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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Orbis International Equity | - | - | ABBV, GMAB DC, JNJ, NVO, REGN, ROG SW | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Carillon Eagle Growth & Income Fund | - | - | ABBV, ADP, CVX, ETN, MCD, MRK, NEE, RTX, TEL, UNH | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Carillon Eagle Growth & Income Fund | - | - | ABBV, AVGO, CCI, CVX, ETN, JPM, MRK, MSFT, TGT, WEC | - | View | ||
| 2025 Q1 | Apr 8, 2025 | Matrix Large Cap Value Strategy | - | - | ABBV, BDX, FI, GNRC, PEP, RTX, TGT | - | View | ||
| 2025 Q1 | Mar 31, 2025 | ClearBridge Investments All Cap Growth | - | - | ABBV, APP, ARES, CRL | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Carillon Eagle Growth & Income Fund | - | - | ABBV, ABT, AVGO, CVX, ETN, HPE, IBM, MSFT, ORCL, TMUS | - | View | ||
| 2025 Q1 | Mar 31, 2025 | RS Large Cap Val Strategy | 1.6% | 1.6% | ABBV, ZBRA | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Ariel Global Fund | -3.7% | 7.1% | 00660 KS, 6460 JP, ABBV, BCS, BEZ LN, BMPS, CDGE, CNP, COF, CVS, EMAAR, JD, ORA FP, RED SM | - | View | ||
| 2022 Q4 | Dec 1, 2023 | Moon Capital Management | 0.0% | 23.0% | ABBV, CI, DVA, GRBK, LGIH, MCK | - | View | ||
| 2025 Q3 | Nov 11, 2025 | Artemis US Select Fund (Class I Accumulation Shares GBP) | 9.6% | - | AAPL, ABBV, BE, FIX, TSLA, TXN, WDC | AI, Data centers, demand, infrastructure, semiconductors | The fund highlights accelerating momentum in AI-linked spending, with semiconductor and data-center demand driving results across several holdings. Strong revenue growth from companies supplying AI infrastructure reinforces the themes durability, though managers remain cautious about pockets of exuberance. AI continues to shape sector positioning, with selective exposure aimed at favorable risk-reward dynamics. | PH |
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| 2025 Q3 | Oct 19, 2025 | Miller Howard Investments Income-Equity Strategies | 3.6% | - | ABBV, BK, C, CAG, CMCSA, COP, ELS, EMN, GSK, HRL, JNJ, ORI, PAYX, TTE, TXN | AI, cash flow, dividends, financials, value | Income-Equity portfolios outperformed on dividend strength from financials and healthcare while contrasting AI-driven spending by large-cap tech firms. The strategy emphasizes high and growing income from undervalued cash-generative companies, avoiding speculative AI capex cycles. | TTE HRL ELS COP |
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| 2025 Q3 | Oct 19, 2025 | Carillon Eagle Growth & Income Fund | - | - | ABBV, ABT, ACN, AVGO, CARR, GLW, KOF, LRCX, MDLZ, ORCL | AI, Cloud, Data centers, interest rates, semiconductors | AI infrastructure spending drove performance across technology and semiconductor holdings. Broadcom, Oracle, and Lam Research benefited from growing data center demand and AI-driven contracts. The fund reduced exposure after strong gains, mindful of potential macro risks from rate policy and tariffs. | View | |
| 2025 Q3 | Oct 14, 2025 | Columbia Dividend Opportunity Fund | 6.1% | - | ABBV, PM | AI, dividends, financials, healthcare, value | Dividend-paying stocks trailed the broader market as AI and growth sectors dominated returns, but the fund outperformed its benchmark through balanced exposure and strong stock selection. It highlights dividend resilience across technology, financials, and healthcare, viewing AI adoption and deregulation as future catalysts for value sectors. The manager expects mean reversion to benefit undervalued dividend equities. | View | |
| 2025 Q4 | Jan 24, 2026 | Miller Howard Investments Income-Equity Strategies | 15.6% | 15.6% | 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 | AI represents a transformative technology that could drive step-change improvements in economic productivity. The manager believes AI's greatest impact will come from companies using it as an input to improve operations rather than those selling AI products. Many dividend-paying companies in labor-intensive industries could benefit significantly from AI adoption through process automation and efficiency gains. The portfolio focuses on high dividend yields approximately 3x the S&P 500, with strong dividend coverage ratios and projected dividend growth. Six companies increased dividends in the quarter, led by MPLX with a 13% increase. The strategy emphasizes collecting high and rising dividends while compounding real cash returns through disciplined reinvestment. The portfolio trades at significant discounts to the broad market, with P/E ratios 40-42% below the S&P 500. The manager believes many steady-growing companies are overlooked by markets focused on AI winners, creating opportunities in businesses with lower assumed margins and productivity that could benefit from AI adoption. | View | |
| 2025 Q4 | Jan 23, 2026 | Baron Health Care Fund | 13.1% | 10.3% | ABBV, ACLX, ARGX, ARQT, AZN, BSX, DHR, DSXY, EHC, ELAN, INSM, ISRG, LLY, MASI, MTD, PEN, RDNT, RGEN, SYK, TEVA, TMO, WELL | Biotechnology, GLP1, healthcare, Life Sciences, M&A, Medical Devices, Pharmaceuticals | Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being Cidara Therapeutics and Abivax. Biotechnology funding surged 94% year-over-year in December, making it the strongest month in the last three years. The Fund maintains 33.2% allocation to biotechnology companies. Eli Lilly's Mounjaro and Zepbound GLP-1/GIP therapies are viewed as transformational for diabetic and non-diabetic obese patients. The manager expects this drug class to become the standard of care for both diabetes and obesity, ultimately representing a $150 billion-plus market opportunity. M&A activity has been accelerating, with notable deals including Cidara Therapeutics acquired by Merck for $9.2 billion and Penumbra acquired by Boston Scientific for $14.5 billion. Large pharmaceutical companies will lose patent protection on products generating $400 billion of sales over the next eight years. The Fund maintains 14.2% allocation to life sciences tools & services. End markets are improving with strong biotechnology funding, stable biopharmaceutical R&D investment, and reduced risk of industry disruption following drug pricing agreements with the Trump Administration. | RGEN ELAN WELL ARQT TMO EHC DOCS ARQQ TEVA ARGX LLY |
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| 2025 Q4 | Jan 20, 2026 | Harding Loevner Global Equity | 1.9% | 12.7% | 0700.HK, 1299.HK, 2308.TW, 300124.SZ, 300760.SZ, 4519.T, 6758.T, 6861.T, ABBV, ACN, ADBE, ALFA.ST, AME, AMZN, APH, ASML, ATCO-A.ST, ATD.TO, ATKR, AVGO, BKNG, CME, COMP.L, CSGP, D05.SI, DE, DHR, DPLM.L, EFX, ELV, EPI-A.ST, FN, GMAB, GOOGL, HDFCBANK.NS, HEI, HLN.L, HON, JNJ, META, MSFT, NFLX, NOC, NVDA, PGR, ROG.SW, SAP, SGSN.SW, SHEL, SLB, SU.PA, TMO, TSM, TTD, TW, V, VRTX, WMMVY | AI, global, international, semiconductors, technology, value | AI represents a capital-expenditure regime with two distinct camps: hyperscalers investing in computing capacity and physical enablers of the buildout. The US market is more dependent on AI continuing to surprise to the upside due to richer valuations and concentrated exposure. Global semiconductor ecosystem enables AI buildout, spanning chip foundries, memory-chip makers, and equipment manufacturers. International markets are more heavily tilted toward this manufacturing and infrastructure provider segment. International markets trade at roughly half the multiples of US stocks, offering more attractive valuations. Non-US markets start from cheaper valuations and possess more diverse growth opportunities unrelated to AI. | GOOG |
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| 2025 Q4 | Jan 15, 2026 | Columbia Dividend Opportunity Fund | 2.8% | 15.9% | ABBV, ALB, BAC, BLK, BRX, C, CSCO, DRI, GOOGL, GPC, GPS, GS, HD, IBM, IP, JNJ, JPM, LUV, MCD, MO, MRK, MU, PM, QRVO, SBUX, SWKS, T, UDR, XOM | AI, Banking, dividends, financials, Lithium, technology, value, Yield | The fund focuses on companies with historically consistent and increasing dividends, though dividend stocks generally underperformed during the quarter as investors favored speculative companies over defensive characteristics. The manager maintains a positive view on dividend-paying stocks as an out-of-favor segment largely devoid of speculative activity. The market remained supported by ongoing enthusiasm about the artificial intelligence theme, though there was a brief stretch of concern in November about a possible AI bubble. The manager sees potential for improved relative performance if excitement surrounding AI begins to cool. The quarter was characterized by broadening market leadership away from mega-cap technology companies, contributing to relative strength in the value style. The fund's investment universe offers fundamentally sound companies trading with attractive yields and reasonable valuations. A new position in mandatory convertible securities of lithium producer Albermarle made a sizable contribution as lithium prices rose due to reduced supply from China, and market participants became more optimistic about the metal's potential use in energy storage applications. | View | |
| 2024 Q3 | Sep 30, 2024 | Polaris Global Equity | 6.9% | 12.7% | 000270 KS, 055550 KS, 8002 JP, 9433 JP, ABBV, AD NA, BWY LN, INGR, MSFT, MTB, MX CN, TD CN, UTHR | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Alger Spectra Fund | 3.2% | 32.4% | 1732020D, ABBV, MELI, MSFT, NTRA, NVDA | - | View | ||
| 2022 Q4 | Mar 2, 2023 | Alger Spectra Fund | 3.2% | 32.4% | ABBV, AMZN, DDOG, NFLX, TDG, TSLA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 11, 2026 | Seeking Alpha | Seeking Alpha | AbbVie Inc. | Biopharmaceuticals | Immunology and Oncology | Bull | New York Stock Exchange | AbbVie, biopharmaceuticals, Dividend Growth, Humira, Immunology, Oncology, patent expiration, R&D pipeline, Rinvoq, Skyrizi | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Edmund Ingham | AbbVie Inc. | Health Care | Drug Manufacturers - General | Neutral | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||