Bonness Enterprises Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Bonness Enterprises Inc. reported 37 stock positions worth $306.5 million. Its top holding was Progressive (PGR) at 47.8% of the portfolio, followed by Stryker (SYK, 8.0%) and Microsoft (MSFT, 5.0%). Compared with Q4 2024, it sold out of 1 and reduced 6. The biggest sale was Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
WASHINGTON, DC
CIK
0001105471
Portfolio Value
$306.5M (Q1 2025)
SEC Filing
0001420506-25-000756 ↗ filed Apr 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $277.3M Q1 2024 Q2 2024: $273.3M Q2 2024 Q3 2024: $300.9M Q3 2024 Q4 2024: $285.0M Q4 2024 Q1 2025: $306.5M $306.5M Q1 2025 Q2 2025: $305.4M Q2 2025 Q3 2025: $304.8M Q3 2025 Q4 2025: $289.7M Q4 2025 Q1 2026: $273.2M Q1 2026 Q2 2026: $310.1M Q2 2026

Holdings 37 stocks · $306.5M
PGR Progressive Corp. 47.78% 517,457 $146.4M Reduce -1.0%
SYK Stryker Corp. 7.95% 65,489 $24.4M Reduce -0.2%
MSFT Microsoft Corp. 4.97% 40,600 $15.2M Reduce -0.5%
AAPL Apple Inc. 3.95% 54,440 $12.1M No change
ABBV Abbvie Inc. 2.52% 36,900 $7.7M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.40% 29,564 $7.4M No change
JNJ Johnson & Johnson 2.09% 38,638 $6.4M No change
MRK Merck & Co. Inc. 2.04% 69,500 $6.2M No change
MRSH Marsh & McLennan Cos 2.01% 25,300 $6.2M Reduce -0.8%
CSCO Cisco Systems Inc. 1.93% 96,100 $5.9M No change
TMO Thermo Fisher Scientific Inc. 1.78% 10,935 $5.4M No change
EMR Emerson Electric Co. 1.54% 43,000 $4.7M No change
UL Unilever PLC 1.48% 76,040 $4.5M No change
ABT Abbott Laboratories 1.42% 32,700 $4.3M No change
PFE Pfizer Inc. 1.34% 161,508 $4.1M No change
GLW Corning Inc. 1.29% 86,300 $4.0M No change
AMAT Applied Materials Inc. 1.27% 26,836 $3.9M No change
BMY Bristol-Myers Squibb Co. 1.08% 54,300 $3.3M No change
NUE Nucor Corp. 1.07% 27,235 $3.3M No change
PG The Procter & Gamble Co. 0.91% 16,400 $2.8M No change
T AT&T Inc. 0.82% 89,200 $2.5M No change
UPS United Parcel Service Class B 0.76% 21,150 $2.3M No change
VZ Verizon Communications Inc. 0.73% 49,431 $2.2M No change
INTC Intel Corp. 0.72% 97,850 $2.2M No change
PHG Koninklijke Philips NVR- NY 0.72% 86,961 $2.2M Reduce -1.3%
A Agilent Technologies Inc. 0.68% 17,900 $2.1M No change
KO The Coca-Cola Co. 0.66% 28,100 $2.0M Reduce -5.1%
XOM Exxon Mobil Corp. 0.55% 14,185 $1.7M No change
GSK GSK PLC-Spon ADR 0.52% 41,480 $1.6M No change
ING ING Groep N.V.-Sponsored ADR 0.52% 82,000 $1.6M No change
HPQ HP Inc. 0.52% 57,100 $1.6M No change
GEN Gen Digital Inc. 0.45% 51,500 $1.4M No change
ORCL Oracle Corp. 0.44% 9,660 $1.4M No change
NTRS Northern Trust Corp. 0.41% 12,700 $1.3M No change
HPE Hewlett Packard Enterprise 0.29% 57,100 $881K No change
BRK.B Berkshire Hathaway Inc. Class B 0.23% 1,350 $719K No change
GE General Electric filed as GE AEROSPACE 0.16% 2,484 $497K No change

Portfolio Sells Q4 2024 → Q1 2025
MSFT Microsoft Corp. Reduce -0.5% 4.97% −1.06
SYK Stryker Corp. Reduce -0.2% 7.95% −0.33
GEV GE Vernova Inc. Sold out 0.00% −0.07
PHG Koninklijke Philips NVR- NY Reduce -1.3% 0.72% −0.06
KO The Coca-Cola Co. Reduce -5.1% 0.66% +0.01
MRSH Marsh & McLennan Cos Reduce -0.8% 2.01% +0.11
PGR Progressive Corp. Reduce -1.0% 47.78% +3.86

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 37$310.1MPGR, SYK, AMAT, AAPL, MSFT
Q1 2026Amended 39$273.2MPGR, SYK, MSFT, AAPL, JNJ
Q4 2025 38$289.7MPGR, SYK, MSFT, AAPL, IBM
Q3 2025 38$304.8MPGR, SYK, MSFT, AAPL, ABBV
Q2 2025 38$305.4MPGR, SYK, MSFT, AAPL, IBM
Q1 2025 37$306.5MPGR, SYK, MSFT, AAPL, ABBV
Q4 2024 38$285.0MPGR, SYK, MSFT, AAPL, MRK
Q3 2024 37$300.9MPGR, SYK, MSFT, AAPL, MRK
Q2 2024 37$273.3MPGR, SYK, MSFT, AAPL, MRK
Q1 2024 38$277.3MPGR, SYK, MSFT, AAPL, MRK