate, small caps, value |
| 2025 Q4 | Feb 8, 2026 |
Fidelity Dividend Growth Fund Zach C Turner
|
View | AI, Dividends, Semiconductors, Energy Transition, Space | 000660.KS, AAPL, ALSN, AMZN, BA, BN, EPD, GEV, GOOGL, LLY, META, MSFT, MU, NFLX, NVDA, ORCL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, large cap, semiconductors, technology |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Utilities Plus Adam Fackler
|
View | Dividends, Nuclear, Data Centers, Grid Upgrade, Independent Power Producers | AEP, BKH, CEG, DTE, MDU, NEE, PEG, PPL, SO, SRE, VST, XEL | Capital Expenditure, Data centers, dividends, earnings growth, Grid Infrastructure, nuclear, Power Markets, Utilities |
| 2025 Q4 | Jan 20, 2026 |
Madison Dividend Income Fund John Brown
|
View | Value, Dividends, Quality | AAPL, AMZN, AVGO, BLK, CME, CVX, GOOGL, HON, JNJ, MDT, META, MS, MSFT, NEE, NVDA, TSLA, UNP, XOM | defensives, dividends, income, large cap, Quality, value |
| 2025 Q4 | Feb 18, 2026 |
The Gabelli Equity Income Fund Mario J. Gabelli
|
View | AI, Gold, Dividends, Natural Gas | BK, CR, CVX, DE, FCX, FLR, GATX, GPC, MSFT, NEM, NFG, STT | AI, dividends, energy, financials, gold, Utilities |
| 2025 Q4 | Jan 30, 2026 |
Matrix Large Cap Value Strategy David A.Katz
|
View | AI, Value, Dividends | ACN, FI, GNRC, LMT, META, TXN | AI, dividends, Fed, financials, rates, technology, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Adam Fackler
|
View | Value, Dividends, Nuclear | AAPL, AMZN, BAC, BRK-B, GOOG, GOOGL, JNJ, JPM, META, MSFT, NVDA, PG, TSLA, WMT, XOM | Concentration, dividends, Indices, Magnificent 7, nuclear, SMRs, value |
| 2025 Q4 | Jan 13, 2026 |
FAM Dividend Focus Fund John Fox
|
View | AI, Value, Dividends, Quality | AJG, APH, AVY, BR, CDW, CTAS, HEI, HLI, IEX, JKHY, MCHP, MLM, PAYX, ROST, RSG, STE, SYK, TT, VRSK, WSO | AI, dividends, healthcare, mid cap, Quality, technology, value |
| 2025 Q4 | Feb 8, 2026 |
BlackRock Managed Income Fund Justin Christofel
|
View | Defense, Dividends | - | Allocation, credit, dividends, duration, equities, income |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard North American Energy Fund Adam Fackler
|
View | Dividends, Oil, Natural Gas, Data Centers, Refiners | CHRD, CNQ, CVE, CVX, EQT, GPOR, HES, LBRT, MPC, OKE, OXY, PBA, PSX, RRC, SM, SU, VLO, XOM | Data centers, dividends, energy, Natural Gas, North America, oil, Refiners |
| 2025 Q3 | Dec 4, 2025 |
Schafer Cullen Global High Dividend ADR James Cullen
|
View | Dividends | DG FP, SHBA SS, UPM FH | CashFlow, dividends, international, valuation, value |
| 2025 Q3 | Oct 9, 2025 |
Heartland Value Plus Fund Bradford Evans
|
View | Dividends, Valuation, Small Caps, Earnings, Self-Help | BRC, MTRN, PBH, PHIN | Buybacks, dividends, earnings growth, small caps, valuation |
| 2025 Q3 | Nov 3, 2025 |
BlackRock Global Dividend Fund Olivia Treharne
|
View | AI, Dividends | BABA, NVO | AI, Cloud, consumer, dividends, Quality |
| 2025 Q3 | Oct 9, 2025 |
FAM Dividend Focus Fund John Fox
|
View | AI, Dividends, Compounding | APH, ENTG, FTV, JKHY, POOL, ROST, VRSK | AI, Compounding, dividends, earnings, Quality |
| 2025 Q3 | Oct 31, 2025 | View | Dividends | - | Buybacks, Dividend Yield, Europe, financials, industrials | |
| 2025 Q3 | Oct 9, 2025 |
Stone Sentinel Capital Marcel Gozali
|
View | Dividends, Construction, Infrastructure Spending, Real Estate | 0161.HK, 5238.KL | Asia, Construction, dividends, real estate, small caps, value |
| 2025 Q3 | Oct 9, 2025 |
ClearBridge Investments Dividend Strategy John Baldi
|
View | AI, Defense, Dividends, Valuation, Inflation | AVGO, MMC, ODFL, ORCL | Artificial Intelligence, defense, Dividend Investing, inflation, valuation |
| 2025 Q3 | Nov 16, 2025 |
The Gabelli Dividend Growth Fund Justin Bergner
|
View | Dividends | C, CARR, KDP, NEM | CashFlow, defensiveness, dividends, pricingpower, Quality |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments Income-Equity Strategies Adam Fackler
|
View | AI, Dividends, Financials | ABBV, BK, C, CAG, CMCSA, COP, ELS, EMN, GSK, HRL, JNJ, ORI, PAYX, TTE, TXN | AI, cash flow, dividends, financials, value |
| 2025 Q3 | Nov 16, 2025 |
Matrix Dividend Income David A.Katz
|
View | Dividends | ACN, LMT, STZ | dividends, income, Quality, stability, valuation |
| 2025 Q3 | Oct 24, 2025 |
The Bristol Gate U.S. Equity Strategy Achilleas Taxildaris
|
View | AI, Dividends | ACN, APH, AVGO, CARR, INTU, MMC, TMO | AI, cash flow, dividends, earnings, Quality |
| 2025 Q2 | Jul 20, 2025 |
Brennan Asset Management Patrick Brennan
|
View | Dividends | CHTR, CODI, MTRO LN, PTSB LN, TIGO | cash flow, dividends, risk management, stability, total return |
| 2025 Q2 | Jul 31, 2025 |
Fidelity Dividend Growth Fund Zach C Turner
|
View | Dividends | AAPL, GEV, NFLX | Balance Sheets, capital returns, Dividend Growth, income, Quality |
| 2025 Q2 | Jul 9, 2025 |
ClearBridge Investments Dividend Strategy John Baldi
|
View | Dividends | AVGO, LHX, XOM | diversification, dividends, income, inflation, valuation |
| 2025 Q2 | Aug 11, 2025 |
BlackRock Global Dividend Fund Olivia Treharne
|
View | Dividends | AVGO, NVDA | cash flows, dividends, global, low volatility, quality equities |
| 2025 Q2 | Jul 15, 2025 |
Madison Dividend Income Fund John Brown
|
View | Dividends | - | dividends, downside protection, income, Quality, valuation |
| 2025 Q2 | Jun 30, 2025 |
The Gabelli Dividend Growth Fund Justin Bergner
|
View | Dividends | KR, WCC | cash flow, catalysts, Dividend Growth, private market value, shareholder returns |
| 2025 Q2 | Jul 21, 2025 |
The Bristol Gate U.S. Equity Strategy Achilleas Taxildaris
|
View | Dividends | ACN, ATD CN, AVGO, CIGI, EFN CN, ENGH CN, GE, JWEL CN, MCHP, MCK, MMC, TMO, TVK CN, UNH, WCN CN, ZTS | dividends, free cash flow, income growth, Quality, Resilience |