Fund HoldingsGEODE CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$1271.99B
Total Bought
$154.89B
Total Sold
$6.41B
Net Transaction
+$148.48B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC-CL B37,961,11839,367,395+1,406,27717,181,12220,916,0451.64%+3,734,923
VISA INC-CLASS A SHARES(V)40,345,17642,029,171+1,683,99512,729,90114,694,6161.16%+1,964,715
ELI LILLY & CO(LLY)018,526,249+18,526,249015,252,9971.20%+15,252,997
PHILIP MORRIS INTERNATIONAL(PM)35,286,58236,508,124+1,221,5424,241,8375,791,9990.46%+1,550,163
JOHNSON & JOHNSON(JNJ)059,383,800+59,383,80009,826,8350.77%+9,826,835
ABBVIE INC(ABBV)038,253,590+38,253,59007,988,9820.63%+7,988,982
EXXON MOBIL CORP095,964,964+95,964,964011,386,8800.90%+11,386,880
COCA-COLA CO/THE(KO)095,937,591+95,937,59106,856,2170.54%+6,856,217
AT&T INC(T)163,761,301169,973,846+6,212,5453,719,7234,792,3570.38%+1,072,634
CHEVRON CORP(CVX)037,350,404+37,350,40406,229,3410.49%+6,229,341
ABBOTT LABORATORIES036,902,513+36,902,51304,878,4400.38%+4,878,440
GENERAL ELECTRIC(GE)023,389,408+23,389,40804,664,8220.37%+4,664,822
PROGRESSIVE CORP(PGR)015,211,817+15,211,81704,295,7040.34%+4,295,704
AMERICAN TOWER CORP(AMT)013,228,306+13,228,30602,870,3350.23%+2,870,335
INTL BUSINESS MACHINES CORP(IBM)021,536,104+21,536,10405,343,2830.42%+5,343,283
PALANTIR TECHNOLOGIES INC-A(PLTR)52,074,23255,428,473+3,354,2413,929,4014,666,6860.37%+737,285
NETFLIX INC(NFLX)9,323,9529,697,551+373,5998,287,8239,013,1890.71%+725,366
UNITEDHEALTH GROUP INC(UNH)020,637,107+20,637,107010,781,8440.85%+10,781,844
JPMORGAN CHASE & CO(JPM)59,220,60360,829,111+1,608,50814,161,17114,873,8761.17%+712,705
AMGEN INC(AMGN)012,727,346+12,727,34603,952,6670.31%+3,952,667
MASTERCARD INC - A(MA)18,657,79219,217,711+559,9199,800,20210,501,5900.83%+701,388
CVS HEALTH CORP(CVS)027,959,409+27,959,40901,887,7480.15%+1,887,748
COSTCO WHOLESALE CORP(COST)9,739,17510,124,212+385,0378,901,2499,546,5850.75%+645,336
LINDE PLC(LIN)011,278,431+11,278,43105,243,3270.41%+5,243,327
DOORDASH INC - A(DASH)07,728,042+7,728,04201,407,3690.11%+1,407,369
VERIZON COMMUNICATIONS INC(VZ)099,225,288+99,225,28804,486,9120.35%+4,486,912
UBER TECHNOLOGIES INC(UBER)044,690,848+44,690,84803,244,6300.26%+3,244,630
T-MOBILE US INC(TMUS)11,857,91712,053,828+195,9112,610,5423,204,5860.25%+594,043
GILEAD SCIENCES INC(GILD)28,289,91728,480,147+190,2302,608,3373,187,7120.25%+579,375
SCHWAB (CHARLES) CORP(SCHW)30,901,48436,342,807+5,441,3232,279,7422,838,8510.22%+559,109
RTX CORP(RTX)028,742,069+28,742,06903,794,0000.30%+3,794,000
META PLATFORMS INC-CLASS A(META)49,181,12750,892,441+1,711,31428,719,97029,238,9542.30%+518,984
VERTEX PHARMACEUTICALS INC(VRTX)05,761,760+5,761,76002,783,3990.22%+2,783,399
MCDONALD'S CORP(MCD)016,552,355+16,552,35505,160,5410.41%+5,160,541
ARTHUR J GALLAGHER & CO(AJG)6,277,9936,625,323+347,3301,779,2482,281,1770.18%+501,929
MARSH & MCLENNAN COS(MRSH)012,487,735+12,487,73503,038,6640.24%+3,038,664
WELLTOWER INC(WELL)014,288,567+14,288,56702,188,5210.17%+2,188,521
PROCTER & GAMBLE CO/THE(PG)058,355,220+58,355,22009,931,5720.78%+9,931,572
BOSTON SCIENTIFIC CORP(BSX)30,626,17031,802,380+1,176,2102,729,3713,196,9200.25%+467,549
ALTRIA GROUP INC(MO)043,960,254+43,960,25402,640,0290.21%+2,640,029
O'REILLY AUTOMOTIVE INC(ORLY)01,534,545+1,534,54502,197,0160.17%+2,197,016
ELEVANCE HEALTH INC(ELV)05,166,715+5,166,71502,245,1100.18%+2,245,110
CME GROUP INC(CME)08,858,782+8,858,78202,345,4450.18%+2,345,445
CISCO SYSTEMS INC(CSCO)95,620,78198,094,691+2,473,9105,651,1046,040,6230.47%+389,520
AON PLC-CLASS A(AON)4,949,9195,414,557+464,6381,773,1652,154,3670.17%+381,202
FISERV INC(FISV)11,891,20712,735,917+844,7102,435,2802,802,4140.22%+367,134
INTERCONTINENTAL EXCHANGE IN(ICE)012,292,193+12,292,19302,112,4690.17%+2,112,469
MEDTRONIC PLC(MDT)027,916,322+27,916,32202,499,6190.20%+2,499,619
THE CIGNA GROUP(CI)06,036,684+6,036,68401,978,7900.16%+1,978,790
WASTE MANAGEMENT INC(WM)08,520,817+8,520,81701,968,9640.15%+1,968,964
AUTOZONE INC(AZO)0436,484+436,48401,664,4150.13%+1,664,415
DUKE ENERGY CORP(DUK)018,365,446+18,365,44602,241,9770.18%+2,241,977
MICROSTRATEGY INC-CL A(MSTR)3,047,6254,135,889+1,088,264881,4701,190,0920.09%+308,622
SOUTHERN CO/THE(SO)025,765,347+25,765,34702,361,0470.19%+2,361,047
MCKESSON CORP(MCK)2,663,3032,708,500+45,1971,513,1951,816,0010.14%+302,806
DEERE & CO(DE)05,430,151+5,430,15102,545,4200.20%+2,545,420
NEWMONT CORP(NEM)025,149,819+25,149,81901,209,8100.10%+1,209,810
CINTAS CORP(CTAS)08,877,153+8,877,15301,824,2220.14%+1,824,222
CENCORA INC04,503,380+4,503,38001,248,4670.10%+1,248,467
AUTOMATIC DATA PROCESSING10,583,60711,043,137+459,5303,098,3053,373,0760.27%+274,771
UNION PACIFIC CORP(UNP)015,044,639+15,044,63903,551,6900.28%+3,551,690
CHUBB LTD
COM
08,780,059+8,780,05902,643,2100.21%+2,643,210
BRISTOL-MYERS SQUIBB CO(BMY)44,391,24745,453,231+1,061,9842,505,9672,768,9720.22%+263,004
WELLS FARGO & CO(WFC)71,287,39373,531,594+2,244,2014,998,4875,260,4900.41%+262,003
INTEL CORP(INTC)095,802,306+95,802,30602,167,8020.17%+2,167,802
STARBUCKS CORP(SBUX)025,746,651+25,746,65102,517,4070.20%+2,517,407
EXELON CORP(EXC)027,026,691+27,026,69101,241,6630.10%+1,241,663
WILLIAMS COS INC(WMB)31,263,23532,456,574+1,193,3391,687,7971,941,0640.15%+253,267
HOWMET AEROSPACE INC(HWM)010,218,927+10,218,92701,322,0690.10%+1,322,069
AMERICAN ELECTRIC POWER013,067,192+13,067,19201,423,1780.11%+1,423,178
INTERNATIONAL PAPER CO(IP)013,046,086+13,046,0860693,8430.05%+693,843
3M CO(MMM)011,843,472+11,843,47201,733,1460.14%+1,733,146
YUM! BRANDS INC(YUM)07,997,996+7,997,99601,260,2090.10%+1,260,209
KLA CORP(KLAC)03,363,240+3,363,24002,280,8250.18%+2,280,825
CROWN CASTLE INC(CCI)012,859,053+12,859,05301,341,9080.11%+1,341,908
HESS CORP06,975,209+6,975,20901,110,5970.09%+1,110,597
MONDELEZ INTERNATIONAL INC-A(MDLZ)028,708,354+28,708,35401,940,6840.15%+1,940,684
CONSOLIDATED EDISON INC(ED)09,230,424+9,230,42401,017,7050.08%+1,017,705
REPUBLIC SERVICES INC(RSG)04,677,384+4,677,38401,132,1360.09%+1,132,136
VICI PROPERTIES INC(VICI)032,337,042+32,337,04201,073,3600.08%+1,073,360
ROPER TECHNOLOGIES INC(ROP)02,547,117+2,547,11701,497,4120.12%+1,497,412
PROLOGIS INC(PLD)022,106,500+22,106,50002,462,9740.19%+2,462,974
EXPAND ENERGY CORP(EXE)4,187,5585,641,950+1,454,392416,253626,2110.05%+209,958
CROWDSTRIKE HOLDINGS INC - A(CRWD)5,018,4415,454,245+435,8041,712,0631,916,0740.15%+204,012
TJX COMPANIES INC(TJX)025,769,789+25,769,78903,129,1920.25%+3,129,192
AMERICAN INTERNATIONAL GROUP013,258,740+13,258,74001,153,6920.09%+1,153,692
PAYCHEX INC(PAYX)09,908,924+9,908,92401,529,9080.12%+1,529,908
REALTY INCOME CORP(O)024,921,103+24,921,10301,441,5990.11%+1,441,599
TRAVELERS COS INC/THE(TRV)05,487,456+5,487,45601,451,9710.11%+1,451,971
HCA HEALTHCARE INC(HCA)03,892,344+3,892,34401,339,8890.11%+1,339,889
KENVUE INC(KVUE)048,396,934+48,396,93401,156,8650.09%+1,156,865
STRYKER CORP(SYK)07,313,957+7,313,95702,712,3880.21%+2,712,388
SPOTIFY TECHNOLOGY SA(SPOT)1,483,3921,519,125+35,733659,841829,6160.07%+169,775
NORTHROP GRUMMAN CORP(NOC)03,100,539+3,100,53901,585,4390.12%+1,585,439
BROWN & BROWN INC(BRO)06,319,226+6,319,2260783,7350.06%+783,735
CITIGROUP INC(C)40,587,15542,545,296+1,958,1412,853,4843,014,5840.24%+161,101
PEPSICO INC(PEP)032,588,797+32,588,79704,877,1060.38%+4,877,106
BANK OF NEW YORK MELLON CORP018,112,895+18,112,89501,515,0510.12%+1,515,051
CARDINAL HEALTH INC(CAH)06,183,510+6,183,5100849,2270.07%+849,227
VENTAS INC(VTR)011,651,620+11,651,6200798,7960.06%+798,796
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