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13F ownership screener

The grand portfolio

Every stock in every 13F filer's 50 largest positions. Combine filters to narrow it to the stocks the best managers own and bought last quarter.

Held by managers who:
7,242 stocks held by 8,442 managers, top 250 shown
Stocks held by the chosen managers
#StockOwnersNewAddedAvg weightCombined value
1AAPLApple Inc5,839339973.2%$2.80T
2MSFTMicrosoft Corp5,7415914662.2%$2.06T
3AMZNAmazon Com Inc Com5,3768712252.2%$1.73T
4NVDANvidia Corporation Com5,2758612993.1%$3.36T
5GOOGLAlphabet Inc4,776778632.3%$1.67T
6GOOGAlphabet Inc3,784696202.0%$1.19T
7JPMJpmorgan Chase & Co3,759325921.3%$634.3B
8AVGOBroadcom Inc3,332647771.7%$1.40T
9METAMeta Platforms Inc Class A3,267528711.5%$957.3B
10BRK-BBerkshire Hathaway Inc Del3,109215361.7%$419.1B
11LLYLilly Eli & Co2,786555331.5%$825.3B
12JNJJohnson & Johnson2,668253951.1%$431.7B
13VVisa Inc Com Cl A2,488384831.5%$488.6B
14XOMExxon Mobil Corp2,190402591.0%$335.3B
15MUMicron Technology Inc2,1611122022.1%$998.5B
16WMTWalmart Inc2,081233291.1%$304.9B
17TSLATesla Inc Com2,070335341.4%$686.5B
18AMDAdvanced Micro Devices Inc1,978931831.6%$665.3B
19ABBVAbbvie Inc1,971182951.1%$294.5B
20COSTCostco Whsl Corp New1,935132721.2%$262.4B
21CATCaterpillar Inc Com1,844411591.1%$301.4B
22CSCOCisco Sys Inc1,746381281.1%$340.5B
23TSMTaiwan Semiconductor Manufac1,625613002.7%$331.1B
24HDHome Depot Inc Com1,565172630.9%$211.5B
25CVXChevron Corp New1,561122290.9%$185.7B
26AMATApplied Matls Inc1,550641281.6%$438.5B
27PGProcter & Gamble Co Com1,439112050.9%$184.1B
28MAMastercard Inc.1,374202541.6%$336.6B
29LRCXLam Research Corp1,299451171.6%$437.1B
30MRKMerck & Co. Inc1,290111541.0%$195.7B
31INTCIntel Corp1,13188511.6%$454.4B
32BACBank of Amer Corp1,122171471.1%$267.5B
33UNHUnitedhealth Group Inc Com1,071321261.2%$288.9B
34KOCoca Cola Co1,066101141.0%$213.1B
35IBMInternational Business Machs1,030211480.9%$112.9B
36RTXRtx Corporation Com1,029131371.2%$135.2B
37GEVGe Vernova Inc1,018371431.1%$199.2B
38PANWPalo Alto Networks Inc1,00727661.3%$187.4B
39GSGoldman Sachs Group Inc1,004251161.2%$166.5B
40NFLXNetflix Inc Total946292841.1%$190.9B
41GEGe Aerospace921281301.2%$259.9B
42ORCLOracle Corp884201591.1%$125.6B
43KLACKla Corp881214881.6%$331.1B
44PEPPepsico Inc81961280.9%$29.7B
45ASMLAsml Hldg NV812321061.7%$103.6B
46AMGNAmgen Inc Com7656931.1%$56.0B
47MCDMcdonalds Corp Com76171171.0%$25.7B
48TXNTexas Instruments Inc74628411.2%$192.5B
49NEENextera Energy Inc Com740111391.1%$42.0B
50EFAiShs MSCI EAFE7382911.9%$40.3B
51VYMVym70671092.0%$13.4B
52PLTRPalantir Technologies Inclass Class A703151781.2%$108.3B
53TJXTjx Cos Inc New Com69891031.3%$46.2B
54QCOMQualcomm Inc67731451.2%$45.9B
55AXPAmerican Express Co Com67212901.4%$88.1B
56ETNEaton Corp PLC66019881.1%$44.5B
57TMOThermo Fisher Scientific Inc642231251.4%$55.3B
58UNPUnion Pac Corp63412671.3%$37.9B
59PMPhilip Morris Intl Inc Com6338701.1%$145.1B
60APHAmphenol Corp63224841.6%$92.4B
61GLWCorning Inc.62935481.6%$46.1B
62MSMorgan Stanley Com New60420611.1%$117.9B
63CCitigroup Inc Com New60319741.4%$87.1B
64SCHFSchwab Intl Equity59761042.3%$34.0B
65BRK-ABerkshire Hathaway Inc Del5954142.7%$48.4B
66VZVerizon Communications Inc Com593111061.1%$22.8B
67CRWDCrowdstrike Hldgs Inc Class A59025521.3%$30.4B
68DFACDimensional U.s. Core Equity 25843817.4%$32.2B
69MRVLMarvell Technology Inc55350241.5%$160.8B
70WFCWells Fargo Co New5517621.2%$109.0B
71UBERUber Technologies Inc550131411.6%$41.3B
72ABTAbbott Laboratories53610991.0%$30.3B
73ADIAnalog Devices Inc52219601.4%$57.6B
74LMTLockheed Martin Corp Com5206951.0%$29.4B
75LINLinde PLC5136881.3%$109.0B
76DISDisney Walt Co5088691.3%$30.4B
77DEDeere & Co Com5055441.2%$34.0B
78ANETArista Networks Inc49519671.3%$52.7B
79SCHBSchwb US Broad4686412.8%$10.3B
80SCHWSchwab Charles Corp4647951.6%$42.7B
81SNDKSandisk Corp46349282.6%$206.2B
82BABoeing Co4638841.3%$39.9B
83SYKStryker Corporation4438941.6%$26.8B
84VRTVertiv Holdings Co43917611.7%$17.8B
85LOWLowes Cos Inc4378441.3%$24.4B
86DFAIDimensional International Core Equity Ma42011233.1%$9.9B
87DELLDell Technologies Inc41423161.6%$16.6B
88PFEPfizer Inc4147821.0%$10.4B
89PWRQuanta Svcs Inc Com41210451.5%$19.8B
90STXSeagate Technology Hldngs Pl41144262.2%$79.6B
91BLKBlackrock Inc4031461.2%$27.0B
92WMWaste Mgmt Inc Del4032591.3%$16.6B
93CRMSalesforce Inc Com397171111.2%$23.0B
94WDCWestern Digital Corp39632321.6%$122.9B
95CBChubb Limited Com3922421.6%$39.8B
96NOWServicenow Inc Com391251211.2%$12.8B
97ISRGIntuitive Surgical Inc39011911.1%$33.1B
98DHRDanaher Corporation38511851.5%$29.1B
99BKNGBooking Holdings Inc Com36792911.6%$50.3B
100JAAAJanus Detroit Str Tr36771362.4%$8.7B
101BXBlackstone Inc Com3626661.5%$6.8B
102CMICummins Inc3596191.2%$11.9B
103DUKDuke Energy3574521.0%$8.7B
104FBNDFidelity Merrimack Str Tr35631673.5%$13.9B
105MOAltria Group Inc3548490.9%$17.0B
106EMREmerson Elec Co Com3538351.0%$8.7B
107SPGIS&P Global Inc.35015812.0%$28.1B
108ADPAutomatic Data Processing Inc Com3494401.3%$10.3B
109DFATDimensional U.s. Targeted Value3440353.0%$9.5B
110SHYiShs Lehman 1-3Tsy33931142.0%$5.7B
111GILDGilead Sciences3312660.9%$38.4B
112MDTMedtronic PLC3315871.1%$16.3B
113PHParker-Hannifin Corp3283441.2%$18.4B
114BMYBristol-Myers Squibb Co Com3254521.0%$18.2B
115SOSouthern Co.3252440.9%$14.6B
116PYLDPimco Multisector Bond Active Exchange-T32021502.6%$6.5B
117IEFiShs 7-10 ys Tsy3177942.8%$25.3B
118GDGeneral Dynamics Corp3103341.1%$11.7B
119UPSUnited Parcel Svcs Inc Cl B3095441.4%$6.2B
120DFAXDimensional World Ex U.s. Core3071383.8%$6.7B
121SBUXStarbucks Corp Com3048221.0%$29.9B
122DFICDfa Dimensional Intl Core Equit3041954.5%$9.9B
123TAt&t Inc Com3028691.0%$11.2B
124SPCXSpace Ex Tech Spacex Class A29910908.1%$488.5B
125MCKMckesson Corp Com2995581.2%$19.0B
126MELIMercadolibre Inc29815852.7%$32.3B
127DFEMDimensional2970582.9%$6.4B
128COFCapital One Financial Corp29615591.8%$26.8B
129COPConocophillips2935421.0%$25.2B
130DFUVDimensional U.s. Marketwide Val2914253.0%$9.6B
131RDVYFirst Trust Rising Dividend Achievers Et2891762.2%$8.1B
132EPDEnterprise Prods Partners L2863251.8%$9.9B
133PGRProgressive Corp.2858582.0%$29.8B
134WMBWilliams Companies2778391.7%$17.6B
135USBUS Bancorp Del2754181.4%$12.9B
136AVDVAvantis International Small Cap Value Et2732772.5%$12.4B
137SHOPShopify Inc26612741.7%$47.1B
138ADBEAdobe Inc26513721.2%$10.7B
139AZNAstrazeneca PLC Ord2627462.4%$148.2B
140GLDMWorld Gold Tr2615812.1%$8.5B
141PNCPnc Finl Svcs Group Inc2605241.0%$10.4B
142FCXFreeport Mcmoran Inc Cl B2558441.7%$16.1B
143MMM3m Co Com2548321.0%$8.4B
144KMIKinder Morgan Inc Del Com2523251.3%$5.7B
145JEPQJpmorgan Nasdaq Equity Premium Income Et2502711.5%$2.3B
146CVSCvs Caremark Corporation2493231.4%$28.3B
147CMECme Group Inc2498511.5%$13.7B
148VLOValero Energy Corp2488251.3%$6.1B
149BNYBank of New York Mellon Corp2464201.3%$14.0B
150ECLEcolab Inc2437231.2%$9.1B
151NSCNorfolk Southn Corp2394342.0%$12.3B
152ORLYO'Reilly Automotive Inc2384381.7%$11.8B
153ETPCEnergy Transfer L P2384352.0%$9.0B
154SHWSherwin Williams Co Com2371341.5%$11.7B
155HONHoneywell Intl Inc2373941.0%$6.8B
156XLPState Street Consumer Staples Select Sec2376501.4%$5.0B
157TTTrane Technologies PLC2363221.2%$10.3B
158ACNAccenture PLC Ireland Shs Class A23614771.2%$7.9B
159XLYConsumer Discretionary Select S2355451.3%$5.7B
160WELLWelltower Inc2345471.7%$73.1B
161PLDPrologis Inc2344311.6%$32.9B
162URIUnited Rentals Inc Com2346231.5%$11.1B
163COWZPacer Fds Tr2340451.9%$2.2B
164BEBloom Energy Corp23324212.7%$28.4B
165NEMNewmont Corp2333351.3%$9.8B
166ICEIntercontinental Exchange in2294521.3%$15.8B
167SNOWSnowflake Inc22929321.9%$14.9B
168INTUIntuit22610721.2%$13.2B
169MARMarriott Intl Inc New Cl A2255141.4%$8.7B
170APDAir Products and Chemicals Inc2184211.2%$18.3B
171CLColgate Palmolive Co2171190.9%$6.6B
172AEPAmerican Elec Pwr Co Inc2164301.3%$9.0B
173FDXFedex Corp2153221.4%$11.0B
174VRTXVertex Pharmaceuticals Inc2136431.2%$40.7B
175MPCMarathon Petroleum Corporation2133131.2%$6.2B
176ENBEnbridge Inc Com2122311.7%$34.4B
177CSXCsx Corp Com2097151.2%$6.1B
178CEGConstellation Energy Corp2069521.4%$15.2B
179LITELumentum Hldgs Inc Com20519291.9%$13.2B
180BABAAlibaba Group Hldg Ltd2058572.3%$8.6B
181AMTAmerican Tower Corp2045321.3%$11.0B
182SLBSlb Limited2047281.5%$6.9B
183JCPBJ P Morgan Exchange Traded F2031923.3%$7.4B
184EQIXEquinix Inc2028202.0%$28.3B
185PSXPhillips 662024161.1%$5.4B
186ITWIllinois Tool Works Inc.2012211.1%$11.6B
187FIXComfort Sys USA Inc20112231.4%$10.6B
188COHRCoherent Corp20016211.9%$10.2B
189OKEOneok Inc2003201.2%$4.9B
190ELVElevance Health Inc Formerly1977111.6%$21.3B
191APPApplovin Corp1929512.7%$36.8B
192HOODRobinhood Mkts Inc19220412.3%$10.5B
193HONAHoneywell Aerospace Inc.1924101.0%$3.4B
194HWMHowmet Aerospace Inc1919381.5%$15.9B
195AEMAgnico Eagle Mines Ltd1902411.9%$25.7B
196FTNTFortinet Inc189581.4%$16.2B
197SPOTSpotify Technology S A18816421.8%$20.5B
198NOCNorthrop Grumman Corp1872210.8%$10.0B
199RYRoyal Bank of Canada1863222.3%$96.9B
200SNPSSynopsys Inc1857461.8%$19.9B
201CMCSAComcast Corp New1849601.7%$29.7B
202TERTeradyne Inc1848191.6%$12.2B
203LHXL3harris Technologies Inc1841301.0%$3.1B
204VMBSVmbs1833671.9%$4.3B
205BNBrookfield Corp1821273.0%$46.2B
206NVSNovartis AG1823161.2%$7.4B
207NKENike Inc Cl B1825391.1%$4.1B
208TRVTravelers Companies Inc1801161.1%$6.6B
209AFLAflac Inc1802111.3%$1.9B
210CDNSCadence Design System Inc1797251.3%$14.6B
211MCOMoodys Corp1759292.5%$28.3B
212CCJCameco Corp Com1758401.6%$8.9B
213LNGCheniere Energy Inc1756441.6%$7.8B
214AZOAutozone Inc1742311.6%$8.0B
215VSTVistra Corp Com1749462.1%$5.3B
216EOGEog Res Inc1722291.1%$10.9B
217NVONovo-Nordisk A S1718251.4%$3.6B
218NBISNebius Group N.v. Shs Class A17029162.8%$13.7B
219NETCloudflare Inc1679381.6%$23.0B
220ARMArm Hldgs PLC Equity A Funsponsored ADR16715161.7%$17.6B
221TMUST-Mobile US Inc1664411.1%$17.7B
222TGTTarget Corp Com1664191.2%$2.5B
223DDOGDatadog Inc1651571.5%$15.7B
224ROKRockwell Automation Inc1652131.3%$5.9B
225JCIJohnson Controls Internation1624161.4%$15.9B
226FASTFastenal Co1623161.4%$5.9B
227CPCanadian Pacific Kansas City1614321.8%$31.1B
228DLRDigital Realty Trust Inc15910211.7%$18.7B
229SHELShell PLC1592191.2%$15.7B
230NUNu Hldgs Ltd1579624.9%$14.4B
231BBarrick Mng Corp1562351.3%$13.7B
232WBDWarner Bros Discovery Inc15514663.6%$13.8B
233TFCTruist Financial Ord Shs1541141.2%$8.0B
234AMEAmetek Inc1544231.7%$7.9B
235SYYSysco Corp1517151.3%$5.1B
236ALABAstera Labs Inc1502452.0%$21.0B
237ALLAllstate Corp1502141.0%$5.7B
238PAVEGlobal X Fds1505271.6%$3.9B
239JMSTJ P Morgan Exchange Traded F1500471.2%$1.3B
240HCAHCA Healthcare Inc14912322.0%$11.6B
241JMUBJ P Morgan Exchange Traded F1491531.6%$1.8B
242BSXBoston Scientific Corp1479681.2%$11.6B
243DVNDevon Energy Corp1479251.6%$6.2B
244CNICanadian Natl Ry Co1463232.0%$34.0B
245MDLZMondelez International Inc.1461121.1%$11.2B
246ORealty Income Corp1463311.1%$3.2B
247KKRKkr & Co Inc Cl A1446362.0%$11.7B
248AONAon PLC1436171.9%$22.7B
249MSIMotorola Solutions Inc1437281.2%$10.5B
250AJGGallagher Arthur J & Co1434221.6%$9.3B

Each manager counts once per stock, from its latest 13F; ownership covers each filer's 50 largest positions. Manager filters all apply together: “Beat the S&P 500 (3 yrs)” with “Hold 2+ years” means managers who do both. Outperformance is a portfolio of each filer's 20 largest positions against the S&P 500. “New” means the stock was not in the manager's previous 13F, which is known only when that filing had 50 positions or fewer; “Added” means 5% or more shares. Combined value is at 13F filing prices.