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Portfolio Management News 5 December 2025 - 2 January 2026

Old National Bancorp stock: Pacer boosts ONB stake 482% while Allspring trims holdings

Old National Bancorp stock: Pacer boosts ONB stake 482% while Allspring trims holdings

NEW YORK, Jan 2, 2026, 09:04 ET Pacer Advisors Inc increased its holding in Old National Bancorp (ONB) to 60,480 shares at the end of the third quarter, worth about $1.3 million, a regulatory filing showed. Allspring Global Investments Holdings LLC trimmed its position to about 2.67 million shares worth roughly $58.2 million, another filing showed. The moves were disclosed in Form 13F filings, quarterly reports that large U.S. investment managers submit to the Securities and Exchange Commission listing many of their U.S.-traded equity holdings. Investors track the filings for clues on institutional appetite, particularly in regional lenders where fund
2 January 2026
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Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

NEW YORK, Jan 2, 2026, 06:51 ET Warren Buffett has stepped down as chief executive of Berkshire Hathaway, handing the reins of the $1.08 trillion conglomerate to Greg Abel as 2026 begins. Berkshire’s Class A shares slipped 0.1% on Dec. 31, Buffett’s final day as CEO, while the S&P 500 fell 0.7%. Reuters The transition puts a spotlight on Berkshire’s scale as both an operating company and a major investor. A regulatory filing for holdings as of Sept. 30 showed Berkshire ended the quarter with $381.7 billion in cash and equivalents and a $283.2 billion equity portfolio, still led by
2 January 2026
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Advisers reshuffle Invesco QQQ: Delta quadruples stake as Nasdaq-100 ETF starts 2026 shaky

Advisers reshuffle Invesco QQQ: Delta quadruples stake as Nasdaq-100 ETF starts 2026 shaky

NEW YORK, January 2, 2026, 07:05 ET Delta Investment Management sharply increased its stake in the Invesco QQQ Trust (QQQ) in the third quarter, regulatory filings published this week showed. MarketBeat The disclosures offer a snapshot of how smaller advisory firms were positioned in a bellwether ETF tied to large-cap growth and technology stocks as 2026 gets underway. Invesco+1 They also come as markets look for signs that last year’s rally broadens beyond a handful of heavyweight tech names, after technology shares led declines in late December amid year-end repositioning. Reuters The filings were made under Form 13F, a quarterly
2 January 2026
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Two Vanguard ETFs are back in focus as 2026 starts — VOO vs VGT debate heats up

Two Vanguard ETFs are back in focus as 2026 starts — VOO vs VGT debate heats up

NEW YORK, January 2, 2026, 05:38 ET U.S. equity funds pulled in about $16.89 billion of net inflows in the week to Dec. 31 as investors ended 2025 on an optimistic note, according to LSEG Lipper data. (Reuters) That momentum matters at the start of 2026 because U.S. stocks have already delivered three consecutive years of double-digit gains, leaving investors weighing how much exposure to keep in broad indexes versus technology-heavy trades. Low-cost exchange-traded funds, or ETFs, have become a default tool because they bundle many stocks into a single product that trades like a share. The S&P 500 climbed
2 January 2026
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Artisan Value Fund reveals why it dumped Cigna for Elevance — and why ASML stays a top bet

Artisan Value Fund reveals why it dumped Cigna for Elevance — and why ASML stays a top bet

NEW YORK, December 31, 2025, 12:59 ET Artisan Partners’ Artisan Value Fund said in its third-quarter 2025 investor letter that it sold The Cigna Group and bought Elevance Health, citing rising policy risk around pharmacy benefit managers. The fund also reiterated conviction in ASML Holding, keeping the chip-equipment maker among its top positions. Insider Monkey The portfolio shifts land as investors look for signs that the market’s leadership can broaden beyond AI-linked winners. They also underscore how quickly regulatory scrutiny can reshape the outlook for big healthcare intermediaries. Cigna’s pharmacy benefit manager, or PBM, business sits near the center of
31 December 2025
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Voya and Kempner just trimmed Lincoln National stock — what new filings show

Voya and Kempner just trimmed Lincoln National stock — what new filings show

NEW YORK, December 29, 2025, 08:54 ET Voya Investment Management and Kempner Capital Management reduced their exposure to Lincoln National Corp in the third quarter, regulatory disclosures showed. The two managers reported holding about 176,822 shares worth roughly $7.1 million as of Sept. 30. The disclosures matter because they are Form 13F filings — quarterly snapshots that large investment managers must submit to the U.S. Securities and Exchange Commission. Investors watch them for clues on institutional positioning, even though the data are backward-looking. Lincoln’s stock has been trading near a 12-month high and the company’s next dividend dates are approaching,
29 December 2025
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Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

December 25, 2025 — The classic 60/40 portfolio (60% stocks, 40% bonds) has long been the shorthand for “balanced” investing. But heading into 2026, one of the world’s most influential asset managers is pushing a noticeably different message: the next decade may reward a more bond-heavy mix—not because growth is collapsing, but because markets are pricing in a lot of good news, especially in U.S. mega-cap tech and AI. The timing is striking. With the S&P 500 closing at a record high on Christmas Eve and investors looking ahead to 2026, the debate over whether AI enthusiasm is “the new
25 December 2025
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Coca-Cola (KO) Stock Outlook December 2025: New CEO, Dividend Power and Analyst Forecasts

Coca-Cola (KO) Stock Outlook December 2025: New CEO, Dividend Power and Analyst Forecasts

Published: December 11, 2025 – covers developments from November 21, 2025 onward. This article is for informational purposes only and is not investment advice. Where Coca-Cola Stock Stands Today The Coca‑Cola Company (NYSE: KO) is trading around $69–70 per share intraday on December 11, 2025, down modestly from late‑November highs above $73 but still well above its 52‑week low of about $60.62.Investing.com Over the past 12 months, KO has delivered roughly high‑single- to low‑double‑digit percentage gains, with Zacks/Nasdaq estimating an 11.9% one‑year return, outperforming the soft‑drinks industry but lagging the S&P 500’s ~14.9% rise.Nasdaq+1 At current levels, Coca‑Cola trades on
11 December 2025
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Palantir (PLTR) Stock in December 2025: Buy or Sell After Michael Burry’s Big Bet and Cathie Wood’s Trims?

Palantir (PLTR) Stock in December 2025: Buy or Sell After Michael Burry’s Big Bet and Cathie Wood’s Trims?

Published: December 9, 2025 Palantir Technologies has turned into one of 2025’s most polarizing stocks. The data‑analytics and AI specialist is up well over 100% this year and more than 2,000% since the launch of its flagship AI platform, yet it’s also facing loud warnings about a possible AI bubble, sky‑high valuation and heavy insider and institutional selling.www.alphaspread.com+ 2IO Fund+ 2 In the past few weeks alone: Meanwhile, Investor’s Business Daily is framing the current moment as “2026’s Palantir Stock Debate: Defense Play or AI Enterprise Growth Machine?” , arguing that both fundamentals and technicals leave plenty for bulls and
9 December 2025
British American Tobacco Stock in December 2025: ITC Hotels Sale, Buybacks and Dividend Outlook for BTI & BATS Investors

British American Tobacco Stock in December 2025: ITC Hotels Sale, Buybacks and Dividend Outlook for BTI & BATS Investors

British American Tobacco p.l.c. (LSE: BATS, NYSE: BTI) is closing out 2025 in a very different position from where it started the year. After a sharp re‑rating driven by litigation clarity, firmer guidance and easing U.S. regulatory fears, the stock now sits near its 52‑week highs, with investors digesting fresh news on asset sales, buybacks and dividends as of 8 December 2025. MarketWatch+1 The key question now is less “Is BAT broken?” and more “How much is left in the tank?” This article brings together the latest news, forecasts and analyses available up to 8 December 2025 to frame that
8 December 2025
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LKQ Stock Outlook December 2025: S&P 500 Exit, Portfolio Shake-Up and Analyst Targets for NASDAQ: LKQ

LKQ Stock Outlook December 2025: S&P 500 Exit, Portfolio Shake-Up and Analyst Targets for NASDAQ: LKQ

As of December 6, 2025, LKQ Corporation (NASDAQ: LKQ) sits in a strange spot: fundamentally profitable, trading on single‑digit earnings multiples, but still nursing a big drawdown after a brutal summer sell‑off and a looming eviction from the S&P 500 index.MarketWatch+2Barron’s+2 This article walks through the latest news, forecasts and analyses around LKQ stock as of today, and what they might mean for investors watching the aftermarket auto‑parts giant. Where LKQ Stock Trades Today LKQ stock closed on Friday, December 5, 2025 at $29.45, up 2.01% on the day.MarketWatch+1 On valuation and income: So from a pure numbers lens, LKQ
6 December 2025
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Best ETFs in the U.S. Stock Market Today (December 5, 2025): VOO, QQQ, VTI, SCHD and More

Best ETFs in the U.S. Stock Market Today (December 5, 2025): VOO, QQQ, VTI, SCHD and More

Updated: December 5, 2025 Exchange‑traded funds (ETFs) are having a monster year. U.S.-listed ETFs have already pulled in about $1.27 trillion in net inflows for 2025, an all‑time annual record with a month still to go. etf.com Core stock index funds like Vanguard S&P 500 ETF (VOO), SPDR S&P 500 ETF Trust (SPY) and iShares Core S&P 500 ETF (IVV) sit at the top of the leaderboard, with VOO alone attracting nearly $125 billion this year — the biggest haul ever recorded by a single ETF. etf.com At the same time, precious‑metals ETFs are on fire. Silver has roughly doubled in price this year and is trading just below a record near $59 an
5 December 2025
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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