热门资讯> 正文

Broyhill添加了FCNCA;退出RTL、ACN、INTU和HUBS

2026-09-14 22:17

The Broyhill Equity Composite returned 8.8% in Q2 2026, trailing the MSCI ACWI Index, which returned 15.1%; the underperformance was largely driven by limited exposure to semiconductors and other surging sectors.
During Q2 2026, the fund initiated a position in First Citizens BancShares (NASDAQ: FCNCA).
The fund fully exited positions in Leggett & Platt (LEG), Charles River Laboratories (NYSE: CRL), and Accenture (NYSE: ACN), Intuit (NASDAQ: INTU) and HubSpot (NYSE: HUBS) in Q2 2026.
Source.

More on Charles River Laboratories, Accenture, etc.

Intuit Inc. (INTU) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
HubSpot: Still Too Cheap In Spite Of Rising AI Risks
HubSpot, Inc. (HUBS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Accenture downgraded to Equal Weight at Wells Fargo
Accenture's unit wins $480M U.S. Army deal for task management system

推荐文章

风险及免责提示：以上内容仅代表作者的个人立场和观点，不代表华盛的任何立场，华盛亦无法证实上述内容的真实性、准确性和原创性。投资者在做出任何投资决定前，应结合自身情况，考虑投资产品的风险。必要时，请咨询专业投资顾问的意见。华盛不提供任何投资建议，对此亦不做任何承诺和保证。