Federated Hermes Kaufmann Fund II
Registrant
Federated Hermes Insurance Series
Net Assets
$112,710,030
Holdings
105
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 105
Export CSV
Portfolio coverage: 105 of
144 reported positions.
Showing 1–50
of 105 holdings by value
· page 1 of 3
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| QUANTA SERVICES INC | PWR | 8,017 | $5,772,561 | 5.12% | Long | EC | |
| GE VERNOVA INC | GEV | 3,668 | $4,309,386 | 3.82% | Long | EC | |
| COMFORT SYSTEMS USA INC | FIX | 1,737 | $3,442,647 | 3.05% | Long | EC | |
| GE AEROSPACE | GE | 8,167 | $3,052,253 | 2.71% | Long | EC | |
| MICRON TECHNOLOGY INC | MU | 2,635 | $3,041,554 | 2.70% | Long | EC | |
| KLA CORP | KLAC | 9,730 | $2,935,638 | 2.60% | Long | EC | |
| GUARDANT HEALTH INC | GH | 19,423 | $2,914,033 | 2.59% | Long | EC | |
| RHYTHM PHARMACEUTICALS INC | RYTM | 22,082 | $2,451,764 | 2.18% | Long | EC | |
| ADVANCED MICRO DEVICES INC | AMD | 3,900 | $2,265,549 | 2.01% | Long | EC | |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | TSM | 4,710 | $2,249,355 | 2.00% | Long | EC | |
| Natera Inc | NTRA | 7,316 | $1,985,928 | 1.76% | Long | EC | |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | WAB | 6,590 | $1,776,664 | 1.58% | Long | EC | |
| AMAZON.COM INC | AMZN | 7,344 | $1,750,369 | 1.55% | Long | EC | |
| DATADOG INC | DDOG | 6,596 | $1,717,335 | 1.52% | Long | EC | |
| CROWDSTRIKE HOLDINGS INC | CRWD | 2,145 | $1,636,935 | 1.45% | Long | EC | |
| Loar Holdings Inc | LOAR | 19,889 | $1,603,252 | 1.42% | Long | EC | |
| Space Exploration Technologies Corp | SPCX | 9,329 | $1,593,953 | 1.41% | Long | EC | |
| PHILIP MORRIS INTERNATIONAL INC | PM | 8,468 | $1,531,946 | 1.36% | Long | EC | |
| SNOWFLAKE INC | SNOW | 5,673 | $1,443,779 | 1.28% | Long | EC | |
| HEICO Corp | HEI | 4,024 | $1,433,309 | 1.27% | Long | EC | |
| Astera Labs Inc | ALAB | 2,857 | $1,379,988 | 1.22% | Long | EC | |
| AGNICO EAGLE MINES LTD | AEM | 8,645 | $1,341,099 | 1.19% | Long | EC | |
| NVIDIA CORP | NVDA | 6,425 | $1,285,578 | 1.14% | Long | EC | |
| VERTIV HOLDINGS COMPANY | VRT | 3,701 | $1,239,169 | 1.10% | Long | EC | |
| Rubrik Inc | RBRK | 15,300 | $1,228,284 | 1.09% | Long | EC | |
| Shopify Inc | SHOP | 10,207 | $1,165,435 | 1.03% | Long | EC | |
| Kymera Therapeutics Inc | KYMR | 9,820 | $1,126,059 | 1.00% | Long | EC | |
| MARTIN MARIETTA MATERIALS INC | MLM | 1,733 | $999,421 | 0.89% | Long | EC | |
| COSTCO WHOLESALE CORP | COST | 1,045 | $977,566 | 0.87% | Long | EC | |
| UL SOLUTIONS INC | ULS | 8,969 | $913,582 | 0.81% | Long | EC | |
| Palvella Therapeutics Inc | PVLA | 5,959 | $910,654 | 0.81% | Long | EC | |
| NEXTERA ENERGY INC | NEE | 10,137 | $889,724 | 0.79% | Long | EC | |
| Rezolute Inc | RZLT | 165,799 | $862,155 | 0.76% | Long | EC | |
| S&P GLOBAL INC | SPGI | 2,103 | $856,468 | 0.76% | Long | EC | |
| APPLIED INDUSTRIAL TECHNOLOGIES INC | AIT | 2,507 | $847,742 | 0.75% | Long | EC | |
| EYEPOINT INC | EYPT | 58,633 | $838,452 | 0.74% | Long | EC | |
| BLACKROCK INC | BLK | 863 | $829,826 | 0.74% | Long | EC | |
| HOWMET AEROSPACE INC | HWM | 3,030 | $814,646 | 0.72% | Long | EC | |
| AXON ENTERPRISE INC | AXON | 1,401 | $785,415 | 0.70% | Long | EC | |
| UBER TECHNOLOGIES INC | UBER | 10,655 | $768,865 | 0.68% | Long | EC | |
| INTUITIVE SURGICAL INC | ISRG | 1,867 | $742,469 | 0.66% | Long | EC | |
| Zenas Biopharma Inc | ZBIO | 28,966 | $735,157 | 0.65% | Long | EC | |
| Ideaya Biosciences Inc | IDYA | 18,954 | $706,416 | 0.63% | Long | EC | |
| TJX COMPANIES INC (THE) | TJX | 4,618 | $699,627 | 0.62% | Long | EC | |
| Xenon Pharmaceuticals Inc | XENE | 11,237 | $678,265 | 0.60% | Long | EC | |
| MOTOROLA SOLUTIONS INC | MSI | 1,616 | $671,109 | 0.60% | Long | EC | |
| CASEY'S GENERAL STORES INC | CASY | 842 | $669,213 | 0.59% | Long | EC | |
| LUMENTUM HOLDINGS INC | LITE | 707 | $606,648 | 0.54% | Long | EC | |
| DOORDASH INC | DASH | 3,225 | $595,109 | 0.53% | Long | EC | |
| SANDISK CORP | SNDK | 259 | $588,896 | 0.52% | Long | EC |
Showing the top 50 of 105 holdings. Create a free account to see every holding and download the CSV.