Breed's Hill Capital LLC

CIK: 0001963222SEC EDGAR →

Portfolio Value

$207.7M

Holdings

140

As of

Q2 2025

New Positions

8

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

125,136$38.0M
18.31%
2

NVIDIA CORPORATION

90,982$14.4M
6.92%
3

VANGUARD TAX-MANAGED FDS

233,632$13.3M
6.41%
4

VANGUARD INDEX FDS

54,485$9.6M
4.64%
5

ISHARES TR

18,724$7.9M
3.83%
6

VANGUARD WORLD FD

11,466$7.6M
3.66%
7

APPLE INC

36,960$7.6M
3.65%
8

BROADCOM INC

23,650$6.5M
3.14%
9

SPDR INDEX SHS FDS

128,294$5.2M
2.50%
10

MICROSOFT CORP

9,549$4.7M
2.29%

Quarterly Changes

Top Buys

MSFT↑ Increased
$1.3M
IVV↑ Increased
$710K
JBLNEW
$305K
GEV↑ Increased
$257K
TSMNEW
$250K

Top Sells

NVDA↓ Decreased
$4.5M
VTI↓ Decreased
$3.5M
AVGO↓ Decreased
$2.5M
VEA↓ Decreased
$1.1M
IWF↓ Decreased
$1.1M

New Positions (8)

$305K · 1K shares
$250K · 1K shares
$235K · 1K shares
$226K · 324 shares
$209K · 3K shares
$206K · 4K shares
$206K · 411 shares
$204K · 1K shares

Closed Positions (4)

$390K · 6K shares
$273K · 2K shares
$248K · 1K shares
$233K · 749 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services46$123.3M59.3%
Technology25$42.8M20.6%
Healthcare15$9.3M4.5%
Consumer Cyclical11$8.9M4.3%
Unknown5$5.7M2.7%
Communication Services6$5.6M2.7%
Industrials15$5.5M2.6%
Consumer Defensive6$2.8M1.3%
Energy6$1.9M0.9%
Basic Materials3$1.2M0.6%
Utilities2$801K0.4%