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CIK: 0002007591
Total reported value
$15.6B
$15.6B
713 檔
14.4%
During the Q4 2025 filing period, Freestone Grove Partners LP (CIK: 0002007591) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $15.6B across 713 reported positions.
Freestone Grove Partners LP executed strategic sector rebalancing during Q4 2025, establishing 62 new positions while fully exiting 58 holdings and trimming 41 positions.
Showing top 200 holdings (of 713 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.08% | +2.24% | +375.60% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.22% | +1.05% | +1.37% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.01% | — | |
| 4 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.91% | +0.01% | NEW | |
| 5 | AME | Ametek Inc | Stock-Industrials | 0.88% | +0.09% | +24.76% | |
| 6 | OVV | Ovintiv Inc | Stock-Energy | 0.87% | -0.45% | +79.88% | |
| 7 | FHN | First Horizon CORP | Stock-Financials | 0.82% | -0.30% | -1.28% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.77% | -0.45% | +66.98% | |
| 9 | ELV | Elevance Health Inc | Stock-Healthcare | 0.72% | +0.03% | — | |
| 10 | MTZ | Mastec Inc | Stock-Industrials | 0.72% | +0.16% | -32.83% | |
| 11 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.71% | +0.49% | +143.63% | |
| 12 | XEL | Xcel Energy Inc | Stock-Utilities | 0.70% | -0.32% | +52.77% | |
| 13 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.69% | +0.11% | NEW | |
| 14 | MLM | Martin Marietta Materials | Stock-Materials | 0.68% | +0.46% | NEW | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 0.68% | -0.45% | EXIT | |
| 16 | USB | US Bancorp | Stock-Financials | 0.68% | +0.46% | +8.18% | |
| 17 | GM | General Motors Co | Stock-Consumer Disc | 0.67% | -0.41% | EXIT | |
| 18 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.66% | — | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | — | — | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | -0.15% | — | |
| 21 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.65% | -0.41% | -43.08% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 0.64% | -0.06% | -10.76% | |
| 23 | BP | Bp Plc-spons Adr | Stock-Energy | 0.62% | -0.70% | +70.09% | |
| 24 | HRI | Herc Holdings Inc | Stock-Other | 0.61% | -0.07% | EXIT | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.08% | — | |
| 26 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.59% | -0.33% | +58.51% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | +0.23% | -30.25% | |
| 28 | GE | General Electric | Stock-Industrials | 0.56% | +0.69% | — | |
| 29 | PCG | P G & E CORP | Stock-Utilities | 0.55% | -0.06% | -1.33% | |
| 30 | CR | Crane Co | Stock-Industrials | 0.55% | +0.51% | — | |
| 31 | GWW | Ww Grainger Inc | Stock-Industrials | 0.53% | -0.50% | — | |
| 32 | OKTA | Okta Inc | Stock-Tech | 0.53% | -0.14% | EXIT | |
| 33 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.53% | -0.90% | EXIT | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.53% | — | — | |
| 35 | ETR | Entergy CORP | Stock-Utilities | 0.53% | +0.37% | NEW | |
| 36 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.52% | -0.40% | EXIT | |
| 37 | TWLO | Twilio Inc - A | Stock-Tech | 0.51% | -0.49% | -51.70% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | -0.55% | EXIT | |
| 39 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.50% | -0.06% | -30.71% | |
| 40 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.50% | -0.22% | +42.17% | |
| 41 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 0.50% | +0.23% | +20.66% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.08% | — | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.49% | — | +69.21% | |
| 44 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.49% | +0.21% | +25.94% | |
| 45 | WDAY | Workday Inc-class A | Stock-Tech | 0.48% | +0.28% | NEW | |
| 46 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.48% | -0.27% | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | — | -2.88% | |
| 48 | AMRZ | Amrize Ltd | Stock-Materials | 0.47% | — | — | |
| 49 | AR | Antero Resources CORP | Stock-Energy | 0.47% | -0.16% | +210.13% | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.47% | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.6% | +375.60% | Add |
| 2 | BSX | Boston Scientific CORP | +0.9% | +1733.23% | Add |
| 3 | HRI | Herc Holdings Inc | +0.6% | +667.91% | Add |
| 4 | FTV | Fortive CORP | +0.5% | +5821.52% | Add |
| 5 | ETR | Entergy CORP | +0.4% | +334.85% | Add |
| 6 | FBIN | Fortune Brands Innovations I | +0.4% | +143.63% | Add |
| 7 | OVV | Ovintiv Inc | +0.4% | +79.88% | Add |
| 8 | EVRG | Evergy Inc | +0.3% | +321.05% | Add |
| 9 | OKTA | Okta Inc | +0.3% | +187.42% | Add |
| 10 | AR | Antero Resources CORP | +0.3% | +210.13% | Add |
| 11 | SCHW | Schwab (charles) CORP | +0.3% | +66.98% | Add |
| 12 | LLY | Eli Lilly & Co | +0.3% | +174.62% | Add |
| 13 | HCI | Hci Group Inc | +0.3% | +353.64% | Add |
| 14 | SKT | Tanger Inc | +0.3% | +6634.55% | Add |
| 15 | WDAY | Workday Inc-class A | +0.3% | +179.54% | Add |
| 16 | LNTH | Lantheus Holdings Inc | +0.3% | +4114.75% | Add |
| 17 | JEF | Jefferies Financial Group In | +0.3% | +198.28% | Add |
| 18 | PODD | Insulet CORP | +0.3% | +236.10% | Add |
| 19 | RTX | Rtx CORP | +0.3% | +292.18% | Add |
| 20 | BP | Bp Plc-spons Adr | +0.3% | +70.09% | Add |
| 21 | GWRE | Guidewire Software Inc | +0.3% | +291.90% | Add |
| 22 | PHIN | Phinia Inc | +0.2% | +1206.05% | Add |
| 23 | FERG | Ferguson Enterprises Inc | +0.2% | +7810.82% | Add |
| 24 | SLG | Sl Green Realty CORP | +0.2% | +10090.77% | Add |
| 25 | GM | General Motors Co | +0.2% | +15.33% | Add |
| 26 | AME | Ametek Inc | +0.2% | +24.76% | Add |
| 27 | JNJ | Johnson & Johnson | +0.2% | +2632.12% | Add |
| 28 | YUM | Yum! Brands Inc | +0.2% | +4461.66% | Add |
| 29 | CNP | Centerpoint Energy Inc | +0.2% | +58.51% | Add |
| 30 | ALK | Alaska Air Group Inc | +0.2% | +136.29% | Add |
| 31 | NSA | National Storage Affiliates | +0.2% | +7053.73% | Add |
| 32 | INVH | Invitation Homes Inc | +0.2% | +7756.34% | Add |
| 33 | ROST | Ross Stores Inc | +0.2% | +80.56% | Add |
| 34 | SF | Stifel Financial CORP | +0.2% | +183.90% | Add |
| 35 | AMH | American Homes 4 Rent- A | +0.2% | +237.01% | Add |
| 36 | XEL | Xcel Energy Inc | +0.2% | +52.77% | Add |
| 37 | ADC | Agree Realty CORP | +0.2% | +117.35% | Add |
| 38 | PR | Permian Resources Corp-cl A | +0.2% | +42.17% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | +1.37% | Add |
| 40 | HSY | Hershey Co/the | -0.2% | -75.30% | Trim |
| 41 | KVYO | Klaviyo Inc-a | -0.2% | -81.18% | Trim |
| 42 | DY | Dycom Industries Inc | -0.2% | -51.02% | Trim |
| 43 | DT | Dynatrace Inc | -0.2% | -26.98% | Trim |
| 44 | SJM | Jm Smucker Co/the | -0.2% | -48.51% | Trim |
| 45 | APH | Amphenol Corp-cl A | -0.2% | -61.31% | Trim |
| 46 | STT | State Street CORP | -0.2% | -41.54% | Trim |
| 47 | TRV | Travelers Cos Inc/the | -0.2% | -30.71% | Trim |
| 48 | NOC | Northrop Grumman CORP | -0.2% | -70.99% | Trim |
| 49 | HPE | Hewlett Packard Enterprise | -0.2% | -77.96% | Trim |
| 50 | ZM | Zoom Communications Inc | -0.2% | -65.58% | Trim |
According to official SEC Form 13F filings, Freestone Grove Partners LP reported a total U.S. public equity portfolio value of $15.6B across 713 disclosed positions in Q4 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 IVV, VOO, AMZN) accounted for 14.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMZN
市值: $157.8M
Top Position Liquidated / Trimmed
NFLX
前期市值: $106.7M
During Q4 2025, Freestone Grove Partners LP's top holdings by market value included IVV (7.1%)、VOO (6.2%)、AMZN (1.1%). The largest single position, IVV, represented 7.1% of total portfolio value.
In Q4 2025, Freestone Grove Partners LP made 200 total portfolio adjustments, initiating 62 new buys, adding to 39 positions, trimming 41 holdings, and fully liquidating 58 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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