Lbp Am Sa Top Holdings and 13F Report (2026) About Lbp Am SaInvestment ActivityLbp Am Sa has $7.31 billion in total holdings as of March 31, 2026.Lbp Am Sa owns shares of 388 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 13.16% of the portfolio was purchased this quarter.About 23.62% of the portfolio was sold this quarter.This quarter, Lbp Am Sa has purchased 408 new stocks and bought additional shares in 123 stocks.Lbp Am Sa sold shares of 184 stocks and completely divested from 75 stocks this quarter.Largest Holdings NVIDIA $479,360,898Microsoft $456,431,456Amazon.com $392,104,723Apple $325,923,717Visa $235,503,293 Largest New Holdings this Quarter 05605H100 - BWX Technologies $16,066,780 Holding00217D100 - AST SpaceMobile $15,258,025 Holding199908104 - Comfort Systems USA $14,968,936 HoldingG25457105 - Credo Technology Group $13,279,414 Holding595017104 - Microchip Technology $11,838,167 Holding Largest Purchases this Quarter Welltower 197,207 shares (about $38.99M)Netflix 400,394 shares (about $38.50M)Credicorp 106,573 shares (about $36.15M)Constellation Energy 119,099 shares (about $33.26M)Intuitive Surgical 65,437 shares (about $30.17M) Largest Sales this Quarter Vertiv 274,750 shares (about $68.85M)Apple 187,543 shares (about $47.60M)NVIDIA 253,073 shares (about $44.14M)Costco Wholesale 39,556 shares (about $39.41M)Eli Lilly and Company 37,167 shares (about $34.19M) 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 PortfolioSectorNVDANVIDIA$479,360,898$44,135,931 ▼-8.4%2,748,6296.6%Computer and TechnologyMSFTMicrosoft$456,431,456$14,076,825 ▲3.2%1,233,0326.2%Computer and TechnologyAMZNAmazon.com$392,104,723$33,532,303 ▼-7.9%1,882,6755.4%Retail/WholesaleAAPLApple$325,923,717$47,596,538 ▼-12.7%1,284,2264.5%Computer and TechnologyVVisa$235,503,293$7,437,824 ▼-3.1%779,1933.2%Business ServicesAVGOBroadcom$189,408,668$11,974,013 ▲6.7%611,9632.6%Computer and TechnologyLLYEli Lilly and Company$171,996,070$34,185,092 ▼-16.6%186,9992.4%MedicalTSMTaiwan Semiconductor Manufacturing$169,997,975$13,009,047 ▼-7.1%503,0272.3%Computer and TechnologyMAMastercard$166,748,035$20,157,284 ▼-10.8%333,7232.3%Business ServicesGOOGLAlphabet$150,687,767$3,112,262 ▲2.1%524,0222.1%Computer and TechnologyLINDE PLC$122,504,280$21,815,423 ▼-15.1%247,1041.7%SHSMETAMeta Platforms$112,048,228$477,156 ▲0.4%195,8441.5%Computer and TechnologyGOOGAlphabet$107,425,055$8,539,249 ▼-7.4%374,4861.5%Computer and TechnologyTMOThermo Fisher Scientific$103,949,256$1,385,623 ▼-1.3%211,4811.4%MedicalTSLATesla$97,759,842$2,403,364 ▲2.5%262,9721.3%Auto/Tires/TrucksAMDAdvanced Micro Devices$91,079,477$6,781,543 ▲8.0%447,7191.2%Computer and TechnologyUBERUber Technologies$86,163,005$5,149,253 ▼-5.6%1,197,8731.2%Computer and TechnologyTE CONNECTIVITY PLC$82,993,273$21,610,160 ▲35.2%397,0591.1%ORD SHSSYKStryker$76,384,689$2,700,681 ▼-3.4%232,4621.0%MedicalRTXRTX$68,836,944$12,550,460 ▼-15.4%356,8530.9%AerospaceNFLXNetflix$66,474,745$38,497,883 ▲137.6%691,3650.9%Consumer DiscretionaryWELLWelltower$58,650,870$38,989,796 ▲198.3%296,6510.8%FinanceVRTVertiv$57,443,712$68,846,856 ▼-54.5%229,2430.8%Computer and TechnologyMUMicron Technology$54,095,279$23,631,232 ▲77.6%160,1210.7%Computer and TechnologyTAT&T$50,921,545$19,929,147 ▲64.3%1,756,5210.7%Computer and TechnologyISRGIntuitive Surgical$46,320,275$30,165,802 ▲186.7%100,4800.6%MedicalFMXFomento Economico Mexicano$46,043,477$12,749,466 ▼-21.7%414,5820.6%Consumer StaplesBAPCredicorp$45,784,552$36,147,431 ▲375.1%134,9860.6%FinanceABBVAbbVie$44,429,292$11,292,733 ▲34.1%204,2820.6%MedicalCRWDCrowdStrike$44,280,302$28,376,951 ▲178.4%113,4200.6%Computer and TechnologyVRTXVertex Pharmaceuticals$44,196,297$14,190,148 ▲47.3%98,9750.6%MedicalCSCOCisco Systems$43,605,891$3,457,954 ▲8.6%562,0040.6%Computer and TechnologyJNJJohnson & Johnson$43,521,076$5,244,216 ▼-10.8%178,0440.6%MedicalGE VERNOVA INC$41,973,397$23,680,904 ▼-36.1%48,0850.6%COMJPMJPMorgan Chase & Co.$39,967,225$7,292,815 ▲22.3%135,8690.5%FinanceHONHoneywell International$38,947,908$7,044,225 ▲22.1%172,3130.5%Multi-Sector ConglomeratesCEGConstellation Energy$38,613,853$33,258,396 ▲621.0%138,2770.5%EnergyNDAQNasdaq$37,660,855$1,331,754 ▲3.7%443,6430.5%FinanceORCLOracle$37,159,839$14,364,850 ▼-27.9%252,5990.5%Computer and TechnologyLHXL3Harris Technologies$34,872,576$2,036,040 ▲6.2%101,0360.5%AerospaceECLEcolab$34,615,321$7,890,685 ▲29.5%130,1230.5%Basic MaterialsBNTXBioNTech$34,228,488$1,468,742 ▲4.5%385,1090.5%MedicalEQIXEquinix$33,733,000$33,968,258 ▼-50.2%34,4130.5%FinanceCDNSCadence Design Systems$33,046,246$777,480 ▼-2.3%118,9270.5%Computer and TechnologyMRVLMarvell Technology$32,718,097$14,138,496 ▼-30.2%330,3190.4%Computer and TechnologyETNEaton$32,709,637$6,604,734 ▼-16.8%91,4520.4%IndustrialsNEENextEra Energy$32,366,359$12,205,454 ▼-27.4%348,4750.4%UtilitiesSPOTSpotify Technology$31,095,824$3,151,915 ▲11.3%64,1270.4%Computer and TechnologyMELIMercadoLibre$30,569,074$10,553,938 ▼-25.7%17,6800.4%Retail/WholesaleVTRVentas$30,396,645$4,369,505 ▲16.8%371,6880.4%FinanceNOWServiceNow$29,732,034$3,103,253 ▼-9.5%284,3810.4%Computer and TechnologyPANWPalo Alto Networks$29,009,745$19,733,148 ▼-40.5%180,9490.4%Computer and TechnologyKLACKLA$28,884,268$18,084,140 ▲167.4%19,6170.4%Computer and TechnologyWPMWheaton Precious Metals$27,593,982$11,891,778 ▲75.7%210,6250.4%Basic MaterialsSTXSeagate Technology$25,873,398$2,323,137 ▲9.9%66,0440.4%Computer and TechnologyARISTA NETWORKS INC$25,693,803$13,190,747 ▲105.5%209,2670.4%COM SHSROCKET LAB CORP$24,567,618$16,386,118 ▲200.3%382,5540.3%COMARM HOLDINGS PLC$24,054,579$7,434,958 ▲44.7%159,0070.3%SPONSORED ADSGEGE Aerospace$23,736,509$4,445,541 ▲23.0%83,6470.3%AerospaceMRKMerck & Co., Inc.$23,687,748$21,712,586 ▼-47.8%196,9220.3%MedicalSNOWSnowflake$22,435,983$13,300,665 ▼-37.2%148,7600.3%Computer and TechnologyNEMNewmont$21,953,425$7,326,252 ▼-25.0%202,8030.3%Basic MaterialsGEHCGE HealthCare Technologies$21,839,021$1,478,693 ▲7.3%306,8140.3%MedicalSATSEchoStar$21,806,161$19,230,621 ▲746.7%186,2660.3%Computer and TechnologyWDCWestern Digital$21,668,684$20,225,620 ▲1,401.6%80,1090.3%Computer and TechnologyWABWabtec$21,247,099$4,413,161 ▼-17.2%85,0190.3%TransportationBSXBoston Scientific$21,167,771$6,090,389 ▼-22.3%337,3350.3%MedicalSPGIS&P Global$21,083,253$19,975,242 ▼-48.7%49,5680.3%FinanceFIREFLY AEROSPACE INC$21,068,541$14,695,389 ▲230.6%740,0260.3%COMKARMAN HLDGS INC$20,430,762$16,388,877 ▲405.5%255,2250.3%COMMON STOCKINTCIntel$20,426,454$13,313,492 ▼-39.5%462,8700.3%Computer and TechnologyLITELumentum$20,220,513$12,490,153 ▲161.6%28,7730.3%Computer and TechnologyIBMInternational Business Machines$20,054,621$3,900,782 ▼-16.3%82,7370.3%Computer and TechnologyPLPlanet Labs PBC$19,773,312$1,132,702 ▲6.1%707,4530.3%Computer and TechnologyGILDGilead Sciences$19,311,943$11,809,935 ▼-37.9%138,5660.3%MedicalLUNRIntuitive Machines$19,185,936$12,814,251 ▲201.1%1,033,7250.3%AerospaceJCIJohnson Controls International$19,055,713$630,131 ▲3.4%145,5190.3%ConstructionAEMAgnico Eagle Mines$18,862,729$7,222,232 ▼-27.7%92,9290.3%Basic MaterialsXYLXylem$18,555,004$15,805,429 ▼-46.0%155,2720.3%Business ServicesPLDPrologis$18,403,157$14,987,758 ▲438.8%139,2280.3%FinanceAPPLOVIN CORP$18,011,888$11,140,816 ▼-38.2%45,2560.2%COM CL AAMATApplied Materials$17,947,052$9,517,827 ▲112.9%52,5090.2%Computer and TechnologyTTTrane Technologies$17,380,142$5,170,493 ▼-22.9%41,7050.2%ConstructionGILTGilat Satellite Networks$17,375,707$2,930,687 ▲20.3%1,156,8380.2%Computer and TechnologyHDHome Depot$17,269,028$16,889,489 ▼-49.4%52,5070.2%Retail/WholesaleSPGSimon Property Group$17,195,455$1,725,962 ▼-9.1%92,1860.2%FinanceQCOMQualcomm$16,911,004$4,330,743 ▼-20.4%131,3170.2%Computer and TechnologyHWMHowmet Aerospace$16,831,647$12,345,512 ▲275.2%73,0350.2%AerospaceTTWOTake-Two Interactive Software$16,806,263$4,045,590 ▲31.7%85,0950.2%Consumer DiscretionaryCOSTCostco Wholesale$16,791,838$39,414,784 ▼-70.1%16,8520.2%Retail/WholesaleCLColgate-Palmolive$16,391,093$5,947,861 ▼-26.6%192,3160.2%Consumer StaplesKIMBERLY-CLARK CORP$16,175,318$1,870,071 ▲13.1%167,6720.2%COMBWXTBWX Technologies$16,066,780$16,066,780 ▲New Holding78,5700.2%AerospaceBLACKSKY TECHNOLOGY INC$16,049,816$3,540,591 ▲28.3%637,9100.2%CL A NEWAXPAmerican Express$15,907,423$3,507,256 ▼-18.1%52,5900.2%FinanceADPAutomatic Data Processing$15,796,432$939,301 ▼-5.6%77,7460.2%Computer and TechnologyCBRECBRE Group$15,568,282$375,360 ▼-2.4%114,9290.2%FinanceDEDeere & Company$15,517,789$4,340,790 ▲38.8%27,5480.2%IndustrialsASTSAST SpaceMobile$15,258,025$15,258,025 ▲New Holding184,1200.2%Computer and TechnologyTDYTeledyne Technologies$15,019,374$6,145,692 ▼-29.0%24,8250.2%AerospaceShowing largest 100 holdings. 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