Portfolio Update August 2026
Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…
TSE
CSU
5 stories
$48B Market cap · 2026-10-16
Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…
The Stansberry Investor Hour features a discussion of Constellation Software’s AI prospects and Natural Resource Partners.
Portfolio adds Nomad Foods and Judges Scientific, increases Constellation Software, trims Roper, and exits UnitedHealth after a 4.57% March…
Constellation Software and Roper Technologies became 13% and 16% holdings after an AI-driven software selloff, while Ashtead and Kraft…
Gemini’s chart-only analysis favors Nutrien, soybeans, nickel and sugar, while rating Constellation Software a sideline despite its 40%…
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