Wcm Investment Management, LLC Incresed Positions in Q2 2025

Wcm Investment Management, LLC

  • $39.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFGC
Performance Food Group CO

Consumer Defensive
10K
+ 5.4%
$71.62 - $89.56 $718K - $898K
196K $17.1M
RDNT
Rad Net, Inc.

Healthcare
14.3K
+ 7.08%
$47.36 - $61.14 $675K - $872K
216K $12.3M
POWI
Power Integrations Inc

Technology
14.4K
+ 5.87%
$42.13 - $59.01 $608K - $852K
261K $14.6M
APG
A Pi Group Corp

Industrials
3.08K
+ 2.84%
$32.2 - $51.23 $99.2K - $158K
112K $5.69M
TT
Trane Technologies PLC

Industrials
38
+ 0.27%
$315.21 - $437.41 $12K - $16.6K
14K $6.1M
WAL
Western Alliance Bancorporation

Financial Services
12.1K
+ 5.44%
$61.0 - $79.94 $739K - $969K
235K $18.3M
NSIT
Insight Enterprises Inc

Technology
18.5K
+ 16.22%
$128.11 - $147.65 $2.37M - $2.73M
133K $18.3M
CW
Curtiss Wright Corp

Industrials
464
+ 8.34%
$283.18 - $488.55 $131K - $227K
6.03K $2.94M
BILL
Bill.Com Holdings, Inc.

Technology
21.4K
+ 4.83%
$37.81 - $48.03 $808K - $1.03M
464K $21.5M
GKOS
Glaukos Corp

Healthcare
6.05K
+ 6.25%
$82.27 - $103.29 $497K - $625K
103K $10.6M
LSTR
Landstar System Inc

Industrials
19.2K
+ 12.62%
$131.55 - $151.93 $2.52M - $2.91M
171K $23.8M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
530
+ 0.25%
$16.82 - $21.97 $8.91K - $11.6K
215K $4.72M
RVMD
Revolution Medicines, Inc.

Healthcare
11.8K
+ 4.8%
$31.13 - $41.98 $368K - $496K
258K $9.48M
MKSI
Mks Instruments Inc

Technology
618
+ 1.7%
$58.78 - $100.27 $36.3K - $62K
37K $3.68M
DT
Dynatrace, Inc.

Technology
6.31K
+ 14.78%
$41.21 - $55.9 $260K - $353K
49K $2.7M
TTEK
Tetra Tech Inc

Industrials
7.62K
+ 15.32%
$28.01 - $36.25 $213K - $276K
57.3K $2.06M
ZBRA
Zebra Technologies Corp

Technology
1.08K
+ 11.49%
$213.54 - $309.26 $231K - $334K
10.5K $3.23M
FIVN
Five9, Inc.

Technology
34.4K
+ 6.57%
$21.54 - $29.56 $741K - $1.02M
558K $14.8M
RGEN
Repligen Corp

Healthcare
6.87K
+ 6.67%
$108.89 - $145.23 $748K - $998K
110K $13.7M
GRAB
Grab Holdings LTD

Technology
5.28K
+ 0.58%
$3.48 - $5.25 $18.4K - $27.7K
920K $4.63M
TTWO
Take Two Interactive Software Inc

Communication Services
564
+ 5.97%
$194.58 - $243.05 $110K - $137K
10K $2.43M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
7.56K
+ 5.22%
N/A
152K $8.49M
PEN
Penumbra Inc

Healthcare
3.06K
+ 7.56%
$253.22 - $299.78 $775K - $917K
43.6K $11.2M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
8.26K
+ 4.08%
$31.06 - $39.3 $256K - $324K
210K $7.65M
TDY
Teledyne Technologies Inc

Technology
519
+ 12.4%
$435.54 - $512.31 $226K - $266K
4.7K $2.41M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.6K
+ 0.75%
$12.82 - $18.15 $20.5K - $29K
215K $3.6M
PRI
Primerica, Inc.

Financial Services
3.44K
+ 5.94%
$244.39 - $290.62 $840K - $999K
61.4K $16.8M
RELX
Relx PLC

Communication Services
160
+ 0.24%
$45.31 - $55.66 $7.25K - $8.91K
65.6K $3.56M
NTRA
Natera, Inc.

Healthcare
490
+ 8.2%
$132.23 - $171.87 $64.8K - $84.2K
6.47K $1.09M
PAC
Pacific Airport Group

Industrials
40
+ 0.81%
$175.11 - $238.95 $7K - $9.56K
5.01K $1.15M
POOL
Pool Corp

Industrials
1.35K
+ 21.69%
$285.0 - $325.66 $384K - $439K
7.57K $2.21M
YMM
Full Truck Alliance Co. Ltd.

Technology
19.2K
+ 70.84%
$9.67 - $13.01 $185K - $249K
46.2K $545K
TYL
Tyler Technologies Inc

Technology
250
+ 10.03%
$521.68 - $592.84 $130K - $148K
2.74K $1.63M
JLL
Jones Lang Lasalle Inc

Real Estate
48
+ 0.24%
$204.57 - $256.96 $9.82K - $12.3K
20.1K $5.15M
SONY
Sony Group Corp

Technology
1.51K
+ 1.1%
$21.24 - $26.88 $32.1K - $40.7K
139K $3.62M
GIB
Cgi Inc

Technology
37
+ 0.19%
$96.47 - $109.59 $3.57K - $4.05K
20K $2.1M
GGG
Graco Inc

Industrials
156
+ 0.43%
$74.02 - $87.26 $11.5K - $13.6K
36.6K $3.15M
CDW
Cdw Corp

Technology
245
+ 9.22%
$144.49 - $190.68 $35.4K - $46.7K
2.9K $518K
CBRE
Cbre Group, Inc.

Real Estate
401
+ 11.84%
$113.94 - $140.12 $45.7K - $56.2K
3.79K $530K
MKL
Markel Corp

Financial Services
29
+ 12.34%
$1678.5 - $1997.36 $48.7K - $57.9K
264 $527K
ESTC
Elastic N.V.

Technology
2.39K
+ 10.04%
$73.36 - $94.17 $175K - $225K
26.2K $2.21M
HUBS
Hubspot Inc

Technology
214
+ 8.02%
$487.07 - $672.24 $104K - $144K
2.88K $1.6M
CSL
Carlisle Companies Inc

Industrials
113
+ 11.53%
$317.1 - $408.5 $35.8K - $46.2K
1.09K $408K
COMM
Comm Scope Holding Company, Inc.

Technology
637
+ 3.96%
$3.02 - $8.28 $1.92K - $5.27K
16.7K $138K
EGP
Eastgroup Properties Inc

Real Estate
5.48K
+ 5.72%
$145.28 - $176.09 $796K - $965K
101K $16.9M
AAON
Aaon, Inc.

Industrials
12.3K
+ 6.27%
$71.78 - $106.87 $885K - $1.32M
209K $15.4M
BALL
Ball Corp

Consumer Cyclical
508
+ 11.68%
$44.94 - $56.99 $22.8K - $29K
4.86K $272K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
400
+ 5.01%
$100.35 - $100.71 $40.1K - $40.3K
8.38K $843K
IEX
Idex Corp

Industrials
189
+ 11.65%
$160.66 - $191.29 $30.4K - $36.2K
1.81K $318K
Activity Summary
Buys All Purchases 144 New Holdings 13 Increased Positions 131 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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