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CIK: 0001352467
Total reported value
$2.1B
$2.1B
245 檔
40.9%
As reported in its official Q1 2025 Form 13F filing, Bbr Partners, LLC's tracked investment portfolio stood at $2.1B with 245 total positions.
In Q1 2025, Bbr Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, ) accounted for 40.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 39.18% | -1.14% | -0.60% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.52% | +1.12% | +0.34% | |
| 3 | ✓ | Stock-Other | 5.50% | — | +193.16% | ||
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.01% | -0.34% | -0.05% | |
| 5 | HAYW | Hayward Holdings Inc | Stock-Other | 4.33% | — | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.40% | -0.21% | -1.89% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +0.10% | +0.11% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.20% | -0.87% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.74% | -0.04% | +0.01% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 1.67% | -0.10% | -0.02% | |
| 11 | ✓ | Stock-Other | 1.59% | — | — | ||
| 12 | ✓ | Stock-Other | 1.23% | — | — | ||
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.07% | -1.50% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | -0.02% | -0.02% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.07% | -0.38% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.02% | -2.30% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.04% | -1.33% | |
| 18 | ✓ | Stock-Other | 0.62% | — | -0.16% | ||
| 19 | ✓ | Stock-Other | 0.60% | — | +0.04% | ||
| 20 | ✓ | Stock-Other | 0.57% | — | -2.23% | ||
| 21 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.56% | — | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.09% | -0.08% | |
| 23 | ✓ | Stock-Other | 0.50% | — | — | ||
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.11% | +0.04% | |
| 25 | ✓ | Stock-Other | 0.46% | — | — | ||
| 26 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.39% | -0.04% | -0.08% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.36% | +0.27% | +27.66% | |
| 28 | ✓ | Stock-Other | 0.36% | — | -2.46% | ||
| 29 | ✓ | Stock-Other | 0.35% | — | -0.09% | ||
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.35% | -0.02% | +0.14% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.34% | +0.34% | +73.56% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.06% | -0.18% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | -0.03% | -2.41% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.29% | — | +0.81% | |
| 35 | ✓ | Stock-Other | 0.27% | — | — | ||
| 36 | ✓ | Stock-Other | 0.27% | — | +1.22% | ||
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.04% | +6.52% | |
| 38 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.26% | -0.04% | — | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.26% | -0.01% | — | |
| 40 | URTH | Ishares Msci World ETF | ETF-Other | 0.25% | -0.02% | +0.18% | |
| 41 | BP | Bp Plc-spons Adr | Stock-Energy | 0.24% | -0.09% | — | |
| 42 | ARCC | Ares Capital CORP | Stock-Financials | 0.24% | -0.01% | +0.00% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.43% | — | |
| 44 | IQLT | Ishares Msci International Q | ETF-Other | 0.24% | — | — | |
| 45 | ✓ | Stock-Other | 0.23% | — | — | ||
| 46 | ✓ | Stock-Other | 0.23% | — | — | ||
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.23% | -0.01% | -2.55% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.07% | -1.10% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.23% | -0.01% | — | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.22% | — | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | ✓ | — | NEW | New buy | |
| 4 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 5 | HAYW | Hayward Holdings Inc | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 10 | PM | Philip Morris International | — | NEW | New buy |
| 11 | ✓ | — | NEW | New buy | |
| 12 | ✓ | — | NEW | New buy | |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | ABBV | Abbvie Inc | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 18 | ✓ | — | NEW | New buy | |
| 19 | ✓ | — | NEW | New buy | |
| 20 | ✓ | — | NEW | New buy | |
| 21 | ASHR | Xtrackers Harvest Csi 300 Ch | — | NEW | New buy |
| 22 | ABT | Abbott Laboratories | — | NEW | New buy |
| 23 | ✓ | — | NEW | New buy | |
| 24 | WMT | Walmart Inc | — | NEW | New buy |
| 25 | ✓ | — | NEW | New buy | |
| 26 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 27 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 28 | ✓ | — | NEW | New buy | |
| 29 | ✓ | — | NEW | New buy | |
| 30 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 31 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 32 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 33 | UNP | Union Pacific CORP | — | NEW | New buy |
| 34 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 35 | ✓ | — | NEW | New buy | |
| 36 | ✓ | — | NEW | New buy | |
| 37 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 38 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 39 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 40 | URTH | Ishares Msci World ETF | — | NEW | New buy |
| 41 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 42 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 43 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 44 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 45 | ✓ | — | NEW | New buy | |
| 46 | ✓ | — | NEW | New buy | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | — | NEW | New buy |
| 48 | CVX | Chevron CORP | — | NEW | New buy |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 50 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
According to official SEC Form 13F filings, Bbr Partners, LLC reported a total U.S. public equity portfolio value of $2.1B across 245 disclosed positions in Q1 2025.
During Q1 2025, Bbr Partners, LLC's top holdings by market value included SPY (39.2%)、IVV (7.5%)、 (5.5%). The largest single position, SPY, represented 39.2% of total portfolio value.
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Top New Position Initiated
SPY
市值: $554.7M
In Q1 2025, Bbr Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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