PJFM Holdings Addition and Removal History
Changes are observation-bounded: an addition is the first retained snapshot containing a security after an earlier absence; a removal is the first retained snapshot where it is absent. Baseline holdings are not assigned invented historical addition dates.
Additions
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| CHK | Expand Energy Corp. | 2026-02-27 | Added / first present |
| HUBB | Hubbell Incorporated | 2026-02-27 | Added / first present |
| INSM | Insmed Inc | 2026-02-27 | Added / first present |
| MCHP | Microchip Technology Incorporated | 2026-02-27 | Added / first present |
| RNR | Renaissancere Holdings Ltd. | 2026-02-27 | Added / first present |
| TOL | Toll Brothers, Inc. | 2026-02-27 | Added / first present |
| TRGP | Targa Resources Corp. | 2026-02-27 | Added / first present |
Removals
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| ANET | Arista Networks Inc | 2026-02-27 | Removed / first absent |
| CCK | Crown Holdings Inc | 2026-02-27 | Removed / first absent |
| CPNG | Coupang Inc | 2026-02-27 | Removed / first absent |
| DXCM | Dexcom Inc | 2026-02-27 | Removed / first absent |
| EXE | Expand Energy Corp | 2026-02-27 | Removed / first absent |
| GH | Guardant Health Inc | 2026-02-27 | Removed / first absent |
| HUBS | HubSpot Inc | 2026-02-27 | Removed / first absent |
| ICLR | ICON PLC | 2026-02-27 | Removed / first absent |
| IRT | Independence Realty Trust Inc | 2026-02-27 | Removed / first absent |
| ORLY | O'Reilly Automotive Inc | 2026-02-27 | Removed / first absent |
| PINS | Pinterest Inc | 2026-02-27 | Removed / first absent |
| TOST | Toast Inc | 2026-02-27 | Removed / first absent |