Jim Cramer Highlighted 25 Stocks Like Apple, UnitedHealth, and the Rotation into Defensive Sectors
In this article, we will look at the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 2,117,157 | $179,090,311 | +55% | 0.11% |
| 2. | Hood River Capital Management David Swank | 1,275,519 | $107,896,152 | -1% | 1.08% |
| 3. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 1,267,938 | $107,254,875 | 0.52% | |
| 4. | 1,159,200 | $98,056,728 | +193% | 0.02% | |
| 5. | 911,100 | $77,069,949 | +135% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.60 | 920 | $19,872.00 | 1,663,490 | 2025-08-14 | Filing | |
| $21.26 | 1,405 | $29,870.30 | 1,662,570 | 2025-08-14 | Filing | |
| $21.62 | 5,750 | $124,315.00 | 1,661,165 | 2025-08-14 | Filing | |
| $21.64 | 4,609 | $99,738.76 | 253,506 | 2025-08-14 | Filing | |
| $21.40 | 4,000 | $85,600.00 | 253,819 | 2025-08-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $171.45 | 4,000 | $685,800.00 | 447,906 | 2026-06-10 | Filing | |
| $200.07 | 4,000 | $800,280.00 | 387,750 | 2026-06-05 | Filing | |
| $205.39 | 5,000 | $1,026,950.00 | 452,430 | 2026-06-04 | Filing | |
| $204.75 | 5,000 | $1,023,750.00 | 457,430 | 2026-06-04 | Filing | |
| $201.00 | 8,247 | $1,657,647.00 | 161,053 | 2026-06-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,192,329 | $608,399,109 | 0.01% | |
| 2. | 3,061,522 | $258,974,146 | 0% | |
| 3. | 2,349,969 | $198,783,878 | 5.87% | |
| 4. | 2,279,318 | $192,807,509 | 0.02% | |
| 5. | 2,096,400 | $177,334,476 | 0.02% |