Stephanie Link, Chief Investment Officer at Hightower, shared a significant move on CNBC’s “Halftime Report”: a new investment in QXO stock. While detailing her purchase, Link and the program’s panel also sparred over the outlook for the housing market.

Berkshire Bank added nearly 300 Unilever shares in the second quarter, raising its stake in the consumer goods company by 0.4%. This move makes Unilever approximately 0.9% of Berkshire Bank’s portfolio, according to an SEC filing.

Harbor Capital Advisors Inc. has boosted its investment in Insperity, Inc. by 10.3%, bringing its total position to $8.65 million. A recent SEC filing shows this strategic move involved the purchase of 13,388 additional shares in the business services provider.

Little House Capital LLC has increased its stake in Williams Companies, Inc. by 1.1% during the second quarter, reflecting a measured show of confidence in the pipeline operator. An SEC filing reveals that the institutional investor ended the period with 42,321 shares after adding 469 to its holdings.

FF Advisors LLC recently announced a 3.6% boost to its holdings in the Vanguard Tax-Exempt Bond ETF. The fund’s new total of 16,241 shares reflects incremental confidence in the tax-exempt bond market, as indicated by the company’s latest SEC filing.

First National Corp MA ADV has disclosed a 28.3% reduction in its holdings of the SPDR Portfolio Long Term Treasury ETF, according to a recently filed 13F form. This move saw the fund sell nearly 16,000 shares, leaving it with 40,400 shares after the transaction.

First National Corp MA ADV reported a modest but notable increase in its stake in the SPDR Bloomberg Convertible Securities ETF. By acquiring 217 additional shares in the second quarter, the firm raised its total holdings by 0.7%, reaching 30,183 shares in total.

Gallacher Capital Management LLC has expanded its stake in Rio Tinto PLC (NYSE:RIO), purchasing an additional 415 shares during the second quarter. This increase, disclosed in the firm’s Form 13F filing with the SEC, reflects a 7.2% boost in the investment firm’s holdings.

Gallacher Capital Management LLC significantly increased its position in CorVel Corp., acquiring 999 additional shares in the second quarter. This 50% boost brings the firm’s total shares in the business services provider to 2,999, as reported in a recent SEC filing.

Gallacher Capital Management LLC acquired 3,934 shares of Booz Allen Hamilton Holding Corporation in the second quarter, according to an SEC filing. The transaction, valued at around $410,000, signals continued hedge fund interest in the business services provider.

Billionaire investor Bill Ackman claims that President Donald Trump’s administration wants Fannie Mae and Freddie Mac shares to skyrocket ahead of what he calls “the largest IPO of all time.” Trump, he says, simply “likes to see stocks soar.”

In a recent update, Zacks Research reduced its Q2 2027 earnings estimate for InterDigital, Inc. from $2.04 to $1.99 per share. This downward revision offers a glimpse into the shifting expectations for the wireless communications provider in the upcoming quarter.

The Rosen Law Firm, P.A., has issued a notice encouraging KBR, Inc. investors to explore a possible securities class action investigation. The announcement comes from a September 15, 2025, report, signaling potential rights or claims for shareholders.

U.S. stocks moved higher on September 15, 2025, as the Dow edged up and the S&P 500 and Nasdaq reached record levels. Investor optimism grew after President Trump suggested that trade discussions with China were on a positive track, with an upcoming Federal Reserve meeting also in view.

Gemini Space Station, Inc., a global crypto platform based in New York, has announced the completion of its initial public offering. The underwriters’ decision to purchase additional shares exemplifies growing confidence in Gemini’s role within the rapidly expanding crypto market.

Goldstone Financial Group LLC took a sizable step to enlarge its investment in The Home Depot this past quarter. A recent Form 13F filing with the SEC indicates a 25.9% increase in the firm’s holdings, reflecting continued confidence in this prominent home improvement retailer.

Boltwood Capital Management has reduced its holdings in McDonald’s Corporation by 3.0% in the second quarter, as revealed by a recent SEC filing. The fund sold 60 shares, leaving it with 1,925 shares of the fast-food giant.

RMR Wealth Builders increased its position in McDonald’s by 7.9% during the second quarter, acquiring an additional 521 shares. As a result, the investor now holds 7,104 shares valued at $2,076,000, underscoring its continued confidence in the fast-food giant.

Palantir’s track record has been called “stunning,” but a recent piece from Barron suggests that now may not be the ideal moment to invest. The article tackles how the company’s success and a wary outlook can coexist.

Geneos Wealth Management Inc. increased its holdings in Apple Inc. by more than 16% in the first quarter of this year, signaling ongoing confidence in one of the tech industry’s leading performers. This expansion was disclosed in the firm’s recent SEC filing and underscores a noteworthy commitment to Apple’s growth potential.

CBM Financial LLC acquired over 5,000 shares of Apple Inc. in the first quarter, investing approximately $1.13 million. The move makes Apple the fund’s 11th largest holding, reflecting continued investor confidence in the tech leader.