Consensus Buys

📈 Consensus Buys — Q4 25

Stocks where the most institutional managers opened new positions this quarter. Click any column header to re-sort.

Avg Score = average Alpha Signal score of all managers holding the stock (0–100). Higher = held by more high-conviction, concentrated managers.

#TickerCompanyNew Buyers ↓ExitsHoldersInst. ValueAvg Score
1QQNITY ELECTRONICS INC9250971$12.17B65.0
2SOLSSOLSTICE ADVANCED MATLS INC8951966$6.15B67.3
3MUMICRON TECHNOLOGY INC497832,662$274.38B64.3
4AKREAkre Focus ETF4320455$4.20B70.1
5AMDADVANCED MICRO DEVICES INC3911403,099$271.03B63.0
6LLYEli Lilly and Company3391054,378$838.23B68.9
7SLVISHARES SILVER TR308781,527$42.05B56.4
8RKTROCKET COS INC29372784$16.21B67.0
9ISRGINTUITIVE SURGICAL INC2931062,383$160.99B65.7
10MRKMERCK & CO INC2811343,549$201.89B65.1
11CATCaterpillar Inc271943,496$189.61B65.7
12LXPLXP INDUSTRIAL TRUST2710289$2.84B65.9
13LRCXLAM RESEARCH CORP2651192,340$180.58B64.7
14GEVGE VERNOVA INC2551212,765$140.34B64.9
15GOOGLAlphabet Inc2521005,560$1,420.50B65.9
16INTCINTEL CORP2511382,454$129.30B65.1
17AMATApplied Materials Inc2411032,612$163.25B65.8
18GOOGALPHABET INC240975,013$988.64B65.9
19SNDKSANDISK CORP23655725$30.23B64.0
20BEBLOOM ENERGY CORP23384799$23.71B62.3
21TERTERADYNE INC232681,044$28.06B64.0
22TSMTaiwan Semiconductor Manufactu2311023,100$259.57B66.8
23WBDWARNER BROS DISCOVERY INC2301321,344$53.99B64.8
24OMCOMNICOM GROUP INC229851,165$24.23B65.6
25WDCWESTERN DIGITAL CORP228731,176$63.41B63.7
26AVGOBroadcom Inc2271204,586$1,237.21B65.6
27BMYBRISTOL-MYERS SQUIBB CO2221442,448$86.82B65.2
28FCXFREEPORT-MCMORAN INC2211001,725$66.19B64.5
29AMGNAmgen Inc220893,064$141.74B65.8
30CCITIGROUP INC2161012,465$164.80B64.8
31AXPAmerican Express Co215893,006$213.88B69.5
32COHRCOHERENT CORP21459895$31.26B65.8
33UPSUNITED PARCEL SERVICE INC2131402,117$52.38B64.6
34COFCAPITAL ONE FINL CORP2121132,183$131.73B67.2
35EXKEXACT SCIENCES CORP211103714$16.57B64.8
36DWDMorgan Stanley210812,530$238.10B72.3
37VRTVERTIV HOLDINGS CO209991,620$56.07B65.2
38CRWVCOREWEAVE INC208178738$27.89B64.4
39GMGENERAL MTRS CO207861,544$63.52B64.8
40APHAMPHENOL CORP NEW206822,030$148.44B66.4
41DHRDANAHER CORPORATION2051132,319$127.08B66.5
42RTXRTX CORPORATION2051033,295$194.60B66.4
43WFCWells Fargo & Company2051042,902$224.82B65.5
44FIXCOMFORT SYS USA INC204821,034$30.74B65.9
45GLDSPDR GOLD TR202883,020$188.99B60.2
46XLVSELECT SECTOR SPDR TR201941,816$32.27B62.5
47TMOThermo Fisher Scientific2001202,718$191.66B66.5
48NEMNEWMONT CORP1991041,725$83.05B64.6
49FDXFEDEX CORP199961,854$55.15B66.6
50ALBALBEMARLE CORP19891905$18.17B63.6
51PLTRPALANTIR TECHNOLOGIES INC1961673,013$264.86B63.3
52CSCOCisco Systems Inc1951183,640$230.01B64.7
53GSGOLDMAN SACHS GROUP INC1951022,950$203.23B63.9
54CAHCARDINAL HEALTH INC194821,396$41.15B64.5
55TJXTJX Companies193842,668$150.99B65.7
56LITELUMENTUM HLDGS INC19265759$32.33B64.5
57XBISPDR SERIES TRUST19061838$25.31B60.2
58RKLBROCKET LAB CORP19073820$23.31B62.7
59CIENCIENA CORP19080842$31.14B65.4
60IBMInternational Business Machine1891153,648$178.94B64.5
61BABOEING CO1881612,526$134.86B64.7
62CRMSALESFORCE INC1881992,910$204.04B66.0
63GEGE Aerospace186873,171$248.61B67.5
64IWMiShares Russell 2000 Index ETF1851532,646$190.69B59.2
65NFLXNetflix Inc1853303,482$327.61B64.9
66SHOPSHOPIFY INC1831121,865$135.93B67.3
67PWRQuanta Services Inc183681,609$57.64B66.2
68LULULULULEMON ATHLETICA INC1821401,024$24.96B60.5
69REGNREGENERON PHARMACEUTICALS1821071,390$68.04B65.2
70TSLATESLA INC1811354,257$881.79B63.2
71GILDGILEAD SCIENCES INC1811112,205$127.24B65.5
72EXPEEXPEDIA GROUP INC180791,156$33.13B65.5
73APPAPPLOVIN CORP1801341,588$167.56B65.7
74CMICUMMINS INC179701,874$58.71B65.3
75MDBMONGODB INC17883905$32.93B63.9
76JNJJohnson & Johnson1751044,461$362.18B65.5
77UNHUNITEDHEALTH GROUP INC1752263,269$263.10B64.7
78WMTWalmart Inc175944,328$324.08B64.7
79TGTTARGET CORP1751651,723$41.65B63.5
80ROSTROSS STORES INC172631,225$49.93B65.6
81NEENEXTERA ENERGY INC1711062,925$135.09B65.0
82PHParker-Hannifin Corp171911,838$93.15B65.3
83BACBANK AMERICA CORP1711053,588$303.57B66.8
84DGDOLLAR GEN CORP NEW171961,171$29.24B65.5
85CRCLCIRCLE INTERNET GROUP INC17084462$10.85B65.4
86ORCLOracle Corp1704123,705$260.18B64.5
87IEMGISHARES INC170612,171$99.60B66.7
88IBBISHARES TR16948963$7.23B61.3
89NDQINVESCO QQQ TR1691533,827$441.56B58.6
90VOOVANGUARD INDEX FDS169953,737$322.65B67.9
91GLWCorning Inc169811,895$54.50B65.4
92MCKMcKesson Corp169891,989$85.63B65.3
93AAALCOA CORP16757652$11.67B65.2
94UBERUber Technologies Inc1672402,544$143.30B67.1
95AZNASTRAZENECA PLC1671521,354$40.61B66.4
96RSPINVESCO EXCHANGE TRADED FD T166922,094$54.38B65.0
97SATSECHOSTAR CORP16650558$18.87B67.2
98BBARRICK MNG CORP163611,003$45.68B66.1
99KLACKLA Corporation163971,905$136.78B66.4
100HOODROBINHOOD MKTS INC1631521,392$78.51B64.2
101USBUS Bancorp1631012,021$65.31B66.7
102IQVIQVIA HLDGS INC163791,136$35.46B66.6
103AMZNAmazon.com Inc1621135,974$1,596.14B65.9
104INSMINSMED INC16178681$36.74B68.5
105XLFSELECT SECTOR SPDR TR1611111,940$59.19B61.4
106KMBKIMBERLY-CLARK CORP1602151,705$29.70B64.1
107ANETArista Networks Inc1591511,947$109.93B65.3
108FSLRFIRST SOLAR INC159851,076$37.02B61.2
109CMGCHIPOTLE MEXICAN GRILL INC1592431,350$43.19B65.0
110VRTXVERTEX PHARMACEUTICALS INC1591001,658$104.86B66.6
111CVNACARVANA CO156112871$68.52B66.6
112XOMExxon Mobil Corp1561094,441$329.51B65.3
113SMHVANECK ETF TRUST156721,224$40.18B57.8
114NOWServiceNow Inc1542182,282$134.03B65.3
115SYSBISHARES SYSTEMATIC BOND ETF1544187$0.66B66.5
116DALDELTA AIR LINES INC DEL1541011,343$40.67B66.4
117GILGILDAN ACTIVEWEAR INC15321491$9.29B69.4
118METAMeta Platforms Inc1522335,043$1,139.14B65.3
119SPYSPDR S&P 500 ETF TR1511434,599$895.83B60.9
120UTHRUNITED THERAPEUTICS CORP DEL15158841$20.03B66.1
121SPGIS&P Global Inc1511222,168$134.79B67.5
122QCOMQUALCOMM INC1501242,971$138.55B64.7
123IBITISHARES BITCOIN TRUST ETF1502261,640$33.48B61.7
124ASTSAST SPACEMOBILE INC15038546$14.61B65.7
125IAUISHARES GOLD TR150681,880$34.34B65.8
126UALUNITED AIRLS HLDGS INC150811,031$35.19B66.1
127PFEPFIZER INC1501672,934$94.09B64.7
128XLKSELECT SECTOR SPDR TR1491032,432$53.85B63.3
129MNSTMONSTER BEVERAGE CORP NEW149691,225$47.99B66.0
130ABNBAIRBNB INC1481091,302$48.48B65.7
131ADIAnalog Devices Inc148961,992$113.21B65.1
132OKLOOKLO INC148141701$7.50B61.0
133PEPPEPSICO INC1471263,482$148.34B65.2
134CVSCVS HEALTH CORP1461171,954$89.68B66.3
135SLBSLB LIMITED1461231,573$47.64B65.5
136SCHWSchwab Charles Corp146942,330$140.31B66.9
137BLKBlackRock Inc1451222,337$126.61B65.8
138CTSHCOGNIZANT TECHNOLOGY SOLUTIO144871,065$38.50B66.2
139DELLDELL TECHNOLOGIES INC1441351,505$37.06B62.4
140KOCOCA COLA CO1431213,450$219.69B67.4
141ROKROCKWELL AUTOMATION INC143801,410$36.33B65.1
142ABGCENCORA INC143901,448$55.85B64.8
143FISVFISERV INC1435061,411$32.88B66.0
144MARMarriott International142891,567$51.16B65.4
145LVSLAS VEGAS SANDS CORP14255826$18.72B64.0
146XLESELECT SECTOR SPDR TR1421191,825$31.27B60.0
147KVUEKENVUE INC1422001,047$31.64B65.7
148ADBEAdobe Inc1422122,507$122.13B65.0
149NVDANvidia Corp1411165,708$3,088.28B65.1
150CLSCELESTICA INC14178800$25.13B64.8
151LMTLOCKHEED MARTIN CORP1411322,706$84.53B64.2
152MMM3M CO1411062,228$62.98B65.0
153TFCTRUIST FINL CORP140911,673$47.10B65.7
154HALHALLIBURTON CO140891,027$22.72B65.5
155GDGeneral Dynamics Corp140962,142$77.61B68.5
156AEPAMERICAN ELEC PWR CO INC139891,852$50.51B65.5
157VXUSVANGUARD TOTAL INTL STOCK IDX138471,604$27.08B67.8
158CFLTCONFLUENT INC138112438$8.70B65.7
159NKENIKE INC1382202,075$66.65B64.8
160MPMP MATERIALS CORP138124737$9.85B61.9
161TWLOTWILIO INC13778878$20.00B65.0
162EQTEQT CORP1371061,110$31.23B64.8
163CNCCENTENE CORP DEL137107929$20.04B64.4
164VSTVISTRA CORP1361861,341$50.29B64.4
165ALABASTERA LABS INC136120707$21.63B64.1
166INCYINCYTE CORP13556828$18.86B69.1
167HWMHowmet Aerospace Inc135771,378$71.71B65.1
168CRWDCROWDSTRIKE HLDGS INC1351202,163$90.83B63.3
169PLDPROLOGIS INC.134801,637$104.14B66.1
170BIIBBIOGEN INC134831,011$24.23B65.3
171EXEEXPAND ENERGY CORPORATION13468882$24.56B66.1
172AGGISHARES TR1341002,071$112.60B68.4
173RNAAVIDITY BIOSCIENCES INC13378341$10.25B67.0
174VVisa Inc1331384,485$500.77B66.8
175WMWaste Management Inc1331142,287$69.85B67.9
176MEDPMEDPACE HLDGS INC13356786$12.59B65.9
177ILMNILLUMINA INC13384866$20.63B67.7
178BXBlackstone Inc1321592,233$80.15B64.9
179CFGCITIZENS FINL GROUP INC13265974$23.32B65.3
180AAGILENT TECHNOLOGIES INC132661,141$32.73B65.5
181STLDSTEEL DYNAMICS INC13250921$19.14B65.5
182GDXVANECK ETF TRUST132791,143$26.88B58.8
183IEFAISHARES TR132612,281$131.97B66.3
184NVONOVO-NORDISK A S1321871,430$19.70B63.4
185IWDISHARES TR131621,891$58.18B64.2
186IJRISHARES TR131942,676$58.71B67.6
187HCAHCA HEALTHCARE INC131851,402$62.56B67.1
188NTRANATERA INC13162779$26.38B65.6
189MRVLMarvell Technology Inc1311271,448$64.24B63.6
190CCOCAMECO CORP13188974$26.81B66.2
191IONQIONQ INC131100675$9.68B62.4
192CHRWC H ROBINSON WORLDWIDE INC13160828$19.41B65.4
193DOVDOVER CORP131981,115$23.02B64.8
194NUENucor Corp131731,342$29.78B67.0
195EFAiShares MSCI EAFE ETF130772,189$69.05B63.5
196SOFISOFI TECHNOLOGIES INC130911,017$25.53B60.4
197RDDTREDDIT INC130101878$34.69B64.1
198OKEONEOK INC NEW1301191,567$34.92B65.8
199FTNTFORTINET INC1291271,327$38.21B64.9
200JBHTHUNT J B TRANS SVCS INC12966725$13.50B64.3

Source: SEC 13F-HR filings. Not investment advice.