Cookson Peirce & Co Inc Top Holdings and 13F Report (2025) About Cookson Peirce & Co IncInvestment ActivityCookson Peirce & Co Inc has $1.99 billion in total holdings as of March 31, 2025.Cookson Peirce & Co Inc owns shares of 267 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 26.50% of the portfolio was purchased this quarter.About 30.66% of the portfolio was sold this quarter.This quarter, Cookson Peirce & Co Inc has purchased 265 new stocks and bought additional shares in 128 stocks.Cookson Peirce & Co Inc sold shares of 79 stocks and completely divested from 53 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $80,374,544Amazon.com $75,930,857Amphenol $67,377,421Alphabet $63,578,703F5 $57,302,658 Largest New Holdings this Quarter 81141R100 - SEA $35,225,124 Holding14149Y108 - Cardinal Health $33,854,774 Holding22788C105 - CrowdStrike $33,562,796 Holding74834L100 - Quest Diagnostics $29,212,719 Holding92343E102 - VeriSign $27,356,016 Holding Largest Purchases this Quarter Alphabet 406,383 shares (about $62.84M)SEA 269,945 shares (about $35.23M)Cardinal Health 245,734 shares (about $33.85M)CrowdStrike 95,192 shares (about $33.56M)Quest Diagnostics 172,652 shares (about $29.21M) Largest Sales this Quarter Quanta Services 369,974 shares (about $94.04M)Microsoft 193,848 shares (about $72.77M)Vertex Pharmaceuticals 146,061 shares (about $70.81M)Deckers Outdoor 359,459 shares (about $40.19M)Iron Mountain 451,633 shares (about $38.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCookson Peirce & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$80,374,544$375,990 ▼-0.5%484,1844.0%Computer and TechnologyAMZNAmazon.com$75,930,857$2,677,148 ▲3.7%399,0903.8%Retail/WholesaleAPHAmphenol$67,377,421$725,426 ▼-1.1%1,027,2513.4%Computer and TechnologyGOOGLAlphabet$63,578,703$62,843,080 ▲8,542.8%411,1403.2%Computer and TechnologyFFIVF5$57,302,658$959,105 ▲1.7%215,2052.9%Computer and TechnologyAPOApollo Global Management$55,340,950$780,557 ▼-1.4%404,1262.8%FinanceBROBrown & Brown$49,774,002$907,870 ▼-1.8%400,1132.5%FinanceAXPAmerican Express$49,733,893$198,559 ▼-0.4%184,8502.5%FinanceTDGTransDigm Group$47,795,496$901,906 ▼-1.9%34,5522.4%AerospaceGLWCorning$45,699,931$501,611 ▼-1.1%998,2512.3%Computer and TechnologyCOSTCostco Wholesale$42,919,769$647,863 ▼-1.5%45,3802.2%Retail/WholesaleFLEXFlex$42,812,864$510,491 ▼-1.2%1,294,2222.2%Computer and TechnologyKMIKinder Morgan$41,371,411$625,378 ▼-1.5%1,450,1022.1%EnergyHSBCHSBC$38,119,446$842,555 ▼-2.2%663,7551.9%FinanceSESEA$35,225,124$35,225,124 ▲New Holding269,9451.8%Computer and TechnologyCMICummins$34,772,407$524,385 ▼-1.5%110,9381.7%Auto/Tires/TrucksCAHCardinal Health$33,854,774$33,854,774 ▲New Holding245,7341.7%MedicalCRWDCrowdStrike$33,562,796$33,562,796 ▲New Holding95,1921.7%Computer and TechnologyRLRalph Lauren$32,737,739$630,875 ▼-1.9%148,3091.6%Consumer DiscretionaryHWMHowmet Aerospace$31,616,135$5,875,477 ▼-15.7%243,7071.6%AerospaceUSFDUS Foods$30,748,068$343,207 ▼-1.1%469,7231.5%Consumer StaplesDGXQuest Diagnostics$29,212,719$29,212,719 ▲New Holding172,6521.5%MedicalBLACKROCK INC$28,787,283$647,394 ▼-2.2%30,4151.4%COMCRBGCorebridge Financial$27,508,394$910,416 ▲3.4%871,3461.4%FinanceVRSNVeriSign$27,356,016$27,356,016 ▲New Holding107,7561.4%Computer and TechnologyCORTCorcept Therapeutics$26,935,247$22,754,452 ▲544.3%235,8191.4%MedicalBSXBoston Scientific$26,533,084$403,319 ▲1.5%263,0161.3%MedicalAXONAxon Enterprise$24,970,003$409,189 ▼-1.6%47,4761.3%AerospaceNVSNovartis$24,762,718$24,762,718 ▲New Holding222,1271.2%MedicalBKNGBooking$24,591,686$73,711 ▼-0.3%5,3381.2%Retail/WholesaleDUOLINGO INC$23,670,601$4,043,541 ▲20.6%76,2241.2%CL A COMSHOPShopify$23,416,280$23,416,280 ▲New Holding245,2481.2%Computer and TechnologyTEAMAtlassian$22,435,054$22,435,054 ▲New Holding105,7211.1%Computer and TechnologyVTRVentas$22,276,797$236,259 ▼-1.0%323,9791.1%FinanceEXPEExpedia Group$22,190,713$21,524,701 ▲3,231.9%132,0091.1%Retail/WholesaleSSNCSS&C Technologies$20,483,812$311,233 ▼-1.5%245,2271.0%Computer and TechnologyMSIMotorola Solutions$18,595,181$218,030 ▲1.2%42,4730.9%Computer and TechnologyREDDIT INC$17,944,509$17,944,509 ▲New Holding171,0630.9%CL AFTNTFortinet$16,127,612$12,613,637 ▲359.0%167,5420.8%Computer and TechnologyCHENIERE ENERGY INC$16,100,350$1,985,643 ▲14.1%69,5780.8%COM NEWMCKMcKesson$15,537,321$15,537,321 ▲New Holding23,0870.8%MedicalCCitigroup$15,190,867$14,142,487 ▲1,349.0%213,9860.8%FinanceOHIOmega Healthcare Investors$14,196,681$178,405 ▲1.3%372,8120.7%FinanceARGXargenx$14,072,773$174,008 ▲1.3%23,7770.7%MedicalALLAllstate$13,787,549$19,465 ▼-0.1%66,5840.7%FinanceGSThe Goldman Sachs Group$13,295,060$44,796 ▼-0.3%24,3370.7%FinanceTWTradeweb Markets$13,180,873$50,476 ▼-0.4%88,7840.7%FinanceTYLTyler Technologies$12,828,371$2,375,560 ▲22.7%22,0650.6%Computer and TechnologyDFSDiscover Financial Services$12,778,602$6,847,460 ▲115.4%74,8600.6%FinanceBCSBarclays$12,716,775$1,069,932 ▼-7.8%827,9150.6%FinanceONONON$12,066,318$175,021 ▲1.5%274,7340.6%Retail/WholesaleLLYEli Lilly and Company$11,776,204$1,734,467 ▲17.3%14,2580.6%MedicalNVDANVIDIA$11,357,983$957,969 ▲9.2%104,7980.6%Computer and TechnologyGGenpact$10,556,475$10,556,475 ▲New Holding209,5370.5%Business ServicesSFStifel Financial$10,479,639$51,654 ▼-0.5%111,1780.5%FinanceINVESCO EXCH TRD SLF IDX FD$9,950,994$173,196 ▼-1.7%485,7840.5%BULLETSHARES 203BSCQInvesco BulletShares 2026 Corporate Bond ETF$9,902,678$262,668 ▼-2.6%508,3510.5%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$9,870,799$235,103 ▼-2.3%485,0520.5%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$9,862,302$259,939 ▼-2.6%503,4360.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$9,855,237$183,614 ▼-1.8%531,8530.5%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$9,837,407$26,440 ▲0.3%482,9360.5%ETFINVESCO EXCH TRD SLF IDX FD$9,824,567$31,001 ▼-0.3%470,3000.5%INVESCO BULLETSHBSCUInvesco BulletShares 2030 Corporate Bond ETF$9,788,217$130,232 ▼-1.3%590,0070.5%ManufacturingBSCVInvesco BulletShares 2031 Corporate Bond ETF$9,747,476$95,495 ▼-1.0%597,6380.5%ETFITTITT$9,745,639$109,011 ▼-1.1%75,4540.5%Multi-Sector ConglomeratesQTWOQ2$9,346,289$60,328 ▲0.6%116,8140.5%Computer and TechnologyJBLJabil$9,284,193$9,284,193 ▲New Holding68,2310.5%Computer and TechnologyGE VERNOVA INC$8,970,653$8,409,243 ▲1,497.9%29,3850.5%COMMAPLEBEAR INC$8,635,108$8,635,108 ▲New Holding216,4730.4%COMKDKyndryl$8,319,211$8,319,211 ▲New Holding264,9430.4%Business ServicesTOSTToast$8,266,429$8,266,429 ▲New Holding249,2140.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$6,749,975$633,506 ▼-8.6%79,9760.3%CL AMSFTMicrosoft$5,230,026$72,769,888 ▼-93.3%13,9320.3%Computer and TechnologySNXTD SYNNEX$4,978,229$492,147 ▲11.0%47,8860.3%Computer and TechnologyWYNNWynn Resorts$4,894,594$2,069,961 ▲73.3%58,6180.2%Consumer DiscretionaryFWONKFormula One Group$4,582,320$1,458,162 ▲46.7%50,9090.2%Consumer DiscretionaryNFLXNetflix$4,182,504$142,681 ▼-3.3%4,4850.2%Consumer DiscretionaryAAPLApple$3,703,591$21,547 ▲0.6%16,6730.2%Computer and TechnologyMETAMeta Platforms$3,648,783$483,546 ▲15.3%6,3310.2%Computer and TechnologyHOODRobinhood Markets$3,219,849$1,446,504 ▼-31.0%77,3630.2%FinanceGENIGenius Sports$3,214,211$125,595 ▲4.1%321,1000.2%Computer and TechnologyISRGIntuitive Surgical$2,953,296$335,793 ▲12.8%5,9630.1%MedicalSPHDInvesco S&P 500 High Dividend Low Volatility ETF$2,951,967$97,848 ▼-3.2%58,7690.1%ETFDALDelta Air Lines$2,902,833$163,935 ▲6.0%66,5790.1%TransportationJPMJPMorgan Chase & Co.$2,861,524$338,280 ▲13.4%11,6650.1%FinanceMOATVanEck Morningstar Wide Moat ETF$2,768,040$70,400 ▼-2.5%31,4550.1%ETFBKRBaker Hughes$2,554,243$1,204,846 ▲89.3%58,1170.1%EnergySNPSSynopsys$2,550,371$2,550,371 ▲New Holding5,9470.1%Computer and TechnologyPENPenumbra$2,357,220$2,357,220 ▲New Holding8,8150.1%MedicalVTVVanguard Value ETF$2,343,135$64,602 ▲2.8%13,5650.1%ETFAVGOBroadcom$2,302,521$449,554 ▲24.3%13,7520.1%Computer and TechnologyAURAurora Innovation$2,286,500$403,500 ▼-15.0%340,0000.1%Business ServicesPWRQuanta Services$2,129,028$94,040,712 ▼-97.8%8,3760.1%ConstructionEMREmerson Electric$2,095,221$2,095,221 ▲New Holding19,1100.1%IndustrialsHLTHilton Worldwide$2,045,220$159,513 ▲8.5%8,9880.1%Consumer DiscretionaryPJTPJT Partners$2,041,176$116,371 ▲6.0%14,8040.1%FinanceAPPLOVIN CORP$1,876,253$390,301 ▼-17.2%7,0810.1%COM CL APLNTPlanet Fitness$1,864,284$1,864,284 ▲New Holding19,2970.1%Consumer DiscretionaryIONQIonQ$1,861,428$693,395 ▲59.4%84,3420.1%Computer and TechnologyIBMInternational Business Machines$1,817,954$18,152 ▲1.0%7,3110.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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