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CIK: 0002045792
Total reported value
$6.0M
$6.0M
150 檔
25.4%
In Q1 2025, Longboard Asset Management, LP's U.S. equity holdings reached a combined market value of $6.0M, distributed across 150 disclosed stock positions.
During Q1 2025, Longboard Asset Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.94% | — | — | |
| 2 | PGR | Progressive CORP | Stock-Financials | 0.91% | — | — | |
| 3 | BRO | Brown & Brown Inc | Stock-Financials | 0.89% | — | — | |
| 4 | FISV | Fiserv Inc | Stock-Other | 0.87% | — | — | |
| 5 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.86% | -3.53% | EXIT | |
| 6 | T | At&t Inc | Stock-Comm Services | 0.85% | — | — | |
| 7 | NI | Nisource Inc | Stock-Utilities | 0.85% | — | — | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | — | — | |
| 9 | AM | Antero Midstream CORP | Stock-Energy | 0.84% | — | — | |
| 10 | WRB | Wr Berkley CORP | Stock-Financials | 0.83% | — | — | |
| 11 | MO | Altria Group Inc | Stock-Consumer Staples | 0.82% | — | — | |
| 12 | ORI | Old Republic Intl CORP | Stock-Financials | 0.80% | — | — | |
| 13 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.79% | — | — | |
| 14 | ALL | Allstate CORP | Stock-Financials | 0.79% | — | — | |
| 15 | ETR | Entergy CORP | Stock-Utilities | 0.79% | — | — | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 0.79% | — | — | |
| 17 | RSG | Republic Services Inc | Stock-Industrials | 0.78% | — | — | |
| 18 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.78% | — | — | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 0.77% | — | — | |
| 20 | CME | Cme Group Inc | Stock-Financials | 0.77% | — | — | |
| 21 | MSI | Motorola Solutions Inc | Stock-Tech | 0.77% | — | — | |
| 22 | AIG | American International Group | Stock-Financials | 0.76% | — | — | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | — | — | |
| 24 | ATO | Atmos Energy CORP | Stock-Utilities | 0.76% | — | — | |
| 25 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.76% | — | — | |
| 26 | RBA | Rb Global Inc | Stock-Industrials | 0.76% | — | — | |
| 27 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.75% | — | — | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | 0.75% | — | — | |
| 29 | AFL | Aflac Inc | Stock-Financials | 0.75% | +0.17% | — | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.74% | — | — | |
| 31 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.74% | — | — | |
| 32 | L | Loews CORP | Stock-Financials | 0.74% | — | — | |
| 33 | SEIC | Sei Investments Company | Stock-Financials | 0.74% | — | — | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.74% | — | — | |
| 35 | AON | Aon plc | Stock-Financials | 0.73% | — | — | |
| 36 | MCO | Moody's CORP | Stock-Financials | 0.73% | — | — | |
| 37 | BR | Broadridge Financial Solutio | Stock-Tech | 0.73% | — | — | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.73% | — | — | |
| 39 | RGA | Reinsurance Group Of America | Stock-Financials | 0.72% | — | — | |
| 40 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 0.71% | — | — | |
| 41 | WAB | Wabtec CORP | Stock-Industrials | 0.71% | — | — | |
| 42 | EQH | Equitable Holdings Inc | Stock-Financials | 0.70% | — | — | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.70% | — | — | |
| 44 | GEN | Gen Digital Inc | Stock-Tech | 0.70% | — | — | |
| 45 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 46 | COR | Cencora Inc | Stock-Healthcare | 0.70% | — | — | |
| 47 | AWI | Armstrong World Industries | Stock-Industrials | 0.70% | — | — | |
| 48 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.70% | -4.35% | EXIT | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.69% | -0.16% | — | |
| 50 | SNEX | Stonex Group Inc | Stock-Financials | 0.69% | — | +50.00% |
According to official SEC Form 13F filings, Longboard Asset Management, LP reported a total U.S. public equity portfolio value of $6.0M across 150 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 AJG, PGR, BRO) accounted for 25.4% of total reported equity market value during Q1 2025.
During Q1 2025, Longboard Asset Management, LP's top holdings by market value included AJG (0.9%)、PGR (0.9%)、BRO (0.9%). The largest single position, AJG, represented 0.9% of total portfolio value.
In Q1 2025, Longboard Asset Management, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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