Grand Portfolio
Combined latest 13F portfolios of 86 superinvestors
Latest period: Q2 2026 (reported so far)
Portfolio value: $1,126 B
Buys/adds reported over the last two quarters (Q1 2026 + Q2 2026) — 1,834 stocks
| Symbol |
Stock |
Buys |
New positions |
Adds |
Bought % ▼ |
| KEX |
Kirby Corp. |
2 |
|
2 |
2.662 |
| BLDR |
Builders FirstSource, Inc. |
3 |
2 |
1 |
2.656 |
| SAP |
SAP SE |
4 |
1 |
3 |
2.638 |
| ERFSF |
Eurofins Scientific SE |
1 |
1 |
|
2.630 |
| TOL |
Toll Brothers, Inc. |
3 |
1 |
2 |
2.616 |
| MDT |
Medtronic plc |
4 |
1 |
3 |
2.558 |
| WMB |
The Williams Companies, Inc. |
3 |
1 |
2 |
2.535 |
| VMC |
Vulcan Materials Co. |
3 |
|
3 |
2.533 |
| CIEN |
Ciena Corp. |
1 |
1 |
|
2.510 |
| UNH |
UnitedHealth Group Inc. |
10 |
2 |
8 |
2.488 |
| CRWV |
CoreWeave, Inc. |
2 |
1 |
1 |
2.468 |
| SNX |
TD SYNNEX Corp. |
3 |
|
3 |
2.454 |
| ROP |
Roper Technologies, Inc. |
4 |
2 |
2 |
2.435 |
| ALC |
Alcon Inc. |
2 |
1 |
1 |
2.403 |
| OMC |
Omnicom Group Inc. |
4 |
1 |
3 |
2.397 |
| IWM |
iShares Russell 2000 ETF |
2 |
|
2 |
2.379 |
| CLSK |
CleanSpark, Inc. |
1 |
|
1 |
2.347 |
| REZI |
Resideo Technologies, Inc. |
4 |
2 |
2 |
2.344 |
| LRCX |
Lam Research Corp. |
3 |
2 |
1 |
2.332 |
| OMF |
OneMain Holdings, Inc. |
1 |
|
1 |
2.330 |
| MHK |
Mohawk Industries, Inc. |
2 |
1 |
1 |
2.322 |
| OC |
Owens Corning |
4 |
1 |
3 |
2.307 |
| WULF |
TeraWulf Inc. |
2 |
2 |
|
2.300 |
| RGEN |
Repligen Corp. |
2 |
2 |
|
2.290 |
| INFQ |
Infleqtion, Inc. |
1 |
1 |
|
2.280 |
| TOST |
Toast, Inc. |
2 |
|
2 |
2.270 |
| COF |
Capital One Financial Corp. |
2 |
1 |
1 |
2.250 |
| AJG |
Arthur J. Gallagher & Co. |
5 |
1 |
4 |
2.198 |
| CRH |
CRH plc |
3 |
1 |
2 |
2.197 |
| LYB |
LyondellBasell Industries N.V. |
3 |
1 |
2 |
2.160 |
| ABT |
Abbott Laboratories |
3 |
1 |
2 |
2.155 |
| AMD |
Advanced Micro Devices, Inc. |
3 |
2 |
1 |
2.138 |
| ORCL |
Oracle Corp. |
7 |
1 |
6 |
2.109 |
| INTC |
Intel Corp. |
4 |
2 |
2 |
2.094 |
| MEDP |
Medpace Holdings, Inc. |
3 |
|
3 |
2.084 |
| GLD |
SPDR Gold Shares |
4 |
3 |
1 |
2.070 |
| SW |
Smurfit Westrock Plc |
3 |
1 |
2 |
2.069 |
| FDX |
FedEx Corp. |
3 |
1 |
2 |
2.056 |
| CI |
The Cigna Group |
6 |
1 |
5 |
2.055 |
| OGN |
Organon & Co. |
1 |
|
1 |
2.026 |
| FBIN |
Fortune Brands Innovations, Inc. |
2 |
|
2 |
2.019 |
| AVTR |
Avantor, Inc. |
7 |
2 |
5 |
1.949 |
| APTV |
Aptiv PLC |
3 |
|
3 |
1.943 |
| TME |
Tencent Music Entertainment Group |
1 |
1 |
|
1.910 |
| ACN |
Accenture plc |
7 |
1 |
6 |
1.893 |
| AGX |
Argan, Inc. |
2 |
1 |
1 |
1.874 |
| TDG |
TransDigm Group Inc. |
3 |
1 |
2 |
1.861 |
| DHR |
Danaher Corp. |
2 |
1 |
1 |
1.828 |
| RYAN |
Ryan Specialty Holdings, Inc. |
3 |
|
3 |
1.819 |
| SLM |
SLM Corp. |
2 |
1 |
1 |
1.809 |
| AMR |
Alpha Metallurgical Resources, Inc. |
1 |
|
1 |
1.784 |
| RIOT |
Riot Platforms, Inc. |
1 |
|
1 |
1.710 |
| MRSH |
Marsh & McLennan Companies, Inc. |
5 |
2 |
3 |
1.702 |
| SYK |
Stryker Corp. |
2 |
1 |
1 |
1.676 |
| NICE |
NICE Ltd. |
1 |
1 |
|
1.670 |
| COIN |
Coinbase Global, Inc. |
1 |
|
1 |
1.636 |
| BCC |
Boise Cascade Co. |
2 |
|
2 |
1.629 |
| HRB |
H&R Block, Inc. |
1 |
1 |
|
1.610 |
| CRS |
Carpenter Technology Corp. |
2 |
|
2 |
1.601 |
| BAH |
Booz Allen Hamilton Holdings Corp. |
3 |
1 |
2 |
1.587 |
| IBIT |
iShares Bitcoin Trust ETF |
2 |
1 |
1 |
1.580 |
| GTN |
Gray Media, Inc. |
1 |
|
1 |
1.564 |
| DIS |
The Walt Disney Co. |
11 |
1 |
10 |
1.520 |
| CLH |
Clean Harbors, Inc. |
3 |
|
3 |
1.518 |
| ZBH |
Zimmer Biomet Holdings, Inc. |
7 |
1 |
6 |
1.510 |
| KHC |
The Kraft Heinz Co. |
5 |
2 |
3 |
1.491 |
| CNDT |
Conduent Inc. |
1 |
|
1 |
1.484 |
| URBN |
Urban Outfitters, Inc. |
1 |
|
1 |
1.471 |
| HPE |
Hewlett Packard Enterprise Co. |
3 |
|
3 |
1.470 |
| CRDO |
Credo Technology Group Holdings Ltd |
3 |
1 |
2 |
1.461 |
| TRIP |
Tripadvisor, Inc. |
3 |
2 |
1 |
1.452 |
| CSL |
Carlisle Companies Inc. |
4 |
2 |
2 |
1.429 |
| LBRDK |
Liberty Broadband Corp. |
1 |
|
1 |
1.420 |
| TMO |
Thermo Fisher Scientific Inc. |
8 |
|
8 |
1.414 |
| WDAY |
Workday, Inc. |
4 |
|
4 |
1.365 |
| NVO |
Novo Nordisk A/S |
3 |
2 |
1 |
1.361 |
| ATI |
ATI Inc. |
1 |
1 |
|
1.360 |
| APD |
Air Products and Chemicals, Inc. |
3 |
1 |
2 |
1.340 |
| TLN |
Talen Energy Corp. |
1 |
|
1 |
1.338 |
| PTON |
Peloton Interactive, Inc. |
1 |
|
1 |
1.327 |
| APLD |
Applied Digital Corp. |
1 |
|
1 |
1.317 |
| BKNG |
Booking Holdings Inc. |
4 |
|
4 |
1.300 |
| BKV |
BKV Corp. |
1 |
|
1 |
1.258 |
| LII |
Lennox International Inc. |
2 |
|
2 |
1.251 |
| ENTG |
Entegris, Inc. |
4 |
2 |
2 |
1.250 |
| JLL |
Jones Lang LaSalle Inc. |
6 |
1 |
5 |
1.223 |
| ABR |
Arbor Realty Trust, Inc. |
1 |
1 |
|
1.220 |
| DASH |
DoorDash, Inc. |
3 |
|
3 |
1.217 |
| VTRS |
Viatris Inc. |
4 |
1 |
3 |
1.209 |
| ACGL |
Arch Capital Group Ltd. |
2 |
1 |
1 |
1.204 |
| FN |
Fabrinet |
4 |
2 |
2 |
1.190 |
| JBS |
JBS N.V. |
2 |
|
2 |
1.185 |
| WEN |
The Wendy's Co. |
2 |
1 |
1 |
1.171 |
| SEG |
Seaport Entertainment Group Inc. |
1 |
|
1 |
1.169 |
| EFX |
Equifax Inc. |
5 |
|
5 |
1.165 |
| AMAT |
Applied Materials, Inc. |
3 |
|
3 |
1.155 |
| TE |
T1 Energy Inc. |
1 |
1 |
|
1.139 |
| SN |
SharkNinja, Inc. |
4 |
2 |
2 |
1.131 |
| PSKY |
Paramount Skydance Corp. |
1 |
1 |
|
1.110 |
| MU |
Micron Technology, Inc. |
4 |
2 |
2 |
1.109 |