Clearbridge Investments, LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$124.9B
Holdings
697
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (697 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corp | $6.2B |
MSFTMicrosoft Corp | $5.0B |
AMZNAmazon.com Inc | $3.9B |
AAPLApple Inc | $3.8B |
AVGOBroadcom Inc | $3.4B |
METAMeta Platforms Inc | $3.3B |
GOOGLAlphabet Inc | $3.2B |
VVisa Inc | $2.3B |
NFLXNetflix Inc | $1.6B |
JPMJPMorgan Chase & Co | $1.5B |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.3B |
VRTXVertex Pharmaceuticals Inc | $1.3B |
WMBWilliams Cos Inc/The | $1.3B |
ASMLASML Holding NV | $1.2B |
RTXRTX Corp | $1.2B |
JNJJohnson & Johnson | $1.2B |
XOMExxon Mobil Corp | $1.1B |
TMOThermo Fisher Scientific Inc | $1.1B |
LINLINDE PLC | $1.1B |
TELTE CONNECTIVITY PLC | $1.0B |
ETNEaton Corp PLC | $1.0B |
PANWPalo Alto Networks Inc | $1.0B |
TSLATesla Inc | $1.0B |
ORCLOracle Corp | $954.0M |
ISRGIntuitive Surgical Inc | $953.0M |
MRSHMarsh & McLennan Cos Inc | $941.0M |
LHXL3Harris Technologies Inc | $909.0M |
BACBank of America Corp | $895.0M |
GWWWW Grainger Inc | $851.0M |
TRVTravelers Cos Inc/The | $832.0M |
TJXTJX Cos Inc/The | $830.0M |
ABNBAirbnb Inc | $824.0M |
UNPUnion Pacific Corp | $802.0M |
BDXBecton Dickinson & Co | $793.0M |
INTUIntuit Inc | $792.0M |
SHWSherwin-Williams Co/The | $776.0M |
FCXFreeport-McMoRan Inc | $758.0M |
ENBEnbridge Inc | $737.0M |
CVSCVS Health Corp | $697.0M |
SHOPShopify Inc | $669.0M |
APDAir Products and Chemicals Inc | $665.0M |
VMCVulcan Materials Co | $655.0M |
NOWServiceNow Inc | $630.0M |
ETREntergy Corp | $617.0M |
SYKStryker Corp | $597.0M |
KOCoca-Cola Co/The | $588.0M |
PGProcter & Gamble Co/The | $585.0M |
JCIJohnson Controls International plc | $572.0M |
DISWALT DISNEY COMPANY | $568.0M |
AMTAmerican Tower Corp | $567.0M |
SNPSSynopsys Inc | $565.0M |
TMUST-Mobile US Inc | $561.0M |
CMCSAComcast Corp | $552.0M |
WMWaste Management Inc | $549.0M |
ADSKAutodesk Inc | $545.0M |
CRMSalesforce Inc | $541.0M |
MNSTMonster Beverage Corp | $538.0M |
SRESempra | $531.0M |
TXNTexas Instruments Inc | $530.0M |
UBERUber Technologies Inc | $526.0M |
CMGChipotle Mexican Grill Inc | $520.0M |
APPAppLovin Corp | $499.0M |
SPGIS&P Global Inc | $487.0M |
COFCapital One Financial Corp | $487.0M |
TRPTC Energy Corp | $482.0M |
CRWDCrowdstrike Holdings Inc | $472.0M |
HDHome Depot Inc/The | $460.0M |
METMetLife Inc | $458.0M |
VRTVertiv Holdings Co | $456.0M |
APOApollo Global Management Inc | $455.0M |
CNRCanadian National Railway Co | $442.0M |
SCHWCharles Schwab Corp/The | $436.0M |
ADPAutomatic Data Processing Inc | $433.0M |
ARGXArgenx SE | $432.0M |
PNCPNC Financial Services Group Inc/The | $430.0M |
UNHUnitedHealth Group Inc | $430.0M |
EQTEQT Corp | $422.0M |
LLYEli Lilly & Co | $405.0M |
XPOXPO Inc | $403.0M |
PODDInsulet Corp | $394.0M |
EQIXEquinix Inc | $387.0M |
AZNAstraZeneca PLC | $386.0M |
WMTWalmart Inc | $383.0M |
PSAPUBLIC STORAGE | $374.0M |
CVXChevron Corp | $367.0M |
ICEIntercontinental Exchange Inc | $367.0M |
AEMAgnico Eagle Mines Ltd | $363.0M |
ULUnilever PLC | $361.0M |
NEENextEra Energy Inc | $352.0M |
BEPCBrookfield Renewable Corp | $352.0M |
PFGCPerformance Food Group Co | $349.0M |
CASYCasey's General Stores Inc | $347.0M |
WECWEC Energy Group Inc | $340.0M |
DTEDTE Energy Co | $338.0M |
NOCNorthrop Grumman Corp | $337.0M |
OKEOneok Inc | $324.0M |
HLNHaleon PLC | $317.0M |
HLTHilton Worldwide Holdings Inc | $312.0M |
CLHClean Harbors Inc | $311.0M |
BRK/BBerkshire Hathaway Inc | $292.0M |
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