Fairview Capital Investment Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Fairview Capital Investment Management, LLC reported 166 stock positions worth $1.9 billion. Its top holding was LPL Financial (LPLA) at 8.6% of the portfolio, followed by Cheniere Energy (LNG, 7.4%) and Alphabet Class C (GOOG, 5.1%). Compared with Q1 2025, it opened 11 new positions, sold out of 4, added to 37 and reduced 70. The biggest buy was a new position in SHIFT4 Payments Class A (FOUR) and the biggest sale United Parcel Service Class B (UPS, shares −85%).

Most Recent 13F
Q2 2026
Location
Greenbrae, CA
CIK
0001056549
Portfolio Value
$1.9B (Q2 2025)
SEC Filing
0000935836-25-000509 ↗ filed Aug 14, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.8B Q1 2024 Q2 2024: $1.8B Q2 2024 Q3 2024: $1.8B Q3 2024 Q4 2024: $1.9B Q4 2024 Q1 2025: $1.9B Q1 2025 Q2 2025: $1.9B $1.9B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $1.9B Q4 2025 Q1 2026: $1.8B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 166 stocks · $1.9B
LPLA LPL Financial Holdings Inc. 8.64% 445,125 $166.9M Reduce -5.3%
LNG Cheniere Energy Inc. 7.40% 586,993 $142.9M Reduce -1.7%
GOOG Alphabet Inc. Class C 5.12% 557,312 $98.9M Reduce -0.2%
BX Blackstone Inc. 4.98% 643,923 $96.3M Reduce -1.1%
TKO Tko Group Holdings Inc. 4.72% 501,602 $91.3M Reduce -1.7%
BRK.B Berkshire Hathaway Inc. Class B 4.45% 177,002 $86.0M Reduce -0.9%
MSFT Microsoft Corp. 4.23% 164,457 $81.8M Reduce -0.3%
FWONK Liberty Media Corp. Class C 4.04% 746,861 $78.0M Reduce -2.1%
AMZN Amazon.com Inc. 3.46% 304,984 $66.9M Add +46.5%
VRRM Verra Mobility Corp. 3.33% 2,533,373 $64.3M Add +7.1%
LH Labcorp Holdings Inc. 3.19% 234,877 $61.7M Add +4.1%
WMT Walmart Inc. 3.03% 598,169 $58.5M Reduce -0.5%
FOUR SHIFT4 Payments Inc. Class A 2.50% 487,462 $48.3M New
AMT American Tower Corp. 2.44% 212,979 $47.1M Reduce -0.2%
CRM Salesforce Inc. 2.42% 171,646 $46.8M Add +2.6%
WMG Warner Music Group Corp. Class A 2.14% 1,518,475 $41.4M Reduce -20.4%
ADBE Adobe Inc. 2.11% 105,412 $40.8M Reduce -8.2%
JPST JPMorgan Ultra-Short Income 1.86% 708,208 $35.9M Add +2.1%
CTAS Cintas Corp. 1.53% 132,716 $29.6M Reduce -0.1%
AGG iShares Core U.S. Aggregate 1.49% 290,772 $28.8M Reduce -1.0%
JNJ Johnson & Johnson 1.44% 182,803 $27.9M Reduce -6.2%
VEA Vanguard Ftse Developed ETF 1.37% 465,739 $26.6M Add +39.5%
LINE Lineage Inc. 1.37% 606,780 $26.4M Add +40.4%
EXPE Expedia Group Inc. 1.33% 152,895 $25.8M Reduce -14.5%
KMX Carmax Inc. 1.07% 306,823 $20.6M Add +3.7%
AAPL Apple Inc. 0.82% 77,616 $15.9M Reduce -45.1%
CQP Cheniere Energy Partners LP 0.77% 264,140 $14.8M Reduce -32.6%
VCSH Vanguard S/T Corp. Bond ETF 0.71% 173,661 $13.8M Reduce -0.2%
CCI Crown Castle Inc. 0.70% 131,806 $13.5M Reduce -0.3%
VTI VG Morningstar TS MKT ETF-US 0.68% 43,537 $13.2M Add +1.0%
VWO Vanguard Ftse Emerging Marke 0.66% 259,493 $12.8M Add +6.8%
BUD Anheuser-Busch Inbev-SPN ADR 0.66% 186,457 $12.8M Add +6.7%
VWOB Vanguard Emerg MKTS Gov BND 0.56% 166,992 $10.9M Reduce -1.4%
IAU iShares Gold Trust 0.50% 153,684 $9.6M Add +0.3%
EBAY eBay Inc. 0.47% 123,231 $9.2M Reduce -62.7%
SPSB SS SPDR P St C Corp. ETF 0.47% 301,469 $9.1M Add +0.7%
SYY Sysco Corp. 0.47% 119,894 $9.1M Reduce -8.3%
BND Vanguard Total Bond Market 0.46% 120,100 $8.8M Reduce -0.8%
EMLP First Trust North American E 0.44% 228,712 $8.6M Reduce -17.4%
COLD Americold Realty Trust Inc. 0.43% 497,854 $8.3M Reduce -53.7%
SHYG iShares 0-5 YR HY Corp. Bond 0.41% 185,457 $8.0M Reduce -1.4%
GLD SPDR Gold Shares 0.38% 24,217 $7.4M Add +2.2%
VNQI Vanguard GLBL Ex-US Real Est 0.37% 153,706 $7.1M Add +0.5%
IGSB iShares 1-5Y Inv Grade Corp. 0.37% 134,040 $7.1M Reduce -0.0%
TIP iShares Tips Bond ETF 0.34% 59,999 $6.6M Add +8.3%
VNQ Vanguard Real Estate ETF 0.34% 73,738 $6.6M Reduce -0.9%
SBAC SBA Communications Corp. 0.33% 27,021 $6.3M Reduce -51.8%
ICSH iShares Ultra Short Duration 0.31% 116,788 $5.9M No change
MUB iShares National Muni Bond E 0.30% 55,675 $5.8M Add +373.8%
EMB iShares JP Morgan Usd Emergi 0.30% 62,335 $5.8M Add +1.5%
IEMG iShares Core MSCI Emerging 0.30% 95,134 $5.7M Add +0.7%
MA Mastercard Inc. Class A 0.29% 10,081 $5.7M Reduce -0.1%
UPS United Parcel Service Class B 0.29% 55,753 $5.6M Reduce -85.3%
OKE Oneok Inc. 0.27% 63,180 $5.2M Reduce -70.7%
VTIP Vanguard Short-Term Tips 0.26% 101,759 $5.1M Add +28.8%
IEFA iShares Core MSCI Eafe ETF 0.26% 60,996 $5.1M Add +1.2%
FLOT iShares Floating Rate Bond E 0.25% 94,940 $4.8M Reduce -29.7%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.24% 42,460 $4.7M Reduce -10.3%
ITOT iShares Core S&P Total U.S. 0.24% 34,050 $4.6M No change
SUB iShares Short-Term National 0.22% 40,875 $4.3M Reduce -2.4%
COMT iShares Gsci Commodity Dynam 0.22% 168,007 $4.3M Add +100.8%
LAMR Lamar Advertising Co. Class A 0.22% 34,785 $4.2M Reduce -0.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.22% 82,175 $4.2M Add +14.2%
SLQD iShares 0-5 YR Inv GRD Corp. 0.21% 80,276 $4.1M No change
SJNK SS SPDR BB St Hi Yield ETF 0.20% 150,619 $3.8M Reduce -1.3%
PG The Procter & Gamble Co. 0.19% 22,703 $3.6M Reduce -1.3%
GOOGL Alphabet Inc. Class A 0.19% 20,409 $3.6M Reduce -0.1%
PDBC Invesco Optimum Yield Divers 0.18% 265,478 $3.5M Reduce -41.5%
STIP iShares 0-5 Year Tips Bond E 0.17% 32,846 $3.4M Add +22.6%
CVX Chevron Corp. 0.15% 20,475 $2.9M No change
NTRS Northern Trust Corp. 0.13% 20,418 $2.6M Reduce -16.1%
IGOV iShares International Treasu 0.12% 52,920 $2.3M Add +43.6%
SCHH Schwab US REIT ETF 0.12% 106,765 $2.3M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 3,540 $2.2M Reduce -2.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.11% 44,000 $2.2M Reduce -67.1%
HAUZ Xtrackers Intl Real Estate 0.10% 88,100 $2.0M Add +0.4%
CMF iShares California Muni Bond 0.09% 30,695 $1.7M Add +4.8%
JPM JPMorgan Chase & Co. 0.09% 5,814 $1.7M Reduce -4.0%
XOM Exxon Mobil Corp. 0.08% 14,942 $1.6M No change
TFX Teleflex Inc. 0.08% 12,995 $1.5M Reduce -55.6%
VCIT Vanguard Int-Term Corporate 0.08% 18,194 $1.5M Add +64.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 5,049 $1.4M Add +1.5%
CAT Caterpillar Inc. 0.07% 3,635 $1.4M Reduce -0.7%
SCHD Schwab US DVD Equity ETF 0.07% 50,600 $1.3M Add +12.3%
SCHP Schwab U.S. Tips ETF 0.07% 48,625 $1.3M Add +7.0%
VB Vanguard Most SM-Cap ETF-Usd 0.06% 5,229 $1.2M Add +1.3%
COST Costco Wholesale Corp. 0.06% 1,215 $1.2M Reduce -0.8%
FLRN SS SPDR BB Ig Float RT ETF 0.06% 38,325 $1.2M New
SCHF Schwab Intl Equity ETF 0.06% 53,118 $1.2M Add +2.8%
VOO Vanguard S&P 500 ETF 0.06% 2,034 $1.2M Add +0.5%
AVGO Broadcom Inc. 0.06% 4,110 $1.1M No change
NVO Novo-Nordisk A/S-Spons ADR 0.06% 16,070 $1.1M No change
VIGI Vanguard Int Div App Indx FD 0.05% 11,099 $1.0M No change
CIBR First Trust Nasdaq Cybersecu 0.05% 13,100 $990K No change
VGT Vanguard Info Tech ETF 0.05% 1,483 $984K No change
NVDA Nvidia Corp. 0.05% 6,118 $967K Reduce -7.9%
ILCG iShares Morningstar Growth E 0.05% 9,093 $881K No change
BWX SS SPDR BB Intl Treasury BD 0.05% 37,341 $877K Add +3.2%
ABBV Abbvie Inc. 0.04% 4,480 $832K Reduce -1.2%
SUSB iShares ESG Aware 1-5 Year U 0.04% 32,600 $821K No change
V Visa Inc. Class A 0.04% 2,255 $801K No change
VIG Vanguard Dividend Apprec ETF 0.04% 3,797 $777K Reduce -3.6%
ADP Automatic Data Processing 0.04% 2,507 $773K No change
CALI Ishrs SH-TRM Ca Muni Act ETF 0.04% 15,000 $757K New
BRK.A Berkshire Hathaway Inc. Class A 0.04% 1 $729K No change
FBTC Fidelity Wise Origin Bitcoin 0.03% 6,950 $653K No change
ABT Abbott Laboratories 0.03% 4,755 $647K Reduce -1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 2,174 $641K No change
IBIT iShares Bitcoin Trust ETF 0.03% 10,225 $626K No change
EVRG Evergy Inc. 0.03% 9,000 $620K No change
TFLO iShares Treasury Floating Ra 0.03% 11,925 $604K Add +2.6%
WFC Wells Fargo & Co. 0.03% 7,355 $589K No change
VGIT Vanguard Intermediate-Term T 0.03% 9,176 $549K No change
INTC Intel Corp. 0.03% 24,014 $538K Reduce -9.9%
RWX State Street SPDR Dow Jones 0.03% 18,860 $517K Reduce -2.0%
IVV iShares Core S&P 500 ETF 0.03% 824 $512K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 1,166 $511K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 5,834 $471K No change
DGRW Wisdomtree U.S. Quality Divi 0.02% 5,565 $466K No change
UNP Union Pacific Corp. 0.02% 2,024 $466K No change
META Meta Platforms Inc. Class A 0.02% 630 $465K Reduce -3.1%
USMV iShares MSCI USA Min Vol Fac 0.02% 4,725 $444K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 2,272 $402K No change
SCHB Schwab US Broad Market ETF 0.02% 15,009 $358K No change
IJR iShares Core S&P Small-Cap E 0.02% 3,244 $355K Reduce -0.3%
BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP 0.02% 5,250 $355K No change
DVY iShares Select Dividend ETF 0.02% 2,664 $354K No change
BDX Becton Dickinson and Co. 0.02% 2,028 $349K No change
SUSA iShares ESG Optimized MSCI U 0.02% 2,720 $345K Reduce -5.2%
IWM iShares Russell 2000 ETF 0.02% 1,593 $344K Reduce -0.6%
BLK BlackRock Inc. 0.02% 311 $326K No change
EAGG iShares ESG Aware US Aggrega 0.02% 6,775 $322K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 6,793 $321K Reduce -5.6%
GRNB Vaneck Green Bond ETF 0.02% 13,000 $315K Reduce -6.1%
XLK SS Technology Select Sector 0.02% 1,220 $309K No change
VSGX Vanguard ESG Intl Stock ETF 0.02% 4,550 $298K Add +2.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.02% 3,207 $292K No change
MATX Matson Inc. 0.01% 2,560 $285K No change
NUHY Nuveen ESG Hi YLD Corp. BND 0.01% 12,925 $281K Reduce -5.8%
IVE iShares S&P 500 Value ETF 0.01% 1,428 $279K No change
IVW iShares S&P 500 Growth ETF 0.01% 2,431 $268K No change
KKR KKR & Co. Inc. 0.01% 2,001 $266K No change
XLG Invesco S&P 500 Top 50 ETF 0.01% 5,000 $261K No change
ESGV Vanguard ESG US Stock ETF 0.01% 2,350 $258K Reduce -7.8%
SCHZ Schwab US Aggregate Bond ETF 0.01% 11,000 $256K No change
LLY Eli Lilly & Co. 0.01% 326 $254K Reduce -19.7%
XLI SS Industrial Select Sector 0.01% 1,687 $249K No change
NFLX Netflix Inc. 0.01% 185 $248K New
SYK Stryker Corp. 0.01% 600 $237K No change
TSLA Tesla Inc. 0.01% 744 $236K Reduce -28.7%
CSCO Cisco Systems Inc. 0.01% 3,362 $233K No change
CMCSA Comcast Corp. Class A 0.01% 6,528 $233K No change
ESML iShares ESG Aware MSCI USA S 0.01% 5,600 $231K Reduce -8.2%
SPBO SS SPDR P Corp. Bond ETF 0.01% 7,850 $229K Reduce -11.1%
UNH Unitedhealth Group Inc. 0.01% 726 $226K Reduce -15.2%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.01% 2,281 $220K New
PANW Palo Alto Networks Inc. 0.01% 1,064 $218K New
APO Apollo Global Management Inc. 0.01% 1,531 $217K No change
MRK Merck & Co. Inc. 0.01% 2,741 $217K Reduce -13.4%
IWR iShares Russell Mid-Cap ETF 0.01% 2,328 $214K New
ETN Eaton Corp. PLC 0.01% 597 $213K New
WAB Wabtec Corp. 0.01% 1,000 $209K New
TRP TC Energy Corp. 0.01% 4,200 $205K New
JNK SS SPDR BB High Yield Bond 0.01% 2,084 $203K New
ET Energy Transfer LP 0.01% 10,026 $182K No change
MBI Mbia Inc. 0.01% 40,800 $177K Reduce -47.0%

Portfolio Sells Q1 2025 → Q2 2025
UPS United Parcel Service Class B Reduce -85.3% 0.29% −1.91
WMG Warner Music Group Corp. Class A Reduce -20.4% 2.14% −1.03
OKE Oneok Inc. Reduce -70.7% 0.27% −0.87
AAPL Apple Inc. Reduce -45.1% 0.82% −0.84
COLD Americold Realty Trust Inc. Reduce -53.7% 0.43% −0.79
EBAY eBay Inc. Reduce -62.7% 0.47% −0.71
CQP Cheniere Energy Partners LP Reduce -32.6% 0.77% −0.61
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 4.45% −0.60
SBAC SBA Communications Corp. Reduce -51.8% 0.33% −0.33
JNJ Johnson & Johnson Reduce -6.2% 1.44% −0.27
EXPE Expedia Group Inc. Reduce -14.5% 1.33% −0.26
VTEB Vanguard Tax-Exempt Bond ETF Reduce -67.1% 0.11% −0.24
ADBE Adobe Inc. Reduce -8.2% 2.11% −0.22
PDBC Invesco Optimum Yield Divers Reduce -41.5% 0.18% −0.15
TFX Teleflex Inc. Reduce -55.6% 0.08% −0.13
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.12
FLOT iShares Floating Rate Bond E Reduce -29.7% 0.25% −0.11
COR Cencora Inc. Sold out 0.00% −0.11
EMLP First Trust North American E Reduce -17.4% 0.44% −0.11
SYY Sysco Corp. Reduce -8.3% 0.47% −0.05
AGG iShares Core U.S. Aggregate Reduce -1.0% 1.49% −0.05
NYF iShares New York Muni Bond E Sold out 0.00% −0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -10.3% 0.24% −0.03
CCI Crown Castle Inc. Reduce -0.3% 0.70% −0.03
PEP Pepsico Inc. Sold out 0.00% −0.03
AMT American Tower Corp. Reduce -0.2% 2.44% −0.03
PG The Procter & Gamble Co. Reduce -1.3% 0.19% −0.02
VNQ Vanguard Real Estate ETF Reduce -0.9% 0.34% −0.02
BND Vanguard Total Bond Market Reduce -0.8% 0.46% −0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.2% 0.71% −0.01
UNH Unitedhealth Group Inc. Reduce -15.2% 0.01% −0.01
VWOB Vanguard Emerg MKTS Gov BND Reduce -1.4% 0.56% −0.01
MBI Mbia Inc. Reduce -47.0% 0.01% −0.01
SHYG iShares 0-5 YR HY Corp. Bond Reduce -1.4% 0.41% −0.01
SUB iShares Short-Term National Reduce -2.4% 0.22% −0.01
ABBV Abbvie Inc. Reduce -1.2% 0.04% −0.01
IGSB iShares 1-5Y Inv Grade Corp. Reduce -0.0% 0.37% −0.01
SCHH Schwab US REIT ETF Reduce -0.5% 0.12% −0.01
SJNK SS SPDR BB St Hi Yield ETF Reduce -1.3% 0.20% −0.00
LLY Eli Lilly & Co. Reduce -19.7% 0.01% −0.00
INTC Intel Corp. Reduce -9.9% 0.03% −0.00
MRK Merck & Co. Inc. Reduce -13.4% 0.01% −0.00
TSLA Tesla Inc. Reduce -28.7% 0.01% −0.00
SPBO SS SPDR P Corp. Bond ETF Reduce -11.1% 0.01% −0.00
GRNB Vaneck Green Bond ETF Reduce -6.1% 0.02% −0.00
NUHY Nuveen ESG Hi YLD Corp. BND Reduce -5.8% 0.01% −0.00
ESML iShares ESG Aware MSCI USA S Reduce -8.2% 0.01% −0.00
ABT Abbott Laboratories Reduce -1.0% 0.03% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -3.6% 0.04% −0.00
MA Mastercard Inc. Class A Reduce -0.1% 0.29% 0.00

Portfolio Buys Q1 2025 → Q2 2025
FOUR SHIFT4 Payments Inc. Class A New 2.50% +2.50
AMZN Amazon.com Inc. Add +46.5% 3.46% +1.36
VRRM Verra Mobility Corp. Add +7.1% 3.33% +0.51
VEA Vanguard Ftse Developed ETF Add +39.5% 1.37% +0.47
LH Labcorp Holdings Inc. Add +4.1% 3.19% +0.41
MUB iShares National Muni Bond E Add +373.8% 0.30% +0.24
COMT iShares Gsci Commodity Dynam Add +100.8% 0.22% +0.11
BUD Anheuser-Busch Inbev-SPN ADR Add +6.7% 0.66% +0.09
VWO Vanguard Ftse Emerging Marke Add +6.8% 0.66% +0.08
FLRN SS SPDR BB Ig Float RT ETF New 0.06% +0.06
VTI VG Morningstar TS MKT ETF-US Add +1.0% 0.68% +0.06
VTIP Vanguard Short-Term Tips Add +28.8% 0.26% +0.06
CRM Salesforce Inc. Add +2.6% 2.42% +0.04
IGOV iShares International Treasu Add +43.6% 0.12% +0.04
CALI Ishrs SH-TRM Ca Muni Act ETF New 0.04% +0.04
VNQI Vanguard GLBL Ex-US Real Est Add +0.5% 0.37% +0.04
VCIT Vanguard Int-Term Corporate Add +64.0% 0.08% +0.03
STIP iShares 0-5 Year Tips Bond E Add +22.6% 0.17% +0.03
IEMG iShares Core MSCI Emerging Add +0.7% 0.30% +0.03
LINE Lineage Inc. Add +40.4% 1.37% +0.02
JMST JPM Ultra-Short Muni Income Add +14.2% 0.22% +0.02
IEFA iShares Core MSCI Eafe ETF Add +1.2% 0.26% +0.02
GLD SPDR Gold Shares Add +2.2% 0.38% +0.02
IAU iShares Gold Trust Add +0.3% 0.50% +0.02
TIP iShares Tips Bond ETF Add +8.3% 0.34% +0.02
NFLX Netflix Inc. New 0.01% +0.01
TROW T Rowe Price Group Inc. New 0.01% +0.01
PANW Palo Alto Networks Inc. New 0.01% +0.01
IWR iShares Russell Mid-Cap ETF New 0.01% +0.01
ETN Eaton Corp. PLC New 0.01% +0.01
WAB Wabtec Corp. New 0.01% +0.01
TRP TC Energy Corp. New 0.01% +0.01
JNK SS SPDR BB High Yield Bond New 0.01% +0.01
HAUZ Xtrackers Intl Real Estate Add +0.4% 0.10% +0.01
SCHF Schwab Intl Equity ETF Add +2.8% 0.06% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.5% 0.07% +0.00
VOO Vanguard S&P 500 ETF Add +0.5% 0.06% +0.00
EMB iShares JP Morgan Usd Emergi Add +1.5% 0.30% +0.00
BWX SS SPDR BB Intl Treasury BD Add +3.2% 0.05% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +1.3% 0.06% +0.00
SCHD Schwab US DVD Equity ETF Add +12.3% 0.07% +0.00
SCHP Schwab U.S. Tips ETF Add +7.0% 0.07% +0.00
VSGX Vanguard ESG Intl Stock ETF Add +2.3% 0.02% +0.00
CMF iShares California Muni Bond Add +4.8% 0.09% +0.00
TFLO iShares Treasury Floating Ra Add +2.6% 0.03% 0.00
JPST JPMorgan Ultra-Short Income Add +2.1% 1.86% −0.00
SPSB SS SPDR P St C Corp. ETF Add +0.7% 0.47% −0.01
KMX Carmax Inc. Add +3.7% 1.07% −0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 205$1.9BGOOG, LNG, LPLA, TKO, BRK.B
Q1 2026 190$1.8BLNG, GOOG, LPLA, TKO, BRK.B
Q4 2025 174$1.9BGOOG, LPLA, LNG, TKO, BX
Q3 2025 176$2.0BLPLA, LNG, GOOG, BX, TKO
Q2 2025 166$1.9BLPLA, LNG, GOOG, BX, TKO
Q1 2025 159$1.9BLPLA, LNG, BRK.B, BX, GOOG
Q4 2024 162$1.9BLPLA, LNG, BX, GOOG, BRK.B
Q3 2024 153$1.8BLPLA, BX, LNG, GOOG, BRK.B
Q2 2024 147$1.8BLPLA, GOOG, LNG, BX, BRK.B
Q1 2024 152$1.8BLPLA, LNG, BX, GOOG, BRK.B