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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 27, 2024 | Parnassus Value Equity Fund | 7.3% | 13.7% | BIIB, CMI, FIS, GILD, INTC, MU, PGR, SPGI | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Miller Howard Investments Income-Equity Strategies | - | - | ABLV, GILD, HST, JNJ, MPLX, ORI, RHI | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Impax US Sustainable Economy Fund | -5.8% | -5.8% | AWK, EIX, GILD, GLOB, NOW, PGR, TSLA | - | View | ||
| 2025 Q4 | Feb 22, 2026 | City Different Investments – Multi-Cap Core | 2.8% | 18.1% | AMG, APG, CHTR, FLYW, GILD, GOOGL, KMX, LOPE, META, MSFT, NFLX, SBUX, SCHW, TGT, TMO | Behavioral, Diversified, long-term, multi-cap, value | Mature (Value) businesses led performance in the fourth quarter and were the strongest contributors for the full year, reflecting durable execution in companies that continued to generate healthy free cash flow and return capital. | FLYW |
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| 2024 Q4 | Dec 31, 2024 | Impax US Sustainable Economy Fund | -0.8% | 20.4% | DHI, ELV, GILD, HUBS, TEAM, ZTS | - | View | ||
| 2023 Q3 | Nov 10, 2023 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | APO, GILD, RTX, TMUS | - | View | ||
| 2024 Q3 | Oct 15, 2024 | WestEnd Capital | 0.7% | 32.8% | CRWD, GE, GILD, GTLB, KWEB, MDT, MU, SMCI, TSLA, ZTS | Artificial Intelligence, earnings resilience, Liquidity Conditions, Market Volatility, Portfolio Rotation | The quarter saw elevated volatility tied to global rate dynamics and carry trade unwinds, but strong earnings fundamentals supported a rapid recovery. WestEnd reallocated capital from higher-risk AI infrastructure names facing margin pressure into healthcare, industrial, and selective technology opportunities with improved risk-reward profiles. The firm maintains conviction in the AI productivity cycle while emphasizing liquidity support from synchronized global rate cuts as a constructive backdrop for equities. | MU CRWD SMCI KWEB TSLA GTLB ZTS GILD MDT GE |
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| 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 18, 2026 | Dodge & Cox Stock Fund | 2.5% | 13.7% | AON, AVTR, BAC, BK, BN, CHTR, CMCSA, CVS, FDX, FI, GILD, GOOGL, GSK, JCI, MET, MSFT, OXY, REGN, RTX, SCHW, TSM, WFC, WTW | contrarian, financials, industrials, technology, valuation, value | The fund maintains its value-oriented investment approach despite a fully valued U.S. equity market. The portfolio trades at an attractive valuation of 14.6 times forward earnings, representing a significant discount to the S&P 500 at 22.9 times. The fund continues to find opportunities where long-term fundamentals are not fully reflected in current prices. The fund reduced its overall weighting in the Financials sector while shifting exposure across industries. They trimmed more cyclical bank holdings like Wells Fargo and Bank of America, while increasing exposure to insurance brokers and alternative asset managers. Despite headwinds, they added to Fiserv as its valuation compressed significantly. | FISV |
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| 2024 Q3 | Sep 30, 2024 | Impax US Sustainable Economy Fund | 6.6% | 21.4% | AMAT, CBRE, GILD, HUBS, PGR, PINS | - | View | ||
| 2025 Q1 | Apr 14, 2025 | Parnassus Value Equity Fund | -2.0% | -2.0% | A, ALGN, AMD, AMZN, AVGO, BIO, CI, DE, GILD, GOOG, JPM, PGR, ROST, VZ | - | View | ||
| 2023 Q4 | Mar 1, 2024 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, AZN, GILD, MSFT | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | George Bolton | Gilead Sciences, Inc. | Health Care | Biotechnology | Bull | NASDAQ | antiviral, Biotech, diversification, HIV, innovation, Margins, Oncology, pipeline | View Pitch |
| Jan 13, 2026 | Seeking Alpha | Seeking Alpha | Gilead Sciences, Inc. | Biotechnology | Pharmaceuticals | Bull | NASDAQ Stock Market | Biktarvy, biopharmaceutical, FDA approval, HIV treatment, innovation, lenacapavir, Livdelzi, market leadership, Revenue Growth, Yeztugo | 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. | ||||||||