Motley Fool Asset Management LLC Top Holdings and 13F Report (2026) About Motley Fool Asset Management LLCInvestment ActivityMotley Fool Asset Management LLC has $2.33 billion in total holdings as of March 31, 2026.Motley Fool Asset Management LLC owns shares of 237 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 8.29% of the portfolio was purchased this quarter.About 9.21% of the portfolio was sold this quarter.This quarter, Motley Fool Asset Management LLC has purchased 243 new stocks and bought additional shares in 88 stocks.Motley Fool Asset Management LLC sold shares of 134 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $168,589,341Alphabet $167,031,693Apple $146,316,534Microsoft $112,187,792Amazon.com $109,439,845 Largest New Holdings this Quarter 458140100 - Intel $18,109,716 Holding21037T109 - Constellation Energy $8,431,116 Holding053332102 - AutoZone $5,097,070 Holding759530108 - Relx $2,837,640 Holding22822V101 - Crown Castle $2,835,280 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 87,301 shares (about $25.68M)Intel 410,372 shares (about $18.11M)Alphabet 61,371 shares (about $17.60M)NVIDIA 90,202 shares (about $15.73M)Microsoft 33,476 shares (about $12.39M) Largest Sales this Quarter Tesla 35,918 shares (about $13.35M)Costco Wholesale 9,574 shares (about $9.54M)Visa 25,037 shares (about $7.57M)Netflix 71,781 shares (about $6.90M)Mastercard 13,764 shares (about $6.88M) 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$168,589,341$15,731,229 â–²10.3%966,6827.2%Computer and TechnologyGOOGAlphabet$167,031,693$17,604,885 â–²11.8%582,2767.2%Computer and TechnologyAAPLApple$146,316,534$10,568,323 â–²7.8%576,5266.3%Computer and TechnologyMSFTMicrosoft$112,187,792$12,391,811 â–²12.4%303,0714.8%Computer and TechnologyAMZNAmazon.com$109,439,845$6,900,818 â–²6.7%525,4714.7%Retail/WholesaleMETAMeta Platforms$76,723,205$10,798,954 â–²16.4%134,1013.3%Computer and TechnologyAVGOBroadcom$72,149,876$6,931,167 â–²10.6%233,1103.1%Computer and TechnologyJPMJPMorgan Chase & Co.$62,705,499$25,680,462 â–²69.4%213,1682.7%FinanceMAMastercard$53,231,278$6,877,320 â–¼-11.4%106,5352.3%Business ServicesCOSTCostco Wholesale$50,893,659$9,539,821 â–¼-15.8%51,0762.2%Retail/WholesaleVVisa$50,222,919$7,567,183 â–¼-13.1%166,1692.2%Business ServicesWalmart Inc$44,121,016$6,062,751 â–¼-12.1%355,0131.9%Ordinary SharesTSLATesla$41,860,909$13,352,517 â–¼-24.2%112,6051.8%Auto/Tires/TrucksBRK.BBerkshire Hathaway$41,375,566$367,546 â–²0.9%86,3431.8%FinanceNFLXNetflix$38,683,356$6,901,743 â–¼-15.1%402,3231.7%Consumer DiscretionaryCVXChevron$32,313,435$6,238,656 â–¼-16.2%156,1791.4%EnergyLam Research Corporation$27,843,103$669,183 â–¼-2.3%130,3151.2%Ordinary SharesAMDAdvanced Micro Devices$26,804,344$4,050,495 â–¼-13.1%131,7621.2%Computer and TechnologySNEXStoneX Group$21,635,774$669,958 â–²3.2%268,2680.9%FinanceGSThe Goldman Sachs Group$20,951,788$3,779,883 â–¼-15.3%24,7660.9%FinanceCRMSalesforce$20,369,617$2,306,868 â–¼-10.2%109,1210.9%Computer and TechnologyEQIXEquinix$18,756,892$1,899,705 â–¼-9.2%19,1350.8%FinanceTMUST-Mobile US$18,309,995$3,670,064 â–¼-16.7%87,1780.8%Computer and TechnologyINTCIntel$18,109,716$18,109,716 â–²New Holding410,3720.8%Computer and TechnologyTJXTJX Companies$16,454,530$2,731,669 â–¼-14.2%103,0340.7%Retail/WholesaleGILDGilead Sciences$15,682,888$2,615,696 â–¼-14.3%112,5270.7%MedicalISRGIntuitive Surgical$15,479,122$1,535,097 â–¼-9.0%33,5780.7%MedicalAMGNAmgen$15,416,308$2,353,173 â–¼-13.2%43,8150.7%MedicalAXONAxon Enterprise$15,021,285$449,747 â–¼-2.9%35,3700.6%AerospaceAMTAmerican Tower$14,789,588$1,380,985 â–¼-8.5%85,6970.6%FinanceDISWalt Disney$14,188,871$1,918,251 â–¼-11.9%147,2180.6%Consumer DiscretionaryArista Networks Inc$13,962,173$2,013,224 â–¼-12.6%113,7170.6%Ordinary SharesWCNWaste Connections$13,400,325$618,247 â–¼-4.4%82,4940.6%Business ServicesDXCMDexCom$13,381,424$2,269,278 â–¼-14.5%213,0800.6%MedicalTSMTaiwan Semiconductor Manufacturing$13,110,770$602,227 â–¼-4.4%38,7950.6%Computer and TechnologyBKNGBooking$12,963,575$1,309,409 â–¼-9.2%3,0790.6%Retail/WholesaleApplovin Corp.$12,907,538$275,814 â–²2.2%32,4310.6%Ordinary SharesWSOWatsco$12,865,797$516,582 â–¼-3.9%35,3660.6%ConstructionNOWServiceNow$12,855,259$1,534,062 â–²13.6%122,9580.6%Computer and TechnologyFASTFastenal$12,769,280$876,682 â–¼-6.4%275,2000.5%Retail/WholesaleUBERUber Technologies$12,511,504$1,476,795 â–¼-10.6%173,9400.5%Computer and TechnologyUNPUnion Pacific$11,574,672$3,292,596 â–¼-22.1%47,7070.5%TransportationHCAHCA Healthcare$10,870,796$946,480 â–¼-8.0%22,9710.5%MedicalBMYBristol Myers Squibb$10,710,062$2,418,722 â–¼-18.4%176,5880.5%MedicalPANWPalo Alto Networks$10,658,555$811,219 â–¼-7.1%66,4830.5%Computer and TechnologyFNFabrinet$10,370,947$470,411 â–¼-4.3%19,8860.4%Computer and TechnologyINTUIntuit$10,150,553$1,040,739 â–¼-9.3%23,4760.4%Computer and TechnologyADBEAdobe$9,870,993$1,312,389 â–¼-11.7%40,6080.4%Computer and TechnologySBUXStarbucks$9,581,023$103,297 â–²1.1%106,9430.4%Retail/WholesaleCRWDCrowdStrike$9,539,668$618,019 â–¼-6.1%24,4350.4%Computer and TechnologyPGRProgressive$9,468,141$1,342,085 â–¼-12.4%47,7610.4%FinanceWATWaters$9,371,170$483,032 â–¼-4.9%31,4680.4%MedicalYUMCYum China$9,338,492$432,483 â–¼-4.4%191,4410.4%Retail/WholesaleGLWCorning$9,324,823$1,555,769 â–¼-14.3%68,5800.4%Computer and TechnologyATECAlphatec$9,307,992$3,417,887 â–²58.0%855,5140.4%MedicalVRTXVertex Pharmaceuticals$9,065,655$1,474,029 â–¼-14.0%20,3020.4%MedicalGXOGXO Logistics$8,734,755$543,595 â–¼-5.9%168,4620.4%TransportationCMECME Group$8,667,636$1,236,040 â–¼-12.5%29,3470.4%FinanceMCKMcKesson$8,618,120$1,325,731 â–¼-13.3%9,9590.4%MedicalAONAON$8,581,752$397,665 â–¼-4.4%26,5870.4%FinanceSBACSBA Communications$8,465,058$457,985 â–¼-5.1%49,1840.4%FinanceCEGConstellation Energy$8,431,116$8,431,116 â–²New Holding30,1920.4%EnergyDDOGDatadog$8,296,436$1,158,307 â–²16.2%70,2790.4%Computer and TechnologyQXO Inc$8,283,582$519,077 â–¼-5.9%426,5490.4%Ordinary SharesHQYHealthEquity$8,234,988$245,278 â–¼-2.9%98,5400.4%MedicalFDXFedEx$8,117,342$742,991 â–¼-8.4%22,7900.3%TransportationClose Brothers Group PLC$7,942,921$368,022 â–¼-4.4%1,498,0590.3%Ordinary SharesBAMBrookfield Asset Management$7,852,004$363,779 â–¼-4.4%176,6480.3%FinanceHWMHowmet Aerospace$7,619,699$1,028,543 â–¼-11.9%33,0630.3%AerospaceNKENIKE$7,482,745$802,600 â–¼-9.7%141,6650.3%Consumer DiscretionaryABNBAirbnb$7,426,653$219,601 â–²3.0%58,8110.3%Consumer DiscretionaryMELIMercadoLibre$7,396,748$342,346 â–¼-4.4%4,2780.3%Retail/WholesaleCVSCVS Health$7,284,918$2,034,661 â–¼-21.8%101,4330.3%MedicalADSKAutodesk$7,254,059$1,856,786 â–²34.4%30,3010.3%Computer and TechnologyTOSTToast$7,243,911$409,500 â–¼-5.4%273,2520.3%Computer and TechnologyWMWaste Management$7,237,696$1,371,387 â–¼-15.9%31,4970.3%Business ServicesSHWSherwin-Williams$7,040,881$1,309,767 â–¼-15.7%21,9650.3%Basic MaterialsICEIntercontinental Exchange$7,022,080$1,319,579 â–¼-15.8%44,6470.3%FinanceMARMarriott International$6,886,786$1,278,844 â–¼-15.7%21,0560.3%Consumer DiscretionaryMSIMotorola Solutions$6,721,761$787,222 â–¼-10.5%15,4890.3%Computer and TechnologyCTASCintas$6,701,496$505,559 â–¼-7.0%39,6210.3%Business ServicesSNPSSynopsys$6,626,767$413,132 â–¼-5.9%16,7140.3%Computer and TechnologyECLEcolab$6,616,183$1,178,735 â–¼-15.1%24,8710.3%Basic MaterialsMNSTMonster Beverage$6,569,079$785,611 â–¼-10.7%90,6580.3%Consumer StaplesNETCloudflare$6,455,553$278,972 â–¼-4.1%31,2860.3%Computer and TechnologyCMICummins$6,146,879$770,445 â–¼-11.1%11,4250.3%Auto/Tires/TrucksKMIKinder Morgan$6,007,369$988,867 â–¼-14.1%179,1640.3%EnergyPENPenumbra$5,648,621$2,414,833 â–¼-29.9%17,2020.2%MedicalDoorDash Inc$5,527,622$478,078 â–¼-8.0%36,8140.2%Ordinary SharesCLBTCellebrite DI$5,475,676$253,442 â–¼-4.4%397,3640.2%Computer and TechnologyFTNTFortinet$5,471,154$818,671 â–¼-13.0%66,9500.2%Computer and TechnologyTDGTransdigm Group$5,245,453$818,226 â–¼-13.5%4,5260.2%AerospaceSITESiteOne Landscape Supply$5,244,534$325,853 â–¼-5.8%39,4000.2%IndustrialsAZOAutoZone$5,097,070$5,097,070 â–²New Holding1,5090.2%Retail/WholesaleBRBroadridge Financial Solutions$5,073,438$607,188 â–¼-10.7%31,2250.2%Computer and TechnologyCNICanadian National Railway$5,063,170$232,877 â–¼-4.4%49,2670.2%TransportationSNOWSnowflake$4,957,604$104,518 â–²2.2%32,8710.2%Computer and TechnologyBROBrown & Brown$4,763,004$289,011 â–¼-5.7%73,0410.2%FinanceTFCTruist Financial$4,664,116$889,565 â–¼-16.0%101,4600.2%FinanceFIXComfort Systems USA$4,612,722$3,850,140 â–²504.9%3,3450.2%ConstructionShowing 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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