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Estee Lauder Target Raised to $80 by Barclays

Analysts largely reiterated upbeat price-target revisions for Estee Lauder Companies, with Barclays lifting its target to 80 and multiple firms maintaining a mix of Hold and Buy ratings, while EL’s latest quarterly results slightly beat estimates. Separately, TD Cowen boosted e.l.f. Beauty’s target to 85 as the company eyes stronger Q1 FY2027 growth and a valuation that supporters argue remains attractive amid broader cosmetic stock interest.

5 sources

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Madison Asset Management Boosts JIRE Stake, Trims Others

Madison Asset Management LLC reshuffled several ETF positions in Q1, notably boosting its stake in JPMorgan International Research Enhanced Equity ETF by about 8% to 335,261 shares, while trimming holdings in iShares MSCI Emerging Markets Asia ETF, Madison Short Term Strategic Income ETF, and Madison Dividend Value ETF by roughly 6.3%, 11%, and 7.8% respectively. The moves were part of broader fund activity noted among multiple investors, including new positions and other percentage changes across the listed funds.

9 sources

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Stone Loft Wealth acquires Vanguard ETF stake

Stone Loft Wealth Management LLC disclosed new long positions across multiple ETFs in Q1: 24,757 shares of Vanguard S&P 500 ETF (VOO) valued at about $14.8 million as its 4th-largest holding, 13,338 shares of Schwab Government Money Market ETF (SGVT) around $1.34 million, 11,381 shares of Vanguard Dividend Appreciation ETF (VIG) about $2.45 million, and 21,630 shares of Vanguard Extended Market ETF (VXF) near $4.45 million, with each stake representing a notable portion of its portfolio. The moves accompany ongoing activity by other institutional investors in these funds, highlighting broad diversification into large-cap core, government money market, and diversified equity play ETFs.

25 sources

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Maimon Wealth Buys 22,300 PYLD Shares

Maimon Wealth Management LTD expanded its holdings across multiple ETFs, adding 22,300 shares of PIMCO Multi Sector Bond Active ETF (PYLD) for about $581,000, and raising its Pimco Total Return ETF (BOND) position by purchasing 5,765 shares to total 48,865 shares. It also boosted its stake in iShares Short Duration Bond Active ETF (NEAR) by 10,470 shares to 163,160, underscoring a broader strategy of increasing exposure to fixed-income ETFs.

8 sources

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HORAN Wealth Expands Holdings USB NDSN NOC CINF

HORAN Wealth LLC lifted its stakes in U.S. Bancorp (73,608 shares, up 100.5%), Nordson (4,040 shares), Northrop Grumman (14,140 shares), and Cincinnati Financial (13,900 shares) in the first quarter, with holdings valued across these positions in the millions. The moves coincide with broader institutional activity and analysts adjusting targets or ratings on these companies.

10 sources

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NewGen Asset Management Trims Enerflex Stake, Buys Docebo, Invests in Palmer Square BDC

NewGen Asset Management Ltd continued active portfolio reshaping in the first quarter, trimming Enerflex by 6.4% to 736,744 shares even as it opened new positions in Docebo and Palmer Square Capital BDC. The Docebo stake comprised 89,172 shares worth about $1.56 million and the Palmer Square stake was 73,684 shares worth about $720,000, with Docebo and Palmer Square each accounting for small percentages of its portfolio.

9 sources

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Summit Global Cuts Stakes Across Stocks in Q1

Summit Global Investments reduced its stakes in five companies and funds in the first quarter, cutting positions in COR, LMT, CME Group, the SPDR Portfolio S&P 600 Small Cap ETF (SPSM), and NiSource by substantial margins (27.4%, 41.8%, 34.1%, 63.3%, and 37.4%, respectively) as it adjusted its portfolio. The moves affected holdings across diversified sectors, with remaining positions valued in the millions of dollars according to the latest SEC filings.

6 sources

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JSF Financial Alters Q1 Stock Stakes

JSF Financial LLC trimmed its positions in several stocks: it slashed its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 47.3% in Q1 to 13,550 shares worth about $752,000, and reduced Cardinal Health (CAH) by 30% to 6,612 shares worth roughly $1.40 million. Conversely, JSF initiated a new stake in Omega Healthcare Investors (OHI) with 28,164 shares valued at about $1.23 million.

5 sources

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Leith Wheeler trims, expands Q1 holdings across sectors

{"summary_content":"Leith Wheeler Investment Counsel Ltd. trimmed its positions in Keysight Technologies, Corpay, and MKS by 38.2%, 7.8%, and 23.2% respectively in the first quarter, while expanding its stake in American States Water Company by 60.8%. The moves occurred alongside a broader pattern of activity by other institutional investors across these same stocks.","summary_content_details":[]}

5 sources

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Ridgepath Capital Expands ProShares ETF Positions Q1

Ridgepath Capital Management LLC expanded and diversified its ETF holdings in Q1, adding to ProShares Ultra S&P500 (SSO), ProShares UltraPro Short Russell 2000 (SRTY), JPMorgan Ultra-Short Income ETF (JPST), and ProShares UltraPro QQQ (TQQQ) while reducing its stake in ProShares UltraPro S&P 500 (UPRO). JPST emerged as Ridgepath’s largest position at about 23.6% of the portfolio, with notable increases across several funds and SSO and SRTY among meaningful but smaller additions.

8 sources

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Bulldog Investors LLP Expands Holdings In Five Stocks

In its first-quarter 13F filings, Bulldog Investors LLP added across multiple holdings: about 1.58 million shares of BNY Mellon Strategic Municipals (LEO) valued around $9.9 million, 67,060 shares of BTC Development Corp (BDCI) for roughly $670,000, 75,000 shares of Bitcoin Infrastructure Acquisition Corp Ltd (BIXI) about $744,000, and 176,130 shares of Duff & Phelps Utility and Infrastructure Fund (DPG) near $2.54 million.

9 sources

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CVS Health Bond ETF Holdings Across Five Treasuries in Q1

CVS Health Corp disclosed new positions across five bond ETFs in Q1: IEI with 182,800 shares valued at about $21.68 million (roughly 10.2% of CVS’s portfolio), VCSH with 120,000 shares about $9.51 million (roughly 4.5%), TLT with 20,000 shares about $1.73 million (0.8%), VCIT with 60,000 shares about $4.97 million (2.3%), and IEF with 35,000 shares about $3.34 million (1.6%). These moves illustrate CVS’s diversification across short, intermediate, and long-duration Treasuries and corporate bond exposures.

18 sources

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Element Pointe Increases IHF Stake 9.6%

Element Pointe Advisors LLC boosted positions across multiple ETFs in the first quarter, including a 9.6% increase in iShares U.S. Healthcare Providers ETF (IHF), a 3.3% rise in iShares Core S&P 500 ETF (IVV) where it holds its largest stake, and a new 223,948-share investment in SPDR S&P Transportation ETF (XTN) valued around $20.8 million, while trimming its stake in iShares MSCI USA Quality Factor ETF (QUAL) by 7.3%. Other institutions also adjusted their holdings in these funds during the period.

9 sources

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Invesco plans July dividends across BulletShares and KBWY

Several Invesco ETFs announced July 20 dividend declarations, with payouts planned for July 24 and ex-dividend dates on July 20. The per-share dividends vary across funds, including 0.12 for KBWY, 0.0911 for BSCZ, 0.088 for BSCX, 0.1002 for BSJQ, and 0.1472 for BSJV, reflecting ongoing income distributions among Invesco’s bond and equity-reit products.

21 sources

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Estee Lauder Target Raised to $80 by Barclays

Madison Asset Management Boosts JIRE Stake, Trims Others

Stone Loft Wealth acquires Vanguard ETF stake

Maimon Wealth Buys 22,300 PYLD Shares

HORAN Wealth Expands Holdings USB NDSN NOC CINF

NewGen Asset Management Trims Enerflex Stake, Buys Docebo, Invests in Palmer Square BDC

Summit Global Cuts Stakes Across Stocks in Q1

JSF Financial Alters Q1 Stock Stakes

Leith Wheeler trims, expands Q1 holdings across sectors

Ridgepath Capital Expands ProShares ETF Positions Q1

Bulldog Investors LLP Expands Holdings In Five Stocks

CVS Health Bond ETF Holdings Across Five Treasuries in Q1

Element Pointe Increases IHF Stake 9.6%

Invesco plans July dividends across BulletShares and KBWY