MBB PUBLIC MARKETS I LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$1.1T

Holdings

498

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (498 positions)

StockValue
AWMSKYWORKS SOLUTIONS INC
$276K
GLWCORNING INC
$275K
NOCNORTHROP GRUMMAN CORP
$275K
PNCPNC FINL SVCS GROUP INC
$275K
HOLXHOLOGIC INC
$275K
ABNBAIRBNB INC
$275K
SYYSYSCO CORP
$275K
RSGREPUBLIC SVCS INC
$274K
BSXBOSTON SCIENTIFIC CORP
$274K
BACBANK AMERICA CORP
$274K
PANWPALO ALTO NETWORKS INC
$274K
TJXTJX COS INC NEW
$274K
WMBWILLIAMS COS INC
$273K
MLMMARTIN MARIETTA MATLS INC
$273K
GNRCGENERAC HLDGS INC
$272K
KOCOCA COLA CO
$272K
PYPLPAYPAL HLDGS INC
$272K
USBUS BANCORP DEL
$272K
KMIKINDER MORGAN INC DEL
$272K
ADPAUTOMATIC DATA PROCESSING IN
$272K
VVISA INC
$271K
LIILENNOX INTL INC
$271K
AZOAUTOZONE INC
$271K
ICEINTERCONTINENTAL EXCHANGE IN
$271K
RFREGIONS FINANCIAL CORP NEW
$271K
WELLWELLTOWER INC
$271K
PAYXPAYCHEX INC
$271K
TRMBTRIMBLE INC
$270K
FFORD MTR CO
$270K
MAMASTERCARD INCORPORATED
$270K
WMWASTE MGMT INC DEL
$270K
QCOMQUALCOMM INC
$269K
CMECME GROUP INC
$269K
MKTXMARKETAXESS HLDGS INC
$269K
LLOEWS CORP
$268K
ESEVERSOURCE ENERGY
$268K
JNPJUNIPER NETWORKS INC
$268K
ROPROPER TECHNOLOGIES INC
$268K
AMTAMERICAN TOWER CORP NEW
$268K
TFCTRUIST FINL CORP
$268K
TXTTEXTRON INC
$268K
CITHE CIGNA GROUP
$268K
DALDELTA AIR LINES INC DEL
$268K
CNPCENTERPOINT ENERGY INC
$267K
HSICHENRY SCHEIN INC
$267K
WBAWALGREENS BOOTS ALLIANCE INC
$267K
ATOATMOS ENERGY CORP
$266K
NVRNVR INC
$266K
CDWCDW CORP
$266K
TDYTELEDYNE TECHNOLOGIES INC
$265K
ROSTROSS STORES INC
$265K
HRLHORMEL FOODS CORP
$265K
TROWPRICE T ROWE GROUP INC
$265K
VLTOVERALTO CORP
$265K
AMEAMETEK INC
$265K
LINLINDE PLC
$265K
HDHOME DEPOT INC
$265K
CFGCITIZENS FINL GROUP INC
$265K
NXPINXP SEMICONDUCTORS N V
$265K
NINISOURCE INC
$264K
TRVTRAVELERS COMPANIES INC
$264K
JKHYHENRY JACK & ASSOC INC
$264K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$264K
SPGIS&P GLOBAL INC
$264K
AKXANSYS INC
$264K
EVRGEVERGY INC
$264K
MOALTRIA GROUP INC
$263K
TYLTYLER TECHNOLOGIES INC
$263K
AIGAMERICAN INTL GROUP INC
$263K
KDPKEURIG DR PEPPER INC
$263K
MTBM & T BK CORP
$263K
CSGPCOSTAR GROUP INC
$263K
HSTHOST HOTELS & RESORTS INC
$263K
SHWSHERWIN WILLIAMS CO
$262K
ACGLARCH CAP GROUP LTD
$262K
FDSFACTSET RESH SYS INC
$262K
EPAMEPAM SYS INC
$262K
PEGPUBLIC SVC ENTERPRISE GRP IN
$262K
UHSUNIVERSAL HLTH SVCS INC
$262K
CVSCVS HEALTH CORP
$262K
EFXEQUIFAX INC
$262K
IRINGERSOLL RAND INC
$261K
GWWGRAINGER W W INC
$261K
KIMKIMCO RLTY CORP
$261K
PPGPPG INDS INC
$261K
BACVERIZON COMMUNICATIONS INC
$261K
EXREXTRA SPACE STORAGE INC
$261K
CINFCINCINNATI FINL CORP
$260K
MGMMGM RESORTS INTERNATIONAL
$260K
KEYSKEYSIGHT TECHNOLOGIES INC
$260K
PNWPINNACLE WEST CAP CORP
$260K
GRMNGARMIN LTD
$260K
TERTERADYNE INC
$259K
STLDSTEEL DYNAMICS INC
$259K
NCLHNORWEGIAN CRUISE LINE HLDG L
$259K
DOVDOVER CORP
$259K
LNTALLIANT ENERGY CORP
$259K
IVZINVESCO LTD
$259K
ODFLOLD DOMINION FREIGHT LINE IN
$258K
CMICUMMINS INC
$258K
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