1y return+15.6%S&P 500 +20.9%
3y return+49.5%S&P 500 +68.5%
5y return+26.8%S&P 500 +74.5%
10y return+124.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $224 against $357 in the S&P 500.2
Federated Hermes, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $1.9B | 2.7% | +3.6% |
| AAPLApple Inc | $1.8B | 2.6% | +33.0% |
| GOOGLAlphabet Inc | $1.4B | 2.0% | −22.1% |
| ABBVAbbvie Inc | $1.1B | 1.6% | +12.1% |
| MSFTMicrosoft Corp | $975.7M | 1.4% | −12.6% |
| GEVGe Vernova Inc | $909.6M | 1.3% | −1.4% |
| Viking Holdings LtdCUSIP G93A5A101 | $862.5M | 1.2% | −4.1% |
| AMZNAmazon Com Inc | $827.0M | 1.2% | −2.0% |
| MUMicron Technology Inc | $797.9M | 1.1% | +47.6% |
| GEGe Aerospace | $731.8M | 1.1% | +36.7% |
| USBUs Bancorp | $712.5M | 1.0% | +2.5% |
| AVGOBroadcom Inc | $711.2M | 1.0% | −21.3% |
| FIXComfort Sys Usa Inc | $676.8M | 1.0% | +27.9% |
| PWRQuanta Svcs Inc | $620.1M | 0.9% | +17.3% |
| BNYBank Of Ny Mellon Corp | $610.3M | 0.9% | −2.6% |
| VZVerizon Communications Inc | $581.9M | 0.8% | +1.0% |
| PAYXPaychex Inc | $578.4M | 0.8% | |
| PNCPnc Finl Svcs Group Inc | $564.7M | 0.8% | −20.8% |
| PLDPrologis Inc. | $531.1M | 0.8% | +1.2% |
| PMPhilip Morris Intl Inc | $528.2M | 0.8% | −15.4% |
| PFEPfizer Inc | $501.5M | 0.7% | −3.0% |
| AMGNAmgen Inc | $497.0M | 0.7% | +20.8% |
| Amcor PLCCUSIP G0250X149 | $491.7M | 0.7% | +6.7% |
| FISVFiserv Inc | $485.9M | 0.7% | +14.4% |
| DUKDuke Energy Corp New | $483.1M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| FIXComfort Sys Usa Inc | June 30, 2020 | +4763.8% | $676.8M |
| VRTVertiv Holdings Co | March 31, 2023 | +2239.8% | $430.1M |
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.9B |
| PWRQuanta Svcs Inc | June 30, 2020 | +1735.6% | $620.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $711.2M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $442.2M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2020 | +661.0% | $420.1M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $909.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.4B |
| BNYBank Of Ny Mellon Corp | June 30, 2020 | +274.1% | $610.3M |
Sold off last quarter
- Centessa Pharmaceuticals PLCCUSIP 152309100 was $81.4M
- KVYOKlaviyo Inc was $51.4M
- TUTelus Corporation was $33.5M
- Sportradar Group AgCUSIP H8088L103 was $30.5M
- Catalyst Pharmaceuticals IncCUSIP 14888U101 was $18.3M
- ZSZscaler Inc was $18.3M
- Carnival CorpCUSIP 143658300 was $15.0M
- CPNGCoupang Inc was $9.6M
- NATLNcr Atleos Corporation was $9.2M
- UPBUpstream Bio Inc was $8.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +8.3% | +5.4% |
| June 30, 2024 | −0.7% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +2.4% | +8.3% |
| March 31, 2023 | +2.0% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −15.3% | −16.5% |
| March 31, 2022 | −7.6% | −4.9% |
| December 31, 2021 | +3.6% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Federated Hermes, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1056288&type=13F-HR&dateb=&owner=include&count=40CIK 1056288
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1056288/000162363226001176/Filed August 12, 2026 · accession 0001623632-26-001176