EQT

EQT

EQT

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q3	Sep 30, 2023	Andrew Hill Investment Advisors	-	-	ANET, CARR, DE, EQT, GOOGL, MSFT, NVDA, OKE, PANW	AI, Automation, energy, fixed income, interest rates, Natural Gas, technology	Manager maintains focus on AI leaders including Nvidia as the semiconductor chip leader for highest level AI applications. Microsoft and Google purchase high-end chips from Nvidia to run new AI applications. Palo Alto Networks protects technology infrastructure with new AI products to enhance security.	2HP.DE PANW ANET GOOGL AAPL\|MSFT\|NFLX\|NVDA\|UNH AAPL\|MSFT\|NFLX\|NVDA\|UNH GRMN EQT COKE CARR	View
2024 Q3	Sep 29, 2024	Andrew Hill Investment Advisors	-	-	AAPL, AMZN, AXON, CEG, CMG, EQT, GEV, HIW, ISRG, LLY, MSFT, MSI, NEE, NVDA, UTHR	AI, Energy Transition, Rate Cuts, real estate, technology, Utilities	Due to increasing power needs driven by Artificial Intelligence, utility stocks saw the greatest appreciation during the quarter. AHIA identified this trend early and favored the utility sector with positions in companies providing carbon-free reliable electricity. The firm sees continued room for appreciation as lower rates benefit these sectors.	UTHR ISRG AXON MSI CMG LLY HIW NEE GEV CEG	View
2025 Q3	Sep 24, 2025	Andrew Hill Investment Advisors	-	-	AMSC, COST, EQT, GE, GEV, GLD, GOOGL, META, MSFT, NVDA, NXT, SEDG, SYK, TMO, VRTX, YETI	AI, Energy Transition, equities, Federal Reserve, gold, Rate Cuts, Solar, technology	The AI buildout continues to drive equity market performance with companies like Microsoft and Meta showing strong results from AI products. However, momentum is stalling for first-tier AI companies despite excellent earnings, suggesting the next phase may be led by second-tier companies focused on energy infrastructure for data centers.	YETI	View
2025 Q2	Aug 11, 2025	BlackRock Core Bond Fund	1.3%	3.9%	EQT, FANG, GS, JPM, MS	credit, duration, fixed income, Mortgage, rates, Securitized	The fund maintained a yield-curve-steepening bias and increased overweight duration positioning. They added exposure at the front-end of the yield curve while maintaining underweight allocations to the belly and long-end, anticipating weakness driven by fiscal deficit concerns and term premium expansion.		View
2025 Q2	Jul 22, 2025	John Hancock Balanced Fund	8.5%	6.5%	AAPL, AMZN, AVGO, CMG, DLR, EQT, FCX, GOOGL, JPM, MSFT, MU, TSLA	AI, asset allocation, Balanced, credit, fixed income, technology	The fund added to nontraditional AI beneficiaries including EQT Corp. and Freeport-McMoRan, which could profit from increased electricity demand, and data center operator Digital Realty Trust. Semiconductor companies Micron and Broadcom contributed to performance on higher demand fueled by artificial intelligence.		View
2025 Q2	Jul 22, 2025	Miller Howard North American Energy Fund	-	-	AR, BKR, DINO, EQT, GPOR, MPC, OKE, RRC, SU, TRP, WTTR	Canada, energy, Natural Gas, oil, Refiners, Shale, water	The Permian Basin produces three barrels of water for every barrel of oil, making wastewater remediation a key growth industry. Western Midstream's acquisition of ARIS Water Solutions at a 25% premium underscored the value of water treatment companies. The manager added to their Select Water Solutions position following this transaction.		View
2024 Q2	Jun 30, 2024	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	The strategy holds AI beneficiaries like AppLovin and Marvell Technology. Despite short-term pressure from DeepSeek concerns, the managers believe AI-enabled advertising platforms and data center infrastructure remain compelling long-term opportunities in the mid cap space.		View
2025 Q2	Jun 26, 2025	Andrew Hill Investment Advisors	-	-	AAPL, AMSC, CEG, DUK, EQT, GE, GRMN, HASI, JPM, MSFT, MSI, NFLX, NVDA, OKE, PGR, SFM, TMO, UBER, VRTX, YETI	AI, Bonds, energy, gold, healthcare, Stablecoins, tariffs, technology	AI infrastructure investment remains strong despite global conflicts and political policies. Approximately one-third of equity holdings are directly involved in AI infrastructure build-out spanning technology, communications, finance, and utilities. AI holdings have largely driven strong equity returns over the past few years, modestly outperforming the S&P 500 in 2025.		View
2024 Q1	May 7, 2024	Longleaf Partners Global Fund	14.8%	18.4%	AMG, BIO, CNX, DHER.DE, EQT, EXOR.MI, FBIN, FDX, FFH.TO, FIS, GLB.L, H, IAC, K, LYV, MLCO, PRX.AS, PVH, TIGO, WBD	Buybacks, global, Logistics, Media, Natural Gas, technology, value	Multiple portfolio companies are executing substantial share repurchase programs. CNX Resources continues share repurchase at a double-digit annualized pace, FedEx repurchased substantial stock with 6% annualized pace and authorized another $5 billion program, and FIS is using proceeds from asset sales to repurchase 10% of the company.	WBD FIS FDX CNX	View
2026 Q1	May 5, 2026	The Sound Shore Fund	-3.5%	-3.5%	BP, CHKP, CTRA, DIS, EQT, KD, LUV, MRVL, QCOM	active management, energy, large cap, technology, value, volatility		MRVL QCOM	View
2026 Q1	Apr 8, 2026	Andrew Hill Investment Advisors, Inc.	-	-	1211 HK, AAPL, COST, EQT, GE, GEV, GOOGL, GRMN, MSFT, NFGC, NVDA, NXT, OKE, RIVN, TSLA, VRTX, YETI	AI, energy, geopolitics, Iran, Natural Gas, oil, semiconductors, technology		EQT OKE GOOGL AAPL NXT	View
2026 Q1	Apr 8, 2026	ClearBridge Investments Dividend Strategy	-	-	ADP, APO, AVGO, BX, ENB, EQT, HON, LHX, MSFT, NOC, ORCL, OTIS, RTX, TSM, WMB, XOM	AI, defense, dividends, energy, Geopolitical, inflation, semiconductors, software			View
2024 Q1	Apr 10, 2024	Andrew Hill Investment Advisors	-	-	AAPL, ADBE, ANET, CARR, CEG, CMG, DELL, EQT, GE, GRMN, JPM, KEY, MSFT, NEE, NVDA, OKE	AI, energy, growth, large cap, Natural Gas, semiconductors, technology, Utilities	AI is the dominant investment theme with Nvidia rising 82%, Microsoft advancing 15%, and Dell positioned to benefit from computer upgrades needed for AI applications. The manager views AI as requiring significant electricity to power data centers, leading to investments in utilities like Constellation Energy.		View
2026 Q1	Mar 31, 2026	Orbis Global Equity	-	-	005930 KS, ALNY, BA.L, BRKR, CSU.TO, EQT, EXPN.L, GMAB, ICON, INSM, IQV, NTES, SE, SHEL, TSM, TTI, UNH, WLK, XPO	AI, energy, Global Equity, healthcare, semiconductors, technology, value			View
2025 Q1	Mar 31, 2025	Miller Howard North American Energy Fund	-	-	AESI, AR, COP, CVE, CVX, EQT, GPOR, HES, KMI, LBRT, SM, SOBO, SU, TRGP, WTTR, XOM	Canada, dividends, energy, Midstream, Natural Gas, oil, Trade Policy	Oil prices remained flat during the quarter despite energy sector outperformance. The portfolio focuses on producers with long drilling inventory to reduce volatility from short-term oil price fluctuations. Permian Basin production analysis shows rapid well decline rates, making longer-term price stability more likely than short-term volatility.		View
2025 Q1	Mar 26, 2025	Andrew Hill Investment Advisors	-	-	1211.HK, AAPL, ACN, AMZN, ANET, CEG, DUK, EQT, GE, GLD, GRMN, JNJ, JPM, MSFT, NFLX, NVDA, PGR, TTEK	AI, Bonds, defense, Electric Vehicles, healthcare, inflation, Natural Gas, tariffs	The Trump Administration is pursuing tariffs, immigration controls, and budget cuts to reshape the US economy from global services-based to domestically focused manufacturing. Tariffs are viewed as generally bad policy that will result in lower margins and less efficient operations. The uncertainty around tariffs is leading to lower business activity and stock prices.	MSFT GRMN DUK AMZN AAPL NFLX JPM PGR JNJ	View
2025 Q4	Feb 20, 2026	Tall Oak Capital Advisors	0.0%	0.0%	AAPL, AEM, ANET, AVGO, BABA, CCJ, CNQ.TO, EDV, EQT, GEV, GOOGL, MELI, MRK, MS, MSFT, NRG, PAAS, PANW, PH, SHOP.TO	AI, Automation, Critical Minerals, diversification, Energy Transition, Industrial Policy, Supply Chain, technology	Industrial automation has become a strategic necessity rather than a cost optimization tool in a multipolar world. FANUC exemplifies this trend as a global leader in factory robots and CNC systems that support re-shoring and friend-shoring while maintaining productivity. The company's technology underpins manufacturing across automotive, electronics, semiconductors, and precision machinery with systems that remain in place for decades. Materials have re-emerged as strategically important rather than purely cyclical as supply chains are re-engineered and infrastructure investment accelerates. Holdings like Pan American Silver and Southern Copper provide exposure to precious metals and copper demand driven by electrification, grid expansion, electric vehicles, and data-centre infrastructure. Supply growth remains constrained by long development timelines while demand continues rising. AI-related stocks remained a key market driver with companies most directly tied to AI infrastructure and monetization delivering the strongest results. The Magnificent Seven continued to dominate markets, accounting for roughly half of the S&P 500's total return. Capital investment remained elevated with spending concentrated in data centres, semiconductors, energy infrastructure, and automation. Governments and corporations are prioritizing re-shoring and friend-shoring, placing greater emphasis on supply-chain resilience across technology, manufacturing, energy infrastructure, and critical minerals. Rather than reversing globalization, supply chains are being re-engineered around strategic alignment and political reliability. This shift is influencing how and where capital is deployed globally. The transition toward renewable energy and electrification continues to drive investment in grid expansion, energy storage, and power infrastructure. Holdings like GE Vernova benefit from rising power and infrastructure demands tied to AI and electrification. Energy has become a strategic asset to fuel the growth of AI and support industrial competitiveness through low, stable energy costs.		View
2025 Q4	Feb 11, 2026	BlackRock Core Bond Fund	1.0%	7.4%	EQT, GS, JPM, MS, PCG	credit, duration, Fed policy, fixed income, MBS, rates	The fund moved to an overweight duration position during the quarter, concentrated in the front and belly of the yield curve. Duration positioning detracted from performance as this portion of the curve sold off in October due to investor perceptions of a hawkish Federal Reserve. The fund built a U.S. rate-steepening bias throughout the quarter. Agency mortgage-backed securities contributed to performance as spreads continued to tighten amid strong technical support. The overweight allocation to agency MBS was increased during the quarter. The fund favored high-quality securitized assets.		View
2024 Q4	Dec 31, 2024	ClearBridge Mid Cap Growth Strategy	-	-	APP, ARE, AROC, ASH, AVTR, CAE, COIN, CTRA, EMN, EQT, ICLR, IP, MRVL, RBRK	AI, energy, growth, healthcare, industrials, materials, mid cap, technology	The fund holds high-quality AI beneficiaries like AppLovin and Marvell Technology in the mid cap market. AppLovin's proprietary AI targeting engine Axon powers its mobile advertising platform, while Marvell supplies custom silicon solutions for hyperscale data centers and AI infrastructure. The managers believe competitive differentiation will become more important as AI investment evolves.		View
2024 Q4	Dec 31, 2024	Miller Howard North American Energy Fund	-	-	AESI, AR, DINO, EQT, KMI, LBRT, LYB, PBA, PSX, RRC, SM, SOBO, TRP, WTTR, XOM	AI, China, Data centers, energy, Natural Gas, oil, Pipelines, Refiners	Natural gas emerged as a key beneficiary of AI-driven data center demand growth. Weather-driven price surges boosted natural gas producers like Antero Resources and Range Resources. The fund added natural gas pipelines as emerging beneficiaries of power-hungry AI/data center boom.		View
2022 Q4	Dec 1, 2023	LF Brook Absolute Return Fund	21.3%	10.1%	AO LN, EQT, IWG GR, ONT LN, P2H GR, RIVN, TSLA, UBSFY, VVU GR, ZVX GR	-			View
2025 Q3	Nov 3, 2025	BlackRock Core Bond Fund	2.1%	6.1%	BAC, EQT, GS, JPM, MS	Agency MBS, credit, duration, emerging markets, fixed income, Securitized, yield curve	The fund adjusted duration to neutral and focused positioning on the belly and long end of the yield curve. The manager expects the yield curve may flatten amid expectations that terminal rates could settle below market pricing. U.S. rates exposure hampered performance as the Fed resumed rate cuts.		View
2025 Q3	Nov 17, 2025	Tall Oak Capital Advisors	-	-	AAPL, AEM, ANET, BABA, CCO.TO, EDV, EQT, GEV, GOOGL, LRCX, MELI, META, MS, MSFT, NRG, NVDA, PANW, SAP, SCCO, VST	AI, Canada, energy, gold, inflation, Robotics, semiconductors, technology	AI enthusiasm continued to fuel gains in semiconductors and cloud infrastructure stocks. The humanoid robotics space is evolving rapidly as one of the most promising frontiers in AI and automation. Morgan Stanley projects the humanoid robot market could exceed US$5 trillion in annual revenue by 2050, with the inflection point arriving by the mid-2030s.	TW META MSFT GS JPM NVDA ASML NA BABA US	View
2025 Q3	Nov 16, 2025	ClearBridge Mid Cap Growth Strategy	-	-	ALNY, APP, ARGX, AXON, CASY, CCK, CHWY, DKNG, DT, EQT, EXPE, ICLR, IP, LNW, PFGC, QXO, REZI, TECH, UMBF, WSC	Biotechnology, Consumer Staples, Food Distribution, Health Care, mid cap, policy, Rate Cuts, stock selection	Health care was a key driver of outperformance, anchored by strength in biotechnology. Argenx delivered robust results supported by continued adoption of its lead therapy for autoimmune disorders and promising progress across its clinical pipeline. Alnylam Pharmaceuticals advanced driven by accelerating uptake of its treatment for transthyretin cardiac amyloidosis.		View
2025 Q3	Oct 19, 2025	Miller Howard North American Energy Fund	-	-	AR, BKR, DINO, EQT, GPOR, MPC, OKE, RRC, SU, TRP, WTTR	Canada, energy, Natural Gas, oil, Pipelines, Refiners, water	The Permian Basin produces three barrels of water for every barrel of oil, making wastewater remediation a key growth industry. Western Midstream's acquisition of ARIS Water Solutions at a 25% premium underscored the value of water treatment companies. The manager added to their Select Water Solutions position following this transaction.		View
2025 Q3	Oct 19, 2025	John Hancock Balanced Fund	5.0%	11.8%	AAPL, AMZN, AVGO, CMG, DLR, EQT, FCX, GOOGL, JPM, MSFT, MU, TSLA	AI, asset allocation, Balanced, credit, fixed income, semiconductors	The fund added to nontraditional AI beneficiaries including EQT Corp. and Freeport-McMoRan, which could profit from increased electricity demand, and data center operator Digital Realty Trust. Semiconductor companies Micron and Broadcom contributed to performance on higher demand fueled by artificial intelligence.	MU US GOOGL US CMG US	View
2024 Q4	Jan 7, 2025	ClearBridge Investments Dividend Strategy	0.0%	0.0%	AAPL, AMZN, APO, AVGO, DEO, EQT, GOOGL, HLN.L, JPM, KVUE, MDLZ, MET, META, MSFT, NESN.SW, NVDA, ORCL, TSLA, UPS, WMB	diversification, dividends, Natural Gas, Quality, technology, value	The strategy focuses on high-quality dividend payers with three key attributes: downside protection, current income, and growth. Dividend growers help combat inflation and provide 40% of total return over the long term. The fund initiated positions in Alphabet and Meta when they announced regular dividend policies.		View
2025 Q4	Jan 27, 2026	Diamond Hill Large Cap Strategy	1.4%	5.7%	AIG, AON, BRK-B, CAT, CB, CL, COF, COO, DOV, EQT, GM, GOOGL, HCA, HIG, LH, MU, NDAQ, SOLV, SYY, WIX, ZTS	AI, Defensive, financials, healthcare, large cap, Quality, technology, value	The fund remains cautious of AI-driven market exuberance where investor sentiment often appears to outpace business fundamentals. AI optimism drove strong performance in information technology and communication services sectors, with hundreds of billions in AI-related capital spending supporting stocks like Micron and Sandisk. The fund continues to find attractive opportunities among high-quality, cash-generative businesses with defensive characteristics including Colgate, Aon and Berkshire Hathaway. These fundamentally stable businesses underperformed in 2025 but continue to perform in-line with expectations. The portfolio focuses on fundamentally stable, higher quality businesses trading at discounts to intrinsic value estimates. New positions like Dover Corp were initiated when stocks traded at significant discounts to estimated intrinsic value.	EQT SOLV WIX DOV COO SYY LH ZTS COF AIG GM	View
2025 Q4	Jan 24, 2026	Miller Howard North American Energy Fund	1.0%	6.1%	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	Pressure pumpers are seeing growing interest in supplying power to data centers under long-term contractual arrangements. Mobile generation equipment can be deployed within weeks at competitive efficiency levels. Liberty Energy announced a positive 1GW data center power generation project by year-end 2027. Natural gas prices rallied sharply amid a cold start to winter in the US, supported by strong LNG exports and rising data center power demand. The portfolio reduced natural gas price exposure by selling EQT Corp and trimming Range Resources Corp. Oil prices drifted lower on a near-term supply glut and closed the quarter in the mid-$50/bbl range. Adjusted for inflation, prices are near century lows. At current prices, E&Ps are expected to further rein in production with US supply likely to decline in 2026. The portfolio increased Valero and Phillips 66 on strong refinery dynamics. Marathon Petroleum had a rare refinery earnings miss on operational items believed to be one-time, with favorable 2026 capex guidance. The portfolio currently offers an indicated yield of 3.2% that is well supported down to roughly $45/bbl oil, with potential for significantly larger variable capital returns at higher commodity prices. Suncor Energy raised its dividend 5.3% amid strong buybacks.		View
2024 Q2	Jul 29, 2024	Legacy Ridge Capital	0.0%	19.7%	AMZN, EQT, ETRN, LLY, META, MSFT, NRG, NVDA, SMLP, VST	Concentration, energy, Midstream, Natural Gas, Power Generation, value	The fund has been invested in IPPs like NRG and VST since 2018, with VST being their largest position entering 2023 and 2024. The AI narrative and implications for electricity demand drove VST from $26 to $107, causing the margin of safety to dissipate. The manager believes more data centers will be built requiring base load energy, and the US will likely be short base load energy.	EQT SMLP VST	View
2023 Q2	Jun 30, 2023	ClearBridge Investments All Cap Growth	0.0%	0.0%	ABBV, ABNB, AES, CLH, CP, CVS, EQT, GILD, META, MRVL, ORCL, PFE, SQ, VMC	AI, financials, Recession, small caps, technology, value	Artificial intelligence furor and speculation that benefits will accrue to mega cap incumbents explains much of the tech rally. Time will tell whether AI aids mega cap tech or helps unseat them, but market indicators point to a harder road for their outperformance going forward.	CLH AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	View
2023 Q2	Jun 30, 2023	ClearBridge Investments Mid Cap Growth Strategy	0.0%	0.0%	APTV, ARGX, ASH, ATS, AZPN, BSY, CAE, CSGP, EMN, EQT, ETSY, EVBG, ICLR, LYV, MRVL, SCI, STE, VRT	AI, Data centers, energy, healthcare, industrials, mid cap, Natural Gas	AI development drove surge in investor demand for large tech companies and benefited portfolio holdings like Vertiv. Deploying AI applications will necessitate substantial investment in new data centers and upgrading existing facilities, creating opportunities for data center infrastructure providers.		View
2025 Q1	Mar 31, 2025	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	AI beneficiaries like AppLovin faced pressure from short sellers amid broader tech retreat, but the manager believes AI-enabled advertising platforms remain among the best AI opportunities in mid cap. Data center companies like Marvell continue to benefit from hyperscaler buildouts despite DeepSeek concerns. SailPoint's AI integration has expanded its addressable market for identity security solutions.		View
2025 Q1	Mar 31, 2025	ClearBridge Investments Mid Cap Growth Strategy	-	-	ALNY, APP, ARES, CASY, CAVA, CELH, DDOG, EQT, HUBS, JLL, KKR, MELI, MRVL, RYAN, SAIL, STE, TTD, TW, VRSK, VRT	AI, Biotechnology, Data centers, growth, mid cap, Natural Gas, technology, Trade Policy	The emergence of DeepSeek, a China-based low-cost large language model, stoked fears about returns from massive AI ecosystem investments, causing rotation out of AI-related tech stocks. Despite this, the managers believe large AI hyperscalers will continue developing intensive data centers, providing long-term opportunities for their holdings like Marvell and Vertiv.		View
2024 Q4	Jan 20, 2025	Alpha Wealth Funds – The Insiders Fund	-	7.6%	BIOHAVEN, CARR, COP, CRK, DVN, EQT, ET, GRAL, INBX, LBRT, LLY, LULU, LUV, MSFT, RXST, SEDG, SMCI, SNBR, TMCI	AI, Biotechnology, Concentration, energy, Insider Trading, Long/Short, value	Energy Transfer is positioned as a prime beneficiary of Trump administration's LNG export growth plans. Devon Energy holds substantial natural gas reserves that appear undervalued despite recent sector price increases. ConocoPhillips offers diversified energy exposure with strong shareholder returns.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Andrew Hill Investment Advisors	EQT Corporation	Energy	Oil, Gas & Consumable Fuels	Bull	NYSE	acquisition, Appalachian Basin, Cost Reduction, Cyclical, Drilling Efficiency, natural gas, Reserves	View Pitch
Apr 13, 2026	Fund Letters	Legacy Ridge Capital	EQT Corporation	Energy	Oil, Gas & Consumable Fuels	Bull	NYSE	Appalachian Basin, Commodity Exposure, Cyclical Energy, Free Cash Flow, Low-cost producer, Merger Arbitrage, Natural Gas Producer, shareholder returns	View Pitch
Apr 9, 2026	Fund Letters	Andrew Hill Investment Advisors, Inc.	EQT Corporation	Oil & Gas E&P	Oil, Gas & Consumable Fuels	Bull	New York Stock Exchange	Coal Replacement, Long-lateral Drilling, natural gas, Shale Production, Utility Industry, vertical integration	View Pitch
Jan 29, 2026	Fund Letters	Chuck Bath	EQT Corporation	Energy	Oil & Gas Exploration & Production	Bull	New York Stock Exchange	Commodities, Cost leadership, energy, infrastructure, Naturalgas	View Pitch
Aug 13, 2025	Seeking Alpha	Daniel Javier	EQT Corporation	Other	-	Bull	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Long Player	EQT Corporation	Energy	Oil & Gas E&P	Bull	NYSE	—	View Pitch

BSD Shareholders of EQT

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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.

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