A recent filing reveals Claar Advisors LLC scaled back its stake in Visa by 9% in the first quarter. The fund retains 27,505 shares of the credit-card giant, making Visa its 10th largest holding. With Visa accounting for approximately 3.3% of Claar Advisors’ portfolio, the move signals a measured rebalancing.

Baird Financial Group Inc. sold 6,194 Cencora shares in the first quarter, reducing its holdings by 7.5%. Despite this shift, the firm still owns 76,660 shares, valued at $21.318 million.