Portfolio diff
Federated Hermes, Inc.
Q1 2026 ⇄ Q2 2026
+150Added
−150Removed
200Resized
83Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| FERG FERGUSON ENTERPRISES INC | 4 | 51.44K | +1285875.0% |
| BEAM BEAM THERAPEUTICS INC | 24 | 124.83K | +520008.3% |
| TNGX TANGO THERAPEUTICS INC | 354 | 1.21M | +343011.0% |
| INSP INSPIRE MED SYS INC | 91 | 272.13K | +298944.0% |
| SGMT SAGIMET BIOSCIENCES INC | 781 | 2.09M | +267085.0% |
| CHTR CHARTER COMMUNICATIONS… | 363 | 868.08K | +239041.3% |
| HBM HUDBAY MINERALS INC | 347 | 472.05K | +135938.6% |
| RF REGIONS FINANCIAL CORP… | 8.34K | 11.17M | +133822.9% |
| COHR COHERENT CORP | 356 | 470.14K | +131961.0% |
| GOGO GOGO INC | 346 | 411.09K | +118712.7% |
| ASTS AST SPACEMOBILE INC | 511 | 580.52K | +113503.9% |
| ERAS ERASCA INC | 1.00K | 1.08M | +107587.8% |
| NCNO NCINO INC | 33 | 28.02K | +84806.1% |
| GKOS GLAUKOS CORP | 48 | 34.13K | +71012.5% |
| HSY HERSHEY CO | 1.45K | 990.22K | +68003.0% |
| AAOI APPLIED OPTOELECTRONICS… | 234 | 100.30K | +42761.5% |
| INNV INNOVAGE HLDG CORP | 4.58K | 1.90M | +41465.8% |
| GRND GRINDR INC | 2.30K | 833.29K | +36067.0% |
| IEX IDEX CORP | 314 | 97.86K | +31064.6% |
| CMG CHIPOTLE MEXICAN GRILL… | 5.48K | 1.46M | +26497.0% |
| S SENTINELONE INC | 25 | 6.23K | +24804.0% |
| Q QNITY ELECTRONICS INC | 878 | 217.83K | +24710.0% |
| NOVT NOVANTA INC | 1.78K | 274.82K | +15374.4% |
| NVAX NOVAVAX INC | 4.75K | 703.01K | +14690.8% |
| RIOT RIOT PLATFORMS INC | 181 | 26.77K | +14690.1% |
| AMBP ARDAGH METAL PACKAGING… | 14.73K | 2.11M | +14226.6% |
| FITB FIFTH THIRD BANCORP | 1.09K | 145.75K | +13320.4% |
| UUUU ENERGY FUELS INC | 870 | 106.56K | +12148.4% |
| KEYS KEYSIGHT TECHNOLOGIES… | 2.52K | 303.83K | +11966.5% |
| PSMT PRICESMART INC | 115 | 13.63K | +11751.3% |
| XYZ BLOCK INC | 337 | 37.91K | +11150.1% |
| PYPL PAYPAL HLDGS INC | 7.19K | 772.03K | +10631.6% |
| INSW INTERNATIONAL SEAWAYS… | 1.08K | 114.23K | +10457.3% |
| WULF TERAWULF INC | 38.04K | 3.49M | +9080.0% |
| TPC TUTOR PERINI CORP | 411 | 36.34K | +8741.4% |
| PLGO PELAGOS INS CAP LTD | 1.83K | 152.20K | +8226.1% |
| DHT DHT HOLDINGS INC | 2.98K | 246.23K | +8165.5% |
| SFM SPROUTS FMRS MKT INC | 7.74K | 613.73K | +7829.4% |
| BIDU BAIDU INC | 13.80K | 1.09M | +7793.7% |
| RMD RESMED INC | 6.04K | 446.50K | +7291.1% |
| SLB SLB LIMITED | 6.27K | 446.77K | +7025.5% |
| CTSH COGNIZANT TECHNOLOGY… | 2.01K | 119.44K | +5833.5% |
| APPF APPFOLIO INC | 2.26K | 123.85K | +5375.3% |
| MTSI MACOM TECH SOLUTIONS… | 4.56K | 249.29K | +5362.1% |
| SFL SFL CORPORATION LTD | 6.74K | 327.97K | +4768.2% |
| RDN RADIAN GROUP INC | 1.62K | 70.36K | +4254.1% |
| JANX JANUX THERAPEUTICS INC | 54.20K | 2.35M | +4241.2% |
| NEU NEWMARKET CORP | 710 | 24.22K | +3311.8% |
| NCLH NORWEGIAN CRUISE LINE… | 1.91K | 62.35K | +3166.1% |
| LPG DORIAN LPG LTD | 3.32K | 99.26K | +2889.7% |
| INTC INTEL CORP | 30.87K | 922.14K | +2887.3% |
| FULC FULCRUM THERAPEUTICS INC | 328 | 8.41K | +2464.9% |
| SW SMURFIT WESTROCK PLC | 32.03K | 811.01K | +2432.2% |
| SCCO SOUTHERN COPPER CORP | 5.25K | 130.93K | +2395.9% |
| DAVE DAVE INC | 508 | 12.44K | +2348.4% |
| NTNX NUTANIX INC | 27.28K | 657.98K | +2312.1% |
| DOW DOW HLDGS INC | 3.01K | 72.48K | +2309.5% |
| ALGM ALLEGRO MICROSYSTEMS INC | 9.87K | 237.37K | +2305.4% |
| LIND LINDBLAD EXPEDITIONS… | 7.95K | 180.71K | +2173.7% |
| DTI DRILLING TOOLS INTL CORP | 183 | 3.95K | +2057.4% |
| ADP AUTOMATIC DATA… | 65.83K | 1.42M | +2050.8% |
| LECO LINCOLN ELEC HLDGS INC | 4.37K | 86.05K | +1867.4% |
| ROCK GIBRALTAR INDS INC | 214 | 4.02K | +1776.6% |
| CAT CATERPILLAR INC | 3.10K | 55.73K | +1699.0% |
| RGLD ROYAL GOLD INC | 5.88K | 94.10K | +1500.9% |
| LSCC LATTICE SEMICONDUCTOR… | 10.87K | 168.88K | +1453.2% |
| TTMI TTM TECHNOLOGIES INC | 9.33K | 144.10K | +1445.2% |
| CVS CVS HEALTH CORP | 6.46K | 96.39K | +1391.6% |
| MGY MAGNOLIA OIL & GAS CORP | 15.15K | 216.19K | +1327.2% |
| FTDR FRONTDOOR INC | 7.52K | 94.03K | +1150.1% |
| ACVA ACV AUCTIONS INC | 96.38K | 1.18M | +1121.5% |
| GLW CORNING INC | 3.27K | 39.88K | +1118.4% |
| TDAY USA TODAY CO INC | 251 | 2.81K | +1017.9% |
| HUT HUT 8 CORP | 20.88K | 221.90K | +962.6% |
| HL HECLA MINING COMPANY | 647.89K | 6.84M | +955.5% |
| WDC WESTERN DIGITAL CORP | 22.85K | 240.63K | +953.1% |
| CBRL CRACKER BARREL OLD CTRY… | 58.60K | 599.45K | +922.9% |
| KLAC KLA CORP | 84.09K | 804.15K | +856.3% |
| NBIX NEUROCRINE BIOSCIENCES… | 8.73K | 76.57K | +777.3% |
| CPT CAMDEN PPTY TR | 434 | 3.32K | +665.0% |
| VCYT VERACYTE INC | 4.17K | 31.43K | +652.9% |
| ALKS ALKERMES PLC | 29.46K | 221.59K | +652.2% |
| BDX BECTON DICKINSON & CO | 436 | 3.25K | +645.4% |
| TGTX TG THERAPEUTICS INC | 27.59K | 204.91K | +642.7% |
| SMCI SUPER MICRO COMPUTER INC | 2.11K | 15.27K | +623.8% |
| PRCT PROCEPT BIOROBOTICS CORP | 174.44K | 1.25M | +618.6% |
| XHR XENIA HOTELS & RESORTS… | 2.16K | 15.29K | +609.1% |
| SANM SANMINA CORP | 673 | 4.74K | +604.3% |
| FMC FMC CORP | 60.34K | 421.54K | +598.6% |
| CRNX CRINETICS… | 16.25K | 105.76K | +550.9% |
| ARWR ARROWHEAD… | 14.11K | 89.36K | +533.3% |
| SLDE SLIDE INS HLDGS INC | 367.54K | 2.29M | +521.7% |
| TPL TEXAS PACIFIC LAND… | 246 | 1.49K | +506.9% |
| DRI DARDEN RESTAURANTS INC | 192.83K | 1.16M | +503.6% |
| KBH KB HOME | 3.20K | 19.07K | +496.4% |
| KLIC KULICKE & SOFFA INDS INC | 29.72K | 176.98K | +495.5% |
| BMI BADGER METER INC | 35.72K | 212.65K | +495.3% |
| OXY OCCIDENTAL PETE CORP | 115.40K | 680.31K | +489.5% |
| HTZ HERTZ GLOBAL HLDGS INC | 530.04K | 3.04M | +473.4% |
| OLMA OLEMA PHARMACEUTICALS… | 14.09K | 77.27K | +448.5% |
| DVA DAVITA INC | 140 | 767 | +447.9% |
| MRX MAREX GROUP PLC | 84.90K | 464.94K | +447.6% |
| ICHR ICHOR HOLDINGS | 286 | 1.54K | +438.8% |
| DDD 3D SYS CORP DEL | 1.74K | 9.08K | +421.7% |
| CRS CARPENTER TECHNOLOGY… | 6.43K | 31.59K | +391.7% |
| RTX RTX CORPORATION | 140.63K | 680.66K | +384.0% |
| IESC IES HOLDINGS INC | 178 | 850 | +377.5% |
| FDS FACTSET RESH SYS INC | 156 | 736 | +371.8% |
| LVS LAS VEGAS SANDS CORP | 254.69K | 1.19M | +368.8% |
| ASB ASSOCIATED BANC-CORP | 207.78K | 944.17K | +354.4% |
| SBS COMPANHIA DE SANEAMENTO… | 61.66K | 276.66K | +348.7% |
| ELV ELEVANCE HEALTH INC… | 966 | 4.28K | +342.8% |
| BMY BRISTOL-MYERS SQUIBB CO | 34.63K | 142.02K | +310.1% |
| CHH CHOICE HOTELS INTL INC | 386 | 1.57K | +306.2% |
| MKL MARKEL GROUP INC | 1 | 4 | +300.0% |
| RHI ROBERT HALF INC. | 60.22K | 237.25K | +293.9% |
| SMPL SIMPLY GOOD FOODS CO | 279.42K | 1.10M | +293.4% |
| CPRT COPART INC | 632.63K | 2.41M | +281.1% |
| CIVB CIVISTA BANCSHARES INC | 1.25K | 4.66K | +273.5% |
| CW CURTISS WRIGHT CORP | 8.71K | 32.13K | +268.9% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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