BBR PARTNERS, LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$1.3T

Holdings

195

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (195 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
885,594$379.1B29.97%
2
UPSUNITED PARCEL SERVICE INC
789,514$164.2B12.98%
3
BF/ABROWN FORMAN CORP
2,320,272$163.6B12.93%
4
BF/BBROWN FORMAN CORP
1,762,078$132.1B10.44%
5
AAPLAPPLE INC
289,090$39.6B3.13%
6
AMZNAMAZON COM INC
6,526$22.4B1.77%
7
MSFTMICROSOFT CORP
80,698$21.9B1.73%
8
KKRKKR & CO INC.
326,658$19.4B1.53%
9
RGENREPLIGEN CORP
82,000$16.4B1.29%
10
IWVISHARES TR
63,162$16.2B1.28%
11
SKILLZ INC
736,603$16.0B1.26%
12
VANGUARD WORLD FDS
29,133$11.6B0.92%
13
VTIVANGUARD INDEX FDS
42,208$9.4B0.74%
14
DGROISHARES TR
184,226$9.3B0.73%
15
UUNITY SOFTWARE INC
80,197$8.8B0.70%
16
GOOGLALPHABET INC
3,525$8.6B0.68%
17
VOVANGUARD INDEX FDS
29,595$7.0B0.56%
18
LUX HEALTH TECH ACQUISITION
639,999$6.3B0.50%
19
BSMBLACK STONE MINERALS L P
521,080$5.6B0.44%
20
PLTRPALANTIR TECHNOLOGIES INC
201,188$5.3B0.42%
21
ABTABBOTT LABS
44,600$5.2B0.41%
22
JPMORGAN CHASE & CO
32,416$5.0B0.40%
23
KYNKAYNE ANDERSON MDSTM ENERGY
643,420$4.9B0.39%
24
ABBVABBVIE INC
41,464$4.7B0.37%
25
LUX HEALTH TECH ACQUISITION
450,001$4.6B0.36%
26
IQLTISHARES TR
114,173$4.4B0.35%
27
VXUSVANGUARD STAR FD
66,635$4.4B0.35%
28
GOOGALPHABET INC
1,681$4.2B0.33%
29
DISDISNEY WALT CO
22,994$4.0B0.32%
30
KRON1USDKRONOS BIO INC
163,789$3.9B0.31%
31
GLDSPDR GOLD TRUST
22,864$3.8B0.30%
32
XLVSELECT SECTOR SPDR TR
29,691$3.7B0.30%
33
URTHISHARES INC
29,106$3.7B0.29%
34
XLESELECT SECTOR SPDR TR
53,749$2.9B0.23%
35
SCHBSCHWAB STRATEGIC TR
27,566$2.9B0.23%
36
ARCCARES CAP CORP COM
145,843$2.9B0.23%
37
TAT&T INC
99,122$2.9B0.23%
38
TWLOTWILIO INC
7,098$2.8B0.22%
39
HDHOME DEPOT INC
8,351$2.7B0.21%
40
NKENIKE INC
17,148$2.6B0.21%
41
OEFISHARES TR
13,442$2.6B0.21%
42
IWFISHARES TR
9,582$2.6B0.21%
43
UNHUNITEDHEALTH GROUP INC
6,394$2.6B0.20%
44
UFIUNIFI INC
102,424$2.5B0.20%
45
TRVCCITIGROUP INC
34,718$2.5B0.19%
46
XOMEXXON MOBIL CORP
37,381$2.4B0.19%
47
GSGOLDMAN SACHS GROUP INC
6,159$2.3B0.18%
48
AXPAMERICAN EXPRESS CO
14,029$2.3B0.18%
49
BRK/BBERKSHIRE HATHAWAY INC DEL
8,052$2.2B0.18%
50
NVDANVIDIA CORP COM
2,785$2.2B0.18%
51
BROADMARK RLTY CAP INC
210,212$2.2B0.18%
52
INTCINTEL CORP
39,510$2.2B0.18%
53
CVXCHEVRON CORP
20,500$2.1B0.17%
54
NETCLOUDFLARE INC
19,589$2.1B0.16%
55
PNCPNC FINL SVCS GROUP
10,803$2.1B0.16%
56
KOCOCA COLA CO
35,409$1.9B0.15%
57
ADOBE SYS INC COM
3,250$1.9B0.15%
58
MOALTRIA GROUP INC
38,983$1.9B0.15%
59
MCDMCDONALDS CORP
7,235$1.7B0.13%
60
NEENEXTERA ENERGY INC
22,788$1.7B0.13%
61
IWDISHARES TR
10,362$1.6B0.13%
62
BLKBLACKROCK INC
1,870$1.6B0.13%
63
CISCO SYS INC
30,365$1.6B0.13%
64
ACNACCENTURE PLC
5,384$1.6B0.13%
65
BUSDBARNES GROUP INC
30,657$1.6B0.12%
66
METAFACEBOOK INC
4,329$1.5B0.12%
67
ALTRA INDL MOTION CORP
23,136$1.5B0.12%
68
CMCSACOMCAST CORP NEW
26,234$1.5B0.12%
69
ITWILLINOIS TOOL WKS INC
6,644$1.5B0.12%
70
AMLPALPS ETF TR
39,739$1.4B0.11%
71
PEPPEPSICO INC
9,152$1.4B0.11%
72
PFEPFIZER INC
34,222$1.3B0.11%
73
PYPLPAYPAL HLDGS INC
4,588$1.3B0.11%
74
TXNTEXAS INSTRUMENTS INC
6,761$1.3B0.10%
75
FCXFREEPORT-MCMORAN COPPER & GOLD
35,000$1.3B0.10%
76
MRKMERCK & CO INC NEW
16,656$1.3B0.10%
77
BACBANK AMER CORP
30,491$1.3B0.10%
78
ABNBAIRBNB INC
8,097$1.2B0.10%
79
SHWSHERWIN WILLIAMS CO
4,536$1.2B0.10%
80
DSIISHARES TR
14,564$1.2B0.10%
81
PSXPHILLIPS 66
13,943$1.2B0.09%
82
CUCAAVIS BUDGET GROUP
15,000$1.2B0.09%
83
VOOVANGUARD INDEX FDS
2,932$1.2B0.09%
84
VVISA INC
4,921$1.2B0.09%
85
BABOEING CO
4,710$1.1B0.09%
86
QQQINVESCO QQQ TRUST SERIES 1
3,148$1.1B0.09%
87
ETENERGY TRANSFER EQUITY L P
104,011$1.1B0.09%
88
JNJJOHNSON & JOHNSON
6,569$1.1B0.09%
89
CPBCAMPBELL SOUP CO
23,668$1.1B0.09%
90
SQZ BIOTECHNOLOGIES CO
73,599$1.1B0.08%
91
IBMINTERNATIONAL BUSINESS MACHS
7,172$1.1B0.08%
92
PHPARKER HANNIFIN CORP
3,378$1.0B0.08%
93
WMTWAL MART STORES INC
7,325$1.0B0.08%
94
ALLOALLOGENE THERAPEUTICS INC
39,008$1.0B0.08%
95
COSTCOSTCO WHSL CORP NEW
2,482$982.0M0.08%
96
AVGOBROADCOM INC.
1,999$953.0M0.08%
97
MAMASTERCARD INCORPORATED
2,468$901.0M0.07%
98
BSXBOSTON SCIENTIFIC CORP
20,000$855.0M0.07%
99
BRK-BBERKSHIRE HATHAWAY INC DEL
2$837.0M0.07%
100
ALBALBEMARLE CORP
4,569$770.0M0.06%
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