J. Stern & Co. LLP Top Holdings and 13F Report (2025) About J. Stern & Co. LLPInvestment ActivityJ. Stern & Co. LLP has $1.17 billion in total holdings as of June 30, 2025.J. Stern & Co. LLP owns shares of 37 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.70% of the portfolio was purchased this quarter.About 0.24% of the portfolio was sold this quarter.This quarter, J. Stern & Co. LLP has purchased 36 new stocks and bought additional shares in 25 stocks.J. Stern & Co. LLP sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $135,050,334Meta Platforms $84,568,185Amazon.com $82,449,666Amphenol $78,212,448Eaton $76,893,263 Largest New Holdings this Quarter 512807306 - Lam Research $2,875,589 HoldingN94209108 - Wallbox $16,175 Holding Largest Purchases this Quarter NVIDIA 29,101 shares (about $4.07M)Lam Research 35,475 shares (about $2.88M)Meta Platforms 4,008 shares (about $2.66M)Amphenol 26,690 shares (about $2.39M)Amazon.com 11,463 shares (about $2.37M) Largest Sales this Quarter Brown-Forman 18,544 shares (about $629.38K)Cadence Design Systems 830 shares (about $261.87K)McDonald's 728 shares (about $229.01K)Block Inc 3,404 shares (about $199.95K)Zoetis 227 shares (about $36.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJ. Stern & Co. LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$135,050,334$4,066,086 ▲3.1%966,55611.5%Computer and TechnologyMETAMeta Platforms$84,568,185$2,658,926 ▲3.2%127,4767.2%Computer and TechnologyAMZNAmazon.com$82,449,666$2,367,762 ▲3.0%399,1627.0%Retail/WholesaleAPHAmphenol$78,212,448$2,394,435 ▲3.2%871,8096.7%Computer and TechnologyETNEaton$76,893,263$2,283,873 ▲3.1%231,1646.6%IndustrialsMAMastercard$75,649,671$2,190,924 ▲3.0%134,3516.5%Business ServicesGOOGAlphabet$69,512,055$1,844,086 ▲2.7%404,1995.9%Computer and TechnologyHONHoneywell International$59,661,646$355,657 ▲0.6%264,3755.1%Multi-Sector ConglomeratesCRMSalesforce$55,626,191$1,618,007 ▲3.0%203,7674.8%Computer and TechnologyICEIntercontinental Exchange$51,036,464$1,484,198 ▲3.0%285,5464.4%FinanceRTXRTX$50,076,574$356,785 ▲0.7%366,8884.3%AerospaceABTAbbott Laboratories$46,778,862$1,452,550 ▲3.2%351,7074.0%MedicalOTISOtis Worldwide$44,551,966$1,264,170 ▲2.9%456,8433.8%IndustrialsXYLXylem$44,060,282$1,006,895 ▲2.3%350,9003.8%Business ServicesDISWalt Disney$43,585,973$622,328 ▲1.4%382,0523.7%Consumer DiscretionaryADBEAdobe$39,272,089$512,658 ▲1.3%97,9013.4%Computer and TechnologyZTSZoetis$33,492,887$36,385 ▼-0.1%208,9592.9%MedicalAMTAmerican Tower$29,527,638$385,698 ▲1.3%137,1892.5%FinanceTMOThermo Fisher Scientific$25,102,967$635,991 ▲2.6%63,1532.1%MedicalVVisa$4,969,565$208,229 ▲4.4%14,0570.4%Business ServicesBRK.BBerkshire Hathaway$4,911,2520.0%9,7550.4%FinanceBKNGBooking$4,202,387$181,321 ▲4.5%7880.4%Retail/WholesaleCDNSCadence Design Systems$3,968,372$261,866 ▼-6.2%12,5780.3%Computer and TechnologyMCDMcDonald's$3,571,363$229,010 ▼-6.0%11,3530.3%Retail/WholesaleDXCMDexCom$3,384,449$200,457 ▲6.3%40,0480.3%MedicalBlock Inc$3,201,680$199,951 ▼-5.9%54,5060.3%Class ALLYEli Lilly and Company$2,998,015$108,474 ▲3.8%4,2010.3%MedicalLam Research$2,875,589$2,875,589 ▲New Holding35,4750.2%COMELEstee Lauder Companies$2,777,139$146,041 ▲5.6%43,6040.2%Consumer StaplesIntuitive Surgical Inc$2,740,049$165,115 ▲6.4%5,0780.2%COMIDXXIDEXX Laboratories$2,484,552$149,956 ▲6.4%4,9540.2%MedicalAAAUGoldman Sachs Physical Gold ETF$1,407,9660.0%42,4150.1%FinanceBF.BBrown-Forman$696,686$629,383 ▼-47.5%20,5270.1%Consumer StaplesGOOGLAlphabet$678,2600.0%4,0260.1%Computer and TechnologyNOCNorthrop Grumman$348,8800.0%7400.0%AerospaceLMTLockheed Martin$330,5600.0%7050.0%AerospaceWBXWallbox$16,175$16,175 ▲New Holding50,0000.0%Computer and TechnologyLinde Plc$0$1,449,072 ▼-100.0%00.0%COMShowing 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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