MBB PUBLIC MARKETS I LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$807.9M

Holdings

523

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (523 positions)

StockValue
AERAERCAP HOLDINGS NV
$52.8M
SPMDSPDR SER TR
$48.2M
UNHUNITEDHEALTH GROUP INC
$37.2M
AMZNAMAZON COM INC
$36.1M
EQTEQT CORP
$35.7M
VEAVANGUARD TAX-MANAGED FDS
$33.7M
BGBUNGE GLOBAL SA
$33.0M
GOOGLALPHABET INC
$32.2M
CTRACOTERRA ENERGY INC
$30.1M
TECK/BTECK RESOURCES LTD
$27.4M
SPSMSPDR SER TR
$27.3M
EWJISHARES INC
$26.4M
AVGOBROADCOM INC
$25.1M
AMGNAMGEN INC
$23.8M
CCOCAMECO CORP
$21.4M
FCXFREEPORT-MCMORAN INC
$21.3M
MSFTMICROSOFT CORP
$19.9M
SLBSCHLUMBERGER LTD
$17.1M
EWZISHARES INC
$16.6M
METAMETA PLATFORMS INC
$16.4M
ASMLASML HOLDING N V
$12.7M
INDAISHARES TR
$12.0M
RSPINVESCO EXCHANGE TRADED FD T
$10.6M
DFIVDIMENSIONAL ETF TRUST
$9.4M
VSTVISTRA CORP
$7.3M
DFATDIMENSIONAL ETF TRUST
$6.8M
FSLRFIRST SOLAR INC
$6.0M
HBMHUDBAY MINERALS INC
$4.7M
KYTXKYVERNA THERAPEUTICS INC
$1.2M
ETNEATON CORP PLC
$968K
TKOTKO GROUP HOLDINGS INC
$649K
BXBLACKSTONE INC
$407K
BRK/BBERKSHIRE HATHAWAY INC DEL
$383K
HCIHCI GROUP INC
$381K
MDLZMONDELEZ INTL INC
$356K
WRBBERKLEY W R CORP
$355K
MRSHMARSH & MCLENNAN COS INC
$351K
PAYXPAYCHEX INC
$350K
TSLATESLA INC
$350K
DLTRDOLLAR TREE INC
$348K
MAAMID-AMER APT CMNTYS INC
$347K
KRKROGER CO
$346K
NOCNORTHROP GRUMMAN CORP
$345K
OREALTY INCOME CORP
$345K
TSNTYSON FOODS INC
$345K
KMXCARMAX INC
$344K
COPCONOCOPHILLIPS
$343K
CHDCHURCH & DWIGHT CO INC
$342K
KVUEKENVUE INC
$341K
GILDGILEAD SCIENCES INC
$340K
ROPROPER TECHNOLOGIES INC
$340K
BRBROADRIDGE FINL SOLUTIONS IN
$340K
CBOECBOE GLOBAL MKTS INC
$340K
SJMSMUCKER J M CO
$340K
ORLYOREILLY AUTOMOTIVE INC
$340K
AZOAUTOZONE INC
$339K
OXYOCCIDENTAL PETE CORP
$339K
SOSOUTHERN CO
$339K
CBRECBRE GROUP INC
$339K
ACGLARCH CAP GROUP LTD
$339K
HIGHARTFORD INSURANCE GROUP INC
$338K
VICIVICI PPTYS INC
$338K
LYVLIVE NATION ENTERTAINMENT IN
$337K
PNWPINNACLE WEST CAP CORP
$337K
DGDOLLAR GEN CORP NEW
$337K
CSCOCISCO SYS INC
$337K
ULTAULTA BEAUTY INC
$337K
LNTALLIANT ENERGY CORP
$337K
HASHASBRO INC
$336K
TAT&T INC
$336K
CMSCMS ENERGY CORP
$336K
MCOMOODYS CORP
$335K
KOCOCA COLA CO
$335K
BACVERIZON COMMUNICATIONS INC
$335K
CPBTHE CAMPBELLS COMPANY
$334K
SYKSTRYKER CORPORATION
$334K
UHSUNIVERSAL HLTH SVCS INC
$334K
CPRTCOPART INC
$334K
WMWASTE MGMT INC DEL
$333K
FFIVF5 INC
$333K
VRSNVERISIGN INC
$333K
ABGCENCORA INC
$333K
COSTCOSTCO WHSL CORP NEW
$333K
AWCAMERICAN WTR WKS CO INC NEW
$333K
SYYSYSCO CORP
$332K
ABTABBOTT LABS
$332K
KDPKEURIG DR PEPPER INC
$332K
4I1PHILIP MORRIS INTL INC
$332K
PAYCPAYCOM SOFTWARE INC
$332K
HRLHORMEL FOODS CORP
$332K
GRMNGARMIN LTD
$331K
ROLROLLINS INC
$331K
ESSESSEX PPTY TR INC
$331K
WATWATERS CORP
$331K
GDGENERAL DYNAMICS CORP
$331K
CHRWC H ROBINSON WORLDWIDE INC
$331K
COOCOOPER COS INC
$331K
CAHCARDINAL HEALTH INC
$331K
PEOEXELON CORP
$330K
LLOEWS CORP
$330K
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