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BBR Partners, LLC

SEC CIK
0001352467
Latest filing
Aug 11, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.

Institution overview
Positions
207
No 13F data for Q4 2020
Portfolio value
$1.22B
No 13F data for Q4 2020
Filed
May 17, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of BBR Partners, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF926,878$367.4M30.2%––History
UPSUnited Parcel Service IncStock891,061$151.5M12.4%––History
BF.ABrown Forman CorpCL A2,320,272$147.7M12.1%––History
BF.BBrown Forman CorpStock1,762,078$121.5M10.0%––History
AAPLApple Inc.Stock292,353$35.7M2.9%––History
RGENRepligen CorpCOM120,221$23.4M1.9%––History
AMZNAmazon Com IncStock6,541$20.2M1.7%––History
MSFTMicrosoft CorpStock82,600$19.5M1.6%––History
iShares Tr464287689RUSSELL 3000 ETF65,153$15.5M1.3%–––
FIRYFiry Inc.COM736,603$14.0M1.2%––History
Vanguard Information Technology ETF92204A702ETF29,133$10.4M0.9%–––
EFCEllington Financial Inc.COM604,751$9.68M0.8%––History
iShares Core Dividend Growth ETF46434V621ETF183,628$8.86M0.7%–––
KKRKKR & Co. Inc.COM180,237$8.80M0.7%––History
UUnity Software Inc.COM87,578$8.79M0.7%––History
Vanguard Morningstar Mid-Cap ETF922908629ETF39,481$8.74M0.7%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF41,733$8.63M0.7%–––
GOOGLAlphabet Inc.Stock3,634$7.50M0.6%––History
Lux Health Tech Acquisition55068A100COM CL A639,999$6.57M0.5%–––
DISWalt Disney CoStock30,020$5.54M0.5%––History
ABTAbbott LaboratoriesStock44,919$5.38M0.4%––History
JPMJPMorgan Chase & CoStock34,835$5.30M0.4%––History
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.COM785,425$5.23M0.4%––History
KOCoca Cola CoStock94,907$5.00M0.4%––History
Lux Health Tech Acquisition55068A209UNIT 11/30/2027450,001$4.81M0.4%–––
TAT&T Inc.Stock158,070$4.79M0.4%––History
PLTRPalantir Technologies Inc.Stock201,188$4.69M0.4%––History
BSMBlack Stone Minerals, L.P.COM UNIT521,080$4.54M0.4%––History
ABBVAbbVie Inc.Stock41,807$4.52M0.4%––History
Vanguard Star FDS921909768VG TL INTL STK F66,476$4.17M0.3%–––
iShares Tr46434V456MSCI INTL QUALTY113,740$4.14M0.3%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF31,918$3.73M0.3%–––
GLDSPDR Gold TrustETF22,864$3.66M0.3%––History
GOOGAlphabet Inc.Stock1,760$3.64M0.3%––History
CVXChevron CorpStock32,950$3.45M0.3%––History
iShares Inc464286392MSCI WORLD ETF29,106$3.45M0.3%–––
HDHome Depot, Inc.Stock9,276$2.83M0.2%––History
UFIUnifi IncCOM NEW102,424$2.82M0.2%––History
ARCCAres Capital CorpCEF143,700$2.69M0.2%––History
Schwab U.S. Broad Market ETF808524102ETF27,566$2.67M0.2%–––
CCitigroup IncStock36,337$2.64M0.2%––History
State Street Energy Select Sector SPDR ETF81369Y506ETF53,749$2.64M0.2%–––
INTCIntel CorpStock40,735$2.61M0.2%––History
TWLOTwilio IncCL A7,477$2.55M0.2%––History
iShares S&P 100 ETF464287101ETF13,442$2.42M0.2%–––
XOMExxonMobil Holdings CorpCOM43,245$2.41M0.2%––History
UNHUnitedHealth Group IncStock6,308$2.35M0.2%––History
iShares Russell 1000 Growth ETF464287614ETF9,582$2.33M0.2%–––
BRK.BBerkshire Hathaway IncStock8,974$2.29M0.2%––History
BRMKBroadmark Realty Capital Inc.COM210,212$2.20M0.2%––History
NKENIKE, Inc.Stock16,505$2.19M0.2%––History
MOAltria Group, Inc.Stock40,336$2.06M0.2%––History
AXPAmerican Express CoStock14,097$1.99M0.2%––History
Vanguard Materials ETF92204A801ETF11,386$1.97M0.2%–––
GSGoldman Sachs Group IncStock5,740$1.88M0.2%––History
PNCPNC Financial Services Group, Inc.Stock10,686$1.87M0.2%––History
iShares MSCI Eafe ETF464287465ETF23,538$1.79M0.1%–––
NEENextera Energy IncStock23,554$1.78M0.1%––History
CSCOCisco Systems, Inc.Stock32,870$1.70M0.1%––History
MCDMcDonalds CorpStock7,530$1.69M0.1%––History
iShares Russell 1000 Value ETF464287598ETF10,362$1.57M0.1%–––
ADBEAdobe Inc.Stock3,228$1.53M0.1%––History
PFEPfizer IncStock42,135$1.53M0.1%––History
NVDANVIDIA CorpStock2,845$1.52M0.1%––History
Barnes Group Inc067806109COM30,657$1.52M0.1%–––
BLKBlackRock, Inc.COM2,015$1.52M0.1%––History
Schwab International Equity ETF808524805ETF39,959$1.50M0.1%–––
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF21,640$1.48M0.1%–––
CMCSAComcast CorpStock26,917$1.46M0.1%––History
ITWIllinois Tool Works IncStock6,392$1.42M0.1%––History
METAMeta Platforms, Inc.Stock4,792$1.41M0.1%––History
ACNAccenture plcStock5,024$1.39M0.1%––History
ALLOAllogene Therapeutics, Inc.COM39,008$1.38M0.1%––History
MRKMerck & Co., Inc.Stock17,787$1.37M0.1%––History
AIMCAltra Industrial Motion Corp.COM24,227$1.34M0.1%––History
Vanguard Ftse Emerging Markets ETF922042858ETF25,442$1.32M0.1%–––
iShares Russell Midcap ETF464287499ETF17,847$1.32M0.1%–––
IAUiShares Gold TrustISHARES79,575$1.29M0.1%––History
JNJJohnson & JohnsonStock7,594$1.25M0.1%––History
TXNTexas Instruments IncStock6,581$1.24M0.1%––History
BACBank of America CorpStock32,087$1.24M0.1%––History
PEPPepsiCo IncStock8,702$1.23M0.1%––History
BABoeing CoStock4,757$1.21M0.1%––History
Alps ETF Tr00162Q452ALERIAN MLP39,739$1.21M0.1%–––
PYPLPayPal Holdings, Inc.Stock4,932$1.20M0.1%––History
CPBCAMPBELL'S CoCOM23,678$1.19M0.1%––History
Vanguard S&P 500 ETF922908363ETF3,209$1.17M0.1%–––
VVisa Inc.Stock5,467$1.16M0.1%––History
FCXFreeport-McMoran IncStock35,095$1.16M0.1%––History
PSXPhillips 66Stock14,021$1.14M0.1%––History
IBMInternational Business Machines CorpStock8,551$1.14M0.1%––History
RMORomeo Power, Inc.COM134,423$1.12M0.1%––History
iShares Tr464288570ESG MSCI KLD ETF14,564$1.11M0.1%–––
WMTWalmart Inc.Stock8,118$1.10M0.1%––History
CARAvis Budget Group, Inc.COM15,000$1.09M0.1%––History
SHWSherwin Williams CoCOM1,456$1.07M0.1%––History
PHParker-Hannifin CorpStock3,388$1.07M0.1%––History
AVGOBroadcom Inc.Stock2,129$987.0K0.1%––History
Invesco QQQ Trust Series I46090E103ETF3,084$984.0K0.1%–––
ETEnergy Transfer LPCOM UT LTD PTN127,057$976.0K0.1%––History