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Asset Manager ← All Institutions

FEDERATED HERMES, INC.

Q2 2025 · Filed 2025-08-13
Market Value
$52.6B
+14.5%
Holdings
2,131
-21
New Purchases
155
Added To
711
Closed
152
Reduced
1,003
Top 10 Concentration
14.8%
Turnover
14.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLTR 1.20% 0.50% +0.69% $629M
AVGO 1.07% 0.45% +0.62% $561M
NVDA 2.26% 1.67% +0.59% $1.2B
ZS 0.70% 0.12% +0.58% $368M
MSFT 2.49% 1.99% +0.50% $1.3B
RBLX 0.65% 0.20% +0.45% $341M
GOOGL 1.28% 0.85% +0.43% $674M
FE 0.53% 0.20% +0.32% $277M
CE 0.53% 0.22% +0.31% $281M
DXCM 0.60% 0.30% +0.31% $317M
BTI 0.31% 0.01% +0.30% $165M
GEV 0.67% 0.38% +0.29% $352M
KMB 0.39% 0.11% +0.28% $204M
TER 0.65% 0.38% +0.27% $340M
GSK 0.27% 0.01% +0.25% $139M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BMY 0.00% 1.04% -1.04% $2M
PM 0.88% 1.44% -0.56% $461M
GILD 0.63% 1.19% -0.56% $330M
ETR 0.01% 0.48% -0.47% $4M
LYB 0.27% 0.73% -0.46% $140M
PAYX 0.01% 0.47% -0.46% $4M
KO 0.37% 0.71% -0.33% $197M
CVX 0.83% 1.14% -0.32% $435M
ABBV 1.21% 1.50% -0.29% $635M
QCOM 0.45% 0.74% -0.29% $239M
JNJ 0.80% 1.05% -0.25% $423M
VZ 1.13% 1.38% -0.25% $596M
AMGN 1.15% 1.38% -0.23% $606M
LLY 0.33% 0.54% -0.21% $173M
SO 0.41% 0.61% -0.20% $215M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $13.9B 26.5%
Large Cap 709 $29.9B 56.8%
Mid Cap 687 $7.2B 13.6%
Small Cap 500 $1.4B 2.7%
Micro Cap 168 $253M 0.5%

Portfolio Analytics

Avg Market Cap
$42.8B
Median Market Cap
$5.1B
Avg P/E
32.1
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
2,106
# ETFs / Funds
25

Top Holdings (2,131 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 2.49% 2,634,181 $1.3B $497.41 $395M +195,824 +8.0%
2 NVDA 2.26% 7,519,089 $1.2B $157.99 $422M +447,934 +6.3%
3 AMZN 1.63% 3,910,639 $858M $219.39 $178M +334,265 +9.3%
4 AAPL 1.38% 3,527,854 $724M $205.17 $36M +430,744 +13.9%
5 GOOGL 1.28% 3,824,413 $674M $176.23 $284M +1,301,317 +51.6%
6 ABBV 1.21% 3,418,332 $635M $185.62 -$53M +134,942 +4.1%
7 PLTR 1.20% 4,614,522 $629M $136.32 $399M +1,883,721 +69.0%
8 AMGN 1.15% 2,171,824 $606M $279.21 -$28M +134,655 +6.6%
9 VZ 1.13% 13,776,271 $596M $43.27 -$37M -185,332 -1.3%
10 AVGO 1.07% 2,035,381 $561M $275.65 $354M +800,475 +64.8%
11 PNC 0.98% 2,776,517 $518M $186.42 $178M +845,148 +43.8%
12 XOM 0.93% 4,539,739 $489M $107.80 $84M +1,133,620 +33.3%
13 PFE 0.88% 19,118,939 $463M $24.24 $18M +1,526,230 +8.7%
14 PM 0.88% 2,529,521 $461M $182.13 -$199M -1,629,078 -39.2%
15 USB 0.85% 9,931,308 $449M $45.25 $49M +445,694 +4.7%
16 CVX 0.83% 3,037,714 $435M $143.19 -$90M -100,223 -3.2%
17 JNJ 0.80% 2,766,239 $423M $152.75 -$60M -145,054 -5.0%
18 COST 0.79% 420,334 $416M $989.94 $7M -12,200 -2.8%
19 TFC 0.79% 9,632,481 $414M $42.99 $23M +120,842 +1.3%
20 DUK 0.78% 3,477,679 $410M $118.00 -$14M +1,075 +0.0%
21 AMP 0.76% 747,083 $399M $533.73 $103M +136,761 +22.4%
22 AEP 0.76% 3,830,930 $397M $103.76 -$6M +138,440 +3.8%
23 META 0.71% 509,309 $376M $738.09 $49M -57,292 -10.1%
24 ZS 0.70% 1,171,983 $368M $313.94 $312M +888,888 +314.0%
25 SPOT 0.69% 475,716 $365M $767.34 $60M -78,408 -14.2%
26 GEV 0.67% 665,828 $352M $529.15 $179M +97,926 +17.2%
27 PLD 0.65% 3,267,250 $343M $105.12 -$17M +40,519 +1.3%
28 RBLX 0.65% 3,245,338 $341M $105.20 $248M +1,646,871 +103.0%
29 HBAN 0.65% 20,336,013 $341M $16.76 $39M +232,528 +1.2%
30 TER 0.65% 3,785,067 $340M $89.92 $166M +1,679,215 +79.7%
31 GILD 0.63% 2,980,646 $330M $110.87 -$215M -1,885,664 -38.8%
32 DXCM 0.60% 3,633,139 $317M $87.29 $181M +1,638,407 +82.1%
33 PEP 0.59% 2,367,288 $313M $132.04 $14M +376,024 +18.9%
34 VLTO 0.57% 2,967,867 $300M $100.95 $775K -98,643 -3.2%
35 TT 0.54% 653,965 $286M $437.41 $69M +9,706 +1.5%
36 CE 0.53% 5,081,458 $281M $55.33 $179M +3,280,109 +182.1%
37 MS 0.53% 1,970,570 $278M $140.86 $20M -234,173 -10.6%
38 FE 0.53% 6,888,967 $277M $40.26 $184M +4,578,375 +198.2%
39 AXON 0.52% 333,364 $276M $827.94 $106M +10,157 +3.1%
40 PPL 0.52% 8,074,354 $274M $33.89 -$15M +76,155 +0.9%
41 EVRG 0.48% 3,685,142 $254M $68.93 $20M +293,564 +8.7%
42 NTNX 0.47% 3,215,800 $246M $76.44 $77M +791,822 +32.7%
43 PWR 0.47% 648,915 $245M $378.08 $108M +108,587 +20.1%
44 FTNT 0.46% 2,309,054 $244M $105.72 $31M +97,941 +4.4%
45 QCOM 0.45% 1,497,611 $239M $159.26 -$103M -724,262 -32.6%
46 NGG 0.45% 3,200,004 $238M $74.41 $33M +66,456 +2.1%
47 V 0.45% 663,356 $236M $355.05 $10M +20,830 +3.2%
48 DASH 0.45% 953,502 $235M $246.51 $52M -50,415 -5.0%
49 BAC 0.44% 4,932,445 $233M $47.32 $35M +183,215 +3.9%
50 PANW 0.44% 1,128,314 $231M $204.64 $56M +103,134 +10.1%
51 NFLX 0.43% 169,759 $227M $1,339.13 $65M -4,826 -2.8%
52 PODD 0.43% 723,363 $227M $314.18 $61M +90,494 +14.3%
53 ENB 0.43% 4,937,949 $224M $45.32 $9M +85,688 +1.8%
54 T 0.42% 7,605,264 $220M $28.94 -$38M -1,521,733 -16.7%
55 TTE 0.42% 3,582,127 $220M $61.39 -$10M +30,102 +0.8%
56 TRV 0.41% 806,535 $216M $267.54 $19M +63,445 +8.5%
57 SO 0.41% 2,343,596 $215M $91.83 -$65M -702,697 -23.1%
58 WEC 0.40% 2,030,461 $212M $104.20 -$6M +30,987 +1.6%
59 ABC 0.39% 688,656 $206M $299.85 $52M +133,907 +24.1%
60 KMB 0.39% 1,583,193 $204M $128.92 $154M +1,231,501 +350.2%
61 LNG 0.38% 819,048 $199M $243.52 $23M +57,225 +7.5%
62 GE 0.38% 772,208 $199M $257.39 $54M +46,754 +6.4%
63 KO 0.37% 2,787,569 $197M $70.75 -$128M -1,757,475 -38.7%
64 FIVE 0.37% 1,496,952 $196M $131.18 $85M +10,971 +0.7%
65 BSX 0.37% 1,813,505 $195M $107.41 $14M +18,665 +1.0%
66 KVUE 0.37% 9,220,268 $193M $20.93 -$17M +467,505 +5.3%
67 CRM 0.36% 694,543 $189M $272.69 $83M +297,003 +74.7%
68 SNY 0.36% 3,887,629 $188M $48.31 -$31M -59,954 -1.5%
69 TOST 0.34% 4,024,942 $178M $44.29 $95M +1,504,507 +59.7%
70 XEL 0.34% 2,599,729 $177M $68.10 -$5M +31,389 +1.2%
71 KIM 0.33% 8,369,774 $176M $21.02 $22M +1,124,125 +15.5%
72 DECK 0.33% 1,705,634 $176M $103.07 $46M +541,657 +46.5%
73 ALGN 0.33% 926,733 $175M $189.33 $63M +219,219 +31.0%
74 APP 0.33% 499,002 $175M $350.08 $66M +88,977 +21.7%
75 LLY 0.33% 221,781 $173M $779.53 -$74M -76,672 -25.7%
76 EME 0.33% 322,437 $172M $534.89 $96M +116,289 +56.4%
77 ISRG 0.32% 313,035 $170M $543.41 $10M -9,678 -3.0%
78 VST 0.32% 871,520 $169M $193.81 $123M +481,522 +123.5%
79 SHOP 0.32% 1,443,505 $167M $115.35 $27M -4,262 -0.3%
80 BTI 0.31% 3,476,001 $165M $47.33 $158M +3,315,589 +2066.9%
81 GDDY 0.31% 909,518 $164M $180.06 -$16M -88,140 -8.8%
82 HEI 0.31% 495,935 $163M $328.00 $29M -4,564 -0.9%
83 JPM 0.31% 557,654 $162M $289.91 $6M -76,350 -12.0%
84 FIX 0.30% 297,944 $160M $536.21 $63M -1,989 -0.7%
85 WING 0.30% 469,762 $158M $336.74 $42M -47,025 -9.1%
86 TJX 0.30% 1,257,482 $155M $123.49 $9M +53,647 +4.5%
87 O 0.29% 2,669,031 $154M $57.61 $17M +309,902 +13.1%
88 JD 0.28% 4,551,070 $149M $32.64 -$31M +177,000 +4.0%
89 CAH 0.28% 878,986 $148M $168.00 $39M +88,345 +11.2%
90 ALSN 0.28% 1,544,799 $147M $94.99 $38M +406,540 +35.7%
91 CART 0.27% 3,179,537 $144M $45.24 $31M +347,153 +12.3%
92 LOAR 0.27% 1,649,069 $142M $86.17 $62M +512,416 +45.1%
93 TYL 0.27% 237,134 $141M $592.84 $12M +15,452 +7.0%
94 TSM 0.27% 620,522 $141M $226.49 $41M +19,696 +3.3%
95 PGR 0.27% 524,532 $140M $266.86 $67M +266,919 +103.6%
96 LYB 0.27% 2,414,745 $140M $57.86 -$194M -2,329,494 -49.1%
97 DUOL 0.27% 340,444 $140M $410.02 $62M +89,061 +35.4%
98 TRP 0.27% 2,860,729 $140M $48.79 $6M +28,572 +1.0%
99 GSK 0.27% 3,632,471 $139M $38.40 $134M +3,494,657 +2535.8%
100 HUBS 0.26% 249,794 $139M $556.63 $27M +53,130 +27.0%

New Positions

SymbolValue% Port
GPC $107M 0.20%
TDW $28M 0.05%
CHYM $27M 0.05%
CTRI $17M 0.03%
VOYG $15M 0.03%
BBIO $12M 0.02%
ETOR $11M 0.02%
DRS $11M 0.02%
ASPN $10M 0.02%
OMDA $9M 0.02%
IRTC $7M 0.01%
AII $7M 0.01%
RKLB $7M 0.01%
CRCL $6M 0.01%
STAA $6M 0.01%

Sold Out Positions

SymbolValue% Port
ACHR —%
AXR —%
CTRE —%
CNR —%
YPF —%
BOOT —%
HASI —%
TRNO —%
WHD —%
PRMB —%
GHM —%
AMPY —%
MDU —%
MRP —%
WLY —%
View SEC EDGAR Filings for FEDERATED HERMES, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms