What First Pacific Advisors bought and sold in Q2 2026

New positions (6)

• DHRDanaher Corp1.3% · $108M
• INTUIntuit Inc1.1% · $87M
• SAPSap Se-sponsored Adr1.1% · $86M
• GEHCGE Healthcare Technology0.7% · $53M
• FPAGFpa Global Equity Etf New0.1% · $6M
• WLFCWillis Lease Finance Corp<0.1% · $3M

Added to (6)

• AJGArthur J Gallagher & CO+245% shares · 3.8% · $307M
• PYPLPaypal Holdings Inc+54% shares · 1.1% · $92M
• CNHCnh Indl N V+49% shares · 1.0% · $80M
• VBILVanguard 0-3m T-bill Etf+189% shares · 0.2% · $20M
• VTVanguard Tot World Stk Etf+26% shares · 0.1% · $5M
• HYBBIshares BB Rated Corp Bond+2525% shares · <0.1% · $174K

Trimmed (5)

• ICLRIcon Pub Ltd CO-39% shares · 1.3% · $105M
• WABWabtec Corp-27% shares · 0.6% · $51M
• MARMarriott International -cl A-92% shares · 0.1% · $7M
• NATLNcr Atleos Corp-55% shares · <0.1% · $2M
• PARRPar Pacific Holdings Inc-27% shares · <0.1% · $1M

Exited (18)

• DELLDell Technologies -Cwas 0.9% of book
• KMIKinder Morgan Incwas 0.6% of book
• GLDSpdr Gold Shareswas 0.1% of book
• FNVFranco-nevada Corpwas <0.1% of book
• CVXChevron Corpwas <0.1% of book
• ROSTRoss Stores Incwas <0.1% of book
• TSLATesla Incwas <0.1% of book
• EMREmerson Electric COwas <0.1% of book
• DGDollar General Corpwas <0.1% of book
• ORLYO'reilly Automotive Incwas <0.1% of book
• NVSTEnvista Holdings Corpwas <0.1% of book
• DISWalt Disney Co/thewas <0.1% of book
• HSICHenry Schein Incwas <0.1% of book
• GWWWW Grainger Incwas <0.1% of book
• MCDMcdonald's Corpwas <0.1% of book
• CPAYCorpay Incwas <0.1% of book
• SMGScotts Miracle-gro COwas <0.1% of book
• EBCEastern Bankshares Incwas <0.1% of book

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