BBR PARTNERS, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$1.9T

Holdings

267

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (267 positions)

#StockSharesValue% PortfolioType
101
SNOWSNOWFLAKE INC
5,926$1.3B0.07%
102
IBMINTERNATIONAL BUSINESS MACHS
4,176$1.2B0.07%
103
DISDISNEY WALT CO
10,864$1.2B0.07%
104
RTXRAYTHEON TECHNOLOGIES CORP
6,719$1.2B0.07%
105
BABOEING CO
5,629$1.2B0.07%
106
ITWOPROSHARES TR
11,675$1.2B0.07%
107
VBVANGUARD INDEX FDS
4,524$1.2B0.06%
108
GEVGE VERNOVA INC
1,767$1.2B0.06%
109
BLKBLACKROCK INC
1,065$1.1B0.06%
110
TOSTTOAST INC
31,899$1.1B0.06%
111
XLUSELECT SECTOR SPDR TR
26,410$1.1B0.06%
112
MPMP MATERIALS CORP
21,278$1.1B0.06%
113
BITBBITWISE BITCOIN ETF TR
21,500$1.0B0.05%
114
AVGOBROADCOM INC.
2,724$942.0M0.05%
115
AMLPALPS ETF TR
19,739$928.0M0.05%
116
IQVIQVIA HLDGS INC
4,105$925.0M0.05%
117
NEENEXTERA ENERGY INC
11,358$911.0M0.05%
118
MRKMERCK & CO INC NEW
8,583$903.0M0.05%
119
BXSLBLACKSTONE SECD LENDING FD
33,532$882.0M0.05%
120
VFHVANGUARD WORLD FD
6,530$871.0M0.05%
121
GRALGRAIL INC
10,001$855.0M0.05%
122
CRCLCIRCLE INTERNET GROUP INC
10,747$852.0M0.05%
123
VUGVANGUARD INDEX FDS
1,740$848.0M0.05%
124
AFRMAFFIRM HLDGS INC
11,366$845.0M0.05%
125
SMMDISHARES TR
11,206$839.0M0.05%
126
CWISPDR INDEX SHS FDS
23,341$838.0M0.04%
127
CARTMAPLEBEAR INC
16,897$760.0M0.04%
128
VEEVVEEVA SYS INC
3,386$755.0M0.04%
129
PANWPALO ALTO NETWORKS INC
4,057$747.0M0.04%
130
SPOTSPOTIFY TECHNOLOGY S A
1,277$741.0M0.04%
131
HUTHUT 8 CORP
16,085$738.0M0.04%
132
VWOVANGUARD INTL EQUITY INDEX F
13,665$734.0M0.04%
133
NTRSNORTHERN TR CORP
5,354$731.0M0.04%
134
KHCKRAFT HEINZ CO
28,609$693.0M0.04%
135
PFEPFIZER INC
27,078$674.0M0.04%
136
IWMISHARES TR
2,722$670.0M0.04%
137
EWJISHARES INC
8,204$662.0M0.04%
138
EZUISHARES INC
10,238$656.0M0.04%
139
LIONLIONSGATE STUDIOS CORP
70,984$648.0M0.03%
140
ALBALBEMARLE CORP
4,573$646.0M0.03%
141
FT2FIRST HORIZON CORPORATION
26,727$638.0M0.03%
142
HSTHOST HOTELS & RESORTS INC
35,002$620.0M0.03%
143
BINCBLACKROCK ETF TRUST II
11,705$617.0M0.03%
144
UUNITY SOFTWARE INC
13,917$614.0M0.03%
145
XLESELECT SECTOR SPDR TR
13,702$612.0M0.03%
146
UBERUBER TECHNOLOGIES INC
7,383$603.0M0.03%
147
EPDENTERPRISE PRODS PARTNERS L
18,835$603.0M0.03%
148
XLISELECT SECTOR SPDR TR
3,866$599.0M0.03%
149
XLFISELECT SECTOR SPDR TR
10,833$593.0M0.03%
150
SPDR INDEX SHS FDS EURO STOXX
9,108$586.0M0.03%
151
QUALISHARES TR
2,944$584.0M0.03%
152
ACELACCEL ENTMT INC
49,606$566.0M0.03%
153
CVMCMORGAN STANLEY ETF TRUST
8,796$564.0M0.03%
154
HHYATT HOTELS CORP
3,500$561.0M0.03%
155
VOXVANGUARD WORLD FDS
2,876$556.0M0.03%
156
VISVANGUARD WORLD FD
1,861$555.0M0.03%
157
AQLTISHARES TR
3,926$554.0M0.03%
158
VTWOVANGUARD SCOTTSDALE FDS
5,539$551.0M0.03%
159
HUMHUMANA INC
2,127$544.0M0.03%
160
TSLATESLA INC
1,199$539.0M0.03%
161
IONQIONQ INC
11,956$536.0M0.03%
162
AEVAAEVA TECHNOLOGIES INC
40,010$531.0M0.03%
163
NBNNORTHEAST BK LEWISTON ME
5,000$519.0M0.03%
164
STTSTATE STR CORP
3,900$503.0M0.03%
165
SCHWSCHWAB CHARLES CORP NEW
5,003$499.0M0.03%
166
XLYSELECT SECTOR SPDR TR
4,146$495.0M0.03%
167
TWLOTWILIO INC
3,420$486.0M0.03%
168
BMYBRISTOL-MYERS SQUIBB CO
8,890$479.0M0.03%
169
AXPAMERICAN EXPRESS CO
1,258$465.0M0.02%
170
BNBROOKFIELD CORP
10,125$464.0M0.02%
171
PEPPEPSICO INC
3,164$454.0M0.02%
172
SOCSABLE OFFSHORE CORP
49,842$449.0M0.02%
173
FISFIDELITY NATL INFORMATION SV
6,709$445.0M0.02%
174
ETHAISHARES ETHEREUM TR
19,662$441.0M0.02%
175
KMBKIMBERLY-CLARK CORP
4,335$437.0M0.02%
176
DMLPDORCHESTER MINERALS LP
19,456$435.0M0.02%
177
VANECK ETF TRUST
1,187$427.0M0.02%
178
VONEVANGUARD SCOTTSDALE FDS
1,373$424.0M0.02%
179
LOCLLOCAL BOUNTI CORP
194,696$416.0M0.02%
180
WBDWARNER BROS DISCOVERY INC
14,290$411.0M0.02%
181
IRDMIRIDIUM COMMUNICATIONS INC
22,809$396.0M0.02%
182
BACBANK AMER CORP
7,163$393.0M0.02%
183
CMCSACOMCAST CORP NEW
13,036$389.0M0.02%
184
FNFFIDELITY NATIONAL FINANCIAL
7,121$388.0M0.02%
185
DIMENSIONAL ETF TRUST
9,709$384.0M0.02%
186
AQLTISHARES TR
4,283$383.0M0.02%
187
BACVERIZON COMMUNICATIONS INC
9,357$381.0M0.02%
188
KVYOKLAVIYO INC
11,584$376.0M0.02%
189
IEMGISHARES INC
5,426$364.0M0.02%
190
MMM3M CO
2,273$363.0M0.02%
191
TEAMATLASSIAN CORPORATION
2,229$361.0M0.02%
192
BBUBROOKFIELD BUSINESS PARTNERS
10,277$361.0M0.02%
193
EEMAISHARES INC
3,802$357.0M0.02%
194
LMTLOCKHEED MARTIN CORP
738$356.0M0.02%
195
DHID R HORTON INC
2,468$355.0M0.02%
196
RSGREPUBLIC SVCS INC
1,650$349.0M0.02%
197
PSAPUBLIC STORAGE
1,344$348.0M0.02%
198
IGVISHARES TR
3,267$345.0M0.02%
199
EFAISHARES TR
3,546$340.0M0.02%
200
CVNACARVANA CO
787$332.0M0.02%
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