Overview
- Carillon Tower Advisers released the Carillon Eagle Growth & Income Fund third-quarter 2025 investor letter.
- The letter reports the S&P 500 up 13.7% year to date through Q3 and warns that market gains lean heavily on AI deployment as a single catalyst.
- For Corning, the fund cites strong Q2 results and guidance, underscores its fiber optics as core to AI infrastructure, and notes Q3 core sales grew 14% year over year to $4.27 billion.
- The coverage reports Corning shares closed at $87.93 on November 11 with a 52-week gain of 86.25%, and hedge-fund holders rose to 70 at the end of Q2.
- For AbbVie, the fund points to a robust Q2 update with higher 2025 guidance and a settlement extending patent protection by three years, while Q3 revenue came in near $15.8 billion, about $300 million above expectations, with hedge-fund holders at 89 at the end of Q2.