Lbp Am Sa Top Holdings and 13F Report (2025) About Lbp Am SaInvestment ActivityLbp Am Sa has $6.48 billion in total holdings as of March 31, 2025.Lbp Am Sa owns shares of 363 different stocks, but just 89 companies or ETFs make up 80% of its holdings.Approximately 6.83% of the portfolio was purchased this quarter.About 14.17% of the portfolio was sold this quarter.This quarter, Lbp Am Sa has purchased 361 new stocks and bought additional shares in 86 stocks.Lbp Am Sa sold shares of 215 stocks and completely divested from 24 stocks this quarter.Largest Holdings Microsoft $487,178,515NVIDIA $401,419,470Amazon.com $305,012,846Visa $235,682,599Apple $206,210,166 Largest New Holdings this Quarter M2029K104 - BIRKENSTOCK HOLDING PLC $23,658,417 Holding50212V100 - LPL Financial $7,188,248 Holding879360105 - Teledyne Technologies $6,355,757 Holding67103H107 - O'Reilly Automotive $4,625,801 Holding35969L108 - Full Truck Alliance $4,214,100 Holding Largest Purchases this Quarter Thermo Fisher Scientific 69,507 shares (about $34.59M)Vertiv 375,510 shares (about $27.11M)BIRKENSTOCK HOLDING PLC 515,996 shares (about $23.66M)Ecolab 88,250 shares (about $22.37M)Clean Harbors 112,073 shares (about $22.09M) Largest Sales this Quarter SMURFIT WESTROCK PLC 1,325,930 shares (about $59.75M)Spotify Technology 73,976 shares (about $40.69M)NVIDIA 316,379 shares (about $34.29M)Visa 94,694 shares (about $33.19M)Johnson & Johnson 190,832 shares (about $31.65M) 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$487,178,515$25,832,463 ▼-5.0%1,297,7937.5%Computer and TechnologyNVDANVIDIA$401,419,470$34,289,156 ▼-7.9%3,703,8156.2%Computer and TechnologyAMZNAmazon.com$305,012,846$5,711,225 ▼-1.8%1,603,1374.7%Retail/WholesaleVVisa$235,682,599$33,186,459 ▼-12.3%672,4953.6%Business ServicesAAPLApple$206,210,166$9,497,168 ▼-4.4%928,3313.2%Computer and TechnologyLINDE PLC$176,592,574$16,742,086 ▲10.5%379,2472.7%SHSMAMastercard$167,878,742$8,000,360 ▼-4.5%306,2812.6%Business ServicesGOOGLAlphabet$140,215,491$12,138,003 ▼-8.0%906,7222.2%Computer and TechnologyTMOThermo Fisher Scientific$114,548,018$34,586,683 ▲43.3%230,2011.8%MedicalAVGOBroadcom$113,353,459$6,626,042 ▼-5.5%677,0201.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$112,102,456$6,082,904 ▼-5.1%675,3161.7%Computer and TechnologyMETAMeta Platforms$94,067,717$10,878,219 ▲13.1%163,2101.5%Computer and TechnologyLLYEli Lilly and Company$91,887,444$18,767,153 ▼-17.0%111,2561.4%MedicalUBERUber Technologies$88,286,648$7,127,384 ▲8.8%1,211,7301.4%Computer and TechnologySYKStryker$85,047,586$8,434,813 ▲11.0%228,4691.3%MedicalBDXBecton, Dickinson and Company$78,449,615$3,585,247 ▲4.8%342,4851.2%MedicalADBEAdobe$70,132,296$118,511 ▼-0.2%182,8601.1%Computer and TechnologyACNAccenture$67,783,513$30,112,484 ▼-30.8%217,2271.0%Computer and TechnologyZSZscaler$64,962,510$7,853,265 ▼-10.8%327,3991.0%Computer and TechnologyAMDAdvanced Micro Devices$63,779,554$10,849,961 ▲20.5%620,7861.0%Computer and TechnologyCRMSalesforce$63,353,893$1,554,073 ▲2.5%236,0781.0%Computer and TechnologyGOOGAlphabet$62,607,923$3,399,252 ▼-5.1%400,7421.0%Computer and TechnologyVRTVertiv$62,406,215$27,111,822 ▲76.8%864,3521.0%Computer and TechnologyFMXFomento Económico Mexicano$58,979,011$15,349,920 ▼-20.7%604,4170.9%Consumer StaplesCSCOCisco Systems$55,697,719$2,457,045 ▼-4.2%902,5720.9%Computer and TechnologyORCLOracle$55,149,313$4,519,079 ▲8.9%394,4590.9%Computer and TechnologyMELIMercadoLibre$44,996,817$18,991,720 ▼-29.7%23,0650.7%Retail/WholesaleTSLATesla$44,399,033$15,016,249 ▼-25.3%171,3190.7%Auto/Tires/TrucksNOWServiceNow$43,220,053$815,247 ▼-1.9%54,2870.7%Computer and TechnologyNEENextEra Energy$41,869,265$551,737 ▼-1.3%590,6230.6%UtilitiesNDAQNasdaq$41,699,712$5,697,541 ▲15.8%549,6930.6%FinanceDDOGDatadog$41,648,855$11,939,229 ▲40.2%419,8050.6%Computer and TechnologyEQIXEquinix$38,739,725$14,624,933 ▲60.6%47,5130.6%FinanceCLHClean Harbors$38,166,247$22,089,588 ▲137.4%193,6390.6%Business ServicesRTXRTX$36,980,051$5,561,995 ▲17.7%279,1790.6%AerospaceXYLXylem$36,680,193$11,633,373 ▼-24.1%307,0500.6%Business ServicesPANWPalo Alto Networks$36,274,823$1,715,444 ▼-4.5%212,5810.6%Computer and TechnologyHDHome Depot$34,712,467$2,681,607 ▼-7.2%94,7160.5%Retail/WholesaleJNJJohnson & Johnson$34,154,914$31,647,579 ▼-48.1%205,9510.5%MedicalABBVAbbVie$33,752,415$1,274,929 ▼-3.6%161,0940.5%MedicalGE VERNOVA INC$31,913,667$20,285,246 ▲174.4%104,5390.5%COMCDNSCadence Design Systems$31,909,259$1,367,532 ▼-4.1%125,4640.5%Computer and TechnologyMRKMerck & Co., Inc.$30,915,499$2,186,823 ▼-6.6%344,4240.5%MedicalSMURFIT WESTROCK PLC$30,441,320$59,746,407 ▼-66.2%675,5730.5%SHSRSGRepublic Services$30,202,922$2,238,527 ▲8.0%124,7230.5%Business ServicesJPMJPMorgan Chase & Co.$29,755,626$857,078 ▼-2.8%121,3030.5%FinanceECLEcolab$29,632,686$22,373,141 ▲308.2%116,8850.5%Basic MaterialsBALLBall$29,480,368$1,089,877 ▼-3.6%566,1680.5%IndustrialsUNPUnion Pacific$29,159,576$2,135,846 ▲7.9%123,4320.5%TransportationSNOWSnowflake$29,129,688$4,574,808 ▼-13.6%199,3000.4%Computer and TechnologyISRGIntuitive Surgical$29,035,204$2,565,003 ▼-8.1%58,6250.4%MedicalBNTXBioNTech$27,793,425$4,762,711 ▲20.7%305,2210.4%MedicalIBMInternational Business Machines$27,443,610$1,226,888 ▼-4.3%110,3660.4%Computer and TechnologySPGIS&P Global$27,330,191$16,699,723 ▼-37.9%53,7890.4%Business ServicesVRTXVertex Pharmaceuticals$25,957,749$2,820,683 ▼-9.8%53,5410.4%MedicalBMYBristol-Myers Squibb$25,842,622$939,246 ▼-3.5%423,7190.4%MedicalQCOMQUALCOMM$25,316,004$15,620,755 ▲161.1%164,8070.4%Computer and TechnologyBIRKENSTOCK HOLDING PLC$23,658,417$23,658,417 ▲New Holding515,9960.4%COM SHSADPAutomatic Data Processing$23,532,226$920,256 ▼-3.8%77,0210.4%Business ServicesGILDGilead Sciences$23,004,425$843,736 ▼-3.5%205,3050.4%MedicalPGProcter & Gamble$22,759,761$3,613,586 ▲18.9%133,5510.4%Consumer StaplesMMM3M$22,614,384$886,741 ▼-3.8%153,9860.3%Multi-Sector ConglomeratesDTDynatrace$22,038,948$16,219,836 ▲278.7%467,4220.3%Computer and TechnologyCLColgate-Palmolive$21,863,677$795,607 ▼-3.5%233,3370.3%Consumer StaplesCORCencora$21,272,495$793,947 ▼-3.6%76,4950.3%MedicalCFLTConfluent$20,547,059$7,023,069 ▼-25.5%876,5810.3%Computer and TechnologyINTUIntuit$20,299,124$5,239,791 ▼-20.5%33,0610.3%Computer and TechnologyCRWDCrowdStrike$19,942,983$23,971,915 ▼-54.6%56,5630.3%Computer and TechnologyMRVLMarvell Technology$19,796,603$2,593,390 ▲15.1%321,5300.3%Computer and TechnologyABTAbbott Laboratories$19,694,679$17,040,618 ▼-46.4%148,4710.3%MedicalMDBMongoDB$19,610,773$23,553,590 ▼-54.6%111,8060.3%Computer and TechnologySHWSherwin-Williams$19,354,903$1,871,309 ▼-8.8%55,4280.3%Basic MaterialsSBACSBA Communications$19,075,968$1,392,003 ▼-6.8%86,7050.3%FinanceOKEONEOK$18,824,614$726,588 ▼-3.7%189,7260.3%EnergyPEPPepsiCo$18,751,047$4,810,075 ▼-20.4%125,0570.3%Consumer StaplesCBRECBRE Group$18,653,282$663,055 ▼-3.4%142,6310.3%FinanceUNHUnitedHealth Group$18,650,214$1,870,311 ▲11.1%35,6090.3%MedicalAEMAgnico Eagle Mines$18,482,388$15,145,528 ▼-45.0%170,4860.3%Basic MaterialsBSXBoston Scientific$18,367,323$12,223,529 ▼-40.0%182,0710.3%MedicalSHOPShopify$17,930,4760.0%187,7930.3%Computer and TechnologyEDConsolidated Edison$17,699,819$1,044,744 ▼-5.6%160,0490.3%UtilitiesUPSUnited Parcel Service$17,556,934$693,927 ▼-3.8%159,6230.3%TransportationZTSZoetis$17,253,180$1,319,505 ▼-7.1%104,7870.3%MedicalWBDWarner Bros. Discovery$17,199,311$4,151,147 ▼-19.4%1,602,9180.3%Consumer DiscretionaryBACBank of America$17,040,320$7,067,893 ▼-29.3%408,3470.3%FinanceGENGenesis Healthcare$16,966,173$614,189 ▼-3.5%639,2680.3%Business ServicesLYBLyondellBasell Industries$16,930,003$622,899 ▼-3.5%240,4830.3%Basic MaterialsINTCIntel$16,386,741$2,132,287 ▲15.0%721,5650.3%Computer and TechnologyVTRVentas$16,223,303$17,302,010 ▼-51.6%235,9410.3%FinanceESTCElastic$16,171,027$2,531,242 ▲18.6%181,4930.2%Computer and TechnologyGEGE Aerospace$16,064,039$3,364,522 ▲26.5%80,2600.2%IndustrialsBKNGBooking$15,654,280$525,188 ▼-3.2%3,3980.2%Retail/WholesaleNFLXNetflix$15,579,779$490,511 ▼-3.1%16,7070.2%Consumer DiscretionaryMDTMedtronic$15,569,684$17,599,442 ▼-53.1%173,2660.2%MedicalRFRegions Financial$15,282,535$593,707 ▼-3.7%703,2920.2%FinanceCOSTCostco Wholesale$15,141,938$223,204 ▼-1.5%16,0100.2%Retail/WholesaleKMBKimberly-Clark$15,006,201$58,310 ▼-0.4%105,5140.2%Consumer StaplesNXPINXP Semiconductors$14,615,804$11,214 ▼-0.1%76,9010.2%Computer and TechnologyVERALTO CORP$14,556,301$574,663 ▼-3.8%149,3720.2%COM SHSSPGSimon Property Group$14,530,007$559,856 ▼-3.7%87,4880.2%FinanceShowing largest 100 holdings. 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