Fidelis Capital Partners, LLC Incresed Positions in Q3 2025

Fidelis Capital Partners, LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
113
+ 0.83%
$12.11 - $12.64 $1.37K - $1.43K
13.7K $170M
CIO
City Office Reit, Inc.

Real Estate
12
+ 0.09%
$5.4 - $6.98 $64.8 - $83.8
13K $90.3M
AEP
American Electric Power CO Inc

Utilities
7
+ 0.32%
$103.26 - $115.0 $723 - $805
2.22K $250M
EW
Edwards Lifesciences Corp

Healthcare
12
+ 0.29%
$73.75 - $81.83 $885 - $982
4.08K $317M
CCL
Carnival Corp

Consumer Cyclical
40
+ 0.32%
$28.37 - $32.49 $1.13K - $1.3K
12.4K $359M
NUE
Nucor Corp

Basic Materials
12
+ 0.71%
$133.3 - $150.33 $1.6K - $1.8K
1.71K $232M
TT
Trane Technologies PLC

Industrials
5
+ 0.43%
$398.96 - $472.54 $1.99K - $2.36K
1.16K $491M
CMCSA
Comcast Corp

Communication Services
409
+ 1.71%
$31.41 - $36.33 $12.8K - $14.9K
24.3K $765M
FCX
Freeport Mcmoran Inc

Basic Materials
47
+ 0.41%
$35.34 - $47.21 $1.66K - $2.22K
11.6K $456M
LII
Lennox International Inc

Industrials
37
+ 9.39%
$516.18 - $664.54 $19.1K - $24.6K
431 $228M
APO
Apollo Global Management, Inc.

Financial Services
33
+ 2.12%
$131.55 - $156.05 $4.34K - $5.15K
1.59K $211M
MCO
Moodys Corp

Financial Services
59
+ 5.42%
$472.69 - $521.32 $27.9K - $30.8K
1.15K $547M
ADP
Automatic Data Processing Inc

Industrials
160
+ 2.04%
$288.69 - $310.94 $46.2K - $49.8K
8.01K $2.35B
LPLA
Lpl Financial Holdings Inc.

Financial Services
73
+ 8.14%
$332.69 - $399.0 $24.3K - $29.1K
970 $323M
PTC
Ptc Inc.

Technology
5
+ 0.33%
$173.07 - $216.53 $865 - $1.08K
1.52K $308M
CPRT
Copart Inc

Consumer Cyclical
56
+ 0.38%
$44.6 - $49.97 $2.5K - $2.8K
14.9K $671M
TYL
Tyler Technologies Inc

Technology
7
+ 1.71%
$522.22 - $611.76 $3.66K - $4.28K
417 $218M
NDAQ
Nasdaq, Inc.

Financial Services
12
+ 0.28%
$86.73 - $96.94 $1.04K - $1.16K
4.36K $385M
MSTR
Microstrategy Inc

Technology
61
+ 6.69%
$300.7 - $455.9 $18.3K - $27.8K
973 $314M
WM
Waste Management Inc

Industrials
30
+ 0.65%
$213.88 - $237.1 $6.42K - $7.11K
4.65K $1.03B
SPGI
S&P Global Inc.

Financial Services
119
+ 6.35%
$484.94 - $564.15 $57.7K - $67.1K
1.99K $970M
CTAS
Cintas Corp

Industrials
66
+ 0.79%
$199.29 - $226.27 $13.2K - $14.9K
8.42K $1.73B
KR
Kroger CO

Consumer Defensive
635
+ 2.12%
$64.52 - $74.35 $41K - $47.2K
30.6K $2.06B
INTU
Intuit Inc

Technology
21
+ 1.08%
$646.03 - $807.39 $13.6K - $17K
1.97K $1.34B
COST
Costco Wholesale Corp

Consumer Defensive
151
+ 1.88%
$915.95 - $994.57 $138K - $150K
8.2K $7.59B
Activity Summary
Buys All Purchases 327 New Holdings 51 Increased Positions 276 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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