J. Stern & Co. LLP Top Holdings and 13F Report (2025) About J. Stern & Co. LLPInvestment ActivityJ. Stern & Co. LLP has $1.04 billion in total holdings as of March 31, 2025.J. Stern & Co. LLP owns shares of 36 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.10% of the portfolio was purchased this quarter.About 4.35% of the portfolio was sold this quarter.This quarter, J. Stern & Co. LLP has purchased 39 new stocks and bought additional shares in 27 stocks.J. Stern & Co. LLP sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $101,601,352Amazon.com $73,763,676Mastercard $71,507,743Meta Platforms $71,161,922Alphabet $61,475,658 Largest New Holdings this Quarter 46120E607 - Intuitive Surgical Inc $2,363,265 Holding Largest Purchases this Quarter NVIDIA 78,702 shares (about $8.53M)Meta Platforms 11,099 shares (about $6.40M)Amazon.com 30,728 shares (about $5.85M)Eaton 19,785 shares (about $5.38M)Mastercard 9,275 shares (about $5.08M) Largest Sales this Quarter Zoetis 4,524 shares (about $744.87K)Linde Plc 1,316 shares (about $612.78K)Alphabet 200 shares (about $30.93K)Brown-Forman 538 shares (about $18.26K) 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$101,601,352$8,529,721 ▲9.2%937,4559.7%Computer and TechnologyAMZNAmazon.com$73,763,676$5,846,314 ▲8.6%387,6997.1%Retail/WholesaleMAMastercard$71,507,743$5,083,814 ▲7.7%130,4606.9%Business ServicesMETAMeta Platforms$71,161,922$6,397,011 ▲9.9%123,4686.8%Computer and TechnologyGOOGAlphabet$61,475,658$4,800,393 ▲8.5%393,4765.9%Computer and TechnologyETNEaton$60,970,801$5,378,146 ▲9.7%224,2985.8%IndustrialsHONHoneywell International$55,647,588$4,981,410 ▲9.8%262,7995.3%Multi-Sector ConglomeratesAPHAmphenol$55,431,338$4,684,502 ▲9.2%845,1195.3%Computer and TechnologyCRMSalesforce$53,092,426$4,818,680 ▲10.0%197,8405.1%Computer and TechnologyRTXRTX$48,251,736$4,096,988 ▲9.3%364,2744.6%AerospaceICEIntercontinental Exchange$47,824,246$376,050 ▲0.8%277,2424.6%FinanceOTISOtis Worldwide$45,808,398$3,025,204 ▲7.1%443,8804.4%ConstructionABTAbbott Laboratories$45,205,224$3,363,073 ▲8.0%340,7864.3%MedicalXYLXylem$40,960,543$2,524,666 ▲6.6%342,8813.9%Business ServicesDISWalt Disney$37,170,113$3,438,904 ▲10.2%376,5973.6%Consumer DiscretionaryADBEAdobe$37,057,863$3,650,059 ▲10.9%96,6233.6%Computer and TechnologyZTSZoetis$34,442,400$744,875 ▼-2.1%209,1863.3%MedicalTMOThermo Fisher Scientific$30,628,837$1,997,868 ▲7.0%61,5532.9%MedicalAMTAmerican Tower$29,462,171$2,789,829 ▲10.5%135,3972.8%FinanceBRK.BBerkshire Hathaway$5,195,3180.0%9,7550.5%FinanceVVisa$4,719,908$179,082 ▲3.9%13,4680.5%Business ServicesMCDMcDonald's$3,773,834$1,023,037 ▲37.2%12,0810.4%Retail/WholesaleBKNGBooking$3,472,299$584,857 ▲20.3%7540.3%Retail/WholesaleCDNSCadence Design Systems$3,409,986$1,237,290 ▲56.9%13,4080.3%Computer and TechnologyLLYEli Lilly and Company$3,343,788$465,768 ▲16.2%4,0490.3%MedicalBlock Inc$3,146,276$1,157,890 ▲58.2%57,9100.3%COMELEstée Lauder Companies$2,726,541$721,516 ▲36.0%41,3110.3%Consumer StaplesDXCMDexCom$2,572,908$686,387 ▲36.4%37,6760.2%MedicalIntuitive Surgical Inc$2,363,265$2,363,265 ▲New Holding4,7720.2%COM NEWIDXXIDEXX Laboratories$1,954,749$282,189 ▲16.9%4,6550.2%MedicalLinde Plc$1,449,072$612,782 ▼-29.7%3,1120.1%COMBF.BBrown-Forman$1,326,070$18,260 ▼-1.4%39,0710.1%Consumer StaplesAAAUGoldman Sachs Physical Gold ETF$1,309,7750.0%42,4150.1%FinanceGOOGLAlphabet$622,581$30,928 ▼-4.7%4,0260.1%Computer and TechnologyNOCNorthrop Grumman$378,8870.0%7400.0%AerospaceLMTLockheed Martin$314,9310.0%7050.0%AerospaceALCAlcon$0$43,334,858 ▼-100.0%00.0%MedicalAMATApplied Materials$0$455,364 ▼-100.0%00.0%Computer and TechnologyDKNGDraftKings$0$197,458 ▼-100.0%00.0%Consumer DiscretionaryWBXWallbox$0$25,035 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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