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Holdings (Monthly) Guide ↗

Federated Hermes MDT Balanced Fund

· Federated Hermes MDT Series
Monthly Holdings $324M AUM 45 positions Period Apr 2026 Filed Jun 23, 2026 EDGAR ↗ ← All Funds
All 63 New 42 Added 106 Reduced 45 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Palo Alto Networks Inc 697435105 6,929 SOLD $1.2M
United States Treasury 91282CNS6 1,009,570 SOLD $1.0M
Netflix Inc 64110L106 8,972 SOLD $0.7M
Mastercard Inc 57636Q104 1,258 SOLD $0.7M
United States Treasury 91282CNB3 611,010 SOLD $0.6M
Progressive Corp/The 743315103 2,628 SOLD $0.5M
O'Reilly Automotive Inc 67103H107 5,324 SOLD $0.5M
Goldman Sachs Group Inc/The 38141G104 487 SOLD $0.5M
Synchrony Financial 87165B103 6,068 SOLD $0.4M
QUALCOMM Inc 747525103 2,854 SOLD $0.4M
Oracle Corp 68389X105 2,545 SOLD $0.4M
Zscaler Inc 98980G102 2,071 SOLD $0.4M
Dell Technologies Inc 24703L202 3,506 SOLD $0.4M
Amphenol Corp 032095101 2,558 SOLD $0.4M
First National Master Note Trust 32113CBV1 345,000 SOLD $0.3M
Life360 Inc 532206109 5,350 SOLD $0.3M
BANK OF AMERICA CORP 06051GFX2 300,000 SOLD $0.3M
Extra Space Storage Inc 30225T102 2,000 SOLD $0.3M
Nutanix Inc 67059N108 6,952 SOLD $0.3M
PayPal Holdings Inc 70450Y103 4,923 SOLD $0.3M
Commvault Systems Inc 204166102 2,931 SOLD $0.3M
PVH Corp 693656100 3,827 SOLD $0.2M
Microchip Technology Inc 595017104 2,739 SOLD $0.2M
VICI Properties Inc 925652109 7,200 SOLD $0.2M
Dell Equipment Finance Trust 24703GAE4 200,000 SOLD $0.2M
EXELON CORP 30161NAU5 200,000 SOLD $0.2M
Crowdstrike Holdings Inc 22788C105 431 SOLD $0.2M
Mid-America Apartment Communities Inc 59522J103 1,400 SOLD $0.2M
Omega Healthcare Investors Inc 681936100 4,200 SOLD $0.2M
EVERSOURCE ENERGY 30040WAB4 170,000 SOLD $0.2M
WEC Energy Group Inc 92939U106 1,277 SOLD $0.1M
Booz Allen Hamilton Holding Corp 099502106 1,548 SOLD $0.1M
Waystar Holding Corp 946784105 4,663 SOLD $0.1M
Zoom Communications Inc 98980L101 1,319 SOLD $0.1M
NATIONAL RURAL UTIL COOP 637432NK7 110,000 SOLD $0.1M
Cadence Design Systems Inc 127387108 338 SOLD $0.1M
Rubrik Inc 781154109 1,477 SOLD $0.1M
MICRON TECHNOLOGY INC 595112CH4 75,000 SOLD $0.1M
Aflac Inc 001055102 592 SOLD $0.1M
Live Nation Entertainment Inc 538034109 451 SOLD $0.1M
MSCI Inc 55354G100 106 SOLD $0.1M
Dexcom Inc 252131107 859 SOLD $0.1M
FMC Corp 302491303 3,359 SOLD $0.1M
DELL INT LLC / EMC CORP 24703TAD8 34,000 SOLD $0.0M
BANK OF AMERICA CORP 06051GFU8 15,000 SOLD $0.0M