10 Stocks I am Retiring On
A retirement portfolio needs businesses that can keep rewarding shareholders long after the current market narrative fades.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 18,932,587 | $8,636,857,621 | +1% | 2.48% |
| 2. | Locust Wood Capital Advisers Stephen J. Errico | 758,942 | $346,221,970 | +8% | 7.82% |
| 3. | Blue Grotto Capital Ben Gordon | 196,850 | $89,801,001 | +7% | 6.17% |
| 4. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 193,644 | $88,338,456 | +6% | 10.03% |
| 5. | Zevenbergen Capital Investments Nancy Zevenbergen | 125,498 | $57,250,933 | +16% | 1.31% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| 357.0000 (reported; USD unavailable) | 840 | USD value unavailable | 8,405 | 2026-11-05 | Filing | |
| $71.49 | 1,000 | $71,490.00 | 8,000 | 2026-11-01 | Filing | |
| $79.39 | 40 | $3,175.60 | 1,341 | 2026-10-07 | Filing | |
| $79.39 | 52 | $4,128.28 | 53 | 2026-10-07 | Filing | |
| $79.39 | 59 | $4,684.01 | 7,406 | 2026-10-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.22 | 50 | $3,761.00 | 363 | 2026-07-14 | Filing | |
| $69.83 | 200,000 | $13,966,000.00 | 2,495,165 | 2026-05-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,455,974 | $11,156,570,779 | 10.81% | |
| 2. | 6,922,082 | $3,157,784,533 | 0.52% | |
| 3. | 4,631,892 | $2,113,571,618 | 13.76% | |
| 4. | 4,586,962 | $2,092,114,776 | 6.79% | |
| 5. | 4,327,400 | $1,974,116,606 | 0.41% |