Groupe La Francaise Top Holdings and 13F Report (2025) About Groupe La FrancaiseInvestment ActivityGroupe La Francaise has $6.19 billion in total holdings as of June 30, 2025.Groupe La Francaise owns shares of 425 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 22.59% of the portfolio was purchased this quarter.About 8.92% of the portfolio was sold this quarter.This quarter, Groupe La Francaise has purchased 425 new stocks and bought additional shares in 217 stocks.Groupe La Francaise sold shares of 88 stocks and completely divested from 78 stocks this quarter.Largest Holdings Microsoft $511,316,463NVIDIA $411,839,317Amazon.com $300,038,634Ferrari $289,866,373Apple $234,063,557 Largest New Holdings this Quarter 303250104 - Fair Isaac $15,268,879 Holding12572Q105 - CME Group $12,343,759 Holding09627Y109 - Blueprint Medicines $12,068,147 Holding67103H107 - O'Reilly Automotive $8,367,519 Holding502431109 - L3Harris Technologies $7,706,000 Holding Largest Purchases this Quarter Microsoft 190,317 shares (about $94.49M)Alphabet 448,583 shares (about $78.81M)Amazon.com 301,370 shares (about $65.89M)Eli Lilly and Company 72,332 shares (about $56.45M)Visa 145,964 shares (about $51.77M) Largest Sales this Quarter Alibaba Group 180,837 shares (about $20.41M)Accenture 60,011 shares (about $18.40M)GE VERNOVA INC 31,120 shares (about $16.42M)Amphenol 147,161 shares (about $14.52M)Chipotle Mexican Grill 215,453 shares (about $12.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGroupe La Francaise Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$511,316,463$94,485,218 ▲22.7%1,029,9208.3%Computer and TechnologyNVDANVIDIA$411,839,317$50,579,199 ▲14.0%2,614,0166.7%Computer and TechnologyAMZNAmazon.com$300,038,634$65,892,413 ▲28.1%1,372,2774.8%Retail/WholesaleRACEFerrari$289,866,373$16,128,489 ▲5.9%594,1114.7%Auto/Tires/TrucksAAPLApple$234,063,557$47,650,480 ▲25.6%1,142,9263.8%Computer and TechnologyMETAMeta Platforms$191,571,906$43,183,189 ▲29.1%260,5153.1%Computer and TechnologyGOOGLAlphabet$175,144,825$78,814,073 ▲81.8%996,8652.8%Computer and TechnologyVVisa$160,037,931$51,772,899 ▲47.8%451,1972.6%Business ServicesAVGOBroadcom$159,006,079$9,486,427 ▲6.3%578,5042.6%Computer and TechnologyLLYEli Lilly and Company$141,114,673$56,451,801 ▲66.7%180,8112.3%MedicalJPMJPMorgan Chase & Co.$140,212,593$11,117,298 ▲8.6%485,3142.3%FinanceLINDE PLC$127,823,256$29,052,833 ▲29.4%272,0282.1%SHSETNEaton$125,908,791$22,357,892 ▲21.6%353,0342.0%IndustrialsWMTWalmart$110,848,065$35,505,393 ▲47.1%1,137,4001.8%Retail/WholesaleNFLXNetflix$100,986,476$9,009,693 ▼-8.2%75,6921.6%Consumer DiscretionaryCOSTCostco Wholesale$97,846,427$26,673,064 ▲37.5%98,8771.6%Retail/WholesaleCRH PLC$95,921,806$10,119,742 ▼-9.5%1,044,5981.5%ORDORCLOracle$86,690,994$25,840,310 ▲42.5%396,9891.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$85,950,858$10,574,109 ▲14.0%381,1501.4%Computer and TechnologyISRGIntuitive Surgical$80,080,651$39,841,975 ▲99.0%147,1611.3%MedicalGOOGAlphabet$72,469,555$4,142,727 ▲6.1%406,6121.2%Computer and TechnologyCRMSalesforce$70,427,730$27,289,679 ▲63.3%259,2541.1%Computer and TechnologyBSXBoston Scientific$67,871,337$31,893,884 ▲88.6%632,1311.1%MedicalKOCocaCola$67,495,545$18,901,808 ▲38.9%957,0561.1%Consumer StaplesGEGE Aerospace$64,598,633$2,031,571 ▲3.2%251,7081.0%AerospaceNOWServiceNow$59,647,769$14,940,083 ▲33.4%57,7591.0%Computer and TechnologyBKNGBooking$54,977,724$1,863,063 ▲3.5%9,5020.9%Retail/WholesaleMAMastercard$52,267,165$2,059,994 ▲4.1%93,3200.8%Business ServicesAXPAmerican Express$51,479,492$3,658,706 ▼-6.6%161,8660.8%FinanceSTLAStellantis$47,914,746$5,812,452 ▼-10.8%4,784,7790.8%Auto/Tires/TrucksPANWPalo Alto Networks$42,980,438$1,509,205 ▲3.6%207,5540.7%Computer and TechnologyTMUST-Mobile US$39,058,295$317,586 ▼-0.8%164,3080.6%Computer and TechnologyACNAccenture$38,402,440$18,395,198 ▼-32.4%125,2810.6%Computer and TechnologySNPSSynopsys$38,174,036$19,829,084 ▲108.1%74,7980.6%Computer and TechnologyUBERUber Technologies$36,789,359$6,683,671 ▼-15.4%396,0610.6%Computer and TechnologyBACBank of America$35,951,799$10,337,816 ▼-22.3%762,2070.6%FinanceMELIMercadoLibre$34,155,057$6,393,340 ▼-15.8%13,1260.6%Retail/WholesaleMSIMotorola Solutions$33,861,192$17,570,430 ▲107.9%80,8910.5%Computer and TechnologyHDHome Depot$31,630,382$25,229,965 ▲394.2%86,5430.5%Retail/WholesaleMCDMcDonald's$31,477,784$14,022,779 ▲80.3%108,1840.5%Retail/WholesaleTMOThermo Fisher Scientific$31,451,439$5,402,992 ▲20.7%77,0250.5%MedicalTTTrane Technologies$31,087,283$19,507,330 ▲168.5%70,7950.5%ConstructionCBChubb$30,186,101$5,800,400 ▼-16.1%104,5460.5%FinanceDBDeutsche Bank Aktiengesellschaft$28,233,677$786,293 ▼-2.7%956,7510.5%FinanceBLACKROCK INC$26,503,605$2,167,706 ▲8.9%25,3090.4%COMDHRDanaher$23,785,710$18,651,020 ▲363.2%120,8350.4%MedicalARISTA NETWORKS INC$23,722,532$13,627,885 ▲135.0%232,7310.4%COM SHSRLRalph Lauren$23,384,823$6,798,330 ▲41.0%85,6370.4%Consumer DiscretionarySYKStryker$22,181,883$18,236,799 ▲462.3%56,2660.4%MedicalDEDeere & Company$21,951,166$13,635,131 ▲164.0%43,2660.4%IndustrialsGE VERNOVA INC$20,665,631$16,417,707 ▼-44.3%39,1720.3%COMARM HOLDINGS PLC$19,978,802$16,010,163 ▲403.4%124,0520.3%SPONSORED ADSGSThe Goldman Sachs Group$18,746,502$10,873,112 ▲138.1%26,5600.3%FinanceAEMAgnico Eagle Mines$18,481,027$1,897 ▼0.0%155,8350.3%Basic MaterialsSPOTSpotify Technology$18,431,881$731,866 ▲4.1%24,1270.3%Computer and TechnologyWMWaste Management$17,530,037$193,263 ▲1.1%71,7480.3%Business ServicesHLTHilton Worldwide$17,457,616$10,908,060 ▼-38.5%65,8370.3%Consumer DiscretionaryFIFiserv$17,338,596$2,820,878 ▲19.4%101,0120.3%Business ServicesPGProcter & Gamble$16,806,271$2,340,132 ▲16.2%102,4550.3%Consumer StaplesCDNSCadence Design Systems$16,408,030$5,340,594 ▲48.3%53,4830.3%Computer and TechnologyWELLWelltower$16,319,289$4,669,977 ▲40.1%106,3380.3%FinanceTXNTexas Instruments$16,111,609$8,176,623 ▲103.0%77,9450.3%Computer and TechnologyHWMHowmet Aerospace$16,101,404$942,747 ▲6.2%86,6430.3%AerospaceTJXTJX Companies$15,898,754$4,010,249 ▲33.7%128,8750.3%Retail/WholesaleFICOFair Isaac$15,268,879$15,268,879 ▲New Holding8,3900.2%Computer and TechnologyKLACKLA$15,014,482$495,875 ▼-3.2%16,8350.2%Computer and TechnologyEMREmerson Electric$14,638,993$2,017,256 ▲16.0%110,1450.2%IndustrialsNEMNewmont$14,529,702$1,450,070 ▲11.1%250,5000.2%Basic MaterialsRSGRepublic Services$14,299,021$6,723,309 ▲88.7%58,1420.2%Business ServicesAIRBNB INC$14,043,874$3,389,901 ▲31.8%14,500,0000.2%NOTE 3/1ONONON$13,856,105$961,317 ▲7.5%267,3880.2%Retail/WholesaleVRTVertiv$13,855,918$445,702 ▼-3.1%108,3100.2%Computer and TechnologyIRIngersoll Rand$13,126,280$12,959,956 ▲7,792.0%158,4710.2%IndustrialsFERROVIAL SE$13,036,048$4,956,398 ▲61.3%242,3390.2%ORD SHSFNVFranco-Nevada$12,501,908$326,847 ▼-2.5%76,5000.2%Basic MaterialsCMECME Group$12,343,759$12,343,759 ▲New Holding44,9090.2%FinanceBPMCBlueprint Medicines$12,068,147$12,068,147 ▲New Holding94,1500.2%MedicalPWRQuanta Services$12,003,649$1,009,903 ▼-7.8%31,7830.2%ConstructionPHParker-Hannifin$10,992,058$1,576,470 ▲16.7%15,7650.2%IndustrialsAWKAmerican Water Works$10,865,906$950,006 ▲9.6%73,3730.2%UtilitiesCATCaterpillar$10,819,794$4,081,547 ▲60.6%27,2460.2%IndustrialsBLOCK INC$10,564,094$3,626,056 ▲52.3%156,2040.2%CL AKGCKinross Gold$10,546,362$731,090 ▼-6.5%678,0000.2%Basic MaterialsPRUPrudential Financial$10,430,652$1,660,963 ▲18.9%97,5140.2%FinanceAMPAmeriprise Financial$10,131,704$1,717,931 ▲20.4%19,0670.2%FinanceXYLXylem$10,065,353$1,689,194 ▲20.2%77,9990.2%Business ServicesNKENIKE$10,009,622$2,416,438 ▼-19.4%141,5260.2%Consumer DiscretionaryPGRProgressive$9,788,279$9,416,204 ▲2,530.7%36,7250.2%FinanceDECKDeckers Outdoor$9,751,790$1,667,910 ▲20.6%94,8220.2%Retail/WholesaleCRWDCrowdStrike$9,616,423$5,138,055 ▼-34.8%18,9650.2%Computer and TechnologyINTUIntuit$9,403,251$1,967,539 ▲26.5%11,9910.2%Computer and TechnologyWABWabtec$9,128,216$1,510,879 ▲19.8%43,7960.1%TransportationNEW GOLD INC CDA$9,056,098$98,974 ▼-1.1%1,830,0000.1%COMAMDAdvanced Micro Devices$8,873,110$453,206 ▼-4.9%62,8080.1%Computer and TechnologyAGIAlamos Gold$8,842,931$1,138,461 ▼-11.4%334,0000.1%Basic MaterialsADIAnalog Devices$8,532,788$367,302 ▼-4.1%36,0080.1%Computer and TechnologyFYBRFrontier Communications Parent$8,431,696$3,634,140 ▲75.7%231,6400.1%Computer and TechnologyORLYO'Reilly Automotive$8,367,519$8,367,519 ▲New Holding93,2500.1%Retail/WholesaleMMCMarsh & McLennan Companies$8,144,520$1,143,228 ▲16.3%37,4160.1%FinanceNUNU$8,139,4230.0%595,8830.1%FinanceShowing 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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