Latest Superinvestor Updates
Stay current with the latest portfolio changes and investment decisions from top money managers.
James RG Skjong@Ulland Investment Advisors, Llc
212 holdings
$156.829M
Assets growth rate 14.79%- Recent Buy
- VRT
- SKY
- V
- CVLT
- AXON
- +53
- Recent Sell
- IUSG
- BSX
- LH
- XOM
- AAPL
- +28
KATHLEEN VANORMER@Union Savings Bank
290 holdings
$203.375M
Assets growth rate -0.3%- Recent Buy
- SYK
- AGG
- AMZN
- ENB
- META
- +24
- Recent Sell
- DVY
- PG
- IWM
- CSCO
- MDY
- +107
Jessica Salas@Umb Bank, N.a.
2063 holdings
$6.323B
Assets growth rate -1.57%- Recent Buy
- BRO
- HDB
- ADP
- LW
- PGR
- +931
- Recent Sell
- CL
- AFL
- VFC
- AVLV
- SAN
- +790
Grant Donaldson@Tudor Financial Inc.
134 holdings
$170.968M
Assets growth rate 5.31%- Recent Buy
- MDY
- CGCP
- MPC
- VONG
- EMR
- +88
- Recent Sell
- IWB
- FXR
- ETN
- HYG
- DIA
- +25
John Hale@Trust Asset Management Llc
226 holdings
$1.279B
Assets growth rate 2.03%- Recent Buy
- BLK
- LYV
- LRCX
- TSCO
- PANW
- +4
- Recent Sell
- MRNA
- BBY
- MOH
- APTV
- LRCX
- +7
Phillip G. Trueblood@Trueblood Wealth Management, Llc
225 holdings
$202.906M
Assets growth rate 1.87%- Recent Buy
- LLY
- KMB
- ES
- GOOGL
- ORCL
- +108
- Recent Sell
- IJT
- NDAQ
- WELL
- SYY
- MDLZ
- +78
Scott Parker@True Link Financial Advisors, Llc
73 holdings
$1.191B
Assets growth rate 1.18%- Recent Buy
- IVV
- COR
- CMI
- FIS
- LMT
- +46
- Recent Sell
- UNP
- PEP
- LLY
- EFA
- VLUE
- +16
Michael Ptaszenski@Thrive Wealth Management, Llc
196 holdings
$556.141M
Assets growth rate 2.04%- Recent Buy
- VO
- VONE
- PPL
- SDY
- ET
- +74
- Recent Sell
- VRSN
- CRM
- META
- RTX
- VOO
- +139
Daniel Baumgartner@Terra Nova Asset Management Llc
84 holdings
$131.317M
Assets growth rate -2.53%- Recent Buy
- UNP
- SOXX
- PG
- XHB
- GOOG
- +48
- Recent Sell
- SPY
- MELI
- PGR
- AMZN
- VRTX
- +15
Qin LIU@Tmt General Partner Ltd
2 holdings
$218.506M
Assets growth rate 0%- Recent Buy
- XPEV
- API
- Recent Sell