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Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.7%
This Fund
S&P 500
This Quarter Est. Return
+1.21%
1 Year Est. Return
+30.7%
3 Year Est. Return
+96.89%
5 Year Est. Return
+121.97%
10 Year Est. Return
+542.41%
AUM
$61.5B
AUM Growth
+$1.63B
Cap. Flow
+$3.27B
Cap. Flow %
5.33%
Top 10 Hldgs %
15.82%
Holding
2,192
New
128
Increased
942
Reduced
851
Closed
143

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$516M
2
AMT icon
American Tower
AMT
+$389M
3
PAYX icon
Paychex
PAYX
+$344M
4
UNH icon
UnitedHealth
UNH
+$305M
5
IT icon
Gartner
IT
+$304M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$475M
2
XOM icon
ExxonMobil
XOM
+$428M
3
AEP icon
American Electric Power
AEP
+$289M
4
GILD icon
Gilead Sciences
GILD
+$257M
5
AMGN icon
Amgen
AMGN
+$236M

Sector Composition

Rank Sector Weight
1 Technology 22.49%
2 Healthcare 14.06%
3 Industrials 11.95%
4 Financials 11.87%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXP icon
1526
Boston Properties
BXP
$11.6B
$162K ﹤0.01%
3,131
+2,475
+377% +$149K
PCG icon
1527
PG&E
PCG
$39B
$162K ﹤0.01%
9,216
-160
-2% -$2.72K
FOUR icon
1528
Shift4
FOUR
$4.45B
$160K ﹤0.01%
3,660
+232
+7% +$12.8K
AMSF icon
1529
AMERISAFE
AMSF
$562M
$160K ﹤0.01%
4,801
– –
CXT icon
1530
Crane NXT
CXT
$2.99B
$159K ﹤0.01%
3,925
-46
-1% -$2.23K
GRMN
1531
Garmin
GRMN
$56.9B
$159K ﹤0.01%
685
+598
+687% +$134K
MTD icon
1532
Mettler-Toledo International
MTD
$28.1B
$156K ﹤0.01%
124
-2
-2% -$2.7K
ZNTL icon
1533
Zentalis Pharmaceuticals
ZNTL
$332M
$153K ﹤0.01%
65,520
+30,946
+90% +$79.9K
AOS icon
1534
A.O. Smith
AOS
$8.55B
$152K ﹤0.01%
2,309
+16
+0.7% +$1.15K
AIRO
1535
AIRO Group Holdings
AIRO
$197M
$152K ﹤0.01%
20,000
+19,907
+21,405% +$207K
SIGA icon
1536
SIGA Technologies
SIGA
$240M
$152K ﹤0.01%
28,422
-111,088
-80% -$693K
HSIC icon
1537
Henry Schein
HSIC
$9.78B
$151K ﹤0.01%
2,052
+1,625
+381% +$126K
FSLR icon
1538
First Solar
FSLR
$21.4B
$148K ﹤0.01%
752
+294
+64% +$65K
BEN icon
1539
Franklin Resources
BEN
$16.8B
$148K ﹤0.01%
6,257
+4,946
+377% +$127K
SM icon
1540
SM Energy
SM
$7.6B
$145K ﹤0.01%
+4,661
New +$106K
BHF icon
1541
Brighthouse Financial
BHF
$3.61B
$145K ﹤0.01%
2,420
-2,177
-47% -$136K
SRE icon
1542
Sempra
SRE
$58.1B
$145K ﹤0.01%
1,491
+121
+9% +$11.1K
AERO
1543
Grupo Aeromexico SAB de CV
AERO
$2.2B
$140K ﹤0.01%
10,000
– –
GEF icon
1544
Greif
GEF
$4.95B
$140K ﹤0.01%
2,080
-57
-3% -$4.04K
AMCX icon
1545
AMC Global Media
AMCX
$450M
$138K ﹤0.01%
20,330
-6,122
-23% -$47.7K
LIND icon
1546
Lindblad Expeditions
LIND
$1.95B
$138K ﹤0.01%
7,948
+557
+8% +$9.89K
QRVO icon
1547
Qorvo
QRVO
$7.9B
$136K ﹤0.01%
1,759
-116,258
-99% -$9.41M
VCYT icon
1548
Veracyte
VCYT
$4.45B
$134K ﹤0.01%
4,175
+2,123
+103% +$78.6K
RPRX icon
1549
Royalty Pharma
RPRX
$26.2B
$134K ﹤0.01%
2,800
-700
-20% -$30.7K
EXPO icon
1550
Exponent
EXPO
$3.19B
$133K ﹤0.01%
2,042
-206
-9% -$14.6K
60 61
62
63 64

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Federated Hermes's Q1 2026 Portfolio in Review

As of Q1 2026, Federated Hermes held 2,192 positions worth $61.5B, up 2.7% from $59.9B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Federated Hermes deployed $3.27B of net new capital in Q1 2026, opening 128 new positions and adding to 942 existing holdings. Its largest new stake was EquipmentShare.com Inc: 1,549,176 shares worth $31.6M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $475M trimmed.

  • Federated Hermes's largest Q1 2026 buy was EquipmentShare.com Inc: 1,549,176 shares worth $31.6M.
  • Federated Hermes added most to lululemon athletica in Q1 2026, an estimated $516M increase.
  • Federated Hermes's biggest Q1 2026 reduction was Johnson & Johnson, cutting an estimated $475M.
  • Federated Hermes fully exited CyberArk in Q1 2026, selling an estimated $81.2M.
  • Federated Hermes's ten largest holdings make up 16% of its $61.5B portfolio in Q1 2026.
  • Federated Hermes opened 128 new positions and closed 143 in Q1 2026.
  • Federated Hermes's portfolio value rose 2.7% quarter-over-quarter to $61.5B.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.