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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

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