Gw&K Investment Management, LLC Incresed Positions in Q1 2025

Gw&K Investment Management, LLC

  • $10.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CBZ
Cbiz, Inc.

Industrials
78.8K
+ 9.67%
$68.46 - $88.65 $5.4M - $6.99M
894K $67.8M
CHRD
Oasis Petroleum Inc.

Energy
17.6K
+ 8.39%
$101.34 - $127.78 $1.79M - $2.25M
228K $25.7M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
7.97K
+ 2.44%
N/A
334K $19.5M
POR
Portland General Electric CO

Utilities
2.85K
+ 0.31%
$40.56 - $45.24 $116K - $129K
914K $40.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.8K
+ 5.0%
$42.5 - $46.71 $460K - $506K
227K $10.3M
Corpay Inc
269
+ 0.45%
N/A
60.5K $21.1M
LEGH
Legacy Housing Corp

Consumer Cyclical
13.7K
+ 2.04%
$22.54 - $28.49 $309K - $391K
686K $17.3M
IDXX
Idexx Laboratories Inc

Healthcare
1.05K
+ 3.05%
$406.29 - $469.04 $426K - $492K
35.5K $14.9M
WSR
Whitestone Reit

Real Estate
15.2K
+ 2.52%
$13.25 - $14.58 $202K - $222K
619K $9.02M
PEAK
Healthpeak Properties, Inc.

Real Estate
25.2K
+ 1.48%
N/A
1.73M $35M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.41K
+ 29.1%
$71.17 - $73.66 $243K - $251K
15.1K $1.11M
DCI
Donaldson CO Inc

Industrials
4.21K
+ 2.01%
$66.51 - $72.28 $280K - $304K
214K $14.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.64K
+ 25.88%
$57.21 - $65.8 $208K - $240K
17.7K $1.03M
MLM
Martin Marietta Materials Inc

Basic Materials
3.14K
+ 8.76%
$460.39 - $552.64 $1.45M - $1.74M
39K $18.7M
MUB
Ishares National Muni Bond ETF

ETFs
1.03K
+ 449.57%
$104.71 - $107.69 $108K - $111K
1.26K $133K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 1.61%
$442.66 - $534.52 $8.41K - $10.2K
1.2K $639K
VB
Vanguard Small Cap ETF

ETFs
1K
+ 13.98%
$217.89 - $252.64 $218K - $253K
8.16K $1.81M
PLTR
Palantir Technologies Inc.

Technology
915
+ 89.09%
$64.98 - $124.62 $59.5K - $114K
1.94K $164K
XOM
Exxon Mobil Corp

Energy
395
+ 11.61%
$105.44 - $118.93 $41.6K - $47K
3.8K $452K
JNJ
Johnson & Johnson

Healthcare
137
+ 4.66%
$142.06 - $167.7 $19.5K - $23K
3.08K $510K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.81K
+ 17.79%
$102.49 - $119.96 $185K - $217K
12K $1.25M
IBM
International Business Machines Corp

Technology
194
+ 17.93%
$217.4 - $264.74 $42.2K - $51.4K
1.28K $317K
VEA
Vanguard Ftse Developed Market

ETFs
1.17K
+ 22.54%
$47.4 - $52.99 $55.5K - $62.1K
6.37K $324K
CVX
Chevron Corp

Energy
318
+ 33.76%
$146.71 - $167.97 $46.7K - $53.4K
1.26K $211K
V
Visa Inc.

Financial Services
63
+ 4.96%
$306.92 - $362.71 $19.3K - $22.9K
1.33K $467K
IWR
Ishares Russell Mid Cap ETF

ETFs
853
+ 19.93%
$82.81 - $92.93 $70.6K - $79.3K
5.13K $437K
T
At&T Inc.

Communication Services
315
+ 4.49%
$21.56 - $28.28 $6.79K - $8.91K
7.33K $207K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.27K
+ 14.87%
$36.63 - $37.45 $46.4K - $47.5K
9.79K $360K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
422
+ 8.47%
$59.28 - $66.1 $25K - $27.9K
5.4K $343K
UBER
Uber Technologies, Inc

Technology
298
+ 22.19%
$63.17 - $81.49 $18.8K - $24.3K
1.64K $120K
DUK
Duke Energy Corp

Utilities
267
+ 63.72%
$105.87 - $121.97 $28.3K - $32.6K
686 $84K
NVS
Novartis Ag

Healthcare
317
+ 118.73%
$97.14 - $115.57 $30.8K - $36.6K
584 $65K
SO
Southern CO

Utilities
350
+ 70.42%
$80.96 - $92.96 $28.3K - $32.5K
847 $78K
PG
Procter & Gamble CO

Consumer Defensive
168
+ 5.99%
$158.56 - $176.26 $26.6K - $29.6K
2.97K $507K
LYV
Live Nation Entertainment, Inc.

Communication Services
283
+ 690.24%
$115.79 - $154.66 $32.8K - $43.8K
324 $42K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
177
+ 111.32%
$221.78 - $273.45 $39.3K - $48.4K
336 $76K
MO
Altria Group, Inc.

Consumer Defensive
463
+ 43.47%
$50.81 - $60.02 $23.5K - $27.8K
1.53K $92K
PODD
Insulet Corp

Healthcare
133
+ 114.66%
$237.06 - $288.29 $31.5K - $38.3K
249 $65K
VRSK
Verisk Analytics, Inc.

Industrials
112
+ 186.67%
$268.63 - $301.33 $30.1K - $33.7K
172 $51K
GDDY
Go Daddy Inc.

Technology
194
+ 307.94%
$172.13 - $214.35 $33.4K - $41.6K
257 $46K
AXON
Axon Enterprise, Inc.

Industrials
64
+ 206.45%
$496.65 - $710.01 $31.8K - $45.4K
95 $50K
HWM
Howmet Aerospace Inc.

Industrials
209
+ 111.76%
$110.79 - $139.39 $23.2K - $29.1K
396 $51K
BRO
Brown & Brown, Inc.

Financial Services
214
+ 104.39%
$100.54 - $124.4 $21.5K - $26.6K
419 $52K
K
Kellogg CO

Consumer Defensive
363
+ 89.19%
$81.06 - $82.9 $29.4K - $30.1K
770 $64K
ROL
Rollins Inc

Consumer Cyclical
548
+ 961.4%
$45.65 - $54.03 $25K - $29.6K
605 $33K
IT
Gartner Inc

Technology
78
+ 210.81%
$418.25 - $548.38 $32.6K - $42.8K
115 $48K
MCK
Mckesson Corp

Healthcare
3
+ 1.14%
$566.21 - $672.99 $1.7K - $2.02K
267 $180K
NEE
Nextera Energy Inc

Utilities
462
+ 11.32%
$66.96 - $76.16 $30.9K - $35.2K
4.54K $322K
CLX
Clorox CO

Consumer Defensive
208
+ 239.08%
$141.76 - $162.89 $29.5K - $33.9K
295 $43K
Activity Summary
Buys All Purchases 511 New Holdings 70 Increased Positions 441 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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