Motley Fool Asset Management LLC Top Holdings and 13F Report (2025) About Motley Fool Asset Management LLCInvestment ActivityMotley Fool Asset Management LLC has $2.17 billion in total holdings as of June 30, 2025.Motley Fool Asset Management LLC owns shares of 230 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 9.43% of the portfolio was purchased this quarter.About 2.19% of the portfolio was sold this quarter.This quarter, Motley Fool Asset Management LLC has purchased 223 new stocks and bought additional shares in 140 stocks.Motley Fool Asset Management LLC sold shares of 74 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $152,546,929Microsoft $152,347,730Amazon.com $119,816,338Apple $119,752,395Alphabet $104,993,238 Largest New Holdings this Quarter 82982L103 - SiteOne Landscape Supply $4,764,310 Holding955306105 - West Pharmaceutical Services $4,715,796 Holding02079K305 - Alphabet $749,330 Holding50155Q100 - Kyndryl $264,935 Holding773121108 - ROCKET LAB CORP COM $261,407 Holding Largest Purchases this Quarter Microsoft 33,872 shares (about $16.85M)NVIDIA 101,034 shares (about $15.96M)Amazon.com 46,204 shares (about $10.14M)Meta Platforms 12,413 shares (about $9.16M)Alphabet 49,531 shares (about $8.79M) Largest Sales this Quarter Globus Medical 123,809 shares (about $7.31M)Herc 32,161 shares (about $4.24M)Gentex 186,081 shares (about $4.09M)Trex 64,467 shares (about $3.51M)Watsco 5,282 shares (about $2.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMotley Fool Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$152,546,929$15,962,362 ▲11.7%965,5487.0%Computer and TechnologyMSFTMicrosoft$152,347,730$16,848,272 ▲12.4%306,2827.0%Computer and TechnologyAMZNAmazon.com$119,816,338$10,136,696 ▲9.2%546,1345.5%Retail/WholesaleAAPLApple$119,752,395$7,257,478 ▲6.5%583,6745.5%Computer and TechnologyGOOGAlphabet$104,993,238$8,786,304 ▲9.1%591,8784.8%Computer and TechnologyMETAMeta Platforms$79,648,030$9,161,911 ▲13.0%107,9113.7%Computer and TechnologyAVGOBroadcom$67,311,800$6,986,074 ▲11.6%244,1933.1%Computer and TechnologyBRK.BBerkshire Hathaway$54,473,276$5,704,397 ▲11.7%112,1382.5%FinanceTSLATesla$53,075,903$5,513,625 ▲11.6%167,0842.4%Auto/Tires/TrucksMAMastercard$48,095,321$2,813,634 ▲6.2%85,5882.2%Business ServicesWMTWalmart$46,063,474$5,638,386 ▲13.9%471,0932.1%Retail/WholesaleCOSTCostco Wholesale$42,748,579$3,471,720 ▲8.8%43,1832.0%Retail/WholesaleJPMJPMorgan Chase & Co.$42,319,322$4,612,468 ▲12.2%145,9742.0%FinanceVVisa$40,947,561$5,023,602 ▲14.0%115,3291.9%Business ServicesLLYEli Lilly and Company$38,350,537$2,587,260 ▲7.2%49,1971.8%MedicalNFLXNetflix$36,302,475$4,773,998 ▲15.1%27,1091.7%Consumer DiscretionaryAXONAxon Enterprise$34,315,629$317,929 ▼-0.9%41,4471.6%AerospaceSNEXStoneX Group$26,333,445$729,758 ▼-2.7%288,9341.2%FinanceHDHome Depot$23,296,306$3,086,376 ▲15.3%63,5401.1%Retail/WholesaleCRMSalesforce$22,887,417$422,124 ▲1.9%83,9321.1%Computer and TechnologyDXCMDexCom$19,618,340$640,359 ▼-3.2%224,7490.9%MedicalWSOWatsco$17,617,547$2,332,637 ▼-11.7%39,8930.8%ConstructionWCNWaste Connections$17,406,038$323,026 ▼-1.8%93,2200.8%Business ServicesAMTAmerican Tower$17,367,089$369,987 ▲2.2%78,5770.8%FinanceFASTFastenal$16,296,000$8,049,972 ▲97.6%388,0000.8%Retail/WholesaleEQIXEquinix$14,222,208$163,071 ▲1.2%17,8790.7%FinanceTMUST-Mobile US$14,133,345$1,479,595 ▲11.7%59,3190.7%Computer and TechnologyTOSTToast$13,934,476$510,398 ▼-3.5%314,6190.6%Computer and TechnologySBACSBA Communications$13,584,320$275,702 ▼-2.0%57,8450.6%FinanceNOWServiceNow$13,462,708$1,751,848 ▲15.0%13,0950.6%Computer and TechnologyWATWaters$13,243,276$589,878 ▼-4.3%37,9420.6%MedicalMELIMercadoLibre$12,553,265$209,090 ▼-1.6%4,8030.6%Retail/WholesaleISRGIntuitive Surgical$12,198,468$1,588,931 ▲15.0%22,4480.6%MedicalHQYHealthEquity$12,002,039$402,488 ▼-3.2%114,5670.6%MedicalINTL CONTAINER TERM SVCS INC$11,750,8350.0%1,610,5220.5%Ordinary SharesINTUIntuit$11,435,600$1,193,259 ▲11.7%14,5190.5%Computer and TechnologyADBEAdobe$11,351,446$1,447,318 ▲14.6%29,3410.5%Computer and TechnologyAMDAdvanced Micro Devices$11,286,300$590,020 ▲5.5%79,5370.5%Computer and TechnologyBAMBrookfield Asset Management$11,040,079$205,642 ▼-1.8%199,7120.5%FinanceDISWalt Disney$11,017,048$588,799 ▲5.6%88,8400.5%Consumer DiscretionaryAONAON$10,723,849$199,786 ▼-1.8%30,0590.5%FinanceUBERUber Technologies$10,128,648$1,062,407 ▲11.7%108,5600.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$9,924,112$183,457 ▼-1.8%43,8170.5%Computer and TechnologyYUMCYum China$9,676,451$180,181 ▼-1.8%216,4270.4%Retail/WholesaleBKNGBooking$9,592,771$752,601 ▲8.5%1,6570.4%Retail/WholesaleBROBrown & Brown$9,519,742$206,218 ▼-2.1%85,8640.4%FinanceBRBroadridge Financial Solutions$9,380,715$202,444 ▼-2.1%38,5990.4%Computer and TechnologyGILDGilead Sciences$9,008,631$1,170,122 ▲14.9%81,2540.4%MedicalCROXCrocs$8,897,245$262,113 ▼-2.9%87,8480.4%Consumer DiscretionaryTJXTJX Companies$8,867,199$1,180,441 ▲15.4%71,8050.4%Retail/WholesaleSCHWCharles Schwab$8,597,728$900,721 ▲11.7%94,2320.4%FinanceUNPUnion Pacific$8,576,232$1,041,572 ▲13.8%37,2750.4%TransportationPANWPalo Alto Networks$8,415,411$1,028,111 ▲13.9%41,1230.4%Computer and TechnologyQXO INC$8,391,682$272,955 ▼-3.2%389,5860.4%Ordinary SharesALRMAlarm.com$8,340,228$314,982 ▼-3.6%147,4320.4%IndustrialsTYLTyler Technologies$8,280,789$176,073 ▼-2.1%13,9680.4%Computer and TechnologyPGRProgressive$8,133,626$856,887 ▲11.8%30,4790.4%FinanceLAM RESEARCH CORP$7,951,315$1,007,177 ▲14.5%81,6860.4%Ordinary SharesGWREGuidewire Software$7,822,826$169,524 ▼-2.1%33,2250.4%Computer and TechnologyAMGNAmgen$7,793,589$816,410 ▲11.7%27,9130.4%MedicalARISTA NETWORKS INC$7,589,663$618,873 ▲8.9%74,1830.4%Ordinary SharesVRTXVertex Pharmaceuticals$7,031,489$834,750 ▲13.5%15,7940.3%MedicalGSHDGoosehead Insurance$6,931,479$885,967 ▼-11.3%65,6950.3%FinanceEMNEastman Chemical$6,912,471$3,210,007 ▲86.7%92,5860.3%Basic MaterialsATECAlphatec$6,713,391$232,989 ▼-3.4%604,8100.3%MedicalFNFabrinet$6,609,083$120,819 ▼-1.8%22,4280.3%Computer and TechnologyCRWDCrowdStrike$6,461,616$589,272 ▲10.0%12,6870.3%Computer and TechnologyGXOGXO Logistics$6,332,656$265,951 ▼-4.0%130,0340.3%TransportationHCAHCA Healthcare$6,170,209$784,972 ▲14.6%16,1060.3%MedicalRAREUltragenyx Pharmaceutical$6,088,409$3,016,971 ▲98.2%167,4480.3%MedicalCTASCintas$5,902,712$764,667 ▲14.9%26,4850.3%Business ServicesCNICanadian National Railway$5,790,138$107,161 ▼-1.8%55,6530.3%TransportationSHWSherwin-Williams$5,712,824$746,808 ▲15.0%16,6380.3%Basic MaterialsWMWaste Management$5,693,499$685,087 ▲13.7%24,8820.3%Business ServicesMCKMcKesson$5,663,657$720,323 ▲14.6%7,7290.3%MedicalCVSCVS Health$5,479,633$772,024 ▲16.4%79,4380.3%MedicalICEIntercontinental Exchange$5,426,125$522,523 ▲10.7%29,5750.3%FinanceFTNTFortinet$5,335,054$694,158 ▲15.0%50,4640.2%Computer and TechnologyDOORDASH INC CL A$5,321,904$504,606 ▲10.5%21,5890.2%Ordinary SharesDDOGDatadog$5,286,557$164,286 ▲3.2%39,3550.2%Computer and TechnologyTEAMAtlassian$5,281,355$97,483 ▼-1.8%26,0050.2%Computer and TechnologyICLRIcon$5,199,983$95,997 ▼-1.8%35,7510.2%MedicalCEGConstellation Energy$5,198,050$488,336 ▲10.4%16,1050.2%EnergyNKENIKE$5,139,744$251,908 ▲5.2%72,3500.2%Consumer DiscretionaryCMECME Group$5,110,546$490,604 ▲10.6%18,5420.2%FinanceSBUXStarbucks$5,109,106$267,376 ▲5.5%55,7580.2%Retail/WholesaleSNPSSynopsys$5,002,219$592,658 ▲13.4%9,7570.2%Computer and TechnologyCMGChipotle Mexican Grill$4,934,350$626,185 ▲14.5%87,8780.2%Retail/WholesaleECLEcolab$4,782,829$569,057 ▲13.5%17,7510.2%Basic MaterialsSITESiteOne Landscape Supply$4,764,310$4,764,310 ▲New Holding39,3940.2%IndustrialsWSTWest Pharmaceutical Services$4,715,796$4,715,796 ▲New Holding21,5530.2%MedicalBRBRBellRing Brands$4,650,331$2,896,500 ▲165.2%80,2750.2%Consumer StaplesBMYBristol Myers Squibb$4,609,373$239,736 ▲5.5%99,5760.2%MedicalCSGPCoStar Group$4,598,558$384,875 ▼-7.7%57,1960.2%Computer and TechnologyMSIMotorola Solutions$4,467,388$539,030 ▲13.7%10,6250.2%Computer and TechnologyTDGTransdigm Group$4,373,361$406,011 ▲10.2%2,8760.2%AerospaceCSLCarlisle Companies$4,305,675$1,358,802 ▲46.1%11,5310.2%Multi-Sector ConglomeratesADSKAutodesk$4,256,588$520,697 ▲13.9%13,7500.2%Computer and TechnologyMMM3M$4,250,998$406,481 ▲10.6%27,9230.2%Multi-Sector ConglomeratesABNBAirbnb$4,225,484$400,461 ▲10.5%31,9290.2%Consumer DiscretionaryShowing largest 100 holdings. 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