Opening Recap
Market Pulse: Tech ripped higher in yesterday’s institutional reshuffle. Johnson & Johnson saw defensive trimming, but Amazon and PayPal caught the wave.
Key Movers: First Hawaiian Bank shed 78 J&J shares—a small pullback with big implications—while Trinity Financial raised its Amazon position. Thurston Springer Miller Herd & Titak snapped up 223 PayPal shares, offloading semis and China Yuchai stock.
Macro & Politics: Federal Reserve chatter was radio silent, but the sector rotation hints at growing investor conviction in cloud and payments growth over old-economy pharma. Keep tabs on WHO updates—their guidance could tilt healthcare allocations.
What’s Next: Look for PayPal’s Q3 guidance around user metrics and fee mix, and watch consumer-spend data to see if tech’s momentum holds into today’s open.
Market Commentary
ETF Daily News’s “Strs Ohio Takes $1.88 Million Position in Take-Two Interactive Software, Inc. $TTWO” sounds like a classic growth play—but what everyone’s missing is the scale and variety of that spree. Over a dozen names from Acuity and Columbia Sportswear to Royalty Pharma PLC were snapped up in one swoop, suggesting pensions aren’t just chasing momentum—they’re hunting niche pockets with skewed return profiles. That kind of spread is damn subtle but telling.
Then you’ve got ETF Daily News headlines like “Thurston Springer Miller Herd & Titak Inc. Sells 1,025 Shares of NXP Semiconductors N.V. $NXPI” and “Thurston Springer Miller Herd & Titak Inc. Sells 4,600 Shares of China Yuchai International Limited $CYD,” which paint a broader sell-off in cyclicals. Pair that with “First Hawaiian Bank Sells 78 Shares of Johnson & Johnson $JNJ,” and you’ve got a hell of a double-edged signal: both semis and old-economy defensive stocks are bleeding out, fueling the growth rotation.
Time for a rebalance: if you’re still over-allocated to JNJ or betting on hardware rebounds, you’re due for a damn rethink. Lean into digital-payments catalysts—see “Thurston Springer Miller Herd & Titak Inc. Acquires 223 Shares of PayPal Holdings, Inc. $PYPL”—and tread carefully on China-exposed plays until sentiment stabilizes. Act now before the next wave of institutional shifts sets the tone.
📈 Breaking Financial News
First Hawaiian Bank Sells 78 Shares of Johnson & Johnson $JNJ
First Hawaiian Bank lessened its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 5.0% in the 2nd quarter, Holdings Channel.com reports. The fund owned 1,485 shares of the company’s stock after selling 78 shares during the period. First Hawaiian Bank…
Trinity Financial Advisors LLC Grows Position in Amazon.com, Inc. $AMZN
Trinity Financial Advisors LLC raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 111.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,322 shares o…
Thurston Springer Miller Herd & Titak Inc. Acquires 223 Shares of PayPal Holdings, Inc. $PYPL
Thurston Springer Miller Herd & Titak Inc. grew its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 9.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 2,698 shares of the credit services provider’s stock after purchasing an…
Thurston Springer Miller Herd & Titak Inc. Sells 1,025 Shares of NXP Semiconductors N.V. $NXPI
Thurston Springer Miller Herd & Titak Inc. lessened its stake in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 50.4% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,009 shares of the semiconductor provider’s stock after se…
Thurston Springer Miller Herd & Titak Inc. Sells 4,600 Shares of China Yuchai International Limited $CYD
Thurston Springer Miller Herd & Titak Inc. decreased its holdings in shares of China Yuchai International Limited (NYSE:CYD – Free Report) by 33.6% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ow…
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🔍 Market Analysis & Insights
Strs Ohio Acquires New Position in Acuity, Inc. $AYI
Strs Ohio bought a new position in shares of Acuity, Inc. (NYSE:AYI – Free Report) during the first quarter, HoldingsChannel.com reports. The firm bought 6,108 shares of the electronics maker’s stock, valued at approximately $1,609,000. A number of other hedg…
Strs Ohio Purchases New Position in Kemper Corporation $KMPR
Strs Ohio bought a new stake in shares of Kemper Corporation (NYSE:KMPR – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 24,247 shares of the insurance pro…
Strs Ohio Acquires New Position in First Hawaiian, Inc. $FHB
Strs Ohio purchased a new stake in shares of First Hawaiian, Inc. (NASDAQ:FHB – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund purchased 71,058 shares of the bank’s stock, valued at approximately $1,737,000. Other institutional in…
37,142 Shares in Genpact Limited $G Acquired by Strs Ohio
Strs Ohio purchased a new stake in Genpact Limited (NYSE:G – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 37,142 shares of the business services pro…
Strs Ohio Takes $1.88 Million Position in Take-Two Interactive Software, Inc. $TTWO
Strs Ohio bought a new position in Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) in the first quarter, Holdings Channel.com reports. The fund bought 9,089 shares of the company’s stock, valued at approximately $1,884,000. Several other hedge…
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💰 Investment Opportunities
60,826 Shares in Royalty Pharma PLC $RPRX Purchased by Strs Ohio
Strs Ohio bought a new position in shares of Royalty Pharma PLC (NASDAQ:RPRX – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 60,826 shares o…
Strs Ohio Purchases Shares of 20,180 Columbia Sportswear Company $COLM
Strs Ohio purchased a new stake in Columbia Sportswear Company (NASDAQ:COLM – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund purchased 20,180 shares of the textile maker’s stock, valued at approximately $1,527,000. Several other insti…
Strs Ohio Invests $1.54 Million in ITT Inc. $ITT
Strs Ohio bought a new position in shares of ITT Inc. (NYSE:ITT – Free Report) during the 1st quarter, Holdings Channel reports. The firm bought 11,917 shares of the conglomerate’s stock, valued at approximately $1,539,000. Other hedge funds have also added t…
7,798 Shares in Targa Resources, Inc. $TRGP Bought by Strs Ohio
Strs Ohio acquired a new position in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) in the first quarter, Holdings Channel reports. The firm acquired 7,798 shares of the pipeline company’s stock, valued at approximately $1,563,000. A number of othe…
13,023 Shares in RPM International Inc. $RPM Bought by Strs Ohio
Strs Ohio bought a new position in shares of RPM International Inc. (NYSE:RPM – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund bought 13,023 shares of the specialty chemicals company’s stock, valued at approximately $1,507,000. Oth…
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