Northwest Wealth Management LLC recently increased its holdings in Broadcom by 15.6%, reflecting continued institutional interest in the semiconductor industry. According to the company’s latest Form 13F filing with the SEC, the firm gained an additional 294 shares, bringing its total holdings to 2,175.
Humana’s shares surged after the company disclosed select details from the government’s Star Ratings for its 2026 Medicare Advantage plans. The market responded swiftly, reflecting investor optimism about the insurer’s potential performance.
Assenagon Asset Management S.A. has taken a position in Boot Barn Holdings, Inc. worth nearly $600,000, according to a recent SEC filing. This move, along with other hedge funds ramping up their investments, indicates a growing interest in the Western apparel and footwear retailer.
Zoom Communications has once again earned a positive endorsement, as Needham & Company LLC reaffirms its “buy” rating and a $100.00 target price. Other industry watchers, including JMP Securities, appear to share a similarly upbeat outlook, reinforcing Zoom’s steadfast position in the market.
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.
UBS reaffirmed its “Sell” rating on National Beverage, citing ongoing volume concerns. The rating signals the investment bank’s caution about the company’s performance prospects.
Ellsworth Advisors LLC recently enhanced its investment in German American Bancorp, increasing its holdings by 11.2% in the first quarter. According to a new SEC filing, the firm acquired an additional 1,612 shares, bringing its total to 15,963 shares valued at $599,000.
Hancock Whitney Corp has taken a new stake in Rambus, Inc., a semiconductor firm listed on NASDAQ. A recent SEC filing shows the acquisition of 4,496 shares, valued at approximately $233,000, reflecting an ongoing interest from large investors in tech stocks.
Panagora Asset Management Inc. has strengthened its position in Kenvue Inc. by increasing its holdings by 14.5% in the first quarter. This move adds 8,558 shares to the asset manager’s portfolio, bringing its total holdings to 67,617 shares, now valued at $1,621,000.
Affirm Holdings climbed nearly 11% on Friday after announcing a fourth quarter that blew past analyst expectations. The stronger-than-anticipated results highlight the company’s ability to thrive, adding to investor optimism and driving a significant boost in its share price.