Byrne Asset Management LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 6.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,066 shares of the iPhone maker's stock after purchasing an additional 2,052 shares during the period. Apple comprises about 5.2% of Byrne Asset Manag...
Byrne Asset Management LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 6.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,066 shares of the iPhone maker's stock after purchasing an additional 2,052 shares during the period. Apple comprises about 5.2% of Byrne Asset Management LLC's portfolio, making the stock its 2nd largest holding. Byrne Asset Management LLC's holdings in Apple were worth $8,420,000 at the end of the most recent quarter. Other hedge funds also recently bought and sold shares of the company. Financial Futures Ltd Liability Co. boosted its holdings in Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock valued at $729,000 after purchasing an additional 415 shares during the last quarter. Monarch Capital Management Inc. lifted its holdings in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after acquiring an additional 2,920 shares during the last quarter. American National Bank & Trust grew its position in Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker's stock worth $40,107,000 after acquiring an additional 4,543 shares during the period. Riverwater Partners LLC increased its stake in Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock worth $1,109,000 after acquiring an additional 819 shares during the last quarter. Finally, Highland Capital Management LLC increased its stake in Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock worth $101,301,000 after acquiring an additional 8,446 shares during the last quarter. Hedge funds and other institutional investors own 6...
All of these financial stocks should be great long-term picks, but one appears to be the best choice for 2026. I still think of Berkshire Hathaway's (BRK.A 0.72%) (BRK.B 0.99%) portfolio as Warren Buffett's portfolio. The legendary investor's decision to pass the baton as CEO to Greg Abel hasn't changed my view in the slightest. After all, Buffett is still Berkshire's board chairman and its larges...
All of these financial stocks should be great long-term picks, but one appears to be the best choice for 2026. I still think of Berkshire Hathaway's (BRK.A 0.72%) (BRK.B 0.99%) portfolio as Warren Buffett's portfolio. The legendary investor's decision to pass the baton as CEO to Greg Abel hasn't changed my view in the slightest. After all, Buffett is still Berkshire's board chairman and its largest shareholder. Even with Buffett no longer the official public face of Berkshire Hathaway, his fingerprints remain all over the conglomerate's holdings. For example, a whopping 35% of Berkshire's $309 billion portfolio is invested in five financial stocks that Buffett likes. Berkshire's top five financial stocks It probably won't come as a surprise that American Express (AXP 1.72%) ranks as Berkshire's largest financial services holding, accounting for 17.3% of the company's portfolio as of its latest 13-F filing. AmEx is one of Buffett's longest-held positions. He included it among several stocks that he told Berkshire Hathaway shareholders in 2024 that he expected the conglomerate to "maintain indefinitely." Sure, Buffett is not as big a fan of bank stocks as he once was. However, Bank of America (BAC 1.39%) is Berkshire's second-largest financial stock position and third-largest holding overall. It comprises 9.6% of the company's portfolio. Expand NYSE : BAC Bank of America Today's Change ( -1.39 %) $ -0.73 Current Price $ 51.72 Key Data Points Market Cap $378B Day's Range $ 51.38 - $ 52.20 52wk Range $ 33.06 - $ 57.55 Volume 35M Avg Vol 38M Dividend Yield 2.09 % Moody's (MCO 1.17%) has two core businesses. It provides risk management services to institutional investors. The company is also one of the largest credit ratings agencies. I suspect that Buffett finds both units appealing. Moody's ranks as Berkshire's sixth-largest holding, accounting for 4.1% of its portfolio. Chubb (CB +0.00%) is one of Buffett's more significant new positions over the last couple of years. ...
Baillie Gifford & Co. lowered its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.5% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,657,487 shares of the electric vehicle producer's stock after selling 42,629 shares during the period. Baillie Gifford & Co.'s holdings in Tesla were worth $737,118,000 at the end of the most rec...
Baillie Gifford & Co. lowered its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.5% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,657,487 shares of the electric vehicle producer's stock after selling 42,629 shares during the period. Baillie Gifford & Co.'s holdings in Tesla were worth $737,118,000 at the end of the most recent reporting period. A number of other hedge funds also recently added to or reduced their stakes in TSLA. Dash Acquisitions Inc. raised its stake in shares of Tesla by 9.8% in the third quarter. Dash Acquisitions Inc. now owns 1,242 shares of the electric vehicle producer's stock valued at $573,000 after acquiring an additional 111 shares in the last quarter. Birch Financial Group LLC purchased a new stake in Tesla during the 3rd quarter worth about $260,000. UniSuper Management Pty Ltd raised its position in Tesla by 12.7% in the 3rd quarter. UniSuper Management Pty Ltd now owns 293,415 shares of the electric vehicle producer's stock valued at $130,488,000 after purchasing an additional 33,030 shares in the last quarter. Drive Wealth Management LLC boosted its stake in shares of Tesla by 1.5% in the 3rd quarter. Drive Wealth Management LLC now owns 12,379 shares of the electric vehicle producer's stock valued at $5,505,000 after buying an additional 184 shares during the period. Finally, Jennison Associates LLC grew its position in shares of Tesla by 38.3% during the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock worth $4,851,747,000 after buying an additional 3,021,550 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds. Get Tesla alerts: Sign Up Key Headlines Impacting Tesla Here are the key news stories impacting Tesla this week: Tesla Stock Performance Shares of TSLA stock opened at $449.06 on Friday. The stock's 50-day moving average is $444.81 and i...