Kayne Anderson Rudnick Investment Management LLC Incresed Positions in Q2 2025

Kayne Anderson Rudnick Investment Management LLC

  • $39.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFII
Tfi International Inc.

Industrials
4.21K
+ 957.5%
$73.75 - $91.79 $311K - $387K
4.65K $417K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.66K
+ 4.27%
$81.84 - $93.53 $136K - $155K
40.4K $3.75M
MCD
Mcdonalds Corp

Consumer Cyclical
3.32K
+ 11.03%
$285.55 - $321.23 $948K - $1.07M
33.4K $9.77M
AXP
American Express CO

Financial Services
493
+ 13.47%
$231.39 - $318.98 $114K - $157K
4.15K $1.32M
WFC
Wells Fargo & Company

Financial Services
2.96K
+ 24.2%
$60.98 - $80.12 $181K - $237K
15.2K $1.22M
CARR
Carrier Global Corp

Industrials
4.31K
+ 194.68%
$55.55 - $75.83 $240K - $327K
6.53K $477K
BGNE
Bei Gene, Ltd.

Healthcare
1.48K
+ 954.84%
N/A
1.64K $370K
LMT
Lockheed Martin Corp

Industrials
711
+ 423.21%
$430.82 - $486.45 $306K - $346K
879 $407K
RTX
Raytheon Technologies Corp

Industrials
2.08K
+ 109.69%
$113.75 - $148.48 $237K - $309K
3.98K $581K
NTES
Net Ease, Inc.

Communication Services
2.39K
+ 962.1%
$91.37 - $134.58 $218K - $321K
2.63K $354K
VTI
Vanguard Total Stock Market Et

ETFs
375
+ 5.58%
$243.75 - $303.93 $91.4K - $114K
7.1K $2.16M
DHI
Horton D R Inc

Consumer Cyclical
1.97K
+ 6.77%
$115.1 - $129.63 $227K - $256K
31.1K $4.01M
MET
Metlife Inc

Financial Services
3.57K
+ 8.62%
$68.42 - $82.49 $244K - $294K
44.9K $3.61M
BZ
Kanzhun LTD

Industrials
103K
+ 8.86%
$13.62 - $19.06 $1.4M - $1.95M
1.26M $22.5M
ENB
Enbridge Inc

Energy
6.33K
+ 3681.98%
$41.09 - $47.16 $260K - $299K
6.51K $294K
UL
Unilever PLC

Consumer Defensive
2.88K
+ 4.37%
$57.9 - $65.43 $166K - $188K
68.7K $4.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.03%
$416.06 - $551.64 $416 - $552
3.37K $1.86M
FRT
Federal Realty Investment Trust

Real Estate
3.35K
+ 20.22%
$83.56 - $99.08 $280K - $332K
19.9K $1.89M
MMM
3 M CO

Industrials
1.67K
+ 69.58%
$126.09 - $154.15 $211K - $257K
4.07K $619K
MUB
Ishares National Muni Bond ETF

ETFs
3.23K
+ 4.3%
$102.31 - $105.8 $331K - $342K
78.5K $8.2M
WMB
Williams Companies, Inc.

Energy
4.13K
+ 2218.28%
$54.33 - $62.87 $224K - $259K
4.31K $270K
NXPI
Nxp Semiconductors N.V.

Technology
671
+ 17.74%
$153.5 - $218.72 $103K - $147K
4.45K $973K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 0.66%
$456.74 - $568.03 $12.3K - $15.3K
4.12K $2.34M
MU
Micron Technology Inc

Technology
394
+ 8.18%
$64.72 - $127.91 $25.5K - $50.4K
5.21K $642K
ADBE
Adobe Inc.

Technology
455
+ 3.17%
$340.0 - $420.68 $155K - $191K
14.8K $5.73M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
8.65K
+ 25.69%
$13.24 - $18.0 $115K - $156K
42.3K $716K
WDC
Western Digital Corp

Technology
611
+ 8.35%
$30.54 - $63.99 $18.7K - $39.1K
7.93K $507K
BHP
Bhp Group LTD

Basic Materials
4.18K
+ 935.35%
$40.22 - $50.88 $168K - $213K
4.63K $222K
EWM
Ishs Msci Malaysia ETF

ETFs
5.64K
+ 11.35%
$21.2 - $25.08 $120K - $141K
55.3K $1.35M
EPD
Enterprise Products Partners L.P.

Energy
6K
+ 666.67%
$28.95 - $34.22 $174K - $205K
6.9K $213K
WIX
Wix.Com Ltd.

Technology
1.15K
+ 12766.67%
$146.5 - $189.61 $168K - $218K
1.16K $183K
MO
Altria Group, Inc.

Consumer Defensive
3.07K
+ 3526.44%
$55.56 - $60.91 $170K - $187K
3.16K $184K
HWM
Howmet Aerospace Inc.

Industrials
439
+ 25.99%
$112.33 - $186.13 $49.3K - $81.7K
2.13K $396K
DE
Deere & CO

Industrials
292
+ 43.58%
$412.99 - $531.48 $121K - $155K
962 $489K
PEG
Public Service Enterprise Group Inc

Utilities
1.5K
+ 6.74%
$77.13 - $84.18 $116K - $127K
23.8K $2M
VLO
Valero Energy Corp

Energy
1.02K
+ 7.67%
$104.69 - $141.77 $107K - $144K
14.3K $1.92M
EEM
Ishares Msci Emerging Markets

ETFs
1.73K
+ 9.62%
$38.52 - $48.28 $66.5K - $83.4K
19.7K $949K
MS
Morgan Stanley

Financial Services
450
+ 11.11%
$99.83 - $140.86 $44.9K - $63.4K
4.5K $633K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
872
+ 6.77%
$73.0 - $85.5 $63.7K - $74.6K
13.8K $1.16M
NEE
Nextera Energy Inc

Utilities
2.2K
+ 87.05%
$64.11 - $75.0 $141K - $165K
4.73K $328K
STX
Seagate Technology Holdings PLC

Technology
879
+ 263.17%
$66.54 - $144.33 $58.5K - $127K
1.21K $175K
SAFT
Safety Insurance Group Inc

Financial Services
1.5K
+ 3.71%
$73.02 - $83.49 $110K - $126K
42K $3.34M
PINS
Pinterest, Inc.

Communication Services
2.86K
+ 40.66%
$24.21 - $35.95 $69.2K - $103K
9.89K $354K
MRVL
Marvell Technology, Inc.

Technology
691
+ 13.61%
$49.38 - $79.97 $34.1K - $55.3K
5.77K $446K
NTAP
Net App, Inc.

Technology
491
+ 12.05%
$76.1 - $106.55 $37.4K - $52.3K
4.57K $486K
LYFT
Lyft, Inc.

Technology
2.21K
+ 9.32%
$9.97 - $17.21 $22.1K - $38.1K
26K $409K
AEIS
Advanced Energy Industries Inc

Industrials
253
+ 11.1%
$79.03 - $133.84 $20K - $33.9K
2.53K $335K
GILD
Gilead Sciences, Inc.

Healthcare
1.41K
+ 3.71%
$96.91 - $113.0 $137K - $160K
39.4K $4.37M
BKR
Baker Hughes CO

Energy
4.31K
+ 44.76%
$35.0 - $44.92 $151K - $193K
13.9K $533K
Activity Summary
Buys All Purchases 590 New Holdings 163 Increased Positions 427 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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