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On October 10, 2025, Sarasin & Partners LLP disclosed a significant buy of Kimberly-Clark (NYSE: KMB), acquiring 963,978 shares in an estimated $119.87 million trade.

What happened

Sarasin & Partners LLP disclosed in its SEC filing dated October 10, 2025, that it increased its stake in Kimberly-Clark by 963,978 shares during the quarter. The estimated transaction value was $119.87 million, bringing the total holding to 2,048,544 shares worth $251.27 million as of September 30, 2025.

What else to know

The KMB position now represents 2.47% of Sarasin & Partners LLP’s 13F reportable AUM as of September 30, 2025.

Top five holdings after the filing include:

• NASDAQ:MSFT: $1.02 billion (10.0% of AUM) as of September 30, 2025
• NASDAQ:NVDA: $828.58 million (8.1% of AUM) as of September 30, 2025
• NASDAQ:AMZN: $570.02 million (5.6% of AUM) as of September 30, 2025
• NASDAQ:GOOGL: $556.62 million (5.5% of AUM) as of September 30, 2025
• NASDAQ:META: $456.06 million (4.5% of AUM) as of September 30, 2025

As of October 9, 2025, shares were priced at $119.55, down 15.9% over the year ending that date and underperforming the S&P 500 by 29 percentage points over the same period.

Company Overview

Company Snapshot

Kimberly-Clark manufactures and markets personal care products, consumer tissue, and professional hygiene solutions under brands such as Huggies, Kleenex, Scott, and Kotex.

The company generates revenue primarily through the sale of branded disposable consumer products and leveraging global distribution to supermarkets, mass merchandisers, and e-commerce channels.

Key customers include individual consumers, retail outlets, and commercial institutions in the household, healthcare, and professional sectors worldwide.

Kimberly-Clark is a leading global provider of personal care and tissue products, operating at scale with a diversified portfolio of well-established brands.

Foolish take

Kimberly-Clark has been lackluster in some ways, with its stock price down for the year and underperforming the S&P 500. This isn’t necessarily new for the company, either, as its price has remained fairly flat over the last several years.

Where this stock shines, though, is its dividend yield. Kimberly-Clark has increased its dividend every year for more than 50 years, making it a reliable choice for those looking for consistent passive income.

As a leader in the consumer staples space, the company has the advantage of consistent demand for its products no matter what the economy is doing. While its growth potential may be falling short, it’s still a reliable stock for many income investors and those who are more risk-averse.

Glossary

13F reportable AUM: Assets under management that must be disclosed in quarterly SEC Form 13F filings by institutional investment managers.
AUM (Assets Under Management): The total market value of investments managed on behalf of clients by a fund or firm.
Quarter ended: The final date of a three-month financial reporting period used for performance and regulatory purposes.
Stake: The amount of ownership or shares an investor or fund holds in a particular company.
Top five holdings: The five largest investments in a fund’s portfolio by market value.
Dividend yield: Annual dividends paid by a company divided by its share price, expressed as a percentage.
TTM: The 12-month period ending with the most recent quarterly report.
Mass merchandisers: Large retail stores that sell a wide variety of goods at lower prices, such as supermarkets or big-box retailers.
Branded disposable consumer products: Single-use items sold under recognized brand names for personal or household use.
Institutional investors: Organizations like pension funds, mutual funds, or endowments that invest large sums of money.

On October 10, 2025, DKM Wealth Management, Inc. disclosed a new position in Invesco QQQ Trust, Series 1, acquiring 7,935 shares for an estimated $4.76 million in Q3 2025.

What happened

According to a filing with the U.S. Securities and Exchange Commission dated October 10, 2025, DKM Wealth Management, Inc. initiated a position in Invesco QQQ Trust, Series 1 (QQQ -3.46%), purchasing approximately 7,935 shares in Q3 2025. The estimated transaction value is $4,763,936 in Q3 2025. This brings the fund’s total QQQ position to $4.76 million, with no prior holding reported last quarter.

What else to know

This is a new position for the fund, now accounting for 3.8% of DKM Wealth Management, Inc.’s $124.58 million in reportable U.S. equity assets in Q3 2025.

Top holdings after the filing:

• (NASDAQ:TBLD): $18.72 million (15.0% of AUM) in Q3 2025
• (NYSEMKT:TCAF): $14,341,015 (11.5113% of AUM) as of September 30, 2025
• (NYSE:SOR): $12.86 million (10.3% of AUM) in Q3 2025
• (NYSEMKT:GRNY): $9.22 million (7.4% of AUM) in Q3 2025
• (NYSEMKT:ITOT): $7,186,455 (5.7685% of AUM) as of September 30, 2025

As of October 9, 2025, shares of Invesco QQQ Trust, Series 1 were priced at $610.70, up 23.84% for the year through October 9, 2025, outperforming the S&P 500 by 8.38 percentage points

Company overview

Company snapshot

The investment strategy seeks to track the performance of the NASDAQ-100 Index®.

The portfolio is periodically rebalanced to maintain alignment with the index.

The fund is structured as a trust.

Invesco QQQ Trust offers investors targeted exposure to the NASDAQ-100 Index. The fund’s strategy uses periodic rebalancing to closely mirror index composition and weights.

Foolish take

DKM Wealth Management opened a new position in Invesco’s popular QQQ Trust in Q3 2025, to the tune of $4.8 million and over 7,900 shares. Because QQQ tracks the NASDAQ-100, it gives DKM Wealth Management and other investors a more balanced exposure to tech stocks without nearly as much risk as would be present in investing in individual technology companies.

This has pros and cons, since any individual tech holding can suddenly become a hot commodity and its value balloon dramatically in the current market environment. However, by selecting a basket of tech giants, investors can largely avoid the dramatic ups and downs involved with this sector, and are protected from the more serious losses that can also be present here.

QQQ is an ETF that’s frequently and sometimes aggressively traded, more preferred by active traders than its very similar cousin, QQQM.  QQQ also has higher liquidity, which may be preferred by DKM if the fund feels that this is a shorter term investment, rather than a permanent portfolio balancing move. It can certainly be held long term like QQQM typically is, but it has a higher expense ratio and a higher per share price. Don’t expect this to be a long-term move.

Glossary

13F reportable assets: Assets that U.S. institutional investment managers must disclose quarterly to the SEC on Form 13F.
Assets under management (AUM): The total market value of investments managed on behalf of clients by a fund or firm.
Position: The amount of a particular security or investment held by an investor or fund.
Trust (fund structure): An investment fund organized as a legal trust, often holding assets on behalf of investors.
Periodic rebalancing: Adjusting a portfolio’s holdings at set intervals to maintain target asset allocations or index alignment.
Dividend yield: The annual dividend income from an investment, expressed as a percentage of its current price.
Total return: The investment’s price change plus all dividends and distributions, assuming those payouts are reinvested.
NASDAQ-100 Index®: A stock market index comprising 100 of the largest non-financial companies listed on the NASDAQ exchange.
Outperforming: Achieving a higher return than a benchmark index or comparable investment over a given period.
Market value: The current total value of a holding, calculated as the share price multiplied by the number of shares owned.

On October 7, 2025, Congress Park Capital LLC disclosed buying 10,764 shares of Invesco NASDAQ 100 ETF (QQQM), an estimated $2.54 million trade for the quarter.

What happened

According to a filing with the Securities and Exchange Commission dated October 7, 2025, Congress Park Capital LLC increased its position in Invesco NASDAQ 100 ETF (QQQM) by 10,764 shares during Q3 2025. The estimated transaction value, based on the period’s average price, was $2.54 million. The fund reported holding 32,844 shares, worth $8.12 million.

What else to know

This was a buy; QQQM now represents 2.5% of Congress Park Capital LLC’s 13F reportable assets under management.

Top holdings after the filing:

• NYSE:JFR: $22.57 million (7.0% of AUM)
• NYSEMKT:IVV: $19.64 million (6.1% of AUM)
• NASDAQ:GOOGL: $16.03 million (5.0% of AUM)
• NYSE:NEA: $13.07 million (4.1% of AUM)
• NASDAQ:AMZN: $13.05 million (4.1% of AUM)

As of October 7, 2025, shares were priced at $248.85, up 25.4% over the past year, outperforming the S&P 500 by 8.0 percentage points

Company overview

Company snapshot

Investment strategy: Seeks to track the performance of the Nasdaq-100 Index by investing at least 90% of assets in the underlying securities, providing exposure to 100 of the largest nonfinancial companies listed on the Nasdaq Stock Market.

Underlying holdings: The portfolio consists of securities from 100 of the largest nonfinancial companies listed on the Nasdaq Stock Market and has a non-diversified structure.

Expense ratio and structure: The fund operates as a passively managed ETF that tracks an index.

The Invesco NASDAQ 100 ETF (QQQM) offers investors targeted access to the Nasdaq-100 Index, representing some of the largest and most innovative nonfinancial companies traded on the Nasdaq exchange. The fund’s scale, with a market capitalization of $6.92 billion as of October 8, 2025, provides exposure to some of the largest nonfinancial companies listed on the Nasdaq exchange. By mirroring the index methodology and maintaining a transparent, rules-based approach, QQQM offers exposure to 100 of the largest nonfinancial companies listed on the Nasdaq Stock Market. Its disciplined strategy and non-diversified holdings reinforce its role as an index-tracking equity allocation.

Foolish take

Congress Park Capital increased its holdings in Invesco’s popular NASDAQ 100 ETF, which holds the 100 biggest nonfinancial companies in the NASDAQ, to nearly 33,000 shares worth over $8 million as of Q3 2025. This purchase of what amounts to an additional approximately 50% of the institution’s original holdings shows a great deal of conviction in the stock, and for good reason. It’s up 25% in the last year, and up over 107% over the last five years.

The tech-heavy NASDAQ has seen a lot of growth from companies across the spectrum, and much of its weight is currently coming from various AI plays. This includes chipmakers, software companies, and even AI startups that are looking for new ways to leverage the technology. In addition, public companies acting as Bitcoin holding companies are often members of the NASDAQ, and with the rapid increase in Bitcoin value, that’s certainly not hurt QQQM at all.

Investors seeking exposure to the NASDAQ who are looking to minimize downside risk may find what they’re looking for in QQQM, and Congress Park Capital has certainly indicated an interest in furthering its investment in the stock with this purchase.

Glossary

ETF: Exchange-Traded Fund; a fund that trades on stock exchanges and holds a basket of securities.

13F reportable AUM: Assets under management that must be disclosed in quarterly SEC Form 13F filings by institutional investment managers.

Assets under management (AUM): The total market value of investments managed on behalf of clients by a fund or firm.

Dividend yield: Annual dividends paid by an investment divided by its current price, expressed as a percentage.

Total return: The investment’s price change plus all dividends and distributions, assuming those payouts are reinvested.

Index-tracking: An investment strategy aiming to replicate the performance of a specific market index.

Non-diversified structure: A fund that invests in a limited number of securities, increasing exposure to individual holdings.

Expense ratio: The annual fee, as a percentage of assets, that a fund charges to cover operating expenses.

Passively managed: A fund management style that seeks to mirror an index rather than actively select securities.

Underlying securities: The individual stocks or assets that make up an ETF or fund’s portfolio.

Outperforming: Achieving a higher return than a benchmark or comparable investment over a specified period.

Rules-based approach: An investment strategy that follows predetermined, systematic criteria for selecting and weighting securities.

What happened

In a filing dated Oct. 6, 2025, Kawa Capital Management, Inc reported buying 340,000 additional shares of Vale (VALE) during the third quarter of 2025, bringing its total holding to 1,020,000 shares. The estimated value of shares acquired was $3.47 million, based on the average share price for the period. For further details, see the SEC filing.

What else to know

This was a buy; after the trade, Vale represented 20.1% of Kawa Capital’s 13F assets under management as of September 30, 2025

Top holdings after the filing:

NYSE:BDN: $16.36 million (29.7% of AUM) as of September 30, 2025

NYSE:ONL: $14.78 million (26.8% of AUM) as of September 30, 2025

NYSE:VALE: $11,08 million (20.1% of AUM) as of September 30, 2025

NYSE:GGB: $6.49 million (11.8% of AUM) as of September 30, 2025

NYSE:DK: $6.45 million (11.7% of AUM) as of September 30, 2025

As of October 3, 2025, shares were priced at $11.01, underperforming the S&P 500 by 17.08 percentage points over the year ended October 3, 2025

Vale reported trailing twelve-month revenue of $36,080,663,000 and net income of $5,166,767,000 for the period ended June 30, 2025

Over the past 12 months, Vale shareholders eaned a 3.38% dividend yield. The stock was 3.3% below its 52-week high as of October 6, 2025.

Company Overview

Company Snapshot

Vale S.A. generates revenue primarily from the production and sale of iron ore, iron ore pellets, nickel, and copper, with additional contributions from gold, silver, cobalt, and other by-products.

The company operates an integrated business model, extracting and processing minerals and providing related logistics services, enabling efficient delivery to global industrial customers.

Vale serves a broad global customer base through its scale and logistics capabilities.

Vale maintains a diversified portfolio that supports the energy transition and industrial materials sectors, operating at scale and providing integrated logistics services to customers worldwide.

Foolish take

The Brazillian mining giant is famous for producing products you need to produce batteries, copper, maganese, and cobalt. It’s also a top producer of iron, and nickel.

Unlike U.S. companies that usually pay even quarterly dividends, Vale distributes dividend payments twice a year. Fluctuating currency exchange rates and basic material prices have made its dividend payout highly variable. This isn’t an appropriate stock for investors seeking a steadily growing stream of passive income.

In the second quarter, iron ore production rose 4% year over year. Unfortunately, the average realized iron ore fines price was 13% lower year over year.

Second quarter copper production rose 18% year over year and efficiency is way up. In July, management revised its all-in copper cost guidance to a range between $1,500 and $2,000 per ton. The previous range was between $2,800 and $3,300 per ton.

Glossary

AUM (Assets Under Management): The total market value of investments managed by a fund or investment firm.
13F: A quarterly report filed by institutional investment managers to disclose their equity holdings to the SEC.
Dividend yield: Annual dividend payments divided by the stock’s current price, expressed as a percentage.
Trailing twelve months (TTM): Financial data covering the most recent 12 consecutive months.
Integrated business model: A company structure where multiple stages of production and distribution are managed within the same organization.
Iron ore pellets: Small, rounded balls of iron ore used as raw material in steel production.
Point-in-time metric: A measurement taken at a specific date, not averaged over a period.
Buy (in fund context): The purchase of additional shares or securities by an investment fund or manager.
Reportable assets: Investments that must be disclosed in regulatory filings due to size or type.
Underperforming: Delivering a lower return compared to a benchmark or index over a given period.
Energy transition: The global shift from fossil fuels to renewable and low-carbon energy sources.
Logistics services: The management of transporting and delivering goods efficiently to customers or markets.

St. Louis Financial Planners Asset Management, LLC initiated a new stake in AbbVie (ABBV -1.04%), acquiring 14,630 shares for an estimated $3.39 million in Q3 2025.

What happened

According to a Securities and Exchange Commission (SEC) filing dated October 02, 2025, St. Louis Financial Planners Asset Management, LLC disclosed a new position in AbbVie(ABBV -1.04%). The firm acquired 14,630 shares, bringing its quarter-end holding to $3.39 million. The position accounted for 2.1842% of the fund’s $155,093,822 in reportable U.S. equity assets across 37 positions.

What else to know

This new position represents 2.2% of the fund’s 13F assets as of 2025-09-30

Top holdings after the filing:

• NYSEMKT:BIL: $36.73 million (23.7% of AUM as of 2025-09-30)
• NYSEMKT:TFLO: $17.27 million (11.1% of AUM as of 2025-09-30)
• NASDAQ:BSCP: $10.45 million (6.7% of AUM as of 2025-09-30)
• NASDAQ:PLTR: $9.23 million (6.0% of AUM as of 2025-09-30)
• NASDAQ:AVGO: $5.16 million (3.3% of AUM as of 2025-09-30)

As of October 1, 2025, AbbVie shares were priced at $244.38, up 24.08% over the past year and outperforming the S&P 500 by 11.71 percentage points

Company Overview

Company Snapshot

AbbVie generates revenue primarily through the development, manufacturing, and sale of branded pharmaceuticals, including key products such as HUMIRA, SKYRIZI, RINVOQ, IMBRUVICA, and BOTOX Therapeutic.

The company operates a research-driven business model, focusing on innovation and the expansion of its drug portfolio across multiple therapeutic areas.

AbbVie serves a global customer base, including healthcare providers, hospitals, and government agencies, with a focus on advanced therapies for autoimmune diseases, oncology, and specialty care.

AbbVie discovers, develops, manufactures, and sells pharmaceuticals worldwide, including products for autoimmune diseases, oncology, and other conditions. Its diversified portfolio and commitment to research support its competitive position in the healthcare sector.

Foolish take

AbbVie is one of the top pharmaceutical companies on the market right now, despite its relatively recent loss of patent for Humira, which was a blockbuster drug for the company. Despite this, its dividend remains strong and its drug pipeline robust. Several new drugs are in the works for fields like immunology, oncology, and aesthetics.

Since its acquisition of Allergan, maker of Botox, AbbVie has been burdened with a higher debt load than usual, but equally high cash flows have kept balance sheets healthy. However, a dependence on a few successful drugs does create serious risk should regulation or pricing pressures become a more significant factor in the near term. Higher interest rates could also become a problem, should the company need to refinance the debt it acquired in 2019 with the purchase of Allergan.

Even so, AbbVie is still a solid Wall Street Buy recommendation, with 5 Strong Buys and 13 Buys for October, as well as 9 Hold recommendations. It continues to beat on analysis estimated EPS this year, showing that it can, in fact, pivot despite the loss of a major income stream.

Glossary

Stake: The ownership or investment a firm holds in a particular company or asset.
Reportable AUM: Assets under management that must be disclosed in regulatory filings, such as the SEC’s 13F report.
13F assets: U.S. equity securities managed by institutional investment managers, reported quarterly to the SEC on Form 13F.
Top holdings: The largest investments in a fund’s portfolio, typically ranked by market value.
Dividend yield: Annual dividends paid by a company as a percentage of its current share price.
Outperforming: Achieving a higher return than a benchmark index or comparable investment.
TTM: The 12-month period ending with the most recent quarterly report.
Branded pharmaceuticals: Prescription drugs sold under a trademarked brand name, as opposed to generic versions.
Autoimmune diseases: Medical conditions where the immune system mistakenly attacks the body’s own tissues.
Oncology: The branch of medicine focused on the diagnosis and treatment of cancer.

A YOUNG woman has shared all on her “cool” side hustle that sees her make thousands of pounds in just a few days.

Chifae, a 23-year-old woman from London, explained that with her job, not only does she make cash quickly, but she even gets to meet loads of celebrities too.

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And that’s not even the best part – with this line of work, anyone can do it and no qualifications are needed.

Eager to reveal more about how she earns a living, Chifae took to social media and explained that instead of a 9 to 5 job, she works as a film extra.

In film and television, a film extra, also known as a background actor, is a performer who often appears in a non-speaking role, typically in the background of a scene. 

Film extras help create a sense of realism by populating scenes, whilst providing context for the main action.

As Chifae filmed herself in the street, she beamed: “If you live in London, this is your sign to start working as a film extra.

“I made almost £2,000 for just seven days of shooting and got to meet Tom Cruise and Rosamund Pike.” 

While Chifae is a film extra in London, and has even met Harry Styles whilst out and about in the city, many other major cities in the UK and around the world will also be looking for people to star in the background of scenes. 

For those in London, Chifae recommended the following casting agencies – Rachel’s People, Key Castings, Universal Extras, Extra People, Entertainment Partners and Slick Casting.

Chifae’s TikTok clip, which was posted under the username @chifou02, has clearly left many open-mouthed, as it has quickly racked up 179,700 views in just seven days. 

Not only this, but it’s also amassed 18,300 likes, 212 comments and 2,952 saves.

Social media users were stunned by Chifae’s unique side hustle and many were eager to “learn” more about it and would “love to know more.” 

One person said: “I need to learn from you girl.” 

Another added: “This is true, I miss being an extra.” 

A third commented: “That’s so cool!!” 

Meanwhile, someone else beamed: “I do the same and it’s the best thing ever. They feed you good food like three times on shift as well. I once got paid the full date rate for three hours of work too.” 

Whilst another chimed in and claimed: “I did this for years and even a body double role, was fun and was on set with many big names.” 

At the same time, one user begged: “Can you send the agencies please.”

You have to sign NDAs – you’re not allowed to post pictures of sets or anything, they’re very strict on that

Chifae

And another asked: “Do you need professional pictures taken to apply?”

In response, Chifae wrote back and confirmed: “I have professional photos but a lot of people don’t. You don’t need them.” 

In a follow-up clip, Chifae then shared more on her job as an extra, as she claimed that it is often “very long hours” and shifts usually start from 4am or 5am and can go on until 8pm.

Although the hours are long, Chifae claimed that working as an extra is a great way to make “a lot of money” as extras are paid “very good extra money for the overtime.”

She then added: “You don’t have access to your phone, so it’s a good way also to make friends and meet people.

“You have to sign NDAs – you’re not allowed to post pictures of sets or anything, they’re very strict on that.

“But if you don’t have a 9 to 5 and you wanna do this for fun or extra money, or just to gain some experience in film, it’s a very good way to start because you meet a lot of people and you get to meet very famous actors, film directors and it’s just a good experience.”

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