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
201
LNGCHENIERE ENERGY INC
1,698$330.0M0.02%
202
VIGVANGUARD GROUP
1,501$329.0M0.02%
203
ORCLORACLE CORP
1,686$328.0M0.02%
204
ASMLASML HOLDING NV
304$325.0M0.02%
205
NVSNNOVARTIS A G
2,343$323.0M0.02%
206
FDNFIRST TR EXCHANGE-TRADED FD
1,200$323.0M0.02%
207
ACWXISHARES TR
4,793$321.0M0.02%
208
SLDPSOLID POWER INC
75,157$319.0M0.02%
209
MUBISHARES TR
2,958$316.0M0.02%
210
NKENIKE INC
4,924$313.0M0.02%
211
GLPGLOBAL PARTNERS LP
7,250$303.0M0.02%
212
EFXEQUIFAX INC
1,333$289.0M0.02%
213
MLB1MERCADOLIBRE INC
142$286.0M0.02%
214
GSEWGOLDMAN SACHS ETF TR
3,344$284.0M0.02%
215
UNHUNITEDHEALTH GROUP INC
849$280.0M0.02%
216
CPTCAMDEN PPTY TR
2,487$273.0M0.01%
217
IJKISHARES TR
2,800$271.0M0.01%
218
VDEVANGUARD WORLD FD
2,147$270.0M0.01%
219
AMTAMERICAN TOWER CORP NEW
1,541$270.0M0.01%
220
GRNDGRINDR INC
20,000$270.0M0.01%
221
GVIISHARES TR
2,506$269.0M0.01%
222
IJJISHARES TR
2,000$263.0M0.01%
223
VVVANGUARD INDEX FDS
834$262.0M0.01%
224
MTUMISHARES TR
1,045$261.0M0.01%
225
SAPSAP SE
1,063$258.0M0.01%
226
GSLCGOLDMAN SACHS ETF TR
1,936$256.0M0.01%
227
NEMNEWMONT CORP
2,548$254.0M0.01%
228
NFLXNETFLIX INC
2,700$253.0M0.01%
229
AQLTISHARES TR
5,723$251.0M0.01%
230
MARMARRIOTT INTL INC NEW
808$250.0M0.01%
231
DHRDANAHER CORP DEL
1,062$243.0M0.01%
232
QCOMQUALCOMM INC
1,423$243.0M0.01%
233
SLBSCHLUMBERGER LTD
6,260$240.0M0.01%
234
EWCISHARES INC
4,427$238.0M0.01%
235
IJRISHARES TR
1,961$235.0M0.01%
236
CHDCHURCH & DWIGHT CO INC
2,786$233.0M0.01%
237
IJSISHARES TR
2,000$227.0M0.01%
238
IJTISHARES TR
1,600$225.0M0.01%
239
RAMPLIVERAMP HLDGS INC
7,500$220.0M0.01%
240
HSYHERSHEY CO
1,204$219.0M0.01%
241
DTDYNATRACE INC
5,000$216.0M0.01%
242
XLCSELECT SECTOR SPDR TR
1,827$215.0M0.01%
243
CHTRCHARTER COMMUNICATIONS INC N
1,034$215.0M0.01%
244
ADOBE SYS INC COM
606$212.0M0.01%
245
SYYSYSCO CORP
2,871$211.0M0.01%
246
CTEFEA SERIES TRUST
9,045$210.0M0.01%
247
IWBISHARES TR
564$210.0M0.01%
248
LYELLYELL IMMUNOPHARMA INC
6,834$210.0M0.01%
249
SYKSTRYKER CORP
595$209.0M0.01%
250
AMDADVANCED MICRO DEVICES INC
970$207.0M0.01%
251
EMREMERSON ELEC CO
1,552$205.0M0.01%
252
PHMPULTE GROUP INC
1,738$203.0M0.01%
253
SHAKSHAKE SHACK INC
2,500$202.0M0.01%
254
MLKNMILLERKNOLL INC
10,402$190.0M0.01%
255
ACHRARCHER AVIATION INC
25,000$188.0M0.01%
256
HPPHUDSON PAC PPTYS INC
16,428$177.0M0.01%
257
OBDCBLUE OWL CAPITAL CORPORATION
10,305$128.0M0.01%
258
LBTYALIBERTY GLOBAL LTD
10,000$111.0M0.01%
259
LFSTLIFESTANCE HEALTH GROUP INC
12,873$90.0M0.00%
260
MGXMETAGENOMI INC
53,403$86.0M0.00%
261
MRTMARTI TECHNOLOGIES INC
35,000$82.0M0.00%
262
DCGODOCGO INC
85,804$75.0M0.00%
263
CMTGCLAROS MTG TR INC
17,000$52.0M0.00%
264
SMRTSMARTRENT INC
21,551$43.0M0.00%
265
ALLOALLOGENE THERAPEUTICS INC
28,952$39.0M0.00%
266
OABIOMNIAB INC
20,000$37.0M0.00%
267
HTZHERTZ GLOBAL HLDGS INC
11,291$30.0M0.00%
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