Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The stock market experienced another period of volatility in the second quarter. As of April 8, the S&P 500 Index had declined more than 11% for the quarter but rebounded swiftly as tariff worries diminished, closing with a gain of 10.9% and reaching new all-time highs. The quarter was led by growth as the Russell 1000 Growth Index outperformed the Russell 1000 Value Index. Momentum and earnings growth were the two most positive factors during the quarter. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as T-Mobile US, Inc. (NASDAQ:TMUS). Headquartered in Bellevue, Washington, T-Mobile US, Inc. (NASDAQ:TMUS) provides wireless communications services. The one-month return of T-Mobile US, Inc. (NASDAQ:TMUS) was 5.43%, and its shares gained 25.63% of their value over the last 52 weeks. On August 25, 2025, T-Mobile US, Inc. (NASDAQ:TMUS) stock closed at $251.36 per share, with a market capitalization of $282.886 billion.
Carillon Eagle Growth & Income Fund stated the following regarding T-Mobile US, Inc. (NASDAQ:TMUS) in its second quarter 2025 investor letter:
"T-Mobile US, Inc. (NASDAQ:TMUS) US traded lower on uncertainty regarding succession planning. The company has denied a report alleging that its well respected CEO was looking to get out of his contract early. The company remains a leading operator in the space."
T-Mobile US, Inc. (NASDAQ:TMUS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 76 hedge fund portfolios held T-Mobile US, Inc. (NASDAQ:TMUS) at the end of the second quarter, which was 75 in the previous quarter. While we acknowledge the potential of T-Mobile US, Inc. (NASDAQ:TMUS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered T-Mobile US, Inc. (NASDAQ:TMUS) and shared the list of best 5G stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.