Toroso Investments, LLC Purchases in Q2 2025

Toroso Investments, LLC

  • $13.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
640
+ 7.09%
$595.37 - $815.24 $381K - $522K
9.66K $7.74M
TOST
Toast, Inc.

Technology
33.3K
+ 137.35%
$30.03 - $45.23 $1M - $1.51M
57.6K $2.55M
ORA
Ormat Technologies, Inc.

Utilities
15.5K
+ 46.32%
$66.4 - $86.59 $1.03M - $1.35M
49.1K $4.11M
XLC
Select Sector Spdr Tr Communic

ETFs
14.9K
+ 156.7%
$86.13 - $108.53 $1.29M - $1.62M
24.4K $2.65M
HPQ
Hp Inc

Technology
93.9K
+ 51.63%
$21.88 - $29.32 $2.05M - $2.75M
276K $6.75M
WFC
Wells Fargo & Company

Financial Services
10.5K
+ 10.33%
$60.98 - $80.12 $641K - $843K
112K $9M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
37.8K
+ 499.23%
$34.1 - $47.63 $1.29M - $1.8M
45.3K $2.03M
CRS
Carpenter Technology Corp

Industrials
3.04K
+ 34.81%
$151.3 - $276.38 $461K - $841K
11.8K $3.26M
CMS
Cms Energy Corp

Utilities
33.1K
+ 30.2%
$68.57 - $75.51 $2.27M - $2.5M
143K $9.9M
HUBB
Hubbell Inc

Industrials
3.08K
+ 60.67%
$315.94 - $408.41 $974K - $1.26M
8.17K $3.34M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
21.5K
New
$57.46 - $75.58 $1.23M - $1.62M
21.5K $1.62M
NOC
Northrop Grumman Corp

Industrials
3.31K
+ 69.99%
$456.3 - $540.39 $1.51M - $1.79M
8.04K $4.02M
HD
Home Depot, Inc.

Consumer Cyclical
4.29K
+ 6.71%
$335.24 - $380.78 $1.44M - $1.63M
68.2K $25M
ICVT
Ishares Tr Convertible Bond Et

ETFs
16.6K
+ 175.65%
$78.98 - $90.1 $1.31M - $1.5M
26.1K $2.35M
FCX
Freeport Mcmoran Inc

Basic Materials
5.77K
+ 2.43%
$29.15 - $44.46 $168K - $256K
243K $10.6M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
30.5K
New
$40.79 - $50.93 $1.24M - $1.55M
30.5K $1.55M
TTD
Trade Desk, Inc.

Technology
18.8K
+ 187.32%
$45.27 - $79.4 $851K - $1.49M
28.8K $2.07M
BBY
Best Buy CO Inc

Consumer Cyclical
25.2K
+ 98.4%
$56.17 - $75.73 $1.41M - $1.91M
50.7K $3.41M
GLD
Spdr Gold Trust

ETFs
4.64K
+ 74.65%
$273.71 - $316.29 $1.27M - $1.47M
10.9K $3.31M
GDDY
Go Daddy Inc.

Technology
8.43K
+ 71.97%
$162.11 - $192.36 $1.37M - $1.62M
20.1K $3.62M
PAYC
Paycom Software, Inc.

Technology
6.16K
+ 91.1%
$193.07 - $265.71 $1.19M - $1.64M
12.9K $2.99M
DUOL
Duolingo, Inc.

Technology
3.69K
New
$292.88 - $540.68 $1.08M - $1.99M
3.69K $1.51M
CIEN
Ciena Corp

Technology
9.58K
+ 28.15%
$53.5 - $83.89 $512K - $803K
43.6K $3.54M
EQR
Equity Residential

Real Estate
29.7K
+ 23.26%
$61.82 - $71.72 $1.84M - $2.13M
158K $10.6M
MTB
M&T Bank Corp

Financial Services
6.6K
+ 49.71%
$156.58 - $193.99 $1.03M - $1.28M
19.9K $3.85M
FTNT
Fortinet, Inc.

Technology
9.07K
+ 17.25%
$84.71 - $108.69 $769K - $986K
61.7K $6.52M
PNR
Pentair PLC

Industrials
11.6K
+ 66.6%
$76.17 - $103.58 $883K - $1.2M
29K $2.98M
ANSS
Ansys Inc

Technology
2.94K
+ 24.92%
$284.19 - $351.22 $836K - $1.03M
14.7K $5.18M
VFF
Village Farms International, Inc.

Consumer Defensive
87.7K
+ 3.26%
$0.48 - $1.26 $42.1K - $111K
2.78M $3.06M
AMP
Ameriprise Financial Inc

Financial Services
2.36K
+ 65.1%
$422.19 - $533.73 $996K - $1.26M
5.98K $3.19M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
91.6K
New
$13.71 - $15.46 $1.26M - $1.42M
91.6K $1.42M
ADSK
Autodesk, Inc.

Technology
5.72K
+ 24.8%
N/A
28.8K $7.08M
INTC
Intel Corp

Technology
67.2K
+ 19.44%
$18.13 - $22.69 $1.22M - $1.52M
413K $9.24M
BKE
Buckle Inc

Consumer Cyclical
30.7K
New
$33.77 - $45.57 $1.04M - $1.4M
30.7K $1.39M
AIZ
Assurant, Inc.

Financial Services
7.22K
+ 196.73%
$179.73 - $211.56 $1.3M - $1.53M
10.9K $2.15M
BLOK
Amplify ETF Tr Trnsformational

ETFs
24K
New
$32.56 - $57.11 $783K - $1.37M
24K $1.37M
VTV
Vanguard Value ETF

ETFs
7.47K
+ 67.11%
$153.67 - $176.74 $1.15M - $1.32M
18.6K $3.29M
FDX
Fedex Corp

Industrials
7.51K
+ 32.82%
$198.07 - $245.17 $1.49M - $1.84M
30.4K $6.91M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.85K
New
$141.87 - $164.49 $1.11M - $1.29M
7.85K $1.29M
FENY
Fidelity Covington Tr Msci Ene

ETFs
54.7K
New
$20.83 - $25.75 $1.14M - $1.41M
54.7K $1.28M
SNPS
Synopsys Inc

Technology
710
+ 6.51%
$380.9 - $517.66 $270K - $368K
11.6K $5.96M
ON
On Semiconductor Corp

Technology
13.2K
+ 26.83%
$31.95 - $54.21 $422K - $717K
62.5K $3.27M
BX
Blackstone Inc.

Financial Services
7.21K
+ 39.45%
$120.07 - $151.11 $865K - $1.09M
25.5K $3.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
905
+ 6.61%
$456.74 - $568.03 $413K - $514K
14.6K $8.29M
SYK
Stryker Corp

Healthcare
1.94K
+ 9.62%
$337.37 - $395.63 $655K - $768K
22.1K $8.75M
CTAS
Cintas Corp

Industrials
3.06K
+ 9.76%
$190.11 - $227.66 $582K - $698K
34.5K $7.68M
LLY
Eli Lilly & CO

Healthcare
6.44K
+ 7.87%
$713.71 - $898.95 $4.59M - $5.79M
88.2K $68.8M
HQY
Healthequity, Inc.

Healthcare
11.7K
New
$76.77 - $113.06 $898K - $1.32M
11.7K $1.23M
BMY
Bristol Myers Squibb CO

Healthcare
52.3K
+ 64.28%
$44.12 - $59.6 $2.31M - $3.11M
134K $6.18M
Activity Summary
Buys All Purchases 1147 New Holdings 237 Increased Positions 910 Sells All Sells 618 Reductions 618 Sold out 0 Options Calls 83 Puts 33
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