Mbb Public Markets I LLC Top Holdings and 13F Report (2026) About Mbb Public Markets I LLCInvestment ActivityMbb Public Markets I LLC has $839.38 million in total holdings as of March 31, 2026.Mbb Public Markets I LLC owns shares of 24 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.91% of the portfolio was purchased this quarter.About 15.25% of the portfolio was sold this quarter.This quarter, Mbb Public Markets I LLC has purchased 27 new stocks and bought additional shares in 4 stocks.Mbb Public Markets I LLC sold shares of 5 stocks and completely divested from 6 stocks this quarter.Largest Holdings Progressive $176,544,218Aercap $155,473,913Amazon.com $146,055,586FERGUSON ENTERPRISES INC $123,108,097MEDLINE INC $108,641,366 Largest New Holdings this Quarter 28618M106 - Element Solutions $254,138 Holding904708104 - UniFirst $214,858 Holding781846209 - Rush Enterprises $211,486 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 60,000 shares (about $14.00M)Amazon.com 65,401 shares (about $13.62M)Vanguard Tax-Exempt Bond ETF 160,200 shares (about $7.99M)Progressive 25,000 shares (about $4.96M)Element Solutions 7,444 shares (about $254.14K) Largest Sales this Quarter Alphabet 67,986 shares (about $19.55M)Broadcom 54,841 shares (about $16.97M)Teck Resources 240,000 shares (about $12.42M)EQT 141,513 shares (about $9.01M)BUNGE GLOBAL SA 23,453 shares (about $2.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMbb Public Markets I LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPGRProgressive$176,544,218$4,956,000 â–²2.9%890,55821.0%FinanceAERAercap$155,473,9130.0%1,133,35718.5%TransportationAMZNAmazon.com$146,055,586$13,621,066 â–²10.3%701,28017.4%Retail/WholesaleFERGUSON ENTERPRISES INC$123,108,097$13,995,600 â–²12.8%527,77214.7%COMMON STOCK NEWMEDLINE INC$108,641,3660.0%2,441,37912.9%COM CL AVTEBVanguard Tax-Exempt Bond ETF$35,847,611$7,992,378 â–²28.7%718,5334.3%ETFEQTEQT$30,229,000$9,005,887 â–¼-23.0%475,0003.6%EnergyGOOGLAlphabet$25,880,400$19,550,054 â–¼-43.0%90,0003.1%Computer and TechnologyTECKTeck Resources$16,727,049$12,420,000 â–¼-42.6%323,2282.0%Basic MaterialsBUNGE GLOBAL SA$9,845,280$2,983,222 â–¼-23.3%77,4001.2%COM SHSKYVERNA THERAPEUTICS INC$5,302,9370.0%614,4770.6%COMAVGOBroadcom$3,095,100$16,973,838 â–¼-84.6%10,0000.4%Computer and TechnologyGARRETT MOTION INC$286,5050.0%15,7680.0%COMIBPInstalled Building Products$265,1500.0%1,0000.0%ConstructionESIElement Solutions$254,138$254,138 â–²New Holding7,4440.0%Basic MaterialsAMGAffiliated Managers Group$247,3700.0%8940.0%FinanceIMXIInternational Money Express$224,0280.0%14,1790.0%Business ServicesSAIASaia$217,0910.0%6180.0%TransportationAHCOAdaptHealth$215,7710.0%18,1320.0%MedicalVMDViemed Healthcare$215,3670.0%23,3840.0%MedicalUNFUniFirst$214,858$214,858 â–²New Holding8540.0%IndustrialsRUSHARush Enterprises$211,486$211,486 â–²New Holding3,1990.0%Retail/WholesaleHLMNHillman Solutions$180,1280.0%21,6500.0%ConstructionJBIJanus International Group$102,0110.0%19,8080.0%ConstructionVEAVanguard FTSE Developed Markets ETF$0$41,362,449 â–¼-100.0%00.0%ETFAMGNAmgen$0$19,908,303 â–¼-100.0%00.0%MedicalFCXFreeport-McMoRan$0$5,079,000 â–¼-100.0%00.0%Basic MaterialsWDCWestern Digital$0$254,098 â–¼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$245,078 â–¼-100.0%00.0%Computer and TechnologySTXSeagate Technology$0$204,615 â–¼-100.0%00.0%Computer and TechnologyShowing 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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