| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Ariel Investments | 0.00% | 7,814 | TRIMMED (-99.1%) |
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.
| Institutions holding | 340 of 8,857 filers |
| Long-only filers among them | 338 |
| Change vs 2026 Q1 | +31 net · 321 entered · 290 exited |
| Shares reported, all filers | 80,181,554 |
| Reported value, all filers | $2.7B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
2 insiders bought on the open market in the last 90 days (2 purchases, $354.8K), against 2 sales by 2 insiders ($903.8K). Latest buy: Sep 10, 2026.
CEO/CFO boughtSource: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Insiders
· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market
· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market
Financial Screens
· Graham — Sound finances and a long run of profits
· Lynch PEG — Cheap against its growth rate
· Dividend Growth — Dividends raised for more than 10 years
· O'Neil CAN SLIM — Explosive earnings growth leaders
· Neff Total Return Ratio — Growth plus dividends divided by P/E is high
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
Key figures
· Graham — Current ratio: 2.62 · Straight profitable years: 6 · Debt ratio: 0.96 · Latest net income: $342.4M
· Lynch PEG — P/E: 7.41 · 5-yr EPS growth: 46.7% · PEG: 0.16
· Dividend Growth — Dividend per share: 0.80 · Dividend yield: 2.4% · Straight dividend years: 13 · 10-yr dividend growth: 0.0%
· O'Neil CAN SLIM — 3-yr EPS growth: 44.7% · ROE: 21.2% · Latest revenue growth: 19.8%
· Neff Total Return Ratio — EPS growth: 46.7% · Dividend yield: 2.4% · P/E: 7.41 · Neff ratio: 6.64
· CEO & CFO Buying — Buy txns: 2 · Buy value: $354.8K · Insiders buying: 2 · Latest buy: Sep 10, 2026
· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 2 · Buy txns: 2 · Buy value: $354.8K · Latest buy: Sep 10, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
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