Holdings (Monthly)
Guide ↗
Federated Hermes Kaufmann Large Cap Fund
· Federated Hermes Equity Funds| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | Jan 2026 | 558,200 | -81,778 | $112.1M | -8.4% | 10.14% | EC |
| 2 | AMAZON.COM INC | AMZN | Jan 2026 | 219,700 | -46,835 | $59.7M | -6.5% | 5.40% | EC |
| 3 | QUANTA SERVICES INC | PWR | Jan 2026 | 84,140 | -1,011 | $56.2M | +38.9% | 5.08% | EC |
| 4 | APPLE INC | AAPL | Jan 2026 | 164,954 | -4,150 | $51.0M | +16.1% | 4.61% | EC |
| 5 | BROADCOM INC | AVGO | Jan 2026 | 126,000 | -25,690 | $49.0M | -2.4% | 4.44% | EC |
| 6 | TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | TSM | Jan 2026 | 113,700 | -8,951 | $46.0M | +13.4% | 4.16% | EC |
| 7 | MICROSOFT CORP | MSFT | Jan 2026 | 98,300 | -86,857 | $45.7M | -42.7% | 4.14% | EC |
| 8 | MICRON TECHNOLOGY INC | MU | Jan 2026 | 53,260 | -37,519 | $43.8M | +16.4% | 3.97% | EC |
| 9 | ADVANCED MICRO DEVICES INC | AMD | Jan 2026 | 51,539 | -13,331 | $24.5M | +59.8% | 2.22% | EC |
| 10 | TJX COMPANIES INC (THE) | TJX | Jan 2026 | 154,500 | -49,321 | $24.3M | -20.4% | 2.20% | EC |
| 11 | COSTCO WHOLESALE CORP | COST | Jan 2026 | 24,800 | -2,931 | $23.6M | -9.5% | 2.14% | EC |
| 12 | VISA INC | V | Jan 2026 | 62,350 | -14,900 | $22.8M | -8.2% | 2.07% | EC |
| 13 | DATADOG INC | DDOG | Jan 2026 | 77,528 | -12,545 | $20.8M | +78.4% | 1.88% | EC |
| 14 | FEDERATED HERMES MONEY MARKET OBLIGATIONS TRUST | GOFXX | Jan 2026 | 20,713,002 | -9,330,567 | $20.7M | -31.1% | 1.87% | STIV |
| 15 | Shopify Inc | SHOP | Jan 2026 | 133,894 | -52,106 | $15.7M | -35.7% | 1.42% | EC |
| 16 | S&P GLOBAL INC | SPGI | Jan 2026 | 31,950 | -6,571 | $13.2M | -35.3% | 1.19% | EC |
| 17 | SERVICENOW INC | NOW | Jan 2026 | 111,500 | -49,955 | $12.4M | -34.4% | 1.12% | EC |
| 18 | TESLA INC | TSLA | Jan 2026 | 24,656 | -2,560 | $7.7M | -34.5% | 0.69% | EC |
| 19 | STRYKER CORP | SYK | Jan 2026 | 13,950 | -13,266 | $4.5M | -54.8% | 0.41% | EC |
| 20 | HOME DEPOT INC (THE) | HD | Jan 2026 | 13,000 | -10,433 | $4.3M | -50.8% | 0.39% | EC |
| 21 | NETFLIX INC | NFLX | Jan 2026 | 51,865 | -68,213 | $3.7M | -62.9% | 0.34% | EC |
| 22 | ORACLE CORP | ORCL | Jan 2026 | 23,822 | -3,855 | $3.1M | -32.1% | 0.28% | EC |
| 23 | INTUITIVE SURGICAL INC | ISRG | Jan 2026 | 7,700 | -20,390 | $2.7M | -80.8% | 0.25% | EC |