MASECO LLP Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$2.3T

Holdings

543

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (543 positions)

#StockSharesValue% PortfolioType
101
SBUXSTARBUCKS CORP
1,758$148.0M0.01%
102
MDYSPDR S&P MIDCAP 400 ETF TR
243$146.0M0.01%
103
CATCATERPILLAR INC
250$143.0M0.01%
104
VGTVANGUARD WORLD FD
187$141.0M0.01%
105
RHCRH PLC
1,121$140.0M0.01%
106
VMBSVANGUARD SCOTTSDALE FDS
290$136.0M0.01%
107
VVISA INC
384$134.0M0.01%
108
NFLXNETFLIX INC
1,370$128.0M0.01%
109
DFARDIMENSIONAL ETF TRUST
5,366$122.0M0.01%
110
GEVGE VERNOVA INC
187$122.0M0.01%
111
NOCNORTHROP GRUMMAN CORP
210$119.0M0.01%
112
FNDESCHWAB STRATEGIC TR
3,247$117.0M0.01%
113
METAMETA PLATFORMS INC
170$112.0M0.00%
114
MOALTRIA GROUP INC
1,951$112.0M0.00%
115
FIXCOMFORT SYS USA INC
120$111.0M0.00%
116
DFCFDIMENSIONAL ETF TRUST
2,575$109.0M0.00%
117
EEMSISHARES INC
1,525$102.0M0.00%
118
CCEPCOCA-COLA EUROPACIFIC PARTNE
1,123$102.0M0.00%
119
LENLENNAR CORP
986$101.0M0.00%
120
NKENIKE INC
1,575$100.0M0.00%
121
TROWPRICE T ROWE GROUP INC
961$98.0M0.00%
122
ITOTISHARES TR
660$98.0M0.00%
123
TAT&T INC
3,815$94.0M0.00%
124
PLDPROLOGIS INC.
744$94.0M0.00%
125
COFCAPITAL ONE FINL CORP
382$92.0M0.00%
126
STRLSTERLING INFRASTRUCTURE INC
303$92.0M0.00%
127
SPYVSPDR SERIES TRUST
1,606$91.0M0.00%
128
PSXPHILLIPS 66
688$88.0M0.00%
129
LQDISHARES TR
802$88.0M0.00%
130
NEARISHARES U S ETF TR
1,718$87.0M0.00%
131
CMCSACOMCAST CORP NEW
2,921$87.0M0.00%
132
MRSHMARSH & MCLENNAN COS INC
448$83.0M0.00%
133
QCOMQUALCOMM INC
489$83.0M0.00%
134
ULUNILEVER PLC
1,275$83.0M0.00%
135
VCSHVANGUARD SCOTTSDALE FDS
1,040$82.0M0.00%
136
AONAON PLC
234$82.0M0.00%
137
BMYBRISTOL-MYERS SQUIBB CO
1,482$79.0M0.00%
138
DFIPDIMENSIONAL ETF TRUST
1,866$77.0M0.00%
139
DEMWISDOMTREE TR
1,578$73.0M0.00%
140
FLUTFLUTTER ENTMT PLC
337$73.0M0.00%
141
EEMISHARES TR
1,324$72.0M0.00%
142
NVSNNOVARTIS AG
520$71.0M0.00%
143
SLYVSPDR SERIES TRUST
775$70.0M0.00%
144
VONVVANGUARD SCOTTSDALE FDS
754$69.0M0.00%
145
RELXRELX PLC
1,722$69.0M0.00%
146
MODMODINE MFG CO
517$68.0M0.00%
147
GSLCGOLDMAN SACHS ETF TR
516$68.0M0.00%
148
INGING GROEP N.V.
2,393$67.0M0.00%
149
RYAAYRYANAIR HOLDINGS PLC
917$66.0M0.00%
150
CBCHUBB LIMITED
211$65.0M0.00%
151
VIGVANGUARD SPECIALIZED FUNDS
298$65.0M0.00%
152
JPSTJ P MORGAN EXCHANGE TRADED F
1,269$64.0M0.00%
153
AMXAMERICA MOVIL SAB DE CV
3,000$61.0M0.00%
154
4I1PHILIP MORRIS INTL INC
375$60.0M0.00%
155
BROBROWN & BROWN INC
759$60.0M0.00%
156
STPZPIMCO ETF TR
1,115$59.0M0.00%
157
BACVERIZON COMMUNICATIONS INC
1,438$58.0M0.00%
158
MLIMUELLER INDS INC
506$58.0M0.00%
159
SAPSAP SE
240$58.0M0.00%
160
BNDVANGUARD BD INDEX FDS
762$56.0M0.00%
161
VOVANGUARD INDEX FDS
196$56.0M0.00%
162
MTSIMACOM TECH SOLUTIONS HLDGS I
332$56.0M0.00%
163
SPLVINVESCO EXCH TRADED FD TR II
775$55.0M0.00%
164
PKGPACKAGING CORP AMER
270$55.0M0.00%
165
XLBSELECT SECTOR SPDR TR
1,206$54.0M0.00%
166
EVREVERCORE INC
160$54.0M0.00%
167
WMWASTE MGMT INC DEL
242$53.0M0.00%
168
AVGOBROADCOM INC
153$53.0M0.00%
169
DGSWISDOMTREE TR
928$53.0M0.00%
170
INTFISHARES TR
1,417$53.0M0.00%
171
IBMINTERNATIONAL BUSINESS MACHS
179$52.0M0.00%
172
IJHISHARES TR
791$52.0M0.00%
173
LULULULULEMON ATHLETICA INC
251$52.0M0.00%
174
LGNDLIGAND PHARMACEUTICALS INC
275$51.0M0.00%
175
TLTISHARES TR
580$50.0M0.00%
176
CVXCHEVRON CORP NEW
323$49.0M0.00%
177
VFHVANGUARD WORLD FD
373$49.0M0.00%
178
PGRPROGRESSIVE CORP
217$49.0M0.00%
179
MAAMID-AMER APT CMNTYS INC
350$48.0M0.00%
180
ASMLASML HOLDING N V
43$46.0M0.00%
181
XLVSELECT SECTOR SPDR TR
293$45.0M0.00%
182
CARRCARRIER GLOBAL CORPORATION
853$45.0M0.00%
183
ESEESCO TECHNOLOGIES INC
234$45.0M0.00%
184
NIJNELNET INC
334$44.0M0.00%
185
SCHDSCHWAB STRATEGIC TR
1,600$43.0M0.00%
186
HONHONEYWELL INTL INC
221$43.0M0.00%
187
MDTMEDTRONIC PLC
444$42.0M0.00%
188
MICCMAGNUM ICE CREAM CO NV
2,656$42.0M0.00%
189
DTDWISDOMTREE TR
497$42.0M0.00%
190
OREALTY INCOME CORP
760$42.0M0.00%
191
TSLATESLA INC
92$41.0M0.00%
192
FERGFERGUSON ENTERPRISES INC
186$41.0M0.00%
193
ENSGENSIGN GROUP INC
232$40.0M0.00%
194
NPOENPRO INC
189$40.0M0.00%
195
MTUMISHARES TR
156$39.0M0.00%
196
AITAPPLIED INDL TECHNOLOGIES IN
152$39.0M0.00%
197
SUSUNCOR ENERGY INC NEW
882$39.0M0.00%
198
NEMNEWMONT CORP
400$39.0M0.00%
199
PLMRPALOMAR HLDGS INC
291$39.0M0.00%
200
FNFABRINET
84$38.0M0.00%
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