OUTFITTERS FINANCIAL LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$111.1B

Holdings

76

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (76 positions)

#StockSharesValue% PortfolioType
1
EPDENTERPRISE PRODS PARTNERS L
200,372$6.8B6.16%
2
JPMJPMORGAN CHASE & CO.
17,137$4.2B3.78%
3
AAPLAPPLE INC
18,460$4.1B3.69%
4
METAMETA PLATFORMS INC
6,562$3.8B3.40%
5
AMZNAMAZON COM INC
19,680$3.7B3.37%
6
SCHASCHWAB STRATEGIC TR
133,921$3.1B2.82%
7
GOOGLALPHABET INC
18,395$2.8B2.56%
8
WMTWALMART INC
32,055$2.8B2.53%
9
VTIVANGUARD INDEX FDS
10,224$2.8B2.53%
10
GAINGLADSTONE INVT CORP
201,145$2.7B2.42%
11
JNJJOHNSON & JOHNSON
16,022$2.7B2.39%
12
WMWASTE MGMT INC DEL
11,316$2.6B2.36%
13
HESHESS CORP
16,360$2.6B2.35%
14
ETENERGY TRANSFER L P
137,762$2.6B2.31%
15
AMATAPPLIED MATLS INC
17,500$2.5B2.29%
16
BSXBOSTON SCIENTIFIC CORP
24,467$2.5B2.22%
17
CSCOCISCO SYS INC
38,091$2.4B2.12%
18
OKEONEOK INC NEW
20,500$2.0B1.83%
19
PEPPEPSICO INC
13,341$2.0B1.80%
20
MCDMCDONALDS CORP
6,254$2.0B1.76%
21
NVTNVENT ELECTRIC PLC
36,904$1.9B1.74%
22
INTUINTUIT
3,129$1.9B1.73%
23
DEDEERE & CO
4,000$1.9B1.69%
24
SCHXSCHWAB STRATEGIC TR
84,300$1.9B1.68%
25
PNRPENTAIR PLC
20,195$1.8B1.59%
26
SCHDSCHWAB STRATEGIC TR
55,725$1.6B1.40%
27
DDDUPONT DE NEMOURS INC
20,111$1.5B1.35%
28
MPLXMPLX LP
27,972$1.5B1.35%
29
LULULULULEMON ATHLETICA INC
5,107$1.4B1.30%
30
CITHE CIGNA GROUP
4,075$1.3B1.21%
31
BUDANHEUSER BUSCH INBEV SA/NV
21,330$1.3B1.18%
32
TOLTOLL BROTHERS INC
12,170$1.3B1.16%
33
GDGENERAL DYNAMICS CORP
4,706$1.3B1.15%
34
CSXCSX CORP
40,580$1.2B1.07%
35
MDTMEDTRONIC PLC
12,983$1.2B1.05%
36
IPINTERNATIONAL PAPER CO
21,735$1.2B1.04%
37
NDQINVESCO QQQ TR
2,463$1.2B1.04%
38
DUKDUKE ENERGY CORP NEW
9,440$1.2B1.04%
39
RTXRTX CORPORATION
8,500$1.1B1.01%
40
FITBFIFTH THIRD BANCORP
28,105$1.1B0.99%
41
GOOGALPHABET INC
6,780$1.1B0.95%
42
FDPFRESH DEL MONTE PRODUCE INC
30,675$945.7M0.85%
43
SNOWSNOWFLAKE INC
6,265$915.7M0.82%
44
DVNDEVON ENERGY CORP NEW
24,000$897.6M0.81%
45
AMTAMERICAN TOWER CORP NEW
3,980$866.0M0.78%
46
ZBHZIMMER BIOMET HOLDINGS INC
7,620$862.4M0.78%
47
FRSTPRIMIS FINANCIAL CORP
84,320$823.8M0.74%
48
NVONOVO-NORDISK A S
11,610$806.2M0.73%
49
IBMINTERNATIONAL BUSINESS MACHS
3,222$801.2M0.72%
50
PRPERMIAN RESOURCES CORP
57,808$800.6M0.72%
51
AESIATLAS ENERGY SOLUTIONS INC
43,065$768.3M0.69%
52
UTZUTZ BRANDS INC
54,200$763.1M0.69%
53
DISDISNEY WALT CO
7,670$757.0M0.68%
54
CMGCHIPOTLE MEXICAN GRILL INC
14,550$730.6M0.66%
55
JPXAEROVIRONMENT INC
5,830$694.9M0.63%
56
AXPAMERICAN EXPRESS CO
2,460$661.9M0.60%
57
SQMSOCIEDAD QUIMICA Y MINERA DE
16,420$652.4M0.59%
58
CTRACOTERRA ENERGY INC
22,006$636.0M0.57%
59
PSTGPURE STORAGE INC
13,110$580.4M0.52%
60
ETNEATON CORP PLC
1,870$508.3M0.46%
61
NVDANVIDIA CORPORATION
4,615$500.2M0.45%
62
ENBENBRIDGE INC
11,250$498.5M0.45%
63
NTRSNORTHERN TR CORP
5,000$493.3M0.44%
64
DBXDROPBOX INC
18,405$491.6M0.44%
65
BERYEURBERRY GLOBAL GROUP INC
6,905$482.0M0.43%
66
BACVERIZON COMMUNICATIONS INC
10,293$466.9M0.42%
67
DDOMINION ENERGY INC
8,150$457.0M0.41%
68
SKAASKECHERS U S A INC
7,645$434.1M0.39%
69
CBOECBOE GLOBAL MKTS INC
1,795$406.2M0.37%
70
TFCTRUIST FINL CORP
8,981$369.6M0.33%
71
AMDADVANCED MICRO DEVICES INC
3,500$359.6M0.32%
72
LYFTLYFT INC
25,450$302.1M0.27%
73
CAGCONAGRA BRANDS INC
11,255$300.2M0.27%
74
MSFTMICROSOFT CORP
605$227.1M0.20%
75
SOSOUTHERN CO
2,465$226.7M0.20%
76
AEOAMERICAN EAGLE OUTFITTERS IN
12,935$150.3M0.14%