Clearbridge Investments, LLC Q4 2022 Filing

Filed February 10, 2023

Portfolio Value

$101.2B

Holdings

735

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (735 positions)

StockValue
MSFTMicrosoft Corp
$3.9B
UNHUnitedHealth Group Inc
$3.7B
AAPLApple Inc
$2.6B
VVisa Inc
$2.4B
AMZNAmazon.com Inc
$1.8B
RTXRaytheon Technologies Corp
$1.7B
CMCSAComcast Corp
$1.3B
UPSUnited Parcel Service Inc
$1.3B
AVGOBroadcom Inc
$1.3B
TMOThermo Fisher Scientific Inc
$1.1B
JNJJohnson & Johnson
$1.1B
TELTE Connectivity Ltd
$1.1B
BACBank of America Corp
$1.0B
VRTXVertex Pharmaceuticals Inc
$1.0B
NVDANVIDIA Corp
$998.7M
JPMJPMorgan Chase & Co
$990.8M
ETNEaton Corp PLC
$896.2M
MRKMerck & Co Inc
$890.3M
MNSTMonster Beverage Corp
$861.6M
METAMeta Platforms Inc
$824.5M
NFLXNetflix Inc
$798.2M
HDHome Depot Inc/The
$776.4M
TRVTravelers Cos Inc/The
$776.3M
LINLinde PLC
$770.5M
ZTSZoetis Inc
$762.4M
SPGIS&P Global Inc
$754.5M
GWWWW Grainger Inc
$754.0M
NKENIKE Inc
$741.3M
SRESempra Energy
$736.8M
BDXBecton Dickinson and Co
$730.8M
ASMLASML Holding NV
$719.7M
ORCLOracle Corp
$719.0M
PFEPfizer Inc
$713.3M
ALCAlcon Inc
$702.4M
WMBWilliams Cos Inc/The
$695.3M
PGProcter & Gamble Co/The
$677.0M
PXDEURPioneer Natural Resources Co
$656.6M
PANWPalo Alto Networks Inc
$630.1M
SYKStryker Corp
$625.4M
ENBEnbridge Inc
$612.2M
ADBEAdobe Inc
$601.9M
ISRGIntuitive Surgical Inc
$589.2M
PPGPPG Industries Inc
$586.2M
KOCoca-Cola Co/The
$559.0M
APOApollo Global Management Inc
$554.8M
EQIXEquinix Inc
$554.4M
ADSKAutodesk Inc
$550.8M
DC4DexCom Inc
$545.4M
CSCOCisco Systems Inc
$541.5M
MRSHMarsh & McLennan Cos Inc
$539.8M
ABBVAbbVie Inc
$534.7M
MDLZMondelez International Inc
$533.9M
AIGAmerican International Group Inc
$529.6M
AMTAmerican Tower Corp
$524.5M
PYPLPayPal Holdings Inc
$517.9M
SHWSherwin-Williams Co/The
$517.7M
JCIJohnson Controls International plc
$515.6M
FCXFreeport-McMoRan Inc
$509.4M
VMCVulcan Materials Co
$508.6M
CRMSalesforce Inc
$507.6M
BIIBBiogen Inc
$500.0M
ELEstee Lauder Cos Inc/The
$491.6M
WMWaste Management Inc
$478.9M
APTVAptiv PLC
$477.9M
LHXL3Harris Technologies Inc
$476.9M
PODDInsulet Corp
$470.2M
INTCIntel Corp
$446.5M
NOCNorthrop Grumman Corp
$429.5M
HONHoneywell International Inc
$417.4M
EQTEQT Corp
$412.4M
SPLKCHFSplunk Inc
$405.8M
UBERUber Technologies Inc
$403.7M
HUBSHubSpot Inc
$396.5M
UNPUnion Pacific Corp
$396.0M
WOLF*Wolfspeed Inc
$393.6M
WDAYWorkday Inc
$389.8M
CVXChevron Corp
$376.8M
AWNAdvance Auto Parts Inc
$375.7M
ETSYEtsy Inc
$360.4M
ICLRICON PLC
$357.3M
APDAir Products and Chemicals Inc
$351.7M
EIXEdison International
$339.5M
GOOGLAlphabet Inc
$338.9M
DEDeere & Co
$338.2M
METMetLife Inc
$333.9M
MAMasterCard Inc
$330.9M
CP.TOCanadian Pacific Railway Ltd
$327.6M
CRWDCrowdstrike Holdings Inc
$303.7M
PFGCPerformance Food Group Co
$302.9M
DISWALT DISNEY COMPANY
$301.8M
STXSeagate Technology Holdings PLC
$299.2M
EPDEnterprise Products Partners LP
$299.0M
CRLCharles River Laboratories International Inc
$298.7M
TEAMAtlassian Corp Ltd
$290.2M
COPConocoPhillips
$289.9M
PEPPepsiCo Inc
$288.0M
BJBJ's Wholesale Club Holdings Inc
$285.9M
BRK-BBerkshire Hathaway Inc
$283.6M
CASYCasey's General Stores Inc
$282.2M
BACVerizon Communications Inc
$282.1M
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