Grand Portfolio
Combined latest 13F portfolios of 86 superinvestors
Latest period:    Q2 2026 (reported so far)
Portfolio value:    $1,126 B
Holdings Qtr buys 6 month buys Qtr sells 6 month sells Below avg reported price Sector stats
Buys/adds reported over the last two quarters (Q1 2026 + Q2 2026) — 1,834 stocks
Symbol Stock Buys New positions Adds Bought % ▼
CTVA Corteva, Inc. 1 1 0.059
KNSL Kinsale Capital Group, Inc. 1 1 0.058
R Ryder System, Inc. 1 1 0.058
DG Dollar General Corp. 4 1 3 0.058
JPST JPMorgan Ultra-Short Income ETF 1 1 0.058
ARW Arrow Electronics, Inc. 2 2 0.058
TKR The Timken Co. 4 2 2 0.057
ABBV AbbVie Inc. 3 3 0.057
J Jacobs Solutions Inc. 1 1 0.057
AFL Aflac Inc. 3 3 0.057
ABEV Ambev S.A. 3 3 0.057
WU The Western Union Co. 2 2 0.057
VICI VICI Properties Inc. 2 2 0.056
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares 1 1 0.056
AVT Avnet, Inc. 1 1 0.056
CNI Canadian National Railway Co. 5 2 3 0.056
DGX Quest Diagnostics Inc. 2 2 0.056
KVUE Kenvue Inc. 3 1 2 0.056
DLTR Dollar Tree, Inc. 2 2 0.055
MO Altria Group, Inc. 3 3 0.055
HURN Huron Consulting Group Inc. 2 1 1 0.055
MKTX MarketAxess Holdings Inc. 2 2 0.055
WSO Watsco, Inc. 2 2 0.055
COTY Coty Inc. 2 1 1 0.054
OSK Oshkosh Corp. 3 1 2 0.054
ALSN Allison Transmission Holdings, Inc. 1 1 0.054
FA First Advantage Corp. 2 1 1 0.054
ALB Albemarle Corp. 1 1 0.054
PM Philip Morris International Inc. 2 1 1 0.054
MTDR Matador Resources Co. 2 2 0.054
LUMN Lumen Technologies, Inc. 1 1 0.053
SNPS Synopsys, Inc. 3 1 2 0.053
STKL SunOpta Inc 1 1 0.053
COLM Columbia Sportswear Co. 1 1 0.052
WEX WEX Inc. 2 2 0.052
HP Helmerich & Payne, Inc. 2 1 1 0.052
FSM Fortuna Mining Corp. 2 2 0.052
LOPE Grand Canyon Education, Inc. 1 1 0.051
GSHD Goosehead Insurance, Inc. 2 2 0.051
DDS Dillard's, Inc. 1 1 0.050
FPS Forgent Power Solutions, Inc. 1 1 0.050
RVI Robinhood Ventures Fund I 1 1 0.050
XYL Xylem Inc. 2 2 0.049
NUE Nucor Corp. 1 1 0.049
CPT Camden Property Trust 3 3 0.049
ESI Element Solutions Inc 3 2 1 0.049
VIK Viking Holdings Ltd 1 1 0.048
IEMG iShares Core MSCI Emerging Markets ETF 2 2 0.048
KMB Kimberly-Clark Corp. 2 1 1 0.047
HUN Huntsman Corp. 4 2 2 0.047
TECK Teck Resources Ltd. 2 1 1 0.047
PFG Principal Financial Group, Inc. 1 1 0.047
GIII G-III Apparel Group, Ltd. 1 1 0.046
GDDY GoDaddy Inc. 1 1 0.046
FIBK First Interstate BancSystem, Inc. 1 1 0.046
SSD Simpson Manufacturing Co., Inc. 2 2 0.046
CFG Citizens Financial Group, Inc. 3 1 2 0.045
LDOS Leidos Holdings, Inc. 2 2 0.045
SFNC Simmons First National Corp. 1 1 0.044
GMED Globus Medical, Inc. 3 2 1 0.044
RCKT Rocket Pharmaceuticals, Inc. 1 1 0.044
ATGE 2 2 0.044
NOG Northern Oil and Gas, Inc. 3 1 2 0.044
BYD Boyd Gaming Corp. 1 1 0.044
VXUS Vanguard Total International Stock Index Fund ETF Shares 3 1 2 0.044
VRTX Vertex Pharmaceuticals Inc. 1 1 0.044
CHH Choice Hotels International, Inc. 2 1 1 0.044
ALGM Allegro MicroSystems, Inc. 2 1 1 0.043
JCI Johnson Controls International plc 1 1 0.043
VZ Verizon Communications Inc. 1 1 0.042
BTI British American Tobacco p.l.c. 3 3 0.042
VNT Vontier Corp. 1 1 0.042
PCTY Paylocity Holdings Corp. 1 1 0.042
INDA iShares MSCI India ETF 1 1 0.041
JHX James Hardie Industries plc 3 1 2 0.041
VT Vanguard Total World Stock Index Fund ETF Shares 3 1 2 0.041
MCHI iShares MSCI China ETF 2 1 1 0.041
MLI Mueller Industries, Inc. 2 2 0.041
NTAP NetApp, Inc. 1 1 0.041
QQQM Invesco NASDAQ 100 ETF 2 1 1 0.041
LPG Dorian LPG Ltd. 3 1 2 0.040
CLS Celestica Inc. 1 1 0.040
EPC Edgewell Personal Care Co. 1 1 0.040
EWT iShares MSCI Taiwan ETF 1 1 0.040
PAYP PayPay Corp. 1 1 0.040
BG Bunge Global SA 1 1 0.040
SNA Snap-on Inc. 2 1 1 0.040
EGP EastGroup Properties, Inc. 3 3 0.040
VWO Vanguard Emerging Markets Stock Index Fund 4 2 2 0.039
YOU Clear Secure, Inc. 2 2 0.039
DELL Dell Technologies Inc. 2 2 0.039
EBAY eBay Inc. 1 1 0.039
FMC FMC Corp. 2 2 0.039
AFG American Financial Group, Inc. 1 1 0.039
COYA Coya Therapeutics, Inc. 1 1 0.038
M Macy's, Inc. 2 1 1 0.038
MIDD The Middleby Corp. 3 1 2 0.038
ORLY O'Reilly Automotive, Inc. 2 1 1 0.038
TXT Textron Inc. 1 1 0.038
IUSG iShares Core S&P U.S. Growth ETF 1 1 0.038
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