Latest close
$201.52
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Davis Advisors | 0.05% | 49,318 | TRIMMED (-2.3%) |
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 | 1,367 of 8,857 filers |
| Long-only filers among them | 1,356 |
| Change vs 2026 Q1 | +70 net · 1,158 entered · 1,088 exited |
| Shares reported, all filers | 300,206,802 |
| Reported value, all filers | $64.2B |
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).
11 insiders bought on the open market in the last 90 days (11 purchases, $460.7K), against 0 sales by 0 insiders ($0). Latest buy: Sep 30, 2026.
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
1 House members reported buying (1 purchases vs 0 sales). Bought by Democrats. Latest buy: Apr 20, 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.
Insiders
· Insider Cluster Buying — Last 90 days: 3 or more different insiders bought on the open market
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Dividend Growth — Dividends raised for more than 10 years
· 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
· Growth — Latest revenue: $6.4B · 5-yr revenue CAGR: 6.7% · Straight growth years: 5
· Dividend Growth — Dividend per share: 8.55 · Dividend yield: 4.2% · Straight dividend years: 18 · 10-yr dividend growth: 31.5%
· Neff Total Return Ratio — EPS growth: 10.6% · Dividend yield: 4.2% · P/E: 14.22 · Neff ratio: 1.04
· Insider Cluster Buying — Insiders buying: 11 · Buy txns: 11 · Buy value: $460.7K · Latest buy: Sep 30, 2026
· Insider Net Buying — Buy txns: 11 · Sell txns: 0 · Buy value: $460.7K · Latest buy: Sep 30, 2026
· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 2 · Buy txns: 2 · Buy value: $20.9K · Latest buy: Sep 30, 2026
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Apr 20, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 19 of the last 20 quarterly lists; latest 2026 Q2, ranked #4 of 50.
· Politician BEST — appeared in 1 of the last 20 quarterly lists; latest 2024 Q1, ranked #37 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 1 | 0.0% | -16.1% | -0.5% | -15.6% |
Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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