ClearBridge Investments released its third-quarter 2025 investor letter, reporting strong equity performance with the S&P 500 Index up 8.1% and Nasdaq Composite up 11.2%. The strategy slightly underperformed the benchmark due to underexposure to AI winners and holding perceived AI losers. Check their top five holdings for 2025.

In the third quarter of 2025, ClearBridge Large Cap Growth Strategy highlighted Parker-Hannifin Corporation (NYSE: PH), a manufacturer of motion and control technologies. The stock had a one-month return of 1.24% and a 22.21% gain over 52 weeks, closing at $763.03 per share on October 3, 2025.

ClearBridge Large Cap Growth Strategy added Parker-Hannifin Corporation (NYSE: PH) to its portfolio, noting the company’s exposure to aerospace and early cyclical industries. The strategy sees potential in companies benefiting from an improving economic environment, like Parker-Hannifin. While not among the 30 most popular stocks among hedge funds, Parker-Hannifin offers growth potential.

Read more at Yahoo Finance: Is this the Best Time to Add Parker-Hannifin (PH)?