MBB PUBLIC MARKETS I LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$1.1B

Holdings

498

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (498 positions)

StockValue
VENVENTAS INC
$242K
AOSSMITH A O CORP
$242K
DHRDANAHER CORPORATION
$242K
TMUST-MOBILE US INC
$242K
XOMEXXON MOBIL CORP
$241K
LUVSOUTHWEST AIRLS CO
$241K
KMXCARMAX INC
$241K
PLDPROLOGIS INC.
$241K
MOHMOLINA HEALTHCARE INC
$240K
ZTSZOETIS INC
$240K
EXPEEXPEDIA GROUP INC
$240K
LLYELI LILLY & CO
$239K
ITGARTNER INC
$239K
AVYAVERY DENNISON CORP
$239K
INTCINTEL CORP
$239K
DYHTARGET CORP
$239K
CNCCENTENE CORP DEL
$239K
DVADAVITA INC
$239K
COPCONOCOPHILLIPS
$239K
DHID R HORTON INC
$239K
AVBAVALONBAY CMNTYS INC
$238K
IPGINTERPUBLIC GROUP COS INC
$238K
CPRTCOPART INC
$238K
BROBROWN & BROWN INC
$238K
BRK/BBERKSHIRE HATHAWAY INC DEL
$238K
KMBKIMBERLY-CLARK CORP
$237K
SPGSIMON PPTY GROUP INC NEW
$237K
PSXPHILLIPS 66
$237K
HUMHUMANA INC
$237K
PFEPFIZER INC
$237K
AIZASSURANT INC
$237K
IFFINTERNATIONAL FLAVORS&FRAGRA
$237K
WTWWILLIS TOWERS WATSON PLC LTD
$236K
AONAON PLC
$235K
FDXFEDEX CORP
$234K
SNASNAP ON INC
$234K
OXYOCCIDENTAL PETE CORP
$234K
ELVELEVANCE HEALTH INC
$233K
STZCONSTELLATION BRANDS INC
$233K
PGPROCTER AND GAMBLE CO
$232K
EQIXEQUINIX INC
$232K
LENLENNAR CORP
$232K
POOLPOOL CORP
$232K
GISGENERAL MLS INC
$231K
PKNREVVITY INC
$231K
BAXBAXTER INTL INC
$231K
SJMSMUCKER J M CO
$231K
BBYBEST BUY INC
$230K
MHKMOHAWK INDS INC
$229K
OMCOMNICOM GROUP INC
$228K
LKQ1LKQ CORP
$228K
COOCOOPER COS INC
$228K
BLDRBUILDERS FIRSTSOURCE INC
$228K
EIXEDISON INTL
$227K
VRTXVERTEX PHARMACEUTICALS INC
$227K
DVNDEVON ENERGY CORP NEW
$227K
HESHESS CORP
$227K
CRLCHARLES RIV LABS INTL INC
$227K
FANGDIAMONDBACK ENERGY INC
$225K
DDDUPONT DE NEMOURS INC
$225K
ABBVABBVIE INC
$225K
TRGPTARGA RES CORP
$225K
CTRACOTERRA ENERGY INC
$225K
APAAPA CORPORATION
$224K
DECKDECKERS OUTDOOR CORP
$224K
CVXCHEVRON CORP NEW
$224K
MASMASCO CORP
$222K
IPINTERNATIONAL PAPER CO
$222K
PEPPEPSICO INC
$220K
WYWEYERHAEUSER CO MTN BE
$220K
UPSUNITED PARCEL SERVICE INC
$220K
ERIEERIE INDTY CO
$219K
BKRBAKER HUGHES COMPANY
$219K
7HPHP INC
$219K
KHCKRAFT HEINZ CO
$218K
BIIBBIOGEN INC
$217K
TECHBIO-TECHNE CORP
$216K
AESAES CORP
$215K
CLXCLOROX CO DEL
$214K
SWKSTANLEY BLACK & DECKER INC
$214K
MRNAMODERNA INC
$212K
DOCHEALTHPEAK PROPERTIES INC
$212K
TAPMOLSON COORS BEVERAGE CO
$211K
PCGPG&E CORP
$210K
CPBTHE CAMPBELLS COMPANY
$209K
ZBHZIMMER BIOMET HOLDINGS INC
$209K
OKEONEOK INC NEW
$209K
EMNEASTMAN CHEM CO
$209K
GPNGLOBAL PMTS INC
$208K
ALBALBEMARLE CORP
$205K
REGNREGENERON PHARMACEUTICALS
$203K
MRKMERCK & CO INC
$201K
AHCOADAPTHEALTH CORP
$171K
GTXGARRETT MOTION INC
$166K
VMDVIEMED HEALTHCARE INC
$162K
JBIJANUS INTERNATIONAL GROUP IN
$161K
HLMNHILLMAN SOLUTIONS CORP
$155K
IMXIINTERNATIONAL MNY EXPRESS IN
$143K
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