Kaufman Rossin Wealth, LLC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$158.0B
Holdings
139
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (139 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GLGLOBE LIFE INC | 2,081 | $258.6M | 0.16% | |
| 102 | COFCAPITAL ONE FINL CORP | 1,197 | $254.7M | 0.16% | |
| 103 | BRK/BBERKSHIRE HATHAWAY INC DEL | 524 | $254.5M | 0.16% | |
| 104 | UNHUNITEDHEALTH GROUP INC | 811 | $253.0M | 0.16% | |
| 105 | PLTRPALANTIR TECHNOLOGIES INC | 1,847 | $251.8M | 0.16% | |
| 106 | TRVTRAVELERS COMPANIES INC | 939 | $251.2M | 0.16% | |
| 107 | METAMETA PLATFORMS INC | 340 | $251.0M | 0.16% | |
| 108 | PSAPUBLIC STORAGE OPER CO | 838 | $245.9M | 0.16% | |
| 109 | CCKCROWN HLDGS INC | 2,347 | $241.7M | 0.15% | |
| 110 | SPTMSPDR SERIES TRUST | 3,177 | $237.9M | 0.15% | |
| 111 | EMEEMCOR GROUP INC | 443 | $237.0M | 0.15% | |
| 112 | PEGAPEGASYSTEMS INC | 4,328 | $234.3M | 0.15% | |
| 113 | BRKRBRUKER CORP | 5,654 | $232.9M | 0.15% | |
| 114 | CMECME GROUP INC | 845 | $232.9M | 0.15% | |
| 115 | DFICDIMENSIONAL ETF TRUST | 7,462 | $232.0M | 0.15% | |
| 116 | EFAVISHARES TR | 2,753 | $231.4M | 0.15% | |
| 117 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 5,204 | $230.2M | 0.15% | |
| 118 | ABNBAIRBNB INC | 1,737 | $229.9M | 0.15% | |
| 119 | EXREXTRA SPACE STORAGE INC | 1,529 | $225.4M | 0.14% | |
| 120 | KMXCARMAX INC | 3,342 | $224.6M | 0.14% | |
| 121 | GOOGLALPHABET INC | 1,214 | $213.9M | 0.14% | |
| 122 | HLTHILTON WORLDWIDE HLDGS INC | 801 | $213.3M | 0.14% | |
| 123 | MNSTMONSTER BEVERAGE CORP NEW | 3,401 | $213.0M | 0.13% | |
| 124 | NDQINVESCO QQQ TR | 386 | $212.7M | 0.13% | |
| 125 | DFSVDIMENSIONAL ETF TRUST | 7,175 | $211.2M | 0.13% | |
| 126 | SKAASKECHERS U S A INC | 3,339 | $210.7M | 0.13% | |
| 127 | TSLATESLA INC | 659 | $209.3M | 0.13% | |
| 128 | WINGWINGSTOP INC | 617 | $207.8M | 0.13% | |
| 129 | LECOLINCOLN ELEC HLDGS INC | 993 | $205.9M | 0.13% | |
| 130 | FMCFMC CORP | 4,922 | $205.5M | 0.13% | |
| 131 | GOOGALPHABET INC | 1,149 | $203.8M | 0.13% | |
| 132 | AREALEXANDRIA REAL ESTATE EQ IN | 2,780 | $201.9M | 0.13% | |
| 133 | ABBVABBVIE INC | 1,086 | $201.6M | 0.13% | |
| 134 | HALHALLIBURTON CO | 9,820 | $200.1M | 0.13% | |
| 135 | PATHUIPATH INC | 15,243 | $195.1M | 0.12% | |
| 136 | AMCRAMCOR PLC | 20,571 | $189.0M | 0.12% | |
| 137 | ADTADT INC DEL | 19,111 | $161.9M | 0.10% | |
| 138 | PKPARK HOTELS & RESORTS INC | 11,050 | $113.0M | 0.07% | |
| 139 | TLRYEURTILRAY BRANDS INC | 12,174 | $5.0M | 0.00% |
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