FBKFX
Fidelity Balanced K6 Fund
Fidelity Puritan Trust
Fund of funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
SEAGATE TECHNOLOGY HOLDINGS PLC 0 15,893 15,893 0.29% $6.48M
MERCK & CO 0 44,441 44,441 0.24% $5.50M
BERKSHIRE HATH-B 0 9,676 9,676 0.22% $4.89M
ECHOSTAR CORP CL A 0 39,866 39,866 0.20% $4.61M
CAPITAL ONE FINANCIAL CORP 0 23,136 23,136 0.20% $4.53M
KLA CORP 0 2,700 2,700 0.18% $4.12M
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0 15,646 15,646 0.17% $3.88M
BROWN & BROWN 0 48,450 48,450 0.15% $3.48M
MOODYS CORP 0 6,945 6,945 0.15% $3.32M
TRUIST FINL CORP 0 66,499 66,499 0.14% $3.28M
CORPAY INC 0 8,540 8,540 0.12% $2.78M
NASDAQ INC 0 30,794 30,794 0.12% $2.70M
PACCAR INC 0 20,680 20,680 0.12% $2.61M
RAYMOND JAMES FINANCIAL INC. 0 16,476 16,476 0.11% $2.52M
PHILLIPS 66 0 13,650 13,650 0.09% $2.11M
TRANSUNION 0 26,197 26,197 0.09% $2.06M
SAMSUNG ELECTRONICS CO LTD 0 12,263 12,263 0.08% $1.84M
SITIME CORP 0 4,600 4,600 0.08% $1.83M
FEDEX CORP 0 4,660 4,660 0.08% $1.80M
MODERNA INC 0 32,188 32,188 0.08% $1.72M
AMUNDI SA 0 15,447 15,447 0.07% $1.48M
MEDLINE INC-A 0 30,347 30,347 0.06% $1.44M
JONES LANG LASALLE INC 0 4,435 4,435 0.06% $1.40M
ROCHE HOLDINGS AG (GENUSSCHEINE) 0 2,822 2,822 0.06% $1.34M
HENRY SCHEIN INC 0 16,258 16,258 0.06% $1.34M
EVERCORE INC A 0 4,137 4,137 0.06% $1.28M
VERIZON COMMUNICATIONS INC 0 25,474 25,474 0.06% $1.28M
WINTRUST FINL 0 8,819 8,819 0.06% $1.27M
BLUE OWL CAPITAL INC A 0 116,535 116,535 0.05% $1.23M
U.S. Treasury Bills 0 1,230,000 1,230,000 0.05% $1.22M
FED REALTY INVS 0 10,837 10,837 0.05% $1.18M
COLGATE-PALMOLIVE CO 0 11,637 11,637 0.05% $1.15M
CARLYLE GROUP INC (THE) 0 21,987 21,987 0.05% $1.14M
POPULAR INC 0 8,303 8,303 0.05% $1.12M
SMURFIT WESTROCK PLC 0 23,560 23,560 0.05% $1.11M
AST SPACEMOBILE INC 0 13,859 13,859 0.05% $1.10M
ASSURANT INC 0 4,772 4,772 0.05% $1.10M
BOK FINL CORP 0 8,363 8,363 0.05% $1.05M
APPLIED MATERIALS INC 0 2,800 2,800 0.05% $1.04M
CRH PLC 0 8,590 8,590 0.05% $1.03M
WORLD LABS SER C PC PP 0 2,463 2,463 0.04% $807.24K
THE CIGNA GROUP 0 2,759 2,759 0.04% $799.61K
FOX CORPORATION B 0 15,261 15,261 0.03% $789.45K
ROBLOX CORP - A 0 9,947 9,947 0.03% $682.96K
DOORDASH INC-A 0 3,620 3,620 0.03% $638.82K
COMPASS INC - A 0 58,624 58,624 0.03% $571.58K
WIB 0 03/19/26 0 570,000 570,000 0.03% $569.02K
KYMERA THERAPEUTICS INC 0 5,900 5,900 0.02% $538.96K
CARIS LIFE SCIENCES INC 0 26,054 26,054 0.02% $524.73K
EXPEDIA INC 0 2,365 2,365 0.02% $510.11K
BOB'S DISCOUNT F 0 23,356 23,356 0.02% $496.08K
VALVOLINE INC 0 12,871 12,871 0.02% $486.52K
BIRKENSTOCK HOLDING LTD 0 11,095 11,095 0.02% $462.11K
James Hardie Industries Public Limited Company 0 18,700 18,700 0.02% $455.34K
EXCELERATE ENERGY INC 0 11,284 11,284 0.02% $454.18K
CH ROBINSON WORLDWIDE INC 0 2,392 2,392 0.02% $443.12K
JAZZ PHARMA PLC 0 2,108 2,108 0.02% $400.56K
PRAXIS PRECISION MEDICINES INC 0 1,155 1,155 0.02% $388.95K
MCCORMICK-N/V 0 4,572 4,572 0.01% $324.79K
PACKAGING CORP OF AMERICA 0 1,280 1,280 0.01% $297.14K
ROIVANT SCIENCES LTD 0 9,565 9,565 0.01% $276.81K
CANVA INC SER A PC PERP PP 0 200 200 0.01% $269.36K
U.S. Treasury Bills 0 150,000 150,000 0.01% $149.01K
WESTLAKE CORP 0 1,140 1,140 0.01% $120.13K
GENERAL MILLS INC 0 1,668 1,668 0.00% $75.44K
CEREBRAS SYSTEMS INC SER G PC PP 0 300 300 0.00% $26.71K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NETFLIX INC 92,854 0 -92,854 0.00% -$9.99M
GOLDMAN SACHS GROUP INC 6,797 0 -6,797 0.00% -$5.61M
TRAVELERS COS IN 11,986 0 -11,986 0.00% -$3.51M
IQVIA HOLDINGS INC 15,155 0 -15,155 0.00% -$3.49M
MARSH & MCLENNAN 18,876 0 -18,876 0.00% -$3.46M
WALT DISNEY CO/T 30,821 0 -30,821 0.00% -$3.22M
BANK OF NEW YORK MELLON CORP 26,134 0 -26,134 0.00% -$2.93M
FAIRFAX FINL HLDGS LTD SUB VTG 1,664 0 -1,664 0.00% -$2.86M
ABBOTT LABS 20,948 0 -20,948 0.00% -$2.70M
BANCO SANTANDER SA 238,529 0 -238,529 0.00% -$2.56M
WILLIS TOWERS WATSON PLC 7,930 0 -7,930 0.00% -$2.55M
EUROBANK ERGASIA 610,155 0 -610,155 0.00% -$2.42M
PENUMBRA INC 7,874 0 -7,874 0.00% -$2.31M
CBOE GLOBAL MARKETS INC 8,658 0 -8,658 0.00% -$2.24M
COMERICA INC 26,555 0 -26,555 0.00% -$2.13M
FIRST HORIZON CORP 93,235 0 -93,235 0.00% -$2.08M
VERISK ANALYTICS INC 8,655 0 -8,655 0.00% -$1.95M
AIB GROUP PLC 168,907 0 -168,907 0.00% -$1.73M
CBRE GROUP INC - CL A 10,627 0 -10,627 0.00% -$1.72M
PIRAEUS FINANCIA 201,087 0 -201,087 0.00% -$1.65M
MARATHON PETROLEUM CORP 7,975 0 -7,975 0.00% -$1.54M
DIGITAL REALTY TRUST INC 8,589 0 -8,589 0.00% -$1.38M
WARNER BROS DISCOVERY INC 57,133 0 -57,133 0.00% -$1.37M
VEEVA SYSTEMS-A 5,651 0 -5,651 0.00% -$1.36M
BLOCK INC CL A 19,525 0 -19,525 0.00% -$1.30M
HDFC BANK LTD 111,604 0 -111,604 0.00% -$1.26M
PUBLIC STORAGE 4,328 0 -4,328 0.00% -$1.19M
SYNOVUS FINL 23,992 0 -23,992 0.00% -$1.16M
MASIMO CORP 8,020 0 -8,020 0.00% -$1.14M
UWM HOLDINGS CORP CL A 194,143 0 -194,143 0.00% -$1.14M
BRIGHTHOUSE FINANCIAL INC 16,001 0 -16,001 0.00% -$1.05M
BNP PARIBAS 11,639 0 -11,639 0.00% -$994.89K
MCDONALDS CORP 2,969 0 -2,969 0.00% -$925.79K
INTL PAPER CO 21,930 0 -21,930 0.00% -$865.80K
U.S. Treasury Bills 840,000 0 -840,000 0.00% -$839.73K
GALP ENERGIA SGPS SA 39,938 0 -39,938 0.00% -$804.73K
PATHWARD FINANCIAL INC 10,452 0 -10,452 0.00% -$751.50K
ASIA VITAL 15,000 0 -15,000 0.00% -$657.33K
KILROY REALTY CORP 14,832 0 -14,832 0.00% -$636.14K
REYNOLDS CONSUMER PRODUCTS INC 23,779 0 -23,779 0.00% -$594.00K
TRADEWEB MARKETS INC A 5,380 0 -5,380 0.00% -$585.67K
CORPORATE OFFICE PROPERTIES TR 17,320 0 -17,320 0.00% -$532.24K
BANCORP INC/THE 8,098 0 -8,098 0.00% -$518.84K
AFFIRM HOLDINGS INC 7,268 0 -7,268 0.00% -$515.66K
LIVE NATION ENTERTAINMENT INC 3,831 0 -3,831 0.00% -$503.58K
CUBESMART 13,066 0 -13,066 0.00% -$486.45K
CURBLINE PROPERTIES CORP 20,025 0 -20,025 0.00% -$479.40K
SUN COMMUNITIES INC - REIT 3,494 0 -3,494 0.00% -$450.17K
VORNADO RLTY TST 11,926 0 -11,926 0.00% -$439.12K
TJX COS INC 2,614 0 -2,614 0.00% -$397.12K
DISC MEDICINE INC 4,200 0 -4,200 0.00% -$392.11K
Etoro Group Ltd., Class A 8,879 0 -8,879 0.00% -$372.65K
VF CORP 20,044 0 -20,044 0.00% -$350.77K
CANVA INC SER A PC PERP PP 200 0 -200 0.00% -$329.23K
KIMBERLY CLARK CORP 2,856 0 -2,856 0.00% -$311.65K
FABRINET 600 0 -600 0.00% -$275.65K
SBA COMMUNICATIONS CORP 1,261 0 -1,261 0.00% -$244.97K
CELESTICA INC SUB VTG 700 0 -700 0.00% -$241.09K
CARETRUST REIT INC 6,391 0 -6,391 0.00% -$239.85K
DIGITALBRIDGE GROUP INC 24,627 0 -24,627 0.00% -$239.13K
U.S. Treasury Bills 240,000 0 -240,000 0.00% -$237.85K
REALREAL INC/THE 15,391 0 -15,391 0.00% -$222.86K
UNIQURE N.V. 7,803 0 -7,803 0.00% -$214.66K
ALCOA CORP 4,889 0 -4,889 0.00% -$204.07K
U.S. Treasury Bills 170,000 0 -170,000 0.00% -$168.94K
WAYSTAR HOLDING CORP 4,370 0 -4,370 0.00% -$161.30K
SERVICENOW INC 186 0 -186 0.00% -$151.11K
U.S. Treasury Bills 100,000 0 -100,000 0.00% -$99.45K
CELLNEX TELECOM 3,258 0 -3,258 0.00% -$97.84K
CAMECO CORP 1,039 0 -1,039 0.00% -$91.96K
ARGAN INC 220 0 -220 0.00% -$86.94K
ACCENTURE PLC CL A 322 0 -322 0.00% -$80.50K
FIGMA INC-CL A 2,213 0 -2,213 0.00% -$79.60K
BITMINE IMMERSION TECHNOLOGIES INC 2,225 0 -2,225 0.00% -$73.69K
Americold Realty Trust Inc 6,315 0 -6,315 0.00% -$68.39K
TALEN ENERGY CORP 162 0 -162 0.00% -$63.87K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
Fidelity Investment Grade Bond Central Fund 7,514,377 7,693,424 179,047 34.23% $22.19M
NVIDIA CORP 631,576 647,969 16,393 5.06% $3.02M
ALPHABET INC CL A 349,546 356,159 6,613 4.90% -$881.51K
AMAZON.COM INC 264,846 270,047 5,201 2.50% -$5.06M
Fidelity Cash Central Fund 30,604,332 37,907,771 7,303,439 1.67% $7.30M
META PLATFORMS INC CL A 48,427 51,044 2,617 1.46% $1.71M
BROADCOM INC 99,296 101,832 2,536 1.44% -$7.47M
MASTERCARD INC CL A 32,025 51,738 19,713 1.18% $9.13M
LILLY ELI and CO 23,630 23,994 364 1.11% -$171.91K
TESLA INC 60,363 61,601 1,238 1.09% -$1.17M
EXXON MOBIL CORP 132,818 134,402 1,584 0.90% $5.10M
BANK OF AMERICA CORPORATION 300,997 316,591 15,594 0.70% -$372.76K
GENERAL ELECTRIC CO 41,307 41,833 526 0.63% $1.99M
WELLS FARGO & CO 143,610 155,459 11,849 0.56% $333.22K
WALMART INC 93,889 95,386 1,497 0.54% $1.83M
COCA-COLA CO/THE 143,437 148,312 4,875 0.53% $1.61M
PROCTER & GAMBLE 65,421 66,757 1,336 0.49% $1.47M
ARISTA NETWORKS INC 60,102 80,731 20,629 0.48% $2.92M
TAIWAN SEMIC MFG CO LTD SP ADR 27,959 28,303 344 0.47% $2.45M
PARKER HANNIFIN CORP 10,366 10,498 132 0.47% $1.66M
JOHNSON&JOHNSON 10,452 41,672 31,220 0.46% $8.19M
COSTCO WHOLESALE CORP 9,937 10,140 203 0.45% $1.17M
TSMC 148,737 163,826 15,089 0.45% $3.31M
TRANE TECHNOLOGIES PLC 21,614 21,889 275 0.45% $1.01M
CATERPILLAR INC 11,777 11,927 150 0.39% $2.08M
CHUBB LTD 19,011 24,776 5,765 0.37% $2.81M
SCHWAB CHARLES CORP 76,421 78,206 1,785 0.33% $358.69K
HOWMET AEROSPACE INC 27,909 28,264 355 0.33% $1.71M
DANAHER CORP 30,058 34,991 4,933 0.33% $553.95K
BOEING CO/THE 30,383 30,770 387 0.31% $1.26M
Fidelity Securities Lending Cash Central Fund 2,015,427 6,953,550 4,938,123 0.31% $4.94M
LAM RESEARCH CORP 15,900 29,113 13,213 0.30% $4.33M
CENCORA INC 16,816 16,967 151 0.28% $110.17K
LUMENTUM HOLDINGS INC 7,800 8,906 1,106 0.28% $3.71M
COHERENT CORP 15,700 23,810 8,110 0.27% $3.59M
AMETEK INC NEW 24,852 25,168 316 0.27% $1.10M
AT&T INC 187,120 210,349 23,229 0.26% $1.02M
JPMORGAN CHASE and CO 18,120 19,472 1,352 0.26% $174.43K
CUMMINS INC 9,881 10,007 126 0.26% $922.25K
CISCO SYSTEMS INC 71,948 73,084 1,136 0.26% $271.58K
CONOCOPHILLIPS 40,604 48,777 8,173 0.24% $1.93M
LOCKHEED MARTIN CORP 8,235 8,340 105 0.24% $1.72M
HOME DEPOT INC 11,734 13,743 2,009 0.23% $1.04M
PHILIP MORRIS INTL INC 27,187 27,741 554 0.23% $901.44K
IMPERIAL OIL LTD 42,482 43,422 940 0.22% $875.31K
CVS HEALTH CORP 62,689 62,903 214 0.22% -$11.74K
MARVELL TECHNOLOGY INC 56,675 57,453 778 0.21% -$373.41K
VENTAS INC REIT 15,157 53,526 38,369 0.20% $3.39M
CHEVRON CORP 22,957 24,569 1,612 0.20% $1.12M
ELANCO ANIMAL HEALTH INC 155,183 166,836 11,653 0.19% $793.36K
ARTHUR J GALLAGHAR AND CO 11,844 18,872 7,028 0.19% $1.37M
EATON CORP PLC 11,223 11,366 143 0.19% $390.78K
KKR & CO INC 35,968 48,524 12,556 0.19% -$144.66K
CORNING INC 19,500 27,956 8,456 0.19% $2.56M
AMPHENOL CORPORATION CL A 28,280 28,668 388 0.18% $202.60K
INTERCONTINENTAL EXCHANGE INC 23,425 25,276 1,851 0.18% $463.80K
THERMO FISHER SCIENTIFIC INC 3,958 7,647 3,689 0.18% $1.65M
AMERICAN TOWER CORP 15,659 19,975 4,316 0.17% $993.90K
PEPSICO INC 22,067 22,520 453 0.17% $540.30K
EQUINIX INC 2,586 3,888 1,302 0.17% $1.84M
DATADOG INC CL A 33,314 33,762 448 0.17% -$1.55M
NORTHROP GRUMMAN CORP 5,137 5,202 65 0.17% $828.58K
SYNOPSYS INC 8,222 8,932 710 0.16% $260.97K
CADENCE DESIGN SYSTEMS INC 12,003 12,170 167 0.16% -$74.98K
REINSURANCE GROUP OF AMERICA 5,211 16,635 11,424 0.16% $2.60M
CONSTELLATION ENERGY CORP 9,283 9,800 517 0.14% -$149.53K
NXP SEMICONDUCTORS NV 5,411 13,978 8,567 0.14% $2.12M
WESTINGHOUSE AIR BRAKE TECH CORP 11,585 11,733 148 0.14% $680.87K
HISCOX LTD (NE HISCOX BERMUDA) 89,795 144,145 54,350 0.13% $1.41M
PROLOGIS INC REIT 17,590 20,056 2,466 0.13% $598.54K
NIKE INC CL B 44,919 45,486 567 0.12% -$74.80K
OLD DOMINION FRT 13,404 13,575 171 0.12% $942.98K
NRG ENERGY INC 10,241 15,020 4,779 0.12% $952.23K
MONDELEZ INTL INC 38,259 43,132 4,873 0.12% $453.50K
DOVER CORP 11,582 11,729 147 0.12% $498.98K
YUM! BRANDS INC 15,293 15,486 193 0.11% $261.09K
CINTAS CORP 12,518 12,677 159 0.11% $221.13K
REPUBLIC SVCS 10,856 10,994 138 0.11% $161.22K
RTX CORP 12,228 12,384 156 0.11% $370.45K
CAMDEN PROP TR 7,293 22,899 15,606 0.11% $1.71M
INGERSOLL RAND INC 25,812 26,141 329 0.11% $387.18K
SPONSORED ADR 25,965 38,957 12,992 0.11% $917.55K
M&T BANK CORP 10,415 11,242 827 0.11% $458.15K
KENVUE INC 85,511 125,504 39,993 0.11% $916.02K
AMERICAN FINL GROUP INC OHIO 13,937 17,699 3,762 0.10% $434.21K
CSX CORP 54,040 54,728 688 0.10% $425.48K
ANTHROPIC PBC SERIES F PC PP 2,200 8,400 6,200 0.10% $1.87M
VISTRA CORP 10,591 11,635 1,044 0.09% $128.90K
EXTRA SPACE STORAGE INC 401 13,129 12,728 0.09% $1.93M
SERVICE CORP INTERNATIONAL INC 18,444 23,419 4,975 0.09% $506.40K
FREEPORT MCMORAN INC 19,366 28,952 9,586 0.09% $1.14M
VIRTU FINANCIAL INC- CL A 41,959 45,557 3,598 0.08% $386.06K
ENTERGY CORP 17,061 17,283 222 0.08% $187.39K
THE BOOKING HOLDINGS INC 382 431 49 0.08% -$50.25K
BRP GROUP INC-A 29,152 77,592 48,440 0.08% $971.34K
DOMINOS PIZZA INC 3,999 4,402 403 0.08% $93.75K
CHIPOTLE MEXICAN GRILL INC 41,736 46,610 4,874 0.08% $294.10K
XCEL ENERGY INC 19,557 20,618 1,061 0.08% $112.89K
MARTIN MAR MTLS 2,491 2,523 32 0.08% $154.50K
TAKE-TWO INTERACTV SOFTWR INC 4,958 7,980 3,022 0.07% $467.60K
SLB LTD 20,795 32,359 11,564 0.07% $907.70K
TARGET CORP 12,754 14,221 1,467 0.07% $462.44K
HCA HEALTHCARE INC 1,731 2,996 1,265 0.07% $707.13K
UNION PACIFIC CORP 5,826 5,900 74 0.07% $212.74K
FASTENAL CO 32,938 33,357 419 0.07% $205.06K
PG&E CORP 76,089 76,784 695 0.06% $232.34K
UNUM GROUP 19,588 19,840 252 0.06% -$64.98K
SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP 2,600 2,700 100 0.06% $870.59K
MONSTER BEVERAGE CORP 15,995 16,320 325 0.06% $192.63K
AMEREN CORP 12,130 12,288 158 0.06% $101.96K
CENTERPOINT ENERGY INC 29,558 31,532 1,974 0.06% $189.91K
KROGER CO 19,630 20,028 398 0.06% $46.00K
IRON MOUNTAIN INC 12,134 12,437 303 0.06% $299.53K
AIR PRODUCTS and CHEMICALS INC 4,851 4,852 1 0.06% $71.20K
MOTOROLA SOLUTIONS INC 2,725 2,763 38 0.06% $325.11K
TEVA PHARMACEUTICAL IND ADR 11,048 38,646 27,598 0.06% $1.01M
AMERICAN ELECTRIC POWER CO INC 3,880 9,749 5,869 0.06% $824.38K
UNITED RENTALS INC 1,490 1,509 19 0.06% $52.94K
ALIMENTATION COUCHE-TARD INC 19,849 20,098 249 0.05% $139.07K
UMB FINANCIAL CORP 7,540 10,447 2,907 0.05% $373.06K
NUVALENT INC-A 9,889 11,263 1,374 0.05% $66.90K
MURPHY OIL CORP 28,721 33,714 4,993 0.05% $196.54K
NISOURCE INC 22,105 23,488 1,383 0.05% $135.49K
WYNDHAM HOTELS and RESORTS INC 13,305 13,474 169 0.05% $128.25K
BJS WHSL CLUB HLDGS INC 6,457 10,570 4,113 0.05% $468.05K
DISCO CORP 2,100 2,128 28 0.05% $437.52K
FLOOR & DECOR-A 13,398 14,772 1,374 0.05% $168.22K
LYONDELLBASELL INDS CLASS A 16,130 17,275 1,145 0.04% $203.45K
DRAFTKINGS INC 41,066 41,585 519 0.04% -$370.36K
DICKS SPORTING GOODS INC 4,618 4,677 59 0.04% -$1.56K
TEMPUR SEALY INTERNATIONAL INC 10,363 10,495 132 0.04% -$9.01K
SLM CORP 43,560 49,390 5,830 0.04% -$350.74K
TANGER INC- REIT 16,581 24,930 8,349 0.04% $367.12K
LKQ CORP 23,649 27,483 3,834 0.04% $207.82K
SOUTHERN CO 8,476 8,951 475 0.04% $99.32K
MACERICH COMPANY 41,139 41,699 560 0.04% $139.41K
LITHIA MOTORS INC CL A 2,383 3,020 637 0.04% $84.54K
DOW INC 16,538 22,217 5,679 0.03% $288.30K
ALLIANT ENERGY CORPORATION 7,078 9,241 2,163 0.03% $176.79K
BEONE MEDICINES LTD ADR 1,531 1,950 419 0.03% $96.66K
DATABRICKS INC SER L PC PP 3,018 3,417 399 0.03% $72.85K
COSTAR GROUP INC 4,016 13,495 9,479 0.03% $325.98K
DUTCH BROS INC-A 10,330 10,459 129 0.02% -$44.73K
ETSY INC 8,741 10,180 1,439 0.02% $84.74K
ALTIUS MINERALS CORP COMMON STOCK 14,440 14,962 522 0.02% $116.19K
WAYMO LLC SER C-2 PC PERP PP 1,516 3,216 1,700 0.02% $397.68K
NNN REIT INC 11,396 11,540 144 0.02% $51.77K
BALCHEM CORP 2,724 2,758 34 0.02% $74.87K
GENERAL MOTORS CO 5,978 6,053 75 0.02% $36.93K
AMYLYX PHARMACEUTICALS INC 30,666 31,064 398 0.02% $11.86K
FOUR CORNERS PRO 10,778 16,301 5,523 0.02% $156.90K
NEXTRACKER INC CL A 3,440 3,785 345 0.02% $82.63K
ON HOLDING AG 6,327 6,408 81 0.01% $19.52K
TRAVERE THERAPEUTICS INC 9,727 9,853 126 0.01% -$50.91K
MASTEC INC 800 952 152 0.01% $112.61K
SHOULDER INNOVATIONS INC 17,848 18,076 228 0.01% -$30.46K
LAMB WESTON HOLDINGS INC 4,342 4,396 54 0.01% -$44.60K
CHEMOURS CO/ THE 10,452 10,582 130 0.01% $59.33K
AES CORP 9,860 9,990 130 0.01% $34.00K
BETA TECHNOLOGIES INC SER C 6% PC PP 4,664 4,665 1 0.00% -$39.49K
S and P MID 400 EMINI FUT SEP25 FAU5 59 78 19 0.00% $14.76K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
APPLE INC 379,763 371,292 -8,471 4.33% -$7.81M
MICROSOFT CORP 201,013 190,314 -10,699 3.30% -$24.16M
MICRON TECHNOLOGY INC 65,054 39,018 -26,036 0.71% $705.88K
GILEAD SCIENCES INC 71,704 70,640 -1,064 0.46% $1.50M
ABBVIE INC 50,245 44,010 -6,235 0.45% -$1.23M
LOWES COS INC 42,093 37,194 -4,899 0.43% -$366.29K
GE VERNOVA LLC 11,492 10,360 -1,132 0.40% $2.16M
UCB SA 24,648 23,380 -1,268 0.31% $91.62K
SK HYNIX INC 22,540 9,440 -13,100 0.31% -$1.23M
CITIGROUP INC 79,350 54,315 -25,035 0.26% -$2.24M
ROSS STORES INC 30,480 27,704 -2,776 0.25% $321.60K
LINDE PLC 11,722 11,200 -522 0.25% $880.72K
BLACKROCK INC 6,916 5,238 -1,678 0.25% -$1.67M
BOSTON SCIENTIFIC CORP 71,804 70,699 -1,105 0.24% -$1.86M
NEXTERA ENERGY INC 58,770 57,594 -1,176 0.24% $329.33K
EDWARDS LIFESCIENCES CORP 48,098 46,615 -1,483 0.18% -$137.85K
MARRIOTT INTL-A 11,201 11,108 -93 0.17% $381.98K
QUANTA SVCS INC 8,401 6,614 -1,787 0.16% -$181.25K
TRANSDIGM GROUP INC 3,081 2,818 -263 0.16% -$519.42K
US BANCORP DEL 175,634 66,265 -109,369 0.16% -$4.99M
KEURIG DR PEPPER INC 112,973 112,802 -171 0.15% $263.70K
UBER TECHNOLOGIES INC 57,980 44,307 -13,673 0.15% -$1.73M
STRYKER CORP 11,763 8,154 -3,609 0.14% -$1.21M
APOLLO GLOBAL MANAGEMENT INC 30,712 29,072 -1,640 0.13% -$1.01M
ARGENX SE SPONSORED ADR 5,327 3,856 -1,471 0.13% -$1.90M
STATE STREET CORP 25,299 22,847 -2,452 0.13% -$72.51K
VALERO ENERGY CORP 18,002 14,349 -3,653 0.13% -$245.65K
INTUITIVE SURGICAL INC 6,457 5,753 -704 0.13% -$806.27K
SHELL PLC SPONS ADR 36,411 33,458 -2,953 0.12% $108.04K
NEWMONT CORP 21,454 21,385 -69 0.12% $833.53K
ECOLAB INC 8,855 8,687 -168 0.12% $242.09K
UNITEDHEALTH GRP 10,833 8,896 -1,937 0.12% -$963.47K
HARTFORD INSURANCE GROUP INC/THE 30,440 17,801 -12,639 0.11% -$1.66M
ATHABASCA OIL CO 386,492 385,212 -1,280 0.11% $340.47K
AIRBNB INC CLASS A 18,335 17,995 -340 0.11% $286.29K
PULTEGROUP INC 17,805 16,861 -944 0.10% $48.71K
STARBUCKS CORP 25,357 23,450 -1,907 0.10% $89.72K
DUKE ENERGY CORP NEW 21,240 17,500 -3,740 0.10% -$342.61K
SEMPRA ENERGY 27,479 23,180 -4,299 0.10% -$371.27K
MARKETAXESS HLDGS INC 14,738 11,134 -3,604 0.09% -$277.68K
PALANTIR TECHNOLOGIES INC 17,834 14,566 -3,268 0.09% -$1.01M
EXELON CORP 38,181 36,384 -1,797 0.08% $828
KEYCORP 87,092 80,204 -6,888 0.07% $62.68K
NORTHERN TRUST CORP 18,550 11,055 -7,495 0.07% -$854.50K
CORTEVA INC 20,231 19,535 -696 0.07% $200.16K
FIRST SOLAR INC 11,839 7,934 -3,905 0.07% -$1.67M
VOYA FINANCIAL INC 26,775 23,371 -3,404 0.07% -$319.23K
NUCOR CORP 8,733 8,693 -40 0.07% $144.79K
PPL CORPORATION 31,580 31,130 -450 0.05% $48.15K
RESTAURANT BRANDS INTERNATIONAL INC 19,470 16,515 -2,955 0.05% -$226.68K
CHURCHILL DOWNS INC 15,083 12,735 -2,348 0.05% -$474.68K
EVERGY INC 13,983 13,520 -463 0.05% $45.30K
COGENT BIOSCIENCES INC 34,323 29,113 -5,210 0.05% -$249.43K
SHERWIN WILLIAMS CO 3,636 3,080 -556 0.05% -$132.88K
CONSTELLATION BRANDS INC CL A 7,651 6,213 -1,438 0.04% -$62.66K
MOSAIC CO/THE 41,095 34,025 -7,070 0.04% -$59.16K
PVH CORP 19,310 13,594 -5,716 0.04% -$704.17K
SOLSTICE ADV MAT 15,450 11,285 -4,165 0.04% $149.33K
ASM INTL NV 1,200 1,015 -185 0.04% $195.99K
WHEATON PRECIOUS METALS CORP 5,987 5,083 -904 0.04% $172.96K
TENET HEALTHCARE CORP 14,827 3,228 -11,599 0.03% -$2.44M
DIAGEO PLC 45,396 32,292 -13,104 0.03% -$319.23K
ESTEE LAUDER COS INC CL A 6,806 6,310 -496 0.03% $50.52K
BUNGE GLOBAL SA 14,804 4,997 -9,807 0.03% -$819.33K
MAGNITE INC 50,950 41,421 -9,529 0.02% -$184.30K
TERRENO REALTY CORP 12,097 8,374 -3,723 0.02% -$206.38K
INVITATION HOMES INC 39,538 20,411 -19,127 0.02% -$577.35K
REPLIGEN CORP 8,811 3,565 -5,246 0.02% -$1.05M
FIRST QUANTUM 40,229 14,443 -25,786 0.02% -$477.83K
INSULET CORP 6,665 1,601 -5,064 0.02% -$1.79M
INSMED INC 3,455 2,255 -1,200 0.01% -$381.11K
AMER SPORTS INC 11,287 8,441 -2,846 0.01% -$98.50K
BIONTECH SE ADR 5,126 2,589 -2,537 0.01% -$243.36K
ADV MICRO DEVICE 3,526 1,271 -2,255 0.01% -$512.54K
ORACLE CORP 3,093 1,428 -1,665 0.01% -$417.00K
SANDISK CORPORATION 800 305 -495 0.01% $15.16K
WELLTOWER INC 17,646 856 -16,790 0.01% -$3.50M
ALNYLAM PHARMACEUTICALS INC 6,378 303 -6,075 0.00% -$2.78M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
DELTA ELEC 138,000 138,000 0 0.28% $2.19M
CHROMA ATE 103,000 103,000 0 0.20% $1.84M
BERKSHIRE HATHAWAY INC CL A 4 4 0 0.13% -$52.40K
JENTECH 15,000 15,000 0 0.07% $103.31K
STARLING GROUP HOLDINGS LIMITED 182,820 182,820 0 0.02% -$38.85K
OPENAI GROUP PBC A PP 679 679 0 0.02% $176.11K
BYTEDANCE LTD SER E-1 PC PP 1,863 1,863 0 0.02% $10.54K
SKYRYSE INC SER C PC PP 7,300 7,300 0 0.01% $73
BOLT TECHNOLOGY OU SER E PC PP 957 957 0 0.01% -$14.60K
ASTRANIS SPACE TECHNOLOGIES CORP SERIES D PC PP 6,103 6,103 0 0.01% $76.04K
EPIC GAMES INC PP 182 182 0 0.00% -$25.42K
CHECKR INC SER E PREF 12,063 12,063 0 0.00% -$9.89K
ALGOLIA INC SER D PC PP 3,612 3,612 0 0.00% -$19.79K
GUPSHUP INC 0% PC PERP PP 3,298 3,298 0 0.00% $2.64K
XSIGHT LABS LTD SER F WT 07/24/32 PP 6,632 6,632 0 0.00% $133
ABL SPACE SYSTEMS COMPANY SER A-9 PC PP 3,339 3,339 0 0.00% -$534
CAZOO GROUP LTD PIPE 2 2 0 0.00% $0

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