Lbp Am Sa Top Holdings and 13F Report (2025) About Lbp Am SaInvestment ActivityLbp Am Sa has $7.11 billion in total holdings as of June 30, 2025.Lbp Am Sa owns shares of 367 different stocks, but just 86 companies or ETFs make up 80% of its holdings.Approximately 12.16% of the portfolio was purchased this quarter.About 17.33% of the portfolio was sold this quarter.This quarter, Lbp Am Sa has purchased 363 new stocks and bought additional shares in 109 stocks.Lbp Am Sa sold shares of 194 stocks and completely divested from 48 stocks this quarter.Largest Holdings Microsoft $559,169,421NVIDIA $459,620,716Amazon.com $368,224,835Visa $246,039,354Apple $192,045,481 Largest New Holdings this Quarter 171340102 - Church & Dwight $19,375,776 Holding609207105 - Mondelez International $13,875,847 HoldingG51502105 - Johnson Controls International $13,766,088 Holding446150104 - Huntington Bancshares $13,719,669 Holding46284V101 - Iron Mountain $11,741,291 Holding Largest Purchases this Quarter Eli Lilly and Company 81,928 shares (about $63.87M)Spotify Technology 67,089 shares (about $51.48M)Accenture 75,898 shares (about $22.69M)Church & Dwight 201,600 shares (about $19.38M)Marvell Technology 240,675 shares (about $18.63M) Largest Sales this Quarter NVIDIA 794,639 shares (about $125.55M)Microsoft 173,631 shares (about $86.37M)Alphabet 424,509 shares (about $74.81M)Taiwan Semiconductor Manufacturing 155,365 shares (about $35.19M)Zscaler 78,503 shares (about $24.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLbp Am Sa Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$559,169,421$86,365,796 ▼-13.4%1,124,1627.9%Computer and TechnologyNVDANVIDIA$459,620,716$125,545,016 ▼-21.5%2,909,1766.5%Computer and TechnologyAMZNAmazon.com$368,224,835$16,512,608 ▲4.7%1,678,4035.2%Retail/WholesaleVVisa$246,039,354$7,270,004 ▲3.0%692,9713.5%Business ServicesAAPLApple$192,045,481$1,579,809 ▲0.8%936,0312.7%Computer and TechnologyMAMastercard$175,554,552$3,443,006 ▲2.0%312,4082.5%Business ServicesAVGOBroadcom$174,267,860$12,352,703 ▼-6.6%632,2072.5%Computer and TechnologyLINDE PLC$170,763,692$7,171,416 ▼-4.0%363,9622.4%SHSLLYEli Lilly and Company$150,592,724$63,865,334 ▲73.6%193,1842.1%MedicalTSMTaiwan Semiconductor Manufacturing$117,763,702$35,188,619 ▼-23.0%519,9511.7%Computer and TechnologyMETAMeta Platforms$109,055,013$11,408,657 ▼-9.5%147,7531.5%Computer and TechnologyTMOThermo Fisher Scientific$105,840,468$12,503,170 ▲13.4%261,0381.5%MedicalVRTVertiv$103,876,372$7,115,070 ▼-6.4%808,9431.5%Computer and TechnologyUBERUber Technologies$99,550,914$13,503,496 ▼-11.9%1,066,9981.4%Computer and TechnologySYKStryker$94,687,711$4,298,520 ▲4.8%239,3341.3%MedicalACNAccenture$87,612,132$22,685,153 ▲34.9%293,1251.2%Computer and TechnologyGOOGLAlphabet$84,980,397$74,811,221 ▼-46.8%482,2131.2%Computer and TechnologyORCLOracle$81,855,510$4,385,062 ▼-5.1%374,4021.2%Computer and TechnologyZSZscaler$78,138,411$24,645,232 ▼-24.0%248,8961.1%Computer and TechnologyGOOGAlphabet$68,953,268$2,134,357 ▼-3.0%388,7101.0%Computer and TechnologyADBEAdobe$68,048,324$2,696,554 ▼-3.8%175,8901.0%Computer and TechnologyAMDAdvanced Micro Devices$65,476,775$22,612,758 ▼-25.7%461,4290.9%Computer and TechnologySPOTSpotify Technology$59,164,984$51,480,074 ▲669.9%77,1040.8%Computer and TechnologyDDOGDatadog$58,265,772$1,873,366 ▲3.3%433,7510.8%Computer and TechnologyCRMSalesforce$56,779,512$7,596,598 ▼-11.8%208,2200.8%Computer and TechnologyCLHClean Harbors$55,679,703$10,914,239 ▲24.4%240,8500.8%Business ServicesBDXBecton, Dickinson and Company$54,824,936$4,168,106 ▼-7.1%318,2870.8%MedicalNEENextEra Energy$53,882,625$12,881,575 ▲31.4%776,1830.8%UtilitiesPANWPalo Alto Networks$53,155,854$9,653,278 ▲22.2%259,7530.7%Computer and TechnologyMELIMercadoLibre$52,622,827$7,660,550 ▼-12.7%20,1340.7%Retail/WholesaleTSLATesla$51,269,689$3,151,505 ▼-5.8%161,3980.7%Auto/Tires/TrucksEQIXEquinix$48,794,130$10,998,964 ▲29.1%61,3400.7%FinanceNDAQNasdaq$46,038,602$3,114,946 ▼-6.3%514,8580.6%FinanceSNOWSnowflake$44,597,3610.0%199,3000.6%Computer and TechnologyFMXFomento Economico Mexicano$43,718,615$18,524,249 ▼-29.8%424,5350.6%Consumer StaplesMRVLMarvell Technology$43,514,667$18,628,245 ▲74.9%562,2050.6%Computer and TechnologyRTXRTX$41,968,777$1,203,059 ▲3.0%287,4180.6%AerospaceCSCOCisco Systems$41,200,064$21,420,381 ▼-34.2%593,8320.6%Computer and TechnologyNOWServiceNow$40,888,799$14,922,582 ▼-26.7%39,7720.6%Computer and TechnologyJPMJPMorgan Chase & Co.$40,057,445$4,890,492 ▲13.9%138,1720.6%FinanceGE VERNOVA INC$39,841,821$15,474,992 ▼-28.0%75,2940.6%COMXYLXylem$36,341,623$3,378,366 ▼-8.5%280,9340.5%Business ServicesABBVAbbVie$35,835,426$5,933,158 ▲19.8%193,0580.5%MedicalDTDynatrace$34,864,839$9,058,470 ▲35.1%631,4950.5%Computer and TechnologyCDNSCadence Design Systems$33,929,164$4,732,568 ▼-12.2%110,1060.5%Computer and TechnologyBNTXBioNTech$32,523,391$26,511 ▲0.1%305,4700.5%MedicalIBMInternational Business Machines$32,273,694$259,996 ▼-0.8%109,4840.5%Computer and TechnologyETNEaton$31,963,457$13,114,742 ▲69.6%89,5360.4%IndustrialsHDHome Depot$31,546,806$3,179,869 ▼-9.2%86,0430.4%Retail/WholesaleESTCElastic$31,468,246$16,162,941 ▲105.6%373,1560.4%Computer and TechnologyECLEcolab$31,304,348$189,147 ▼-0.6%116,1830.4%Basic MaterialsBSXBoston Scientific$31,178,546$11,622,299 ▲59.4%290,2760.4%MedicalAEMAgnico Eagle Mines$30,942,851$10,666,951 ▲52.6%260,1770.4%Basic MaterialsBALLBall$30,163,239$1,593,124 ▼-5.0%537,7650.4%IndustrialsJNJJohnson & Johnson$30,068,837$1,390,178 ▼-4.4%196,8500.4%MedicalBIRKENSTOCK HOLDING PLC$29,812,130$4,435,446 ▲17.5%606,1840.4%COM SHSCFLTConfluent$27,540,171$5,687,007 ▲26.0%1,104,7000.4%Computer and TechnologySPGIS&P Global$27,347,369$1,015,033 ▼-3.6%51,8640.4%FinanceMRKMerck & Co., Inc.$26,590,716$673,889 ▼-2.5%335,9110.4%MedicalVTRVentas$25,768,611$10,868,936 ▲72.9%408,0540.4%FinanceUNPUnion Pacific$24,117,216$4,282,019 ▼-15.1%104,8210.3%TransportationMDBMongoDB$22,833,683$644,459 ▼-2.7%108,7370.3%Computer and TechnologyGEGE Aerospace$22,549,166$1,891,044 ▲9.2%87,6070.3%AerospaceEMREmerson Electric$22,052,383$6,132,914 ▲38.5%165,3970.3%IndustrialsNEMNewmont$21,943,106$17,467,806 ▲390.3%376,6410.3%Basic MaterialsQCOMQUALCOMM$21,171,388$5,075,776 ▼-19.3%132,9360.3%Computer and TechnologyCRWDCrowdStrike$20,953,523$7,854,579 ▼-27.3%41,1410.3%Computer and TechnologyNFLXNetflix$20,886,411$1,486,434 ▼-6.6%15,5970.3%Consumer DiscretionaryAXPAmerican Express$20,293,189$17,885,528 ▲742.9%63,6190.3%FinanceADPAutomatic Data Processing$20,005,291$3,747,985 ▼-15.8%64,8680.3%Computer and TechnologyCHDChurch & Dwight$19,375,776$19,375,776 ▲New Holding201,6000.3%Consumer StaplesCLColgate-Palmolive$19,278,345$1,931,989 ▼-9.1%212,0830.3%Consumer StaplesISRGIntuitive Surgical$19,248,670$12,608,743 ▼-39.6%35,4220.3%MedicalADSKAutodesk$19,130,497$2,549,928 ▲15.4%61,7970.3%Computer and TechnologyCORCencora$18,820,685$4,116,341 ▼-17.9%62,7670.3%MedicalCEGConstellation Energy$18,664,566$3,069,125 ▼-14.1%57,8280.3%EnergyWBDWarner Bros. Discovery$18,369,4410.0%1,602,9180.3%Consumer DiscretionaryKDPKeurig Dr Pepper$18,155,825$17,186,274 ▲1,772.6%549,1780.3%Consumer StaplesCOSTCostco Wholesale$18,117,882$2,268,942 ▲14.3%18,3020.3%Retail/WholesaleBMYBristol Myers Squibb$18,078,050$1,535,902 ▼-7.8%390,5390.3%MedicalZTSZoetis$17,549,678$1,208,145 ▲7.4%112,5340.2%MedicalVRTXVertex Pharmaceuticals$17,514,614$6,321,840 ▼-26.5%39,3410.2%MedicalSPGSimon Property Group$17,361,598$3,297,027 ▲23.4%107,9970.2%FinanceSHOPShopify$17,047,923$4,614,000 ▼-21.3%147,7930.2%Computer and TechnologyCBRECBRE Group$16,759,753$3,225,702 ▼-16.1%119,6100.2%FinanceARM HOLDINGS PLC$16,573,337$3,493,584 ▲26.7%102,4690.2%SPONSORED ADSCVSCVS Health$16,469,596$6,789,632 ▲70.1%238,7590.2%MedicalINTCIntel$16,459,811$296,755 ▲1.8%734,8130.2%Computer and TechnologySHWSherwin-Williams$16,434,240$2,597,518 ▼-13.6%47,8630.2%Basic MaterialsPALANTIR TECHNOLOGIES INC$16,334,271$7,122,584 ▲77.3%119,8230.2%CL ARSGRepublic Services$16,203,264$14,554,676 ▼-47.3%65,7040.2%Business ServicesGILDGilead Sciences$16,142,007$6,620,159 ▼-29.1%145,5940.2%MedicalSTXSeagate Technology$15,896,362$252,145 ▲1.6%110,1390.2%Computer and TechnologyROKRockwell Automation$15,813,286$9,157,263 ▲137.6%47,6060.2%Computer and TechnologyAMTAmerican Tower$15,557,819$13,597,814 ▲693.8%70,3910.2%FinancePGProcter & Gamble$15,331,364$5,945,982 ▼-27.9%96,2300.2%Consumer StaplesSCHWCharles Schwab$15,020,203$10,749,623 ▲251.7%164,6230.2%FinanceBSYBentley Systems$14,373,615$3,412,523 ▼-19.2%266,3260.2%Computer and TechnologyGENGenesis Healthcare$14,177,827$4,616,653 ▼-24.6%482,2390.2%Business ServicesMDLZMondelez International$13,875,847$13,875,847 ▲New Holding205,7510.2%Consumer StaplesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
