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Asset Manager ← All Institutions

FEDERATED HERMES, INC.

Q4 2025 · Filed 2026-02-12
Market Value
$58.4B
+5.6%
Holdings
2,174
-9
New Purchases
132
Added To
853
Closed
185
Reduced
908
Top 10 Concentration
16.9%
Turnover
14.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.43% 1.88% +0.55% $1.4B
FI 0.50% 0.00% +0.50% $294M
PAYX 0.46% 0.01% +0.45% $270M
DECK 0.56% 0.12% +0.44% $327M
TOTB.DE 0.43% 0.00% +0.43% $251M
LLY 0.59% 0.17% +0.42% $344M
MRK 0.45% 0.05% +0.39% $262M
TXN 0.39% 0.02% +0.38% $229M
BK 0.68% 0.33% +0.35% $397M
AAPL 1.90% 1.62% +0.27% $1.1B
TTD 0.31% 0.04% +0.27% $179M
CME 0.26% 0.01% +0.26% $154M
MDB 0.40% 0.17% +0.23% $236M
PM 1.06% 0.83% +0.23% $618M
TSLA 0.46% 0.27% +0.19% $268M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RBLX 0.35% 0.81% -0.45% $207M
TTE 0.00% 0.41% -0.41% $0
VZ 0.78% 1.15% -0.37% $455M
NTNX 0.12% 0.48% -0.36% $70M
DASH 0.09% 0.39% -0.30% $51M
JNJ 0.86% 1.15% -0.30% $501M
DXCM 0.13% 0.42% -0.29% $76M
HBAN 0.39% 0.66% -0.27% $228M
ZS 0.46% 0.69% -0.23% $271M
AEP 0.56% 0.78% -0.22% $325M
MRUS 0.00% 0.21% -0.21% $0
ABBV 1.49% 1.68% -0.20% $868M
KMB 0.35% 0.54% -0.19% $206M
SFM 0.00% 0.18% -0.18% $706K
RZLT 0.07% 0.24% -0.17% $39M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $17.0B 29.2%
Large Cap 747 $32.5B 55.7%
Mid Cap 715 $6.9B 11.8%
Small Cap 495 $1.8B 3.0%
Micro Cap 148 $197M 0.3%

Portfolio Analytics

Avg Market Cap
$43.0B
Median Market Cap
$5.5B
Avg P/E
33.2
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,110
# ETFs / Funds
64

Top Holdings (2,174 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.55% 7,997,647 $1.5B $186.50 $50M +271,214 +3.5%
2 MSFT 2.52% 3,038,870 $1.5B $483.62 $67M +331,686 +12.2%
3 GOOGL 2.43% 4,535,181 $1.4B $313.00 $380M +258,024 +6.0%
4 AAPL 1.90% 4,073,978 $1.1B $271.86 $210M +548,271 +15.6%
5 AMZN 1.57% 3,968,766 $916M $230.82 $35M -43,729 -1.1%
6 ABBV 1.49% 3,798,212 $868M $228.49 -$64M -227,773 -5.7%
7 AVGO 1.29% 2,176,044 $753M $346.10 $52M +52,260 +2.5%
8 PM 1.06% 3,851,091 $618M $160.40 $158M +1,014,263 +35.8%
9 PNC 1.05% 2,942,631 $614M $208.73 $38M +74,036 +2.6%
10 USB 1.05% 11,483,013 $613M $53.36 $74M +329,921 +3.0%
11 AMGN 1.01% 1,799,440 $589M $327.31 -$133K -288,114 -13.8%
12 XOM 0.98% 4,777,555 $575M $120.34 $43M +63,644 +1.4%
13 PLD 0.96% 4,386,436 $560M $127.66 $73M +130,200 +3.1%
14 TFC 0.89% 10,563,583 $520M $49.21 $42M +117,925 +1.1%
15 PFE 0.86% 20,247,881 $504M $24.90 $30M +1,641,421 +8.8%
16 JNJ 0.86% 2,422,209 $501M $206.95 -$138M -1,023,902 -29.7%
17 META 0.86% 758,248 $501M $660.09 $38M +128,778 +20.5%
18 AMP 0.82% 973,097 $477M $490.34 $3M +6,934 +0.7%
19 CVX 0.80% 3,078,833 $469M $152.41 -$32M -145,776 -4.5%
20 VZ 0.78% 11,180,321 $455M $40.73 -$178M -3,236,686 -22.4%
21 DUK 0.73% 3,633,204 $426M $117.21 -$5M +148,114 +4.2%
22 GEV 0.72% 645,002 $422M $653.57 -$54M -128,075 -16.6%
23 BK 0.68% 3,420,804 $397M $116.09 $213M +1,726,556 +101.9%
24 FE 0.66% 8,586,883 $384M $44.77 -$11M -40,863 -0.5%
25 PEP 0.65% 2,663,179 $382M $143.52 $16M +55,298 +2.1%
26 LLY 0.59% 320,071 $344M $1,074.68 $249M +195,781 +157.5%
27 COST 0.58% 390,657 $337M $862.34 -$8M +17,673 +4.7%
28 DECK 0.56% 3,149,719 $327M $103.67 $259M +2,485,338 +374.1%
29 AEP 0.56% 2,819,510 $325M $115.31 -$105M -1,007,348 -26.3%
30 GILD 0.55% 2,629,536 $323M $122.74 $28M -26,296 -1.0%
31 VLTO 0.55% 3,231,921 $322M $99.78 $7M +269,832 +9.1%
32 HWM 0.55% 1,561,474 $320M $205.02 $110M +488,169 +45.5%
33 ADBE 0.53% 892,062 $312M $349.99 -$5M -6,346 -0.7%
34 GE 0.52% 989,331 $305M $308.03 $74M +222,224 +29.0%
35 TER 0.51% 1,551,671 $300M $193.56 $73M -97,420 -5.9%
36 FIX 0.51% 317,466 $296M $933.29 $29M -6,813 -2.1%
37 FI 0.50% 4,381,002 $294M $67.17 $293M +4,372,450 +51127.8%
38 V 0.50% 830,929 $291M $350.71 $10M +7,667 +0.9%
39 FIVE 0.49% 1,508,393 $284M $188.36 $58M +45,761 +3.1%
40 TRV 0.48% 976,307 $283M $290.06 $74M +226,412 +30.2%
41 PWR 0.48% 666,166 $281M $422.06 $1M -9,492 -1.4%
42 PPL 0.48% 7,995,675 $280M $35.02 -$18M -15,449 -0.2%
43 PLTR 0.48% 1,568,455 $279M $177.75 $40M +261,344 +20.0%
44 EVRG 0.47% 3,760,548 $273M $72.49 -$9M +57,814 +1.6%
45 ZS 0.46% 1,204,917 $271M $224.92 -$113M -76,754 -6.0%
46 XEL 0.46% 3,659,777 $270M $73.86 -$34M -108,607 -2.9%
47 PAYX 0.46% 2,409,229 $270M $112.18 $263M +2,352,423 +4141.1%
48 TSLA 0.46% 595,047 $268M $449.72 $120M +263,710 +79.6%
49 CRM 0.45% 993,801 $263M $264.91 -$42M -293,329 -22.8%
50 MRK 0.45% 2,492,038 $262M $105.26 $232M +2,131,343 +590.9%
51 TOTB.DE 0.43% 3,836,826 $251M $65.42 +3,836,826 NEW
52 ALNY 0.43% 628,063 $250M $397.65 -$1M +77,959 +14.2%
53 NGG 0.42% 3,169,406 $245M $77.35 $16M +9,928 +0.3%
54 UBER 0.42% 2,988,536 $244M $81.71 $97M +1,483,942 +98.6%
55 BAC 0.40% 4,294,619 $236M $55.00 $3M -230,868 -5.1%
56 MDB 0.40% 561,714 $236M $419.69 $140M +254,101 +82.6%
57 QCOM 0.40% 1,373,441 $235M $171.05 $19M +74,034 +5.7%
58 NTRA 0.40% 1,019,195 $233M $229.09 $105M +222,161 +27.9%
59 WEC 0.40% 2,207,597 $233M $105.46 -$219K +173,977 +8.6%
60 ENB 0.40% 4,856,372 $232M $47.83 -$14M -31,039 -0.6%
61 VEEV 0.39% 1,030,312 $230M $223.23 $26M +345,051 +50.4%
62 KIM 0.39% 11,300,478 $229M $20.27 -$4M +650,614 +6.1%
63 ABC 0.39% 677,710 $229M $337.75 -$14M -100,235 -12.9%
64 TXN 0.39% 1,317,815 $229M $173.49 $220M +1,270,979 +2713.7%
65 HBAN 0.39% 13,128,116 $228M $17.35 -$140M -8,164,830 -38.4%
66 PODD 0.37% 767,834 $218M $284.24 $2M +67,210 +9.6%
67 SHOP 0.37% 1,334,162 $215M $160.97 $3M -90,934 -6.4%
68 BTI 0.37% 3,777,292 $214M $56.62 $13M -1,845 -0.1%
69 VRT 0.36% 1,296,865 $210M $162.01 $44M +198,715 +18.1%
70 TT 0.36% 533,766 $208M $389.20 -$19M -3,536 -0.7%
71 GH 0.36% 2,031,562 $208M $102.14 $97M +255,193 +14.4%
72 RBLX 0.35% 2,558,670 $207M $81.03 -$240M -672,109 -20.8%
73 KMB 0.35% 2,042,970 $206M $100.89 -$93M -363,879 -15.1%
74 RCL 0.34% 712,388 $199M $278.92 -$15M +51,363 +7.8%
75 TJX 0.34% 1,277,126 $196M $153.61 $33M +151,543 +13.5%
76 EXPE 0.33% 674,820 $191M $283.31 $57M +46,596 +7.4%
77 MA 0.33% 334,101 $191M $570.88 $37M +64,161 +23.8%
78 TSM 0.33% 627,527 $191M $303.89 $18M +8,910 +1.4%
79 REGN 0.33% 246,619 $190M $771.87 $58M +10,419 +4.4%
80 KO 0.33% 2,716,410 $190M $69.91 $11M +20,959 +0.8%
81 PANW 0.32% 1,030,515 $190M $184.20 $76M +469,954 +83.8%
82 RBRK 0.32% 2,449,646 $187M $76.48 -$13M +11,878 +0.5%
83 HEI 0.32% 577,782 $187M $323.59 $10M +28,745 +5.2%
84 RDDT 0.31% 795,141 $183M $229.87 $18M +76,648 +10.7%
85 CRWD 0.31% 383,608 $180M $468.76 $36M +89,474 +30.4%
86 TTD 0.31% 4,710,847 $179M $37.96 $159M +4,298,009 +1041.1%
87 SNY 0.30% 3,642,307 $177M $48.46 $33M +607,053 +20.0%
88 RYTM 0.30% 1,623,841 $174M $107.04 -$683K -104,044 -6.0%
89 AXON 0.29% 294,513 $167M $567.93 -$72M -39,203 -11.8%
90 NFLX 0.28% 1,714,059 $161M $93.76 -$50M +1,537,953 +873.3%
91 BSX 0.27% 1,676,886 $160M $95.35 -$663K +32,367 +2.0%
92 STT 0.27% 1,236,389 $160M $129.01 $29M +108,781 +9.7%
93 LNG 0.27% 813,746 $158M $194.39 -$30M +13,297 +1.7%
94 CE 0.27% 3,714,542 $157M $42.28 -$36M -881,587 -19.2%
95 ANET 0.27% 1,198,583 $157M $131.03 -$21M -21,199 -1.7%
96 CAH 0.27% 763,574 $157M $205.50 $6M -197,262 -20.5%
97 SO 0.27% 1,786,440 $156M $87.20 -$30M -171,658 -8.8%
98 TRP 0.27% 2,826,748 $155M $55.01 $1M -5,261 -0.2%
99 VST 0.27% 961,307 $155M $161.33 -$32M +4,267 +0.5%
100 CME 0.26% 564,076 $154M $273.08 $151M +551,178 +4273.4%

New Positions

SymbolValue% Port
TOTB.DE $251M 0.43%
BETA $30M 0.05%
FDV $26M 0.04%
MKC $15M 0.03%
ODFL $10M 0.02%
PL $10M 0.02%
DYN $9M 0.02%
CDNL $9M 0.02%
LMRI $8M 0.01%
EVMN $6M 0.01%
OVID $5M 0.01%
EMB $5M 0.01%
SOMN $3M 0.01%
WK $3M —%
EOSE $3M —%

Sold Out Positions

SymbolValue% Port
EQBK —%
IBP —%
EPC —%
SGOV —%
CNR —%
GDOT —%
KLC —%
INSP —%
WTI —%
AEO —%
CON —%
AAT —%
VAC —%
EVH —%
PFSI —%
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