Latest close
$97.11
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Southeastern Asset Management | 3.98% | 840,747 | NEW |
| Jensen Investment Management | 1.95% | 885,262 | TRIMMED (-40.4%) |
| Mairs & Power Funds | 0.61% | 729,358 | ADDED (+1.1%) |
| Matrix Asset Advisors | 0.35% | 47,262 | NEW |
| Gardner Russo & Quinn | 0.01% | 11,510 | HELD |
| Dodge & Cox Funds | 0.00% | 17,324 | HELD |
| Polen Capital Management | 0.00% | 3,156 | TRIMMED (-79.1%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
Exited this quarter: Maverick Capital.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 4 sales by 3 insiders ($46.9M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
2 House members reported buying (2 purchases vs 8 sales). Bought by Democrats and Republicans. Latest buy: Jun 16, 2026.
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
· Bought by Both Parties — Last 6 months: bought by both Democratic and Republican members
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Graham — Sound finances and a long run of profits
· Dividend Growth — Dividends raised for more than 10 years
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Key figures
· Growth — Latest revenue: $27.4B · 5-yr revenue CAGR: 7.5% · Straight growth years: 5
· Graham — Current ratio: 1.58 · Straight profitable years: 15 · Debt ratio: — · Latest net income: $6.5B
· Dividend Growth — Dividend per share: 2.40 · Dividend yield: 2.5% · Straight dividend years: 7 · 10-yr dividend growth: —
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.12 · Operating cash flow: $9.6B · Net income: $6.5B
· Bought by Members — Members buying: 2 · Buy txns: 2 · Sell txns: 8 · Latest buy: Jun 16, 2026
· Bought by Both Parties — Members buying: 2 · Buy txns: 2 · Sell txns: 8 · Latest buy: Jun 16, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 2 of the last 20 quarterly lists; latest 2026 Q2, ranked #44 of 50.
· Politician BEST — appeared in 10 of the last 20 quarterly lists; latest 2026 Q2, ranked #16 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 11 | 45.5% | -1.2% | +0.3% | -1.5% |
| Share count tripled (3x) | 1 | 0.0% | -2.6% | +9.6% | -12.2% |
Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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