Efg Asset Management (Americas) Corp. Top Holdings and 13F Report (2025) About Efg Asset Management (Americas) Corp.Investment ActivityEfg Asset Management (Americas) Corp. has $542.20 million in total holdings as of June 30, 2025.Efg Asset Management (Americas) Corp. owns shares of 135 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 11.74% of the portfolio was purchased this quarter.About 11.85% of the portfolio was sold this quarter.This quarter, Efg Asset Management (Americas) Corp. has purchased 134 new stocks and bought additional shares in 59 stocks.Efg Asset Management (Americas) Corp. sold shares of 61 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $28,708,881NVIDIA $21,846,343iShares Core S&P Small-Cap ETF $18,748,971Amazon.com $18,004,240JPMorgan Chase & Co. $16,223,575 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $5,547,915 Holding911363109 - United Rentals $3,486,735 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $3,279,949 Holding04626A103 - ASTERA LABS INC $1,888,150 Holding751212101 - Ralph Lauren $1,783,369 Holding Largest Purchases this Quarter Eli Lilly and Company 7,117 shares (about $5.55M)iShares 0-5 Year High Yield Corporate Bond ETF 102,357 shares (about $4.42M)iShares MSCI USA Value Factor ETF 37,929 shares (about $4.29M)Crown Castle 41,255 shares (about $4.24M)United Rentals 4,628 shares (about $3.49M) Largest Sales this Quarter UnitedHealth Group 14,199 shares (about $4.43M)Verisk Analytics 12,837 shares (about $4.00M)iShares Gold Trust 62,534 shares (about $3.90M)Fortive 73,629 shares (about $3.84M)Thermo Fisher Scientific 4,784 shares (about $1.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEfg Asset Management (Americas) Corp. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$28,708,881$79,585 ▲0.3%57,7175.3%Computer and TechnologyNVDANVIDIA$21,846,343$760,720 ▲3.6%138,2774.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$18,748,971$672,900 ▲3.7%171,5523.5%ETFAMZNAmazon.com$18,004,240$67,133 ▲0.4%82,0653.3%Retail/WholesaleJPMJPMorgan Chase & Co.$16,223,575$500,962 ▼-3.0%55,9613.0%FinanceAVGOBroadcom$13,481,766$132,588 ▲1.0%48,9092.5%Computer and TechnologyMAMastercard$12,325,709$491,140 ▼-3.8%21,9342.3%Business ServicesAAPLApple$10,530,374$1,328,889 ▼-11.2%51,3251.9%Computer and TechnologyCMECME Group$10,362,873$303,737 ▼-2.8%37,5981.9%FinanceNFLXNetflix$10,236,310$550,382 ▼-5.1%7,6441.9%Consumer DiscretionaryLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,098,373$2,620,995 ▲35.1%92,1301.9%FinanceMETAMeta Platforms$10,074,929$644,353 ▲6.8%13,6501.9%Computer and TechnologyIAUiShares Gold Trust$9,739,023$3,899,625 ▼-28.6%156,1741.8%FinanceINTUIntuit$8,841,147$4,726 ▲0.1%11,2251.6%Computer and TechnologyGOOGAlphabet$8,423,187$521,172 ▼-5.8%47,4841.6%Computer and TechnologyVLUEiShares MSCI USA Value Factor ETF$8,325,237$4,293,942 ▲106.5%73,5381.5%ETFDHRDanaher$7,556,893$429,650 ▲6.0%38,2551.4%MedicalCCICrown Castle$7,396,046$4,238,126 ▲134.2%71,9951.4%FinanceMSCIMSCI$7,137,083$1,675,412 ▼-19.0%12,3751.3%FinanceUNPUnion Pacific$7,105,431$416,451 ▲6.2%30,8821.3%TransportationMCDMcDonald's$6,978,874$1,291,410 ▼-15.6%23,8861.3%Retail/WholesaleNOWServiceNow$6,976,551$22,618 ▼-0.3%6,7861.3%Computer and TechnologyULTAUlta Beauty$6,739,883$88,418 ▼-1.3%14,4071.2%Retail/WholesaleEWJiShares MSCI Japan ETF$6,500,431$1,216,764 ▲23.0%86,7071.2%ETFEEMiShares MSCI Emerging Markets ETF$6,352,647$50,073 ▼-0.8%131,6881.2%FinanceIVViShares Core S&P 500 ETF$6,215,209$645,115 ▲11.6%10,0101.1%ETFSPGIS&P Global$6,079,211$18,455 ▼-0.3%11,5291.1%FinanceWMTWalmart$5,878,909$461,031 ▼-7.3%60,1241.1%Retail/WholesaleQCOMQUALCOMM$5,863,475$222,805 ▼-3.7%36,8171.1%Computer and TechnologyVRSKVerisk Analytics$5,720,698$3,998,726 ▼-41.1%18,3651.1%Business ServicesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$5,683,781$4,415,681 ▲348.2%131,7521.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$5,631,608$1,785,944 ▲46.4%121,5281.0%ETFLLYEli Lilly and Company$5,547,915$5,547,915 ▲New Holding7,1171.0%MedicalVGKVanguard FTSE Europe ETF$5,203,815$901,635 ▲21.0%67,1461.0%ETFABNBAirbnb$5,119,838$12,705 ▲0.2%38,6870.9%Consumer DiscretionaryADBEAdobe$4,856,505$1,300,304 ▼-21.1%12,5530.9%Computer and TechnologyOTISOtis Worldwide$4,835,840$438,857 ▲10.0%48,8370.9%IndustrialsAAXJiShares MSCI All Country Asia ex Japan ETF$4,712,645$854,539 ▲22.1%57,0400.9%ETFIGFiShares Global Infrastructure ETF$4,482,624$115,381 ▼-2.5%75,7200.8%ManufacturingSHViShares Short Treasury Bond ETF$4,413,267$195,443 ▼-4.2%39,9680.8%ETFNETCloudflare$4,267,723$676,593 ▼-13.7%21,7930.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,945,682$314,821 ▲8.7%17,4210.7%Computer and TechnologyVEEVVeeva Systems$3,891,474$226,064 ▼-5.5%13,5130.7%MedicalFANGDiamondback Energy$3,818,346$824,675 ▼-17.8%27,7900.7%EnergyVRTVertiv$3,801,193$121,347 ▼-3.1%29,6020.7%Computer and TechnologyALNYAlnylam Pharmaceuticals$3,787,535$572,940 ▼-13.1%11,6150.7%MedicalAWKAmerican Water Works$3,491,133$2,388,121 ▲216.5%25,0960.6%UtilitiesURIUnited Rentals$3,486,735$3,486,735 ▲New Holding4,6280.6%ConstructionEXPOExponent$3,407,150$3,960 ▲0.1%45,6050.6%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$3,346,394$989,378 ▲42.0%42,0930.6%ETFPEPPepsiCo$3,283,375$857,583 ▼-20.7%24,8670.6%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$3,279,949$3,279,949 ▲New Holding33,0640.6%FinanceTREXTrex$3,260,299$25,722 ▼-0.8%59,9540.6%ConstructionEFAiShares MSCI EAFE ETF$3,156,272$689,286 ▲27.9%35,3090.6%FinanceIEIiShares 3-7 Year Treasury Bond ETF$3,058,827$868,285 ▼-22.1%25,6850.6%ETFCWBSPDR Bloomberg Convertible Securities ETF$3,010,312$528,776 ▲21.3%36,4180.6%ETFIDXXIDEXX Laboratories$2,999,213$161,438 ▼-5.1%5,5920.6%MedicalCYBRCyberArk Software$2,903,903$424,783 ▲17.1%7,1370.5%Computer and TechnologyAXONAxon Enterprise$2,875,436$702,921 ▲32.4%3,4730.5%AerospaceARESAres Management$2,867,672$137,001 ▲5.0%16,5570.5%FinanceDOORDASH INC$2,831,167$481,927 ▼-14.5%11,4850.5%CL AZSZscaler$2,734,210$123,191 ▼-4.3%8,7670.5%Computer and TechnologyZGZillow Group$2,645,084$245,400 ▲10.2%38,6200.5%FinanceCSLCarlisle Companies$2,626,869$247,938 ▲10.4%7,0350.5%Multi-Sector ConglomeratesTRIThomson Reuters$2,617,254$799,879 ▼-23.4%13,0130.5%Business ServicesNTRANatera$2,587,823$365,755 ▲16.5%15,3180.5%MedicalMOAltria Group$2,516,340$346,269 ▼-12.1%42,9190.5%Consumer StaplesTTDTrade Desk$2,479,120$135,125 ▲5.8%34,4370.5%Computer and TechnologyTWTradeweb Markets$2,474,453$111,703 ▼-4.3%16,9020.5%FinanceROKRockwell Automation$2,418,198$107,623 ▼-4.3%7,2800.4%Computer and TechnologyWABWabtec$2,335,927$467,060 ▼-16.7%11,1580.4%TransportationGRMNGarmin$2,182,168$554,987 ▲34.1%10,4550.4%Computer and TechnologyTMOThermo Fisher Scientific$2,180,564$1,939,721 ▼-47.1%5,3780.4%MedicalMDTMedtronic$2,168,528$110,009 ▲5.3%24,8770.4%MedicalPSTGPure Storage$2,163,223$611,615 ▲39.4%37,5690.4%Computer and TechnologyREDDIT INC$2,151,946$1,033,512 ▲92.4%14,2920.4%CL APODDInsulet$2,144,279$176,569 ▲9.0%6,8250.4%MedicalDDOGDatadog$2,081,981$93,091 ▼-4.3%15,4990.4%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,041,437$1,183,405 ▲137.9%22,0410.4%ETFABBVAbbVie$1,975,182$207,152 ▼-9.5%10,6410.4%MedicalFICOFair Isaac$1,899,250$504,517 ▼-21.0%1,0390.4%Computer and TechnologyASTERA LABS INC$1,888,150$1,888,150 ▲New Holding20,8820.3%COMMRVLMarvell Technology$1,886,083$990,797 ▲110.7%24,3680.3%Computer and TechnologyJNJJohnson & Johnson$1,850,269$1,458,922 ▼-44.1%12,1130.3%MedicalILFiShares Latin America 40 ETF$1,834,988$11,270 ▲0.6%70,0110.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,829,052$305,256 ▼-14.3%22,0740.3%ManufacturingNSCNorfolk Southern$1,818,845$185,570 ▼-9.3%7,1060.3%TransportationSPYSPDR S&P 500 ETF Trust$1,788,058$1,315,403 ▲278.3%2,8940.3%FinanceRLRalph Lauren$1,783,369$1,783,369 ▲New Holding6,5020.3%Consumer DiscretionaryDKSDICK'S Sporting Goods$1,765,850$156,270 ▲9.7%8,9270.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,749,911$125,211 ▲7.7%5,7580.3%ETFLPLALPL Financial$1,739,111$836,933 ▲92.8%4,6380.3%FinanceTJXTJX Companies$1,738,369$306,996 ▼-15.0%14,0770.3%Retail/WholesaleHLTHilton Worldwide$1,734,672$375,806 ▼-17.8%6,5130.3%Consumer DiscretionaryDECKDeckers Outdoor$1,690,863$173,879 ▲11.5%16,4050.3%Retail/WholesaleTXNTexas Instruments$1,664,074$287,554 ▼-14.7%8,0150.3%Computer and TechnologyLULUlululemon athletica$1,641,203$309,329 ▲23.2%6,9080.3%Consumer DiscretionaryDOCSDoximity$1,631,705$1,631,705 ▲New Holding26,6010.3%MedicalTFISPDR Nuveen ICE Municipal Bond ETF$1,626,390$62,493 ▲4.0%36,4090.3%FinanceXOMExxon Mobil$1,575,497$332,132 ▼-17.4%14,6150.3%EnergyShowing 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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