MASECO LLP Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$2.6T

Holdings

509

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (509 positions)

#StockSharesValue% PortfolioType
301
FW2NBANNER CORP
211$13.6M0.00%
302
BACBANK AMERICA CORP
285$13.5M0.00%
303
INTUINTUIT
17$13.4M0.00%
304
EFAISHARES TR
147$13.1M0.00%
305
CITHE CIGNA GROUP
40$13.1M0.00%
306
MDLZMONDELEZ INTL INC
194$13.1M0.00%
307
OZKBANK OZK LITTLE ROCK ARK
274$12.9M0.00%
308
WPMWHEATON PRECIOUS METALS CORP
142$12.8M0.00%
309
BSXBOSTON SCIENTIFIC CORP
118$12.7M0.00%
310
MMM3M CO
82$12.5M0.00%
311
LAMRLAMAR ADVERTISING CO NEW
103$12.5M0.00%
312
MURMURPHY OIL CORP
555$12.5M0.00%
313
ITGRINTEGER HLDGS CORP
100$12.3M0.00%
314
ACNACCENTURE PLC IRELAND
41$12.3M0.00%
315
KRKROGER CO
171$12.2M0.00%
316
MZTILANCASTER COLONY CORP
69$12.0M0.00%
317
4DHDANA INC
696$11.9M0.00%
318
ADIANALOG DEVICES INC
50$11.9M0.00%
319
STXSEAGATE TECHNOLOGY HLDNGS PL
81$11.7M0.00%
320
STTSTATE STR CORP
108$11.5M0.00%
321
EMREMERSON ELEC CO
86$11.5M0.00%
322
GIIIG III APPAREL GROUP LTD
511$11.4M0.00%
323
MOSMOSAIC CO NEW
309$11.3M0.00%
324
SPGIS&P GLOBAL INC
21$11.2M0.00%
325
DHRDANAHER CORPORATION
56$11.1M0.00%
326
OMCOMNICOM GROUP INC
154$11.1M0.00%
327
USBUS BANCORP DEL
244$11.0M0.00%
328
QQEWFIRST TR EXCHANGE-TRADED FD
80$10.9M0.00%
329
JCIJOHNSON CTLS INTL PLC
103$10.9M0.00%
330
ASCARDMORE SHIPPING CORP
1,131$10.9M0.00%
331
ASXASE TECHNOLOGY HLDG CO LTD
994$10.3M0.00%
332
ASTHASTRANA HEALTH INC
406$10.1M0.00%
333
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
128$10.0M0.00%
334
DYHTARGET CORP
100$9.9M0.00%
335
MTBM & T BK CORP
50$9.7M0.00%
336
AEPAMERICAN ELEC PWR CO INC
93$9.6M0.00%
337
LMTLOCKHEED MARTIN CORP
20$9.5M0.00%
338
DKDELEK US HLDGS INC NEW
446$9.5M0.00%
339
VOTVANGUARD INDEX FDS
33$9.4M0.00%
340
WABWABTEC
44$9.2M0.00%
341
SYNASYNAPTICS INC
142$9.2M0.00%
342
FISVFISERV INC
53$9.1M0.00%
343
NNNNNN REIT INC
210$9.1M0.00%
344
ATKRATKORE INC
128$9.0M0.00%
345
PNWPINNACLE WEST CAP CORP
100$8.9M0.00%
346
GMGENERAL MTRS CO
182$8.9M0.00%
347
CCLCARNIVAL CORP
318$8.9M0.00%
348
TMOTHERMO FISHER SCIENTIFIC INC
22$8.9M0.00%
349
JBIJANUS INTERNATIONAL GROUP IN
1,066$8.7M0.00%
350
EPREPR PPTYS
148$8.6M0.00%
351
MDYGSPDR SERIES TRUST
97$8.5M0.00%
352
CIB1NGRUPO CIBEST SA
182$8.4M0.00%
353
FLEXFLEX LTD
167$8.3M0.00%
354
PLDPROLOGIS INC.
79$8.3M0.00%
355
INTCINTEL CORP
365$8.2M0.00%
356
KBIAKB FINL GROUP INC
99$8.1M0.00%
357
INFYINFOSYS LTD
435$8.1M0.00%
358
PYPLPAYPAL HLDGS INC
106$7.9M0.00%
359
LLYELI LILLY & CO
10$7.8M0.00%
360
EXPEEXPEDIA GROUP INC
46$7.8M0.00%
361
DALDELTA AIR LINES INC DEL
157$7.7M0.00%
362
TYLTYLER TECHNOLOGIES INC
13$7.7M0.00%
363
CAHCARDINAL HEALTH INC
45$7.6M0.00%
364
PTENPATTERSON-UTI ENERGY INC
1,278$7.6M0.00%
365
PGPROCTER AND GAMBLE CO
46$7.3M0.00%
366
SONOSONOS INC
662$7.2M0.00%
367
VTVANGUARD INTL EQUITY INDEX F
55$7.1M0.00%
368
FBINFORTUNE BRANDS INNOVATIONS I
138$7.1M0.00%
369
NMRNOMURA HLDGS INC
1,078$7.1M0.00%
370
MTDMETTLER TOLEDO INTERNATIONAL
6$7.0M0.00%
371
KWRQUAKER HOUGHTON
63$7.0M0.00%
372
STNSTANTEC INC
64$7.0M0.00%
373
AFLAFLAC INC
66$7.0M0.00%
374
ANETARISTA NETWORKS INC
68$7.0M0.00%
375
METMETLIFE INC
86$6.9M0.00%
376
ACLSAXCELIS TECHNOLOGIES INC
97$6.8M0.00%
377
ITWILLINOIS TOOL WKS INC
27$6.7M0.00%
378
LILI AUTO INC
243$6.6M0.00%
379
SYYSYSCO CORP
86$6.5M0.00%
380
EBAEBAY INC.
86$6.4M0.00%
381
IDAIDACORP INC
55$6.4M0.00%
382
DRIDARDEN RESTAURANTS INC
28$6.2M0.00%
383
XLESELECT SECTOR SPDR TR
71$6.0M0.00%
384
ELVELEVANCE HEALTH INC
15$5.9M0.00%
385
SAIASAIA INC
21$5.8M0.00%
386
MUBISHARES TR
54$5.6M0.00%
387
OGNORGANON & CO
572$5.5M0.00%
388
FMCFMC CORP
131$5.5M0.00%
389
WFCWELLS FARGO CO NEW
68$5.4M0.00%
390
HSYHERSHEY CO
32$5.4M0.00%
391
XPEVXPENG INC
299$5.3M0.00%
392
CFGCITIZENS FINL GROUP INC
117$5.2M0.00%
393
NTAPNETAPP INC
48$5.1M0.00%
394
MGPIMGP INGREDIENTS INC NEW
170$5.1M0.00%
395
FFORD MTR CO
467$5.1M0.00%
396
SPTSPROUT SOCIAL INC
239$5.0M0.00%
397
DASHDOORDASH INC
20$4.9M0.00%
398
BUDANHEUSER BUSCH INBEV SA/NV
72$4.9M0.00%
399
KDKYNDRYL HLDGS INC
115$4.8M0.00%
400
FSLRFIRST SOLAR INC
29$4.8M0.00%
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