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CIK: 0002007591
Total reported value
$15.6B
$15.6B
568 檔
6.5%
As reported in its official Q1 2025 Form 13F filing, Freestone Grove Partners LP's tracked investment portfolio stood at $15.6B with 568 total positions.
During Q1 2025, Freestone Grove Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 568 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.84% | +1.05% | — | |
| 2 | GD | General Dynamics CORP | Stock-Industrials | 1.92% | +0.43% | NEW | |
| 3 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.26% | -0.45% | +358.73% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 1.20% | +0.04% | +345.90% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.01% | — | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | — | -3.33% | |
| 7 | AZO | Autozone Inc | Stock-Consumer Disc | 1.07% | -0.21% | EXIT | |
| 8 | WWD | Woodward Inc | Stock-Industrials | 1.03% | -0.46% | EXIT | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +2.24% | -84.83% | |
| 10 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.98% | — | +30.71% | |
| 11 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.96% | +0.15% | NEW | |
| 12 | TXN | Texas Instruments Inc | Stock-Tech | 0.94% | — | — | |
| 13 | GL | Globe Life Inc | Stock-Financials | 0.94% | +0.05% | +47.67% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 0.92% | -0.45% | EXIT | |
| 15 | UNM | Unum Group | Stock-Financials | 0.91% | +0.13% | +21.30% | |
| 16 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.89% | -0.06% | +18718.32% | |
| 17 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.88% | +0.27% | +23.98% | |
| 18 | NOK | Nokia Corp-spon Adr | Stock-Tech | 0.88% | -0.17% | +115.86% | |
| 19 | ETR | Entergy CORP | Stock-Utilities | 0.88% | +0.37% | NEW | |
| 20 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.81% | -0.22% | +43.34% | |
| 21 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.79% | -0.46% | +401.48% | |
| 22 | FHN | First Horizon CORP | Stock-Financials | 0.79% | -0.30% | +4.94% | |
| 23 | UMBF | Umb Financial CORP | Stock-Financials | 0.78% | +0.01% | +75.37% | |
| 24 | BA | Boeing Co/the | Stock-Industrials | 0.78% | — | -14.18% | |
| 25 | IP | International Paper Co | Stock-Consumer Disc | 0.78% | -0.08% | -14.09% | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 0.77% | — | -22.73% | |
| 27 | ELV | Elevance Health Inc | Stock-Healthcare | 0.75% | +0.03% | — | |
| 28 | BURL | Burlington Stores Inc | Stock-Consumer Disc | 0.74% | -0.31% | EXIT | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.71% | — | — | |
| 30 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.71% | -0.49% | EXIT | |
| 31 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.69% | -0.01% | -11.90% | |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 0.67% | -0.06% | +19.42% | |
| 33 | EQH | Equitable Holdings Inc | Stock-Financials | 0.67% | -0.01% | +20.94% | |
| 34 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.65% | +0.10% | NEW | |
| 35 | OVV | Ovintiv Inc | Stock-Energy | 0.64% | -0.45% | +30.22% | |
| 36 | TWLO | Twilio Inc - A | Stock-Tech | 0.63% | -0.49% | +42.55% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +0.23% | +27.81% | |
| 38 | ZION | Zions Bancorp NA | Stock-Financials | 0.62% | -0.09% | +28.76% | |
| 39 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.62% | +0.01% | NEW | |
| 40 | XPO | Xpo Inc | Stock-Industrials | 0.61% | +0.27% | NEW | |
| 41 | QRVO | Qorvo Inc | Stock-Tech | 0.61% | — | +775.32% | |
| 42 | COR | Cencora Inc | Stock-Healthcare | 0.59% | +0.26% | — | |
| 43 | HAL | Halliburton Co | Stock-Energy | 0.59% | +0.16% | +47.85% | |
| 44 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 0.58% | -0.18% | +14.43% | |
| 45 | MAT | Mattel Inc | Stock-Consumer Disc | 0.57% | +0.10% | NEW | |
| 46 | COP | Conocophillips | Stock-Energy | 0.57% | — | -46.55% | |
| 47 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.56% | -0.90% | EXIT | |
| 48 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.55% | +0.02% | NEW | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.55% | — | EXIT | |
| 50 | DFSEUR | Discover Financial Services | Stock-Other | 0.54% | — | +37.32% |
According to official SEC Form 13F filings, Freestone Grove Partners LP reported a total U.S. public equity portfolio value of $15.6B across 568 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, GD, SCHW) accounted for 6.5% of total reported equity market value during Q1 2025.
During Q1 2025, Freestone Grove Partners LP's top holdings by market value included VOO (4.8%)、GD (1.9%)、SCHW (1.3%). The largest single position, VOO, represented 4.8% of total portfolio value.
In Q1 2025, Freestone Grove Partners LP made 0 total portfolio adjustments, initiating 0 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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