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 %
HOG Harley-Davidson, Inc. 2 1 1 4.859
SNDK Sandisk Corp. 2 1 1 4.426
HUT Hut 8 Corp. 2 2 4.230
GWRE Guidewire Software, Inc. 2 2 4.064
DB Deutsche Bank Aktiengesellschaft 2 1 1 3.841
UA Under Armour, Inc. 2 2 3.744
WIX Wix.com Ltd. 2 2 3.540
PTLO Portillo's Inc. 2 1 1 3.505
USFD US Foods Holdings Corp. 2 1 1 2.804
Q Qnity Electronics, Inc. 2 2 2.758
JEF Jefferies Financial Group Inc. 2 2 2.746
MCK McKesson Corp. 2 1 1 2.734
PFGC Performance Food Group Co. 2 1 1 2.720
KEX Kirby Corp. 2 2 2.662
CRWV CoreWeave, Inc. 2 1 1 2.468
ALC Alcon Inc. 2 1 1 2.403
IWM iShares Russell 2000 ETF 2 2 2.379
MHK Mohawk Industries, Inc. 2 1 1 2.322
WULF TeraWulf Inc. 2 2 2.300
RGEN Repligen Corp. 2 2 2.290
TOST Toast, Inc. 2 2 2.270
COF Capital One Financial Corp. 2 1 1 2.250
FBIN Fortune Brands Innovations, Inc. 2 2 2.019
AGX Argan, Inc. 2 1 1 1.874
DHR Danaher Corp. 2 1 1 1.828
SLM SLM Corp. 2 1 1 1.809
SYK Stryker Corp. 2 1 1 1.676
BCC Boise Cascade Co. 2 2 1.629
CRS Carpenter Technology Corp. 2 2 1.601
IBIT iShares Bitcoin Trust ETF 2 1 1 1.580
LII Lennox International Inc. 2 2 1.251
ACGL Arch Capital Group Ltd. 2 1 1 1.204
JBS JBS N.V. 2 2 1.185
WEN The Wendy's Co. 2 1 1 1.171
BKD Brookdale Senior Living Inc. 2 1 1 1.051
MOH Molina Healthcare, Inc. 2 1 1 1.022
HAS Hasbro, Inc. 2 1 1 1.014
VSEC VSE Corp. 2 2 1.008
SHAZ SharonAI Holdings Inc. 2 2 0.999
BSX Boston Scientific Corp. 2 2 0.975
AFRM Affirm Holdings, Inc. 2 2 0.936
PCVX Vaxcyte, Inc. 2 1 1 0.926
JAZZ Jazz Pharmaceuticals plc 2 1 1 0.918
AIG American International Group, Inc. 2 1 1 0.892
LEN Lennar Corp. 2 2 0.869
BMRN BioMarin Pharmaceutical Inc. 2 1 1 0.853
FIGR Figure Technology Solutions, Inc. 2 1 1 0.828
AIT Applied Industrial Technologies, Inc. 2 1 1 0.812
ROL Rollins, Inc. 2 1 1 0.804
HUM Humana Inc. 2 2 0.796
KLAC KLA Corp. 2 1 1 0.795
MRP Millrose Properties, Inc. 2 2 0.784
SE Sea Ltd. 2 2 0.782
CTRA 2 2 0.782
SSNC SS&C Technologies Holdings, Inc. 2 2 0.745
SHC Sotera Health Co. 2 2 0.741
THC Tenet Healthcare Corp. 2 2 0.730
FSV FirstService Corp. 2 2 0.718
TDW Tidewater Inc. 2 2 0.714
AMP Ameriprise Financial, Inc. 2 2 0.698
SMG The Scotts Miracle-Gro Co. 2 2 0.670
SYF Synchrony Financial 2 1 1 0.666
MRVL Marvell Technology, Inc. 2 1 1 0.664
RJF Raymond James Financial, Inc. 2 1 1 0.660
FTV Fortive Corp. 2 2 0.653
ULS UL Solutions Inc. 2 1 1 0.643
KT KT Corp. 2 1 1 0.634
SWKS Skyworks Solutions, Inc. 2 2 0.628
VBIL Vanguard 0-3 Month Treasury Bill ETF 2 1 1 0.628
PRI Primerica, Inc. 2 2 0.625
EMBJ Embraer S.A. 2 1 1 0.621
RPRX Royalty Pharma plc 2 2 0.620
LNC Lincoln National Corp. 2 2 0.612
CHYM Chime Financial, Inc. 2 2 0.596
KD Kyndryl Holdings, Inc. 2 2 0.593
CARR Carrier Global Corp. 2 2 0.582
GM General Motors Co. 2 2 0.555
AU AngloGold Ashanti plc 2 1 1 0.549
BX Blackstone Inc. 2 2 0.547
CTSH Cognizant Technology Solutions Corp. 2 2 0.545
NTRA Natera, Inc. 2 2 0.536
IT Gartner, Inc. 2 2 0.533
C Citigroup Inc. 2 2 0.516
DKS DICK'S Sporting Goods, Inc. 2 2 0.486
SHW The Sherwin-Williams Co. 2 2 0.451
ARLP Alliance Resource Partners, L.P. 2 2 0.442
LULU lululemon athletica inc. 2 1 1 0.442
GLOB Globant S.A. 2 1 1 0.441
LITE Lumentum Holdings Inc. 2 2 0.440
FCNCA First Citizens BancShares, Inc. 2 2 0.425
FOUR Shift4 Payments, Inc. 2 1 1 0.399
CPB The Campbell's Co. 2 2 0.398
PRDO Perdoceo Education Corp. 2 1 1 0.394
SMPL The Simply Good Foods Co. 2 1 1 0.387
NDAQ Nasdaq, Inc. 2 2 0.370
RLI RLI Corp. 2 2 0.350
BRBR BellRing Brands, Inc. 2 1 1 0.347
TCOM Trip.com Group Ltd. 2 2 0.344
UHAL.B U-Haul Holdings CL B 2 2 0.337
NYT The New York Times Co. 2 2 0.336
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