US institutional investors expand holdings

In late July 2026, Rubric Capital Management disclosed a 13‑F filing showing it bought an additional 558,853 shares of Carter's, Inc., raising its total to about 2.76% of the textile maker. In the same filing, Quantinno Capital Management reported a purchase of 31,372 shares of Curtiss‑Wright Corporation, bringing its stake to roughly 0.44% of the aerospace firm.

A week later, Shariaportfolio Inc. filed a 13‑F indicating a purchase of 25,978 Cisco Systems shares, valued at about $2 million and representing roughly 0.9% of its portfolio. Quantinno Capital also reported a 6.9% increase in its holding of Cloudflare, Inc., to 80,100 shares worth approximately $16.5 million. Additional funds such as Cozad Asset Management, Financial Insights, Signature Resources Capital Management, Smithfield Trust, HM Payson & Co., Wiser Advisor Group, Wexford Capital and Brown Brothers Harriman disclosed new or expanded positions in these companies.

These filings illustrate a continued trend of U.S. institutional investors using quarterly 13‑F reports to increase their stakes across a range of sectors, from apparel and aerospace to networking and cloud services.