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Stonnington Group, LLC

SEC CIK
0001325261
Latest filing
Apr 14, 2023

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 9, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
272
+22 vs. Q1 2021
Portfolio value
$449.7M
+$36.9M (+8.9%) vs. Q1 2021
Filed
Jul 9, 2021
SEC
Holdings of Stonnington Group, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock137,462$19.7M4.4%−1,212−0.9%ReducedHistory
BRK.ABerkshire Hathaway IncCL A38$15.7M3.5%00.0%UnchangedHistory
AMZNAmazon Com IncStock3,777$14.1M3.1%+66+1.8%AddedHistory
MSFTMicrosoft CorpStock43,536$12.1M2.7%+726+1.7%AddedHistory
PYPLPayPal Holdings, Inc.Stock39,934$11.8M2.6%+1,658+4.3%AddedHistory
UNHUnitedHealth Group IncStock25,463$10.4M2.3%−790−3.0%ReducedHistory
HDHome Depot, Inc.Stock30,989$9.87M2.2%+410+1.3%AddedHistory
COSTCostco Wholesale CorpStock20,081$8.18M1.8%−80−0.4%ReducedHistory
KFYKorn FerryCOM NEW114,208$7.64M1.7%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,965$7.42M1.6%+188+6.8%AddedHistory
RMDResmed IncCOM26,209$6.57M1.5%−155−0.6%ReducedHistory
AVGOBroadcom Inc.Stock13,729$6.46M1.4%+539+4.1%AddedHistory
ACNAccenture plcStock20,175$6.24M1.4%−480−2.3%ReducedHistory
NVDANVIDIA CorpStock7,421$5.91M1.3%+474+6.8%AddedHistory
SHOPShopify Inc.Stock3,925$5.74M1.3%+350+9.8%AddedHistory
SYKStryker CorpStock18,873$4.98M1.1%+250+1.3%AddedHistory
METAMeta Platforms, Inc.Stock13,818$4.78M1.1%+1,395+11.2%AddedHistory
UPSUnited Parcel Service IncStock22,475$4.77M1.1%−2,566−10.2%ReducedHistory
DHRDanaher CorpStock17,074$4.73M1.1%+200+1.2%AddedHistory
ATVIActivision Blizzard, Inc.COM48,407$4.46M1.0%+3,730+8.3%AddedHistory
QTWOQ2 Holdings, Inc.COM43,456$4.45M1.0%+6,700+18.2%AddedHistory
PGProcter & Gamble CoStock32,278$4.42M1.0%+401+1.3%AddedHistory
VVisa Inc.Stock18,502$4.38M1.0%−3,250−14.9%ReducedHistory
NFLXNetflix IncStock8,206$4.36M1.0%−511−5.9%ReducedHistory
SHWSherwin Williams CoCOM15,462$4.22M0.9%−28,224−64.6%ReducedConverted for a 3-for-1 splitHistory
CRMSalesforce, Inc.Stock16,176$3.98M0.9%+1,350+9.1%AddedHistory
EMREmerson Electric CoStock40,261$3.87M0.9%−1,900−4.5%ReducedHistory
WCNWaste Connections, Inc.COM30,929$3.74M0.8%−6,400−17.1%ReducedHistory
EPAMEPAM Systems, Inc.COM7,235$3.73M0.8%+500+7.4%AddedHistory
FASTFastenal CoStock70,042$3.71M0.8%+3,320+5.0%AddedHistory
STZConstellation Brands, Inc.Stock15,899$3.61M0.8%+180+1.1%AddedHistory
ROKURoku, IncCOM CL A8,381$3.52M0.8%+3,290+64.6%AddedHistory
WMTWalmart Inc.Stock24,699$3.45M0.8%−8,520−25.6%ReducedHistory
FISVFiserv IncStock31,932$3.44M0.8%−3,820−10.7%ReducedHistory
ITWIllinois Tool Works IncStock15,365$3.44M0.8%+550+3.7%AddedHistory
NOWServiceNow, Inc.Stock6,023$3.38M0.8%+400+7.1%AddedHistory
TSLATesla, Inc.Stock5,090$3.32M0.7%−890−14.9%ReducedHistory
UNPUnion Pacific CorpStock14,947$3.26M0.7%+250+1.7%AddedHistory
SNAPSnap IncStock52,491$3.25M0.7%+10,450+24.9%AddedHistory
DISWalt Disney CoStock18,595$3.21M0.7%−3,045−14.1%ReducedHistory
AXPAmerican Express CoStock19,036$3.19M0.7%−10−0.1%ReducedHistory
DEDeere & CoStock9,072$3.12M0.7%−2,395−20.9%ReducedHistory
INTUIntuit Inc.Stock6,005$3.04M0.7%+1,748+41.1%AddedHistory
ADBEAdobe Inc.Stock4,830$2.93M0.7%+1,130+30.5%AddedHistory
JNJJohnson & JohnsonStock16,293$2.75M0.6%−4,911−23.2%ReducedHistory
AMGNAmgen IncStock10,843$2.65M0.6%−2,280−17.4%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock16,367$2.65M0.6%+2,100+14.7%AddedHistory
BMYBristol Myers Squibb CoStock39,384$2.63M0.6%+3,100+8.5%AddedHistory
XYZBlock, Inc.CL A11,042$2.60M0.6%+5,605+103.1%AddedHistory
CCICrown Castle Inc.REIT12,818$2.57M0.6%+1,450+12.8%AddedHistory
PEPPepsiCo IncStock16,957$2.54M0.6%−30−0.2%ReducedHistory
ABTAbbott LaboratoriesStock20,930$2.50M0.6%−9,798−31.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock9,043$2.48M0.6%−1,330−12.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock4,643$2.41M0.5%−470−9.2%ReducedHistory
LOWLowes Companies IncStock12,386$2.39M0.5%−530−4.1%ReducedHistory
VEEVVeeva Systems IncStock7,430$2.38M0.5%+1,050+16.5%AddedHistory
QCOMQualcomm IncStock16,950$2.34M0.5%−87−0.5%ReducedHistory
JPMJPMorgan Chase & CoStock14,935$2.25M0.5%+400+2.8%AddedHistory
JCIJohnson Controls International plcStock32,587$2.25M0.5%−5,750−15.0%ReducedHistory
ADPAutomatic Data Processing IncStock10,957$2.21M0.5%00.0%UnchangedHistory
ZMZoom Communications, Inc.Stock5,592$2.16M0.5%+1,675+42.8%AddedHistory
ADMArcher-Daniels-Midland CoStock34,851$2.06M0.5%−9,699−21.8%ReducedHistory
CVNACarvana Co.CL A6,355$2.05M0.5%+3,500+122.6%AddedHistory
TMUST-Mobile US, Inc.Stock13,592$2.00M0.4%+2,600+23.7%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR16,760$1.98M0.4%+3,000+21.8%AddedHistory
HUBSHubSpot IncCOM3,287$1.98M0.4%+1,862+130.7%AddedHistory
MMM3M CoStock9,750$1.93M0.4%−1,575−13.9%ReducedHistory
ABBVAbbVie Inc.Stock15,526$1.81M0.4%+3,200+26.0%AddedHistory
PAYXPaychex IncStock16,363$1.80M0.4%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM19,750$1.77M0.4%−3,250−14.1%ReducedHistory
CATCaterpillar IncStock8,350$1.77M0.4%−5,754−40.8%ReducedHistory
GOOGAlphabet Inc.Stock680$1.76M0.4%−5−0.7%ReducedHistory
ZSZscaler, Inc.Stock7,530$1.71M0.4%+3,675+95.3%AddedHistory
FDSFactset Research Systems IncStock4,991$1.70M0.4%−769−13.4%ReducedHistory
HONHoneywell International IncCOM7,475$1.64M0.4%+50+0.7%AddedHistory
CMCSAComcast CorpStock27,445$1.60M0.4%00.0%UnchangedHistory
ETNEaton Corp plcStock10,410$1.57M0.3%−2,850−21.5%ReducedHistory
LNGCheniere Energy, Inc.COM NEW17,900$1.56M0.3%−6,900−27.8%ReducedHistory
GSGoldman Sachs Group IncStock4,355$1.56M0.3%−1,600−26.9%ReducedHistory
APOApollo Global Management, Inc.COM CL A25,681$1.55M0.3%+3,001+13.2%AddedHistory
EQIXEquinix IncCOM1,875$1.55M0.3%00.0%UnchangedHistory
MELIMercadolibre IncCOM1,014$1.55M0.3%+555+120.9%AddedHistory
SPOTSpotify Technology S.A.Stock5,899$1.51M0.3%+900+18.0%AddedHistory
ILMNIllumina, Inc.COM3,110$1.47M0.3%+3,110NewHistory
iShares Tr46434V878ULTRA SHORT DUR29,075$1.47M0.3%−6,010−17.1%Reduced–
ORealty Income CorpREIT21,302$1.45M0.3%−580−2.7%ReducedHistory
PCRXPacira BioSciences, Inc.COM25,547$1.44M0.3%+500+2.0%AddedHistory
MAMastercard IncStock3,875$1.43M0.3%−2,210−36.3%ReducedHistory
BHPBHP Group LtdADR19,420$1.43M0.3%−9,800−33.5%ReducedHistory
SIVBSVB Financial GroupCOM2,552$1.39M0.3%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock3,684$1.38M0.3%+500+15.7%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock5,070$1.33M0.3%+2,015+66.0%AddedHistory
BACBank of America CorpStock34,353$1.33M0.3%−100−0.3%ReducedHistory
DASHDoorDash, Inc.Stock7,360$1.31M0.3%+7,360NewHistory
TDGTransDigm Group INCCOM1,970$1.27M0.3%−80−3.9%ReducedHistory
AMDAdvanced Micro Devices IncStock14,145$1.27M0.3%+5,700+67.5%AddedHistory
CGCarlyle Group Inc.COM26,450$1.25M0.3%−5,000−15.9%ReducedHistory
ZENZendesk, Inc.COM8,700$1.23M0.3%+5,050+138.4%AddedHistory
DOCUDocuSign, Inc.Stock4,232$1.22M0.3%+1,464+52.9%AddedHistory
CVSCVS Health CorpStock14,935$1.20M0.3%−765−4.9%ReducedHistory

Sold out since Q1 2021 (16)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Stonnington Group, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
SCCOSouthern Copper CorpStock15,530$1.22M0.3%History
URIUnited Rentals, Inc.COM2,830$932.0K0.2%History
ACMAecomCOM12,500$829.0K0.2%History
UTHRUnited Therapeutics CorpCOM3,900$762.0K0.2%History
WYWeyerhaeuser CoCOM NEW19,910$749.0K0.2%History
HCAHCA Healthcare, Inc.COM3,150$643.0K0.2%History
CMICummins IncStock2,090$539.0K0.1%History
EWBCEast West Bancorp IncCOM6,300$468.0K0.1%History
KBHKB HomeCOM8,700$384.0K0.1%History
KMBKimberly Clark CorpStock2,600$346.0K0.1%History
HLTHilton Worldwide Holdings Inc.COM2,575$305.0K0.1%History
LPROOpen Lending CorpCOM8,150$282.0K0.1%History
IAC Interactivecorp New44891N109COM1,080$237.0K0.1%–
WBAWalgreens Boots Alliance, Inc.COM4,200$223.0K0.1%History
Global X Uranium ETF37954Y871ETF10,000$210.0K0.1%–
BBBLACKBERRY LtdCOM10,005$80.0K<0.1%History