Todd Asset Management LLC Incresed Positions in Q3 2025

Todd Asset Management LLC

  • $4.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
702K
+ 10601.39%
$66.2 - $71.79 $46.5M - $50.4M
709K $48.5M
MDT
Medtronic PLC

Healthcare
284K
+ 69.63%
$87.67 - $95.74 $24.9M - $27.2M
692K $65.9M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
705K
+ 36.92%
$14.96 - $19.64 $10.5M - $13.8M
2.62M $51.4M
BK
Bank Of New York Mellon Corp

Financial Services
151K
+ 126.14%
$90.65 - $109.75 $13.6M - $16.5M
270K $29.4M
VALE
Vale S.A.

Basic Materials
1.38M
+ 50.49%
$9.53 - $10.95 $13.2M - $15.1M
4.12M $44.7M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
112K
+ 2.87%
$15.38 - $20.2 $1.73M - $2.27M
4.04M $81.5M
FSLR
First Solar, Inc.

Technology
28.8K
+ 18.17%
$160.84 - $223.53 $4.63M - $6.44M
187K $41.3M
PDD
Pinduoduo Inc.

Consumer Cyclical
59.4K
+ 22.93%
$102.41 - $134.86 $6.08M - $8.01M
318K $42.1M
KLAC
Kla Corp

Technology
5.12K
+ 11.17%
$843.9 - $1078.6 $4.32M - $5.52M
51K $55M
SRE
Sempra Energy

Utilities
109K
+ 42.96%
$74.14 - $89.98 $8.05M - $9.77M
361K $32.5M
ING
Ing Groep Nv

Financial Services
26.6K
+ 0.96%
$22.0 - $26.08 $586K - $695K
2.8M $72.9M
HII
Huntington Ingalls Industries, Inc.

Industrials
22.3K
+ 21.23%
$246.31 - $287.91 $5.49M - $6.42M
127K $36.7M
CFG
Citizens Financial Group Inc

Financial Services
62.4K
+ 7.48%
$46.1 - $53.65 $2.88M - $3.35M
897K $47.7M
RIO
Rio Tinto PLC

Basic Materials
25.4K
+ 2.37%
$57.66 - $66.01 $1.46M - $1.67M
1.09M $72.2M
BCS
Barclays PLC

Financial Services
135K
+ 3.98%
$17.88 - $21.05 $2.41M - $2.83M
3.52M $72.7M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.8K
+ 0.26%
$13.29 - $16.05 $144K - $174K
4.11M $65.5M
IX
Orix Corp

Financial Services
106K
+ 6.08%
$22.28 - $27.06 $2.36M - $2.86M
1.85M $48.2M
NTES
Net Ease, Inc.

Communication Services
17.5K
+ 5.41%
$127.31 - $159.34 $2.22M - $2.78M
340K $51.7M
CDW
Cdw Corp

Technology
58.3K
+ 68.23%
$156.97 - $182.84 $9.16M - $10.7M
144K $22.9M
NVS
Novartis Ag

Healthcare
24K
+ 5.77%
$113.5 - $129.73 $2.72M - $3.11M
440K $56.4M
ITUB
Itau Unibanco Holding S.A.

Financial Services
311K
+ 5.32%
$6.18 - $7.41 $1.92M - $2.31M
6.16M $45.2M
JD
Jd.Com, Inc.

Consumer Cyclical
85.3K
+ 8.27%
$30.39 - $35.64 $2.59M - $3.04M
1.12M $39.1M
SONY
Sony Group Corp

Technology
67.4K
+ 5.96%
$23.92 - $30.07 $1.61M - $2.03M
1.2M $34.5M
IAG
Iamgold Corp

Basic Materials
135K
+ 29.41%
$6.74 - $12.93 $907K - $1.74M
592K $7.66M
ZTO
Zto Express (Cayman) Inc.

Industrials
85.5K
+ 6.32%
$17.7 - $20.73 $1.51M - $1.77M
1.44M $27.6M
BBY
Best Buy CO Inc

Consumer Cyclical
3.25K
+ 0.92%
$64.12 - $78.46 $208K - $255K
355K $26.9M
AER
Aer Cap Holdings N.V.

Industrials
7.81K
+ 1.48%
$107.25 - $124.42 $838K - $972K
534K $64.6M
KGC
Kinross Gold Corp

Basic Materials
30.4K
+ 12.57%
$15.19 - $24.85 $462K - $756K
272K $6.77M
KB
Kb Financial Group Inc.

Financial Services
31.2K
+ 5.91%
$77.68 - $90.36 $2.43M - $2.82M
560K $46.4M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
148K
+ 4.94%
$11.84 - $13.45 $1.75M - $1.99M
3.14M $39.7M
CTSH
Cognizant Technology Solutions Corp

Technology
105K
+ 23.72%
$66.67 - $80.98 $7.01M - $8.52M
549K $36.8M
MFC
Manulife Financial Corp

Financial Services
80.7K
+ 6.16%
$29.9 - $32.34 $2.41M - $2.61M
1.39M $43.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
15.4K
+ 68.44%
$60.01 - $65.01 $923K - $1M
37.9K $2.46M
KR
Kroger CO

Consumer Defensive
72.1K
+ 7.69%
$64.52 - $74.35 $4.65M - $5.36M
1.01M $68.1M
SNY
Sanofi

Healthcare
29.8K
+ 4.45%
$45.07 - $51.35 $1.34M - $1.53M
699K $33M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
46.5K
+ 5.85%
$42.56 - $49.08 $1.98M - $2.28M
842K $36.1M
TMUS
T Mobile Us, Inc.

Communication Services
1.86K
+ 1.94%
$226.02 - $259.01 $419K - $481K
97.4K $23.3M
GIS
General Mills Inc

Consumer Defensive
7.24K
+ 29.73%
$48.44 - $53.83 $351K - $390K
31.6K $1.59M
SKM
Sk Telecom CO LTD

Communication Services
24.7K
+ 15.1%
$21.47 - $23.79 $531K - $588K
189K $4.07M
ITW
Illinois Tool Works Inc

Industrials
227
+ 7.19%
$252.31 - $269.41 $57.3K - $61.2K
3.39K $882K
Natwest Group PLC
232K
+ 5.72%
N/A
4.3M $0
Ge Healthcare Technologies I
85.2K
+ 21.63%
N/A
479K $0
NVO
Novo Nordisk A S

Healthcare
3.63K
+ 6.29%
$45.38 - $71.7 $165K - $260K
61.4K $3.41M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
64.3K
+ 5.19%
$23.52 - $28.77 $1.51M - $1.85M
1.3M $34.3M
HDB
Hdfc Bank LTD

Financial Services
430K
+ 111.36%
$34.14 - $78.94 $14.7M - $33.9M
816K $27.9M
SLF
Sun Life Financial Inc

Financial Services
36.2K
+ 5.7%
$56.54 - $66.41 $2.05M - $2.4M
672K $40.3M
DOX
Amdocs LTD

Technology
25.4K
+ 5.44%
$81.2 - $92.62 $2.06M - $2.35M
491K $40.3M
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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