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25 LLC

SEC CIK
0001968777
Latest filing
Jul 28, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 10, 2023. Long positions only.

Institution overview
Positions
509
No filing for Q4 2022
Portfolio value
$161.8M
No filing for Q4 2022
Filed
May 10, 2023
SEC

25 LLC did not file a 13F for Q4 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of 25 LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MHOM/I Homes, Inc.COM8$539<0.1%––History
GISGeneral Mills IncStock6$540<0.1%––History
PCGPG&E CorpStock31$540<0.1%––History
EHABEnhabit, Inc.COM40$540<0.1%––History
MRSHMarsh & McLennan Companies, Inc.Stock3$541<0.1%––History
AFLAflac IncStock8$542<0.1%––History
INGRIngredion IncCOM5$542<0.1%––History
DHIHorton D R IncCOM5$543<0.1%––History
ACCOAcco Brands CorpCOM105$545<0.1%––History
MSMMSC Industrial Direct Co IncCL A6$546<0.1%––History
CNCCentene CorpStock8$547<0.1%––History
TRVTravelers Companies, Inc.Stock3$548<0.1%––History
UHAL.BU-Haul Holding CoCOM SER N10$548<0.1%––History
PAYCPaycom Software, Inc.Stock2$549<0.1%––History
ZBHZimmer Biomet Holdings, Inc.Stock4$550<0.1%––History
STCStewart Information Services CorpCOM13$550<0.1%––History
CRBGCorebridge Financial, Inc.COM33$553<0.1%––History
WDFCWD 40 CoCOM3$554<0.1%––History
ZTSZoetis Inc.Stock3$555<0.1%––History
MTXMinerals Technologies IncCOM9$555<0.1%––History
VNDAVanda Pharmaceuticals Inc.COM80$555<0.1%––History
HZNPHorizon Therapeutics Public Ltd CoSHS5$555<0.1%––History
HCAHCA Healthcare, Inc.COM2$556<0.1%––History
POWIPower Integrations IncCOM7$556<0.1%––History
CPRTCopart IncCOM7$556<0.1%––History
AELAmerican National Group Inc.COM14$559<0.1%––History
ESNTEssent Group Ltd.COM13$560<0.1%––History
MTGMgic Investment CorpCOM38$561<0.1%––History
ROKRockwell Automation, IncStock2$563<0.1%––History
BYDBoyd Gaming CorpCOM8$563<0.1%––History
FLGTFulgent Genetics, Inc.COM17$563<0.1%––History
CNRCore Natural Resources, Inc.COM9$563<0.1%––History
FERGFerguson Enterprises Inc.SHS4$564<0.1%––History
AMGAffiliated Managers Group, Inc.Stock4$568<0.1%––History
BLDRBuilders FirstSource, Inc.Stock5$569<0.1%––History
RDNRadian Group IncCOM23$572<0.1%––History
TECHBIO-TECHNE CorpCOM7$576<0.1%––History
JBSSSanfilippo John B & Son IncCOM5$576<0.1%––History
SYKStryker CorpStock2$577<0.1%––History
KMBKimberly Clark CorpStock4$579<0.1%––History
CHDChurch & Dwight Co IncCOM6$580<0.1%––History
UNMUnum GroupStock13$583<0.1%––History
BCCBoise Cascade CoCOM8$586<0.1%––History
AMPAmeriprise Financial IncCOM2$588<0.1%––History
SLMSLM CorpCOM40$590<0.1%––History
RGAReinsurance Group of America IncCOM NEW4$594<0.1%––History
CBChubb LtdStock3$599<0.1%––History
PHMPultegroup IncCOM9$611<0.1%––History
NVECNve CorpCOM NEW7$624<0.1%––History
BIIBBiogen Inc.COM2$629<0.1%––History
KDKyndryl Holdings, Inc.Stock44$630<0.1%––History
GLWCorning IncCOM20$630<0.1%––History
TAPMolson Coors Beverage CoCL B10$645<0.1%––History
GSGoldman Sachs Group IncStock2$654<0.1%––History
AYXAlteryx, Inc.COM CL A18$654<0.1%––History
TRTNTriton International LtdCL A8$662<0.1%––History
BZHBeazer Homes USA IncCOM NEW32$667<0.1%––History
BILLBILL Holdings, Inc.Stock7$682<0.1%––History
SMCISuper Micro Computer, Inc.COM5$684<0.1%––History
SPGIS&P Global Inc.Stock2$711<0.1%––History
VTRSViatris IncStock74$727<0.1%––History
FCXFreeport-McMoran IncStock20$732<0.1%––History
Vanguard World FD921910725ESG INTL STK ETF15$789<0.1%–––
DUKDuke Energy CORPStock8$792<0.1%––History
PLSEPulse Biosciences, Inc.COM101$811<0.1%––History
INTUIntuit Inc.Stock2$854<0.1%––History
GHGuardant Health, Inc.COM37$871<0.1%––History
NOWServiceNow, Inc.Stock2$878<0.1%––History
SRESempraStock6$930<0.1%––History
ELVElevance Health, Inc.Stock2$931<0.1%––History
AMWLAmerican Well CorpCL A472$949<0.1%––History
BMYBristol Myers Squibb CoStock14$958<0.1%––History
ORCLOracle CorpStock10$968<0.1%––History
EDITEditas Medicine, Inc.COM101$972<0.1%––History
CSCOCisco Systems, Inc.Stock21$974<0.1%––History
INTCIntel CorpStock32$985<0.1%––History
TXNTexas Instruments IncStock6$986<0.1%––History
EDConsolidated Edison IncStock10$991<0.1%––History
MSMorgan StanleyStock12$1.01K<0.1%––History
SOSouthern CoStock14$1.04K<0.1%––History
AMDAdvanced Micro Devices IncStock11$1.05K<0.1%––History
AIGAmerican International Group, Inc.Stock20$1.07K<0.1%––History
TMOThermo Fisher Scientific Inc.Stock2$1.09K<0.1%––History
ABTAbbott LaboratoriesStock10$1.11K<0.1%––History
RTXRTX CorpStock12$1.14K<0.1%––History
CRMSalesforce, Inc.Stock6$1.19K<0.1%––History
GEGeneral Electric CoStock12$1.21K<0.1%––History
HOODRobinhood Markets, Inc.Stock140$1.25K<0.1%––History
AVGOBroadcom Inc.Stock2$1.26K<0.1%––History
CATCaterpillar IncStock6$1.29K<0.1%––History
ROKURoku, IncCOM CL A24$1.34K<0.1%––History
SPDR Index Shs FDS78463X509ST PORT MARK ETF40$1.37K<0.1%–––
MTCHMatch Group, Inc.COM45$1.46K<0.1%––History
MAMastercard IncStock4$1.54K<0.1%––History
UPSUnited Parcel Service IncStock9$1.57K<0.1%––History
ACNAccenture plcStock6$1.59K<0.1%––History
GSKGSK plcADR46$1.69K<0.1%––History
OKTAOkta, Inc.CL A22$1.74K<0.1%––History
ADMArcher-Daniels-Midland CoStock24$1.81K<0.1%––History
PNCPNC Financial Services Group, Inc.Stock16$1.87K<0.1%––History