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:

7,259 stocks held by 8,526 managers, top 250 shownInclude ETFs and funds

Stocks held by the chosen managers
#	Stock	Owners	New	Added	Avg weight	Combined value
1	MSFTMicrosoft Corp	5,960	83	1351	2.4%	$2.10T
2	AAPLApple Inc	5,947	37	989	3.3%	$2.83T
3	AMZNAmazon Com Inc	5,476	91	1250	2.2%	$1.74T
4	NVDANvidia Corporation	5,432	92	1305	3.2%	$3.39T
5	GOOGLAlphabet Inc	4,824	65	917	2.3%	$1.67T
6	JPMJpmorgan Chase & Co	3,815	30	557	1.3%	$635.1B
7	GOOGAlphabet Inc	3,811	57	646	2.0%	$1.19T
8	METAMeta Platforms Inc	3,497	56	818	1.6%	$972.9B
9	AVGOBroadcom Inc	3,351	57	776	1.6%	$1.40T
10	BRK-BBerkshire Hathaway Inc Del	3,157	26	509	1.7%	$420.3B
11	LLYEli Lilly & Co	2,853	53	583	1.4%	$827.6B
12	JNJJohnson & Johnson	2,741	26	374	1.1%	$433.5B
13	VVisa Inc	2,554	33	429	1.5%	$491.1B
14	XOMExxon Mobil Corp	2,335	112	178	1.0%	$337.3B
15	MUMicron Technology Inc	2,241	91	390	2.0%	$1.01T
16	AMDAdvanced Micro Devices Inc	2,072	71	252	1.6%	$670.2B
17	TSLATesla Inc	2,027	28	501	1.3%	$684.9B
18	WMTWalmart Inc	2,024	23	324	1.1%	$304.1B
19	ABBVAbbvie Inc	2,021	20	274	1.1%	$296.0B
20	COSTCostco Wholesale Corporation	1,935	12	280	1.2%	$260.9B
21	CSCOCisco Sys Inc	1,726	29	143	1.0%	$338.9B
22	CVXChevron Corporation	1,714	23	200	1.0%	$188.1B
23	CATCaterpillar Inc	1,711	25	196	1.1%	$298.8B
24	TSMTaiwan Semiconductor Manufac	1,656	51	313	2.7%	$332.9B
25	PGProcter & Gamble Co	1,443	6	201	0.9%	$183.6B
26	AMATApplied Matls Inc	1,441	49	166	1.5%	$432.6B
27	HDHome Depot Inc	1,427	15	223	0.9%	$208.8B
28	MAMastercard Incorporated	1,409	25	227	1.6%	$337.4B
29	MRKMerck & Co Inc	1,386	17	142	1.0%	$197.1B
30	LRCXLam Research Corp	1,260	41	141	1.5%	$433.8B
31	INTCIntel Corp	1,129	69	122	1.6%	$458.2B
32	BACBank of Amer Corp	1,115	17	152	1.1%	$267.0B
33	KOCoca Cola Co	1,112	9	131	1.0%	$214.5B
34	PANWPalo Alto Networks Inc	1,087	29	70	1.3%	$190.2B
35	UNHUnitedhealth Group Inc	1,044	26	129	1.1%	$288.3B
36	RTXRtx Corporation	1,016	12	126	1.2%	$134.8B
37	GSGoldman Sachs Group Inc	976	19	116	1.2%	$165.6B
38	NFLXNetflix Inc.	955	24	265	1.1%	$190.1B
39	GEVGe Vernova Inc	950	29	148	1.1%	$196.0B
40	IBMInternational Business Machs	898	17	138	0.9%	$110.2B
41	GEGe Aerospace	883	20	109	1.1%	$258.6B
42	ORCLOracle Corp	850	19	176	1.1%	$124.7B
43	PLTRPalantir Technologies Inc	838	20	151	1.3%	$112.9B
44	AMGNAmgen Inc	837	8	79	1.0%	$58.8B
45	ASMLAsml Hldg NV	808	33	111	1.7%	$103.4B
46	KLACKla Corp	792	21	344	1.5%	$325.1B
47	PEPPepsico Inc	781	4	136	0.9%	$28.4B
48	TXNTexas Instrs Inc	735	30	63	1.2%	$193.6B
49	TMOThermo Fisher Scientific Inc	710	26	93	1.5%	$59.7B
50	NEENextera Energy Inc	689	10	133	1.1%	$41.0B
51	MCDMcdonalds Corp	687	6	123	1.0%	$24.5B
52	CRWDCrowdstrike Hldgs Inc	686	31	271	1.3%	$34.2B
53	ETNEaton Corp PLC	679	17	81	1.1%	$44.7B
54	QCOMQualcomm Inc	672	26	75	1.2%	$46.6B
55	PMPhilip Morris Intl Inc	657	11	72	1.1%	$145.8B
56	TJXTjx Cos Inc New	654	8	110	1.3%	$45.6B
57	UNPUnion Pac Corp	652	15	66	1.3%	$38.5B
58	AXPAmerican Express Co	647	7	87	1.4%	$87.4B
59	APHAmphenol Corp	645	22	259	1.5%	$92.1B
60	VZVerizon Communications Inc	619	15	110	1.0%	$22.7B
61	CCitigroup Inc	598	13	79	1.3%	$85.7B
62	BRK-ABerkshire Hathaway Inc Del	589	4	11	2.7%	$48.3B
63	MSMorgan Stanley	582	18	55	1.1%	$116.9B
64	MRVLMarvell Technology Inc	572	40	62	1.5%	$162.0B
65	ANETArista Networks Inc	563	18	64	1.3%	$54.7B
66	WFCWells Fargo & Co	556	10	44	1.2%	$108.8B
67	ABTAbbott Laboratories	553	8	91	1.0%	$31.1B
68	UBERUber Technologies Inc	542	12	130	1.6%	$41.2B
69	GLWCorning Inc	534	22	59	1.5%	$43.9B
70	LMTLockheed Martin Corp	527	7	81	1.0%	$29.4B
71	LINLinde PLC	522	8	92	1.3%	$109.6B
72	DEDeere & Co	522	5	42	1.2%	$34.2B
73	DISDisney Walt Co	520	12	75	1.3%	$30.9B
74	ADIAnalog Devices Inc	516	14	54	1.5%	$58.3B
75	JPSTJ P Morgan Exchange Traded F	494	4	149	2.5%	$8.3B
76	SPCXSpace Exploration Techn Corp	491	109	52	5.7%	$538.3B
77	SNDKSandisk Corp	479	42	57	2.4%	$206.2B
78	SCHWCharles Schwab Corp (the)	477	8	78	1.7%	$43.0B
79	CRMSalesforce Inc	472	22	76	1.2%	$24.4B
80	JEPIJ P Morgan Exchange Traded F	470	1	143	1.8%	$5.5B
81	DELLDell Technologies Inc	467	21	20	1.5%	$17.2B
82	PFEPfizer Inc	449	8	74	1.0%	$10.7B
83	BABoeing Co	434	7	75	1.2%	$39.6B
84	NOWServicenow Inc	428	28	98	1.3%	$14.1B
85	BLKBlackrock Inc	425	1	42	1.2%	$27.7B
86	SYKStryker Corporation	419	9	82	1.5%	$26.1B
87	STXSeagate Technology Hldngs Pl	414	35	32	2.1%	$79.5B
88	LOWLowes Cos Inc	410	9	54	1.2%	$23.9B
89	DHRDanaher Corp Del	396	12	72	1.5%	$29.2B
90	PWRQuanta Svcs Inc	395	8	56	1.6%	$19.2B
91	VRTVertiv Holdings Co	390	10	70	1.7%	$16.8B
92	WMWaste Mgmt Inc Del	385	2	49	1.2%	$15.3B
93	ISRGIntuitive Surgical Inc	382	10	88	1.2%	$32.9B
94	ADPAutomatic Data Processing in	380	6	30	1.3%	$10.7B
95	CBChubb Limited	379	2	31	1.6%	$39.7B
96	JAAAJanus Detroit Str Tr	377	11	144	2.5%	$9.3B
97	EMREmerson Elec Co	365	6	26	1.1%	$8.4B
98	SPGIS&p Global Inc	361	17	67	1.9%	$28.4B
99	BXBlackstone Inc	358	10	51	1.5%	$6.8B
100	FBNDFidelity Merrimack Str Tr	357	1	151	3.4%	$13.9B
101	BKNGBooking Holdings Inc	352	8	207	1.6%	$50.1B
102	GILDGilead Sciences Inc	351	3	54	0.9%	$38.1B
103	WDCWestern Digital Corp Com	349	21	38	1.5%	$120.5B
104	MDTMedtronic PLC	347	3	69	1.1%	$16.6B
105	MOAltria Group Inc	347	7	60	0.9%	$16.3B
106	DUKDuke Energy Corp New	347	4	54	1.0%	$8.6B
107	CGDVCapital Group Dividend Value	343	4	121	3.1%	$18.1B
108	BMYBristol-Myers Squibb Co	332	3	38	1.0%	$18.8B
109	PHParker-Hannifin Corp	327	5	37	1.2%	$18.4B
110	TAt&t Inc	326	9	68	1.0%	$11.1B
111	COPConocophillips	322	6	40	1.0%	$25.6B
112	MCKMckesson Corp	320	4	45	1.2%	$19.2B
113	SOSouthern Co	309	3	45	0.9%	$14.4B
114	CMICummins Inc	307	5	25	1.2%	$10.8B
115	VLOValero Energy Corp	307	8	22	1.3%	$6.8B
116	SHOPShopify Inc	304	15	70	1.6%	$47.8B
117	MELIMercadolibre Inc	299	14	77	2.8%	$32.3B
118	GDGeneral Dynamics Corp	295	2	25	1.1%	$11.2B
119	SBUXStarbucks Corp	294	8	24	1.0%	$29.5B
120	UPSUnited Parcel Svcs Inc	293	7	43	1.4%	$6.1B
121	COFCapital One Finl Corp	292	12	55	1.8%	$26.7B
122	EPDEnterprise Prods Partners L	287	2	26	1.8%	$9.9B
123	PGRProgressive Corp	280	8	50	2.0%	$29.9B
124	ADBEAdobe Inc	275	11	68	1.2%	$11.0B
125	WMBWilliams Cos	273	9	36	1.7%	$17.7B
126	GLDMWorld Gold Tr	271	4	90	2.1%	$8.8B
127	MPCMarathon Petroleum	271	9	16	1.2%	$6.9B
128	FCXFreeport Mcmoran Inc	269	10	40	1.7%	$16.3B
129	CMECme Group Inc	267	10	45	1.6%	$14.0B
130	USBUS Bancorp	267	1	15	1.4%	$12.9B
131	ACNAccenture PLC Ireland	266	17	60	1.3%	$7.7B
132	JEPQJ P Morgan Exchange Traded F	255	0	78	1.5%	$2.5B
133	BNYBank of Ny Mellon Corp	253	4	18	1.3%	$14.1B
134	MMM3m Co	253	7	30	1.1%	$8.5B
135	NEMNewmont Corp	251	4	39	1.3%	$10.7B
136	PSXPhillips 66	251	11	16	1.2%	$5.8B
137	SNOWSnowflake Inc	249	30	30	1.8%	$15.8B
138	AZNAstrazeneca PLC	248	6	61	2.4%	$147.4B
139	PNCPnc Finl Svcs Group Inc	248	6	19	0.9%	$9.8B
140	NSCNorfolk Southn Corporation	247	6	34	2.0%	$12.4B
141	ETPCEnergy Transfer L P	245	6	34	2.0%	$9.1B
142	ICEIntercontinental Exchange Inc	244	5	42	1.3%	$16.6B
143	BEBloom Energy Corp	243	32	30	2.7%	$29.8B
144	ECLEcolab Inc	243	6	15	1.2%	$9.6B
145	CVSCvs Health Corp	242	2	24	1.3%	$28.7B
146	KMIKinder Morgan Inc Del	241	3	24	1.3%	$5.6B
147	SHWSherwin Williams Co	240	2	29	1.4%	$11.6B
148	DFSDDimensional Short-Duration Fixed Income	240	4	108	3.4%	$4.7B
149	COWZPacer Fds Tr	238	0	47	1.9%	$2.2B
150	WELLWelltower Inc	232	4	48	1.8%	$73.0B
151	FTNTFortinet Inc	231	9	12	1.4%	$17.1B
152	ORLYOreilly Automotive Inc	231	5	35	1.7%	$11.7B
153	TTTrane Technologies PLC	231	3	23	1.2%	$10.2B
154	VRTXVertex Pharmaceuticals Inc	229	5	36	1.2%	$41.3B
155	MARMarriott Intl Inc New	229	7	18	1.3%	$8.6B
156	PLDPrologis Inc	228	4	27	1.6%	$32.8B
157	URIUnited Rentals Inc	228	5	25	1.4%	$10.8B
158	HONHoneywell Intl Inc	226	32	16	1.0%	$6.5B
159	LITELumentum Hldgs Inc	223	19	38	1.9%	$13.5B
160	INTUIntuit	222	6	60	1.2%	$12.4B
161	MINTPimco Enhanced Short Maturity Active Exc	219	2	65	1.9%	$3.4B
162	SLBSlb Limited	213	7	24	1.5%	$7.6B
163	CEGConstellation Energy Corp	211	8	51	1.4%	$15.3B
164	FDXFedex Corp	209	3	20	1.3%	$11.3B
165	DFSVDfa Invt Dimensions Group in	209	13	31	1.8%	$3.8B
166	JCPBJ P Morgan Exchange Traded F	207	1	84	3.2%	$7.7B
167	BABAAlibaba Group Hldg Ltd	207	8	52	2.3%	$7.5B
168	APDAir Products and Chemicals I	206	4	19	1.2%	$18.2B
169	CSXCsx Corp	206	5	18	1.1%	$5.9B
170	AEPAmerican Elec Pwr Co Inc	204	6	31	1.2%	$8.8B
171	HOODRobinhood Mkts Inc	201	23	40	2.3%	$10.0B
172	ENBEnbridge Inc	200	3	30	1.7%	$33.9B
173	CLColgate Palmolive Co	200	0	21	0.9%	$6.5B
174	AMTAmerican Tower Corp	199	7	35	1.3%	$11.0B
175	EQIXEquinix Inc	196	7	24	2.1%	$28.4B
176	COHRCoherent Corp	196	18	31	1.8%	$9.9B
177	SPOTSpotify Technology SA	192	15	42	1.9%	$20.7B
178	ITWIllinois Tool Wks Inc	191	3	12	1.1%	$11.7B
179	AEMAgnico Eagle Mines Ltd	190	2	37	2.0%	$25.9B
180	OKEOneok Inc New	190	12	9	1.2%	$4.8B
181	ELVElevance Health Inc Formerly	189	8	14	1.6%	$21.3B
182	SNPSSynopsys Inc	189	9	49	1.8%	$19.7B
183	RYRoyal Bk Cda	188	4	26	2.3%	$96.7B
184	NETCloudflare Inc	188	14	30	1.6%	$23.3B
185	FIXComfort Sys USA Inc	187	11	25	1.4%	$11.0B
186	TRVTravelers Companies Inc	187	2	12	1.1%	$6.5B
187	NOCNorthrop Grumman Corp	186	4	21	0.8%	$9.9B
188	BNBrookfield Corp	183	4	26	3.0%	$45.7B
189	SHELShell PLC	183	5	20	1.2%	$15.9B
190	CMCSAComcast Corp New	180	10	50	1.7%	$29.3B
191	HWMHowmet Aerospace Inc	179	9	37	1.5%	$15.7B
192	CDNSCadence Design System Inc	179	4	29	1.3%	$14.2B
193	HONAHoneywell Aerospace Inc	179	33	14	1.0%	$3.3B
194	TGTTarget Corp	179	7	15	1.1%	$3.1B
195	LNGCheniere Energy Inc	177	5	41	1.7%	$7.6B
196	AFLAflac Inc	176	1	12	1.3%	$1.8B
197	LHXL3harris Technologies Inc	175	1	35	1.0%	$3.0B
198	EOGEog Res Inc	174	2	28	1.2%	$11.0B
199	MCOMoodys Corp	173	7	25	2.5%	$28.0B
200	NBISNebius Group N.v.	172	33	20	2.8%	$15.0B
201	VSTVistra Corp	171	8	53	2.2%	$5.3B
202	DDOGDatadog Inc	170	18	11	1.5%	$16.1B
203	CCJCameco Corp	170	9	44	1.6%	$8.8B
204	HPEHewlett Packard Enterprise C	170	11	10	1.4%	$7.3B
205	NVSNovartis AG	169	1	13	1.2%	$7.3B
206	TMUST-Mobile US Inc	168	5	34	1.0%	$17.3B
207	NKENike Inc	166	4	34	1.1%	$3.8B
208	TERTeradyne Inc	164	7	26	1.6%	$11.6B
209	FASTFastenal Co	164	3	15	1.4%	$6.0B
210	APPApplovin Corp	163	9	43	2.7%	$36.0B
211	AZOAutozone Inc	163	3	29	1.7%	$7.6B
212	DVNDevon Energy Corp New	162	13	22	1.6%	$6.4B
213	ARMArm Holdings PLC	161	10	19	1.7%	$17.2B
214	JMSTJ P Morgan Exchange Traded F	161	3	50	1.2%	$1.4B
215	CPCanadian Pacific Kansas City	159	3	29	1.8%	$30.9B
216	NUNu Hldgs Ltd	159	8	60	4.8%	$14.7B
217	JCIJohnson Controls Internation	157	4	14	1.4%	$15.9B
218	AMEAmetek Inc	156	5	25	1.7%	$8.4B
219	ROKRockwell Automation Inc	156	1	14	1.3%	$5.3B
220	DLRDigital Rlty Tr Inc	155	8	21	1.7%	$18.6B
221	BBarrick Mng Corp	154	0	34	1.4%	$13.8B
222	PAVEGlobal X U.s. Infrastructure Development	154	7	24	1.5%	$3.8B
223	NVONovo-Nordisk A S	154	4	20	1.3%	$3.3B
224	ALLAllstate Corp	153	2	9	1.0%	$6.1B
225	MSIMotorola Solutions Inc	152	5	18	1.2%	$10.4B
226	JMUBJ P Morgan Exchange Traded F	152	2	46	1.4%	$1.7B
227	WBDWarner Bros Discovery Inc	151	16	61	3.9%	$13.8B
228	ABNBAirbnb Inc	151	3	27	1.4%	$13.4B
229	SYYSysco Corp	150	6	13	1.2%	$5.0B
230	ALABAstera Labs Inc	149	19	14	1.8%	$21.0B
231	BOXXEa Series Trust	149	3	60	2.4%	$1.4B
232	HCAHca Healthcare Inc	148	9	29	2.0%	$11.6B
233	MDLZMondelez International	148	2	15	1.1%	$11.2B
234	FENIFidelity Covington Trust	148	0	67	2.8%	$2.6B
235	CNICanadian Natl Ry Co	146	2	22	2.0%	$33.9B
236	IBKRInteractive Brokers Group in	146	9	9	2.7%	$8.0B
237	TFCTruist Finl Corp	146	2	15	1.1%	$7.8B
238	CAHCardinal Health Inc	146	3	16	1.0%	$6.7B
239	PHYSSprott Asset Management LP	146	1	29	2.6%	$2.3B
240	AJGGallagher Arthur J & Co	145	5	24	1.7%	$9.3B
241	KKRKkr & Co Inc	144	7	30	2.1%	$11.7B
242	ROSTRoss Stores Inc	144	2	17	1.3%	$7.7B
243	BDXBecton Dickinson & Co	141	4	28	1.5%	$10.0B
244	BSXBoston Scientific Corp	140	11	63	1.2%	$11.2B
245	ORealty Income Corp.	140	4	25	1.1%	$2.3B
246	GWWWw Grainger Inc	139	2	6	1.2%	$4.4B
247	CLSCelestica Inc	138	12	22	1.5%	$7.5B
248	MRSHMarsh & Mclennan Cos	137	5	18	1.2%	$15.5B
249	CTASCintas Corp	137	1	19	1.5%	$5.5B
250	FLEXFlex Ltd Ord	135	17	8	2.1%	$17.1B

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.