The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

Tracked stocks

What am I looking at?

Every company that has appeared in a tracked SEC filing. Score is an automated heuristic that rewards committed capital, new positions, repeated quarterly accumulation, independent holders, insider buying, and activist involvement — and penalizes stale, crowded, or purely scheduled activity. Holders counts watchlist institutions with a current 13F position; insider buys 90d counts distinct insiders who made open-market purchases in the last 90 days.

Scores rank stocks relative to each other for research attention. They are not predictions, price targets, or advice.

TickerNameSectorScoreHoldersInsider buys 90d
METAMetasoftware_internet6550
AMZNAmazonconsumer6550
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDsemiconductors5540
CUSIP-84615Q103SPACE EXPLORATION TECHN CORPdefence_aerospace5540
NVDANVIDIAsemiconductors5030
GOOGLAlphabetsoftware_internet5080
AMDAMDsemiconductors5030
VVISA INC.financials5030
MSFTMicrosoftsoftware_internet5040
CUSIP-038222105APPLIED MATLS INCsemiconductors5030
AVGOBroadcom Inc.semiconductors5030
GEVGE Vernova Inc.energy5030
LRCXLAM RESEARCH CORPsemiconductors5030
MUMICRON TECHNOLOGY INCsemiconductors5030
CBRSCerebras Systems Inc.semiconductors5030
AAPLApple Inc.consumer4520
CUSIP-N07059210ASML HLDG NVsemiconductors4520
NFLXNETFLIX INCconsumer4520
SPOTSpotify Technology S.A.consumer4520
SNPSSYNOPSYS INCsoftware_internet4520
VRTVertiv Holdings Coai_infrastructure4520
UBERUber Technologies, Incconsumer4530
INTCINTEL CORPsemiconductors4520
CUSIP-02005N100ALLY FINL INCfinancials4010
AXPAMERICAN EXPRESS COfinancials4010
CUSIP-060505104BK OF AMERICA CORPfinancials4010
CUSIP-14040H105CAPITAL ONE FINL CORPfinancials4010
CVXCHEVRON CORPenergy4010
KOCOCA COLA COconsumer4010
KRKROGER COconsumer4010
LLYVALiberty Live Holdings, Inc.consumer4010
CUSIP-55616P104MACYS INCconsumer4010
MCOMOODYS CORP /DE/financials4010
VRSNVERISIGN INC/CAsoftware_internet4020
APPAppLovin Corpsoftware_internet4020
CHRWC. H. ROBINSON WORLDWIDE, INC.industrials4000
CVNACARVANA CO.consumer4010
CEGConstellation Energy Corpenergy4010
DASHDoorDash, Inc.consumer4010
ETNEaton Corp plcindustrials4010
EQIXEQUINIX INCai_infrastructure4010
ISRGINTUITIVE SURGICAL INChealthcare_biotech4010
MTZMASTEC INCindustrials4010
NTRANatera, Inc.healthcare_biotech4010
QCOMQUALCOMM INC/DEsemiconductors4030
CUSIP-83443Q103SOLSTICE ADVANCED MATLS INCother4000
CRWVCoreWeave, Inc.ai_infrastructure4020
FPSForgent Power Solutions, Inc.other4010
DVADAVITA INC.healthcare_biotech3510
CUSIP-546347105LOUISIANA PAC CORPindustrials3510
NYTNEW YORK TIMES COconsumer3510
CUSIP-829933100SIRIUSXM HOLDINGS INCconsumer3510
CAICaris Life Sciences, Inc.healthcare_biotech3510
CUSIP-16935C109CHIME FINL INCfinancials3510
TSLATesla, Inc.consumer3510
ZGZILLOW GROUP, INC.software_internet3510
BMIBADGER METER INCindustrials3510
AGXARGAN INCenergy3510
CUSIP-199908104COMFORT SYS USA INCindustrials3510
BRK-BBERKSHIRE HATHAWAY INCfinancials3520
DALDELTA AIR LINES, INC.other3010
MAMastercard Incfinancials3010
SPGIS&P Global Inc.financials3010
ABRARBOR REALTY TRUST INCother3010
ENPHEnphase Energy, Inc.other3010
NVAXNOVAVAX INCother3010
PTONPELOTON INTERACTIVE, INC.other3010
PINSPINTEREST, INC.other3010
RNGRingCentral, Inc.other3010
CUSIP-88339J105THE TRADE DESK INCother3010
PATHUiPath, Inc.other3010
CUSIP-91680M107UPSTART HLDGS INCother3010
ARMArmsemiconductors3010
AXONAXON ENTERPRISE, INC.other3000
MELIMERCADOLIBRE INCother3010
SNDKSandisk Corpsemiconductors3000
CUSIP-382550101GOODYEAR TIRE & RUBR COindustrials3010
MSCIMSCI Inc.financials3010
CUSIP-093671105BLOCK H & R INCfinancials3000
CUSIP-88034P109TENCENT MUSIC ENTMT GROUPother3010
EQPTEquipmentShare.com Incother3010
CUSIP-55024U109LUMENTUM HLDGS INCai_infrastructure3000
CUSIP-770701100ROBINHOOD VENTURES FD Ifinancials3000
CUSIP-922475108VEEVA SYS INCsoftware_internet3010
LENLENNAR CORP /NEW/industrials3010
CUSIP-573284106MARTIN MARIETTA MATLS INCindustrials3010
CUSIP-929160109VULCAN MATLS COindustrials3010
CUSIP-099502106BOOZ ALLEN HAMILTON HLDG CORdefence_aerospace3010
HUTHut 8 Corp.ai_infrastructure3010
KLACKLA CORPsemiconductors3010
AALAmerican Airlines Group Inc.consumer3010
BABOEING COdefence_aerospace3010
FICOFAIR ISAAC CORPfinancials3010
IDCCInterDigital, Inc.other3010
NXTNextpower Inc.other3010
CUSIP-67103H107OREILLY AUTOMOTIVE INCconsumer3010
CUSIP-872540109TJX COS INC NEWconsumer3010
YUMYUM BRANDS INCconsumer3010
APLDApplied Digital Corp.ai_infrastructure3010
CIFRCipher Digital Inc.ai_infrastructure3010
CUSIP-21874A106CORE SCIENTIFIC INC NEWai_infrastructure3010
DHRDANAHER CORP /DE/healthcare_biotech3010
CUSIP-G7997R103SEAGATE TECHNOLOGY HLDNGS PLsemiconductors3010
PAYPPayPay Corpfinancials2700
CUSIP-72919P202PLUG PWR INCother2210
BIDUBaidu, Inc.software_internet2010
CUSIP-98390R102XANADU QUANTUM TECHNOLO LTDother1800
LCIDLucid Group, Inc.other1610
CUSIP-679369108OLAPLEX HLDGS INCother1510
SFIXStitch Fix, Inc.other1510
CPNGCoupang, Inc.other1510
CUSIP-874039100TAIWAN SEMICONDUCTOR MFG LTDother1510
VSTVistra Corp.other1510
CUSIP-464286772ISHARES INCother1510
PDDPDD Holdings Inc.consumer1510
CUSIP-G66721104NORWEGIAN CRUISE LINE HLDGSconsumer1510
CUSIP-630402105NAPCO SEC TECHNOLOGIES INCother1510
MANHMANHATTAN ASSOCIATES INCsoftware_internet1510
CROXCrocs, Inc.other1510
XYZBlock, Inc.financials1510
CPAYCORPAY, INC.financials1510
CUSIP-42806J148HERTZ GLOBAL HLDGS INCother1210
CHPTChargePoint Holdings, Inc.other1110
CUSIP-42806J700HERTZ GLOBAL HLDGS INCother1110
CUSIP-23331A109D R HORTON INCindustrials1110
AONAon plcfinancials1010
CUSIP-00165C302AMC ENTMT HLDGS INCother1010
BYNDBEYOND MEAT, INC.other1010
DNOWDNOW Inc.energy1010
TFXTELEFLEX INChealthcare_biotech1010
PCVXVaxcyte, Inc.healthcare_biotech1000
CUSIP-G4124C117GRAB HOLDINGS LIMITEDconsumer1010
CUSIP-G0750C108AXALTA COATING SYS LTDindustrials1010
CMECME GROUP INC.financials1010
PSPERSHING SQUARE INC.financials1010
LIFEEthos Technologiesfinancials000
FERGFerguson Enterprises Inc. /DE/other-410
GPCGENUINE PARTS COconsumer-410
COLDAMERICOLD REALTY TRUSTindustrials-510
CUSIP-36165L108GDS HLDGS LTDai_infrastructure-510
CUSIP-047726302ATLANTA BRAVES HLDGS INCother-1000
CUSIP-16119P108CHARTER COMMUNICATIONS INC Nother-1000
DEODIAGEO PLCother-1000
DPZDOMINOS PIZZA INCother-1000
HEIHEICO CORPother-1000
LAMRLAMAR ADVERTISING CO/NEWother-1000
FWONALiberty Media Corpother-1000
POOLPOOL CORPother-1000
UNHUNITEDHEALTH GROUP INChealthcare_biotech-1010
ALLEAllegion plcother-1000
LILALiberty Latin America Ltd.other-1000
CUSIP-43300A203HILTON WORLDWIDE HLDGS INCother-1000
ADBEADOBE INC.other-1000
CUSIP-15743P104CHAGEE HLDGS LTDother-1000
CUSIP-302130109EXPEDITORS INTL WASH INCother-1000
INFYInfosys Ltdother-1000
MRVLMarvell Technology, Inc.other-1000
MRNAModerna, Inc.other-1000
NAVNNavan, Inc.other-1000
ORCLORACLE CORPother-1000
CUSIP-77311W101ROCKET COS INCother-1000
SNOWSnowflake Inc.other-1000
BULLWebull Corpother-1000
BEBloom Energy Corpother-1000
CUSIP-20717M103CONFLUENT INCother-1000
SHOPSHOPIFY INC.other-1000
CUSIP-770700102ROBINHOOD MKTS INCother-1010
CUSIP-02376R102AMERICAN AIRLS GROUP INCother-1000
CUSIP-46266C105IQVIA HLDGS INCother-1000
CUSIP-464287184ISHARES TRother-1000
CUSIP-608190104MOHAWK INDS INCother-1000
OCOwens Corningother-1000
CUSIP-910047109UNITED AIRLS HLDGS INCother-1000
CUSIP-01609W102ALIBABA GROUP HLDG LTDconsumer-1010
WHRWHIRLPOOL CORP /DE/consumer-1010
CUSIP-500767306KRANESHARES TRUSTother-1000
CUSIP-D18190898DEUTSCHE BK AGfinancials-1000
JDJD.com, Inc.consumer-1000
LYFTLyft, Inc.consumer-1000
RTXRTX Corpdefence_aerospace-1000
LHXL3HARRIS TECHNOLOGIES, INC. /DE/defence_aerospace-1000
GLWCORNING INC /NYindustrials-1000
BALLBALL Corpindustrials-1000
CUSIP-29273V100ENERGY TRANSFER L Pother-1010
MPLXMPLX LPother-1010
CUSIP-G25508105CRH PLCother-1000
CUSIP-256677105DOLLAR GEN CORP NEWother-1000
CUSIP-31620M106FIDELITY NATL INFORMATION SVother-1000
FISVFISERV INCother-1000
LBTYALiberty Global Ltd.consumer-1010
CUSIP-87507T101TAMBORAN RES CORPother-1000
WTWWILLIS TOWERS WATSON PLCfinancials-1000
CUSIP-26969P108EAGLE MATLS INCindustrials-1010
GGGGRACO INCother-1000
NKENIKE, Inc.other-1000
ODDOddity Tech Ltdother-1000
CUSIP-45168D104IDEXX LABS INChealthcare_biotech-1010
SYKSTRYKER CORPother-1010
CUSIP-718172109PHILIP MORRIS INTL INCconsumer-1010
CUSIP-571903202MARRIOTT INTL INC NEWconsumer-1010
QLYSQUALYS, INC.software_internet-1000
OTISOtis Worldwide Corpindustrials-1000
CPRXCATALYST PHARMACEUTICALS, INC.other-1010
DOCSDoximity, Inc.other-1010
PAYCPaycom Software, Inc.software_internet-1010
ROLROLLINS INCother-1010
NTNXNutanix, Inc.other-1010
CLXCLOROX CO /DE/other-1010
ADMAADMA BIOLOGICS, INC.other-1010
HDHOME DEPOT, INC.consumer-1000
CUSIP-58506Q109MEDPACE HLDGS INChealthcare_biotech-1010
SABRSabre Corpother-1010
CRCLCircle Internet Group, Inc.other-1000
ESTCElastic N.V.other-1000
CUSIP-G3643J108FLUTTER ENTMT PLCother-1000
CUSIP-G4124C109GRAB HOLDINGS LIMITEDother-1000
HNGEHinge Health, Inc.other-1000
WDAYWorkday, Inc.other-1000
TTWOTAKE TWO INTERACTIVE SOFTWARE INCother-1010
RDDTReddit, Inc.other-1010
CUSIP-03769M106APOLLO GLOBAL MGMT INCfinancials-1010
NOWServiceNow, Inc.software_internet-1010
CSGPCOSTAR GROUP, INC.software_internet-1000
STZCONSTELLATION BRANDS, INC.consumer-1000
IBITiShares Bitcoin Trust ETFother-1000
CUSIP-G0370L116GRAB HOLDINGS LIMITEDconsumer-1000
CUSIP-95082P105WESCO INTL INCindustrials-1010
CUSIP-76131D103RESTAURANT BRANDS INTL INCconsumer-1010
CUSIP-907818108UNION PAC CORPindustrials-1010
CUSIP-14888U101CATALYST PHARMACEUTICALS INChealthcare_biotech-1000
MTDMETTLER TOLEDO INTERNATIONAL INC/healthcare_biotech-1000
ZTSZoetis Inc.healthcare_biotech-1000
ADPAUTOMATIC DATA PROCESSING INCsoftware_internet-1010
WATWATERS CORP /DE/healthcare_biotech-1010
FTNTFortinet, Inc.software_internet-1010
CUSIP-882508104TEXAS INSTRS INCsemiconductors-1010
CUSIP-674599105OCCIDENTAL PETE CORPenergy-1000
BLSHBullishfinancials-1000
ETOReToro Group Ltd.financials-1000
FIGFigma, Inc.software_internet-1000
FIGRFigure Technology Solutions, Inc.other-1000
KLARKlarna Group plcfinancials-1000
NTSKNetskope Incsoftware_internet-1000
PCORPROCORE TECHNOLOGIES, INC.software_internet-1000
ZSZscaler, Inc.software_internet-1000
SESea Ltdconsumer-1010