Fcf Advisors LLC Top Holdings and 13F Report (2025) About Fcf Advisors LLCInvestment ActivityFcf Advisors LLC has $713.50 million in total holdings as of June 30, 2025.Fcf Advisors LLC owns shares of 62 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 27.52% of the portfolio was purchased this quarter.About 23.57% of the portfolio was sold this quarter.This quarter, Fcf Advisors LLC has purchased 82 new stocks and bought additional shares in 39 stocks.Fcf Advisors LLC sold shares of 12 stocks and completely divested from 31 stocks this quarter.Largest Holdings Mastercard $25,534,554Spotify Technology $23,175,970Booking $22,977,494AbbVie $22,769,634Philip Morris International $19,750,541 Largest New Holdings this Quarter 285512109 - Electronic Arts $14,496,927 Holding11133T103 - Broadridge Financial Solutions $12,864,793 Holding833445109 - Snowflake $8,301,867 Holding452327109 - Illumina $7,909,298 Holding11135F101 - Broadcom $7,383,010 Holding Largest Purchases this Quarter Roblox 150,194 shares (about $15.80M)Electronic Arts 90,776 shares (about $14.50M)Broadridge Financial Solutions 52,935 shares (about $12.86M)Gartner 31,076 shares (about $12.56M)Amgen 43,068 shares (about $12.03M) Largest Sales this Quarter Apple 94,961 shares (about $19.48M)AppLovin Corp. Class A 28,316 shares (about $9.91M)Home Depot 15,319 shares (about $5.62M)Philip Morris International 21,519 shares (about $3.92M)Zscaler 12,205 shares (about $3.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFcf Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAMastercard$25,534,554$4,049,902 ▲18.9%45,4403.6%Business ServicesSPOTSpotify Technology$23,175,970$633,055 ▼-2.7%30,2033.2%Computer and TechnologyBKNGBooking$22,977,494$28,946 ▼-0.1%3,9693.2%Retail/WholesaleABBVAbbVie$22,769,634$2,698,172 ▲13.4%122,6683.2%MedicalPMPhilip Morris International$19,750,541$3,919,255 ▼-16.6%108,4422.8%Consumer StaplesRBLXRoblox$19,585,294$15,800,408 ▲417.5%186,1722.7%Consumer DiscretionaryZSZscaler$19,328,344$3,831,638 ▼-16.5%61,5672.7%Computer and TechnologyPANWPalo Alto Networks$18,902,801$809,965 ▲4.5%92,3712.6%Computer and TechnologyADSKAutodesk$18,756,537$4,642,312 ▲32.9%60,5892.6%Computer and TechnologyGILDGilead Sciences$18,295,102$313,540 ▲1.7%165,0142.6%MedicalCLColgate-Palmolive$18,277,263$3,536,646 ▲24.0%201,0702.6%Consumer StaplesADBEAdobe$18,000,366$1,284,442 ▲7.7%46,5272.5%Computer and TechnologyDoorDash, Inc. Class A$17,396,950$7,226,194 ▲71.0%70,5732.4%COMAMGNAmgen$17,339,220$12,025,016 ▲226.3%62,1012.4%MedicalBMYBristol Myers Squibb$16,914,829$3,421,340 ▲25.4%365,4102.4%MedicalFICOFair Isaac$16,866,587$893,872 ▲5.6%9,2272.4%Computer and TechnologyABNBAirbnb$16,636,858$1,165,518 ▲7.5%125,7132.3%Consumer DiscretionaryNOWServiceNow$16,342,360$943,777 ▲6.1%15,8962.3%Computer and TechnologyAAPLApple$16,280,034$19,483,148 ▼-54.5%79,3492.3%Computer and TechnologyVRSNVeriSign$15,846,167$270,894 ▲1.7%54,8692.2%Computer and TechnologyINTUIntuit$15,481,655$5,184,968 ▲50.4%19,6562.2%Computer and TechnologyTEAMAtlassian$15,015,865$2,533,751 ▲20.3%73,9372.1%Computer and TechnologyITGartner$14,911,272$12,561,541 ▲534.6%36,8892.1%Business ServicesIBMInternational Business Machines$14,861,039$253,806 ▲1.7%50,4142.1%Computer and TechnologyEAElectronic Arts$14,496,927$14,496,927 ▲New Holding90,7762.0%Consumer DiscretionaryROLRollins$14,289,493$11,034,398 ▲339.0%253,2702.0%ConstructionMSIMotorola Solutions$14,127,036$1,595,225 ▲12.7%33,5992.0%Computer and TechnologyUIUbiquiti$13,708,768$76,567 ▲0.6%33,3021.9%Computer and TechnologyGDDYGoDaddy$13,397,544$3,102,614 ▲30.1%74,4061.9%Computer and TechnologyBRBroadridge Financial Solutions$12,864,793$12,864,793 ▲New Holding52,9351.8%Computer and TechnologyNTNXNutanix$11,883,133$203,865 ▲1.7%155,4571.7%Computer and TechnologyADPAutomatic Data Processing$11,743,564$1,746,469 ▲17.5%38,0791.6%Computer and TechnologyEXPEExpedia Group$11,454,384$40,146 ▼-0.3%67,9061.6%Retail/WholesaleAppLovin Corp. Class A$10,047,646$9,912,865 ▼-49.7%28,7011.4%COMAGXArgan$9,854,795$2,503,330 ▲34.1%44,6971.4%ConstructionSNOWSnowflake$8,301,867$8,301,867 ▲New Holding37,1001.2%Computer and TechnologyILMNIllumina$7,909,298$7,909,298 ▲New Holding82,8981.1%MedicalAVGOBroadcom$7,383,010$7,383,010 ▲New Holding26,7841.0%Computer and TechnologyWSOWatsco$7,272,598$4,662,182 ▲178.6%16,4681.0%ConstructionFTNTFortinet$7,207,250$2,512,436 ▼-25.8%68,1731.0%Computer and TechnologyMANHManhattan Associates$6,601,817$111,965 ▲1.7%33,4320.9%Computer and TechnologyHUBSHubSpot$6,519,807$6,519,807 ▲New Holding11,7130.9%Computer and TechnologyEXELExelixis$6,294,483$6,294,483 ▲New Holding142,8130.9%MedicalCCKCrown$6,276,734$4,182,121 ▲199.7%60,9510.9%IndustrialsHDHome Depot$5,812,711$5,616,559 ▼-49.1%15,8540.8%Retail/WholesaleMRKMerck & Co., Inc.$5,657,882$96,971 ▲1.7%71,4740.8%MedicalDVADaVita$5,631,618$5,631,618 ▲New Holding39,5340.8%MedicalMEDPMedpace$5,255,900$90,078 ▲1.7%16,7460.7%MedicalPEGAPegasystems$5,099,479$2,593,314 ▲103.5%94,2080.7%Computer and TechnologyCVLTCommVault Systems$4,614,864$78,100 ▲1.7%26,4720.6%Computer and TechnologyMTCHMatch Group$4,240,765$72,653 ▲1.7%137,2860.6%Computer and TechnologyPOOLPool$4,186,819$3,386,998 ▲423.5%14,3640.6%Consumer DiscretionaryHRBH&R Block$4,134,644$70,698 ▲1.7%75,3260.6%Consumer DiscretionaryACNAccenture$3,969,857$3,969,857 ▲New Holding13,2820.6%Computer and TechnologyMSCIMSCI$3,627,118$3,627,118 ▲New Holding6,2890.5%FinanceBOXBOX$3,182,184$54,535 ▲1.7%93,1280.4%Computer and TechnologyKMBKimberly-Clark$3,110,840$3,004,352 ▼-49.1%24,1300.4%Consumer StaplesDuolingo, Inc. Class A$3,066,950$3,408,087 ▼-52.6%7,4800.4%COMDBXDropbox$2,968,794$1,066,294 ▲56.0%103,8040.4%Computer and TechnologyESTCElastic$2,964,368$2,964,368 ▲New Holding35,1520.4%Computer and TechnologyHIMSHims & Hers Health$2,788,759$3,098,028 ▼-52.6%55,9430.4%MedicalLNTHLantheus$2,306,979$39,538 ▲1.7%28,1820.3%MedicalJNJJohnson & Johnson$0$17,620,002 ▼-100.0%00.0%MedicalCRWDCrowdStrike$0$10,309,439 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$9,501,891 ▼-100.0%00.0%Computer and TechnologyPSTGPure Storage$0$7,765,932 ▼-100.0%00.0%Computer and TechnologyFIXComfort Systems USA$0$6,137,163 ▼-100.0%00.0%ConstructionLOWLowe's Companies$0$5,621,543 ▼-100.0%00.0%Retail/WholesaleMCOMoody's$0$4,926,069 ▼-100.0%00.0%FinanceENPHEnphase Energy$0$4,540,261 ▼-100.0%00.0%EnergyQCOMQUALCOMM$0$3,945,934 ▼-100.0%00.0%Computer and TechnologyWSMWilliams-Sonoma$0$3,774,638 ▼-100.0%00.0%Retail/WholesaleKLACKLA$0$3,747,737 ▼-100.0%00.0%Computer and TechnologyVRTVertiv$0$3,424,302 ▼-100.0%00.0%Computer and TechnologyLam Research Corporation$0$3,098,110 ▼-100.0%00.0%COMCOLMColumbia Sportswear$0$3,049,399 ▼-100.0%00.0%Consumer DiscretionaryMASMasco$0$2,456,361 ▼-100.0%00.0%ConstructionPPCPilgrim's Pride$0$2,411,304 ▼-100.0%00.0%Consumer StaplesCTASCintas$0$2,404,084 ▼-100.0%00.0%Business ServicesGENGenesis Healthcare$0$2,147,086 ▼-100.0%00.0%Business ServicesSEICSEI Investments$0$2,070,470 ▼-100.0%00.0%FinanceEMEEMCOR Group$0$1,768,680 ▼-100.0%00.0%ConstructionHASHasbro$0$1,551,208 ▼-100.0%00.0%Consumer DiscretionaryMATMattel$0$1,478,934 ▼-100.0%00.0%Consumer DiscretionaryPINSPinterest$0$1,433,533 ▼-100.0%00.0%Computer and TechnologyEEFTEuronet Worldwide$0$1,283,910 ▼-100.0%00.0%FinanceMTDMettler-Toledo International$0$1,107,694 ▼-100.0%00.0%MedicalSolventum Corporation$0$1,075,510 ▼-100.0%00.0%COMNTAPNetApp$0$1,058,296 ▼-100.0%00.0%Computer and TechnologyERIEErie Indemnity$0$1,053,911 ▼-100.0%00.0%FinanceMTZMasTec$0$877,309 ▼-100.0%00.0%ConstructionCWANClearwater Analytics$0$673,752 ▼-100.0%00.0%Computer and TechnologyNYTNew York Times$0$353,202 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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