Bonness Enterprises Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Bonness Enterprises Inc. reported 38 stock positions worth $305.4 million. Its top holding was Progressive (PGR) at 45.2% of the portfolio, followed by Stryker (SYK, 8.5%) and Microsoft (MSFT, 6.6%). Compared with Q1 2025, it opened 1 new position. The biggest buy was a new position in GE Vernova (GEV).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0001105471
- Portfolio Value
- $305.4M (Q2 2025)
- SEC Filing
- 0001420506-25-001509 ↗ filed Jul 16, 2025
Holdings Value
Holdings 38 stocks · $305.4M
| PGR Progressive Corp. | 45.22% | 517,457 | $138.1M | No change |
| SYK Stryker Corp. | 8.48% | 65,489 | $25.9M | No change |
| MSFT Microsoft Corp. | 6.61% | 40,600 | $20.2M | No change |
| AAPL Apple Inc. | 3.66% | 54,440 | $11.2M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.85% | 29,564 | $8.7M | No change |
| ABBV Abbvie Inc. | 2.24% | 36,900 | $6.8M | No change |
| CSCO Cisco Systems Inc. | 2.18% | 96,100 | $6.7M | No change |
| JNJ Johnson & Johnson | 1.93% | 38,638 | $5.9M | No change |
| EMR Emerson Electric Co. | 1.88% | 43,000 | $5.7M | No change |
| MRSH Marsh & McLennan Cos | 1.81% | 25,300 | $5.5M | No change |
| MRK Merck & Co. Inc. | 1.80% | 69,500 | $5.5M | No change |
| AMAT Applied Materials Inc. | 1.61% | 26,836 | $4.9M | No change |
| UL Unilever PLC | 1.52% | 76,040 | $4.7M | No change |
| GLW Corning Inc. | 1.49% | 86,300 | $4.5M | No change |
| ABT Abbott Laboratories | 1.46% | 32,700 | $4.4M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.45% | 10,935 | $4.4M | No change |
| PFE Pfizer Inc. | 1.28% | 161,508 | $3.9M | No change |
| NUE Nucor Corp. | 1.16% | 27,235 | $3.5M | No change |
| PG The Procter & Gamble Co. | 0.86% | 16,400 | $2.6M | No change |
| T AT&T Inc. | 0.85% | 89,200 | $2.6M | No change |
| BMY Bristol-Myers Squibb Co. | 0.82% | 54,300 | $2.5M | No change |
| INTC Intel Corp. | 0.72% | 97,850 | $2.2M | No change |
| VZ Verizon Communications Inc. | 0.70% | 49,431 | $2.1M | No change |
| UPS United Parcel Service Class B | 0.70% | 21,150 | $2.1M | No change |
| A Agilent Technologies Inc. | 0.69% | 17,900 | $2.1M | No change |
| ORCL Oracle Corp. | 0.69% | 9,660 | $2.1M | No change |
| PHG Koninklijke Philips NVR- NY | 0.68% | 86,961 | $2.1M | No change |
| KO The Coca-Cola Co. | 0.65% | 28,100 | $2.0M | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.59% | 82,000 | $1.8M | No change |
| NTRS Northern Trust Corp. | 0.53% | 12,700 | $1.6M | No change |
| GSK GSK PLC-Spon ADR | 0.52% | 41,480 | $1.6M | No change |
| XOM Exxon Mobil Corp. | 0.50% | 14,185 | $1.5M | No change |
| GEN Gen Digital Inc. | 0.50% | 51,500 | $1.5M | No change |
| HPQ HP Inc. | 0.46% | 57,100 | $1.4M | No change |
| HPE Hewlett Packard Enterprise | 0.38% | 57,100 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,350 | $656K | No change |
| GE General Electric filed as GE AEROSPACE | 0.21% | 2,484 | $639K | No change |
| GEV GE Vernova Inc. | 0.11% | 620 | $328K | New |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| GEV GE Vernova Inc. | New | 0.11% | +0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $310.1M | PGR, SYK, AMAT, AAPL, MSFT |
| Q1 2026Amended | 39 | $273.2M | PGR, SYK, MSFT, AAPL, JNJ |
| Q4 2025 | 38 | $289.7M | PGR, SYK, MSFT, AAPL, IBM |
| Q3 2025 | 38 | $304.8M | PGR, SYK, MSFT, AAPL, ABBV |
| Q2 2025 | 38 | $305.4M | PGR, SYK, MSFT, AAPL, IBM |
| Q1 2025 | 37 | $306.5M | PGR, SYK, MSFT, AAPL, ABBV |
| Q4 2024 | 38 | $285.0M | PGR, SYK, MSFT, AAPL, MRK |
| Q3 2024 | 37 | $300.9M | PGR, SYK, MSFT, AAPL, MRK |
| Q2 2024 | 37 | $273.3M | PGR, SYK, MSFT, AAPL, MRK |
| Q1 2024 | 38 | $277.3M | PGR, SYK, MSFT, AAPL, MRK |