Fund HoldingsBBR PARTNERS, LLC

Total Portfolio Value
$1.31B
Total Bought
$1.09B
Total Sold
$1.01B
Net Transaction
+$74.99M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0991,338+991,3380568,79043.34%+568,790
ISHARES TR0184,752+184,7520106,5698.12%+106,569
UNITED PARCEL SERVICE INC(UPS)0646,056+646,056088,0836.71%+88,083
VANGUARD INDEX FDS075,787+75,787039,9903.05%+39,990
KKR & CO INC.0231,047+231,047030,1702.30%+30,170
VANGUARD INDEX FDS089,849+89,849025,4421.94%+25,442
INVESCO EXCHANGE TRADED FD T0123,374+123,374022,1041.68%+22,104
VANGUARD WORLD FDS031,981+31,981018,7571.43%+18,757
ALPHABET INC(GOOG)088,081+88,081014,6081.11%+14,608
BERKSHIRE HATHAWAY INC DEL019,855+19,85509,1380.70%+9,138
ISHARES TR0137,579+137,57908,6250.66%+8,625
DBX ETF TR0298,795+298,79508,5430.65%+8,543
ALPHABET INC(GOOG)042,440+42,44007,0960.54%+7,096
MONDELEZ INTL INC(MDLZ)086,458+86,45806,3690.49%+6,369
VANGUARD INDEX FDS018,936+18,93604,9960.38%+4,996
MASTERCARD INCORPORATED(MA)09,645+9,64504,7630.36%+4,763
DIMENSIONAL ETF TRUST078,910+78,91004,3900.33%+4,390
NU HLDGS LTD(NU)0316,026+316,02604,3140.33%+4,314
SELECT SECTOR SPDR TR
ST STR CARE ETF
027,857+27,85704,2910.33%+4,291
ISHARES TR010,163+10,16303,8150.29%+3,815
ISHARES TR013,441+13,44103,7200.28%+3,720
ISHARES INC023,412+23,41203,6740.28%+3,674
BP PLC(BP)0114,376+114,37603,5900.27%+3,590
APPLE INC(AAPL)198,900195,056-3,84441,89245,4483.46%+3,556
ISHARES TR
MSCI INTL QUALTY
084,840+84,84003,5200.27%+3,520
ISHARES TR032,314+32,31403,5150.27%+3,515
PHILIP MORRIS INTL INC(PM)140,979144,605+3,62614,28517,5551.34%+3,270
VANGUARD STAR FD049,837+49,83703,2260.25%+3,226
VISA INC(V)011,562+11,56203,1790.24%+3,179
ABBVIE INC(ABBV)061,465+61,465012,1380.92%+12,138
HARROW INC(HROW)22,00062,000+40,0004602,7880.21%+2,328
INVESCO QQQ TRUST SERIES 104,751+4,75102,3190.18%+2,319
VANGUARD MALVERN FDS046,632+46,63202,2990.18%+2,299
SHELL PLC(SHEL)033,457+33,45702,2060.17%+2,206
WAL MART STORES INC(WMT)48,76267,398+18,6363,3025,4420.41%+2,141
SPDR GOLD TRUST08,749+8,74902,1270.16%+2,127
AXIS CAP HLDGS LTD026,666+26,66602,1230.16%+2,123
ISHARES TR010,056+10,05601,9090.15%+1,909
ALBERTSONS COS INC0100,000+100,00001,8480.14%+1,848
ABBOTT LABS060,043+60,04306,8460.52%+6,846
VANGUARD TAX MANAGED INTL FD028,532+28,53201,5070.11%+1,507
ISHARES TR06,447+6,44701,4240.11%+1,424
COSTCO WHSL CORP NEW(COST)03,609+3,60903,1990.24%+3,199
AUTOMATIC DATA PROCESSING IN06,291+6,29101,7410.13%+1,741
DISNEY WALT CO(DIS)014,463+14,46301,3910.11%+1,391
ISHARES TR014,102+14,10201,3500.10%+1,350
ISHARES TR013,114+13,11401,3280.10%+1,328
CBRE GROUP INC(CBRE)010,400+10,40001,2950.10%+1,295
LIBERTY GLOBAL LTD(LBTYA)060,000+60,00001,2670.10%+1,267
AON PLC(AON)03,660+3,66001,2660.10%+1,266
ISHARES TR06,352+6,35201,2520.10%+1,252
PROSHARES TR011,675+11,67501,2460.09%+1,246
GENERAL ELECTRIC CO(GE)06,503+6,50301,2260.09%+1,226
CISCO SYS INC(CSCO)021,766+21,76601,1580.09%+1,158
VESTIS CORPORATION(VSTS)065,000+65,00009690.07%+969
ALPS ETF TR019,739+19,73909300.07%+930
JOHNSON & JOHNSON(JNJ)027,474+27,47404,4520.34%+4,452
BLACKSTONE SECD LENDING FD(BXSL)030,701+30,70108990.07%+899
2SEVENTY BIO INC0180,000+180,00008500.06%+850
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
013,841+13,84108170.06%+817
LEXICON PHARMACEUTICALS INC(LXRX)0470,000+470,00007380.06%+738
VANGUARD INDEX FDS01,866+1,86607160.05%+716
BERKSHIRE HATHAWAY INC DEL01+106910.05%+691
WESTERN DIGITAL CORP COM(WDC)010,000+10,00006830.05%+683
BITWISE BITCOIN ETF TR(BITB)019,000+19,00006570.05%+657
GOLUB CAP BDC INC043,331+43,33106550.05%+655
GENESIS ENERGY L.P(GEL)048,461+48,46106480.05%+648
INTERNATIONAL GAME TECHNOLOG(BRSL)030,000+30,00006390.05%+639
VANGUARD INDEX FDS02,693+2,69306390.05%+639
FORTREA HLDGS INC(FTRE)031,883+31,88306380.05%+638
MPLX LP(MPLX)014,000+14,00006220.05%+622
DIMENSIONAL ETF TRUST017,891+17,89106130.05%+613
ALTRIA GROUP INC(MO)0110,084+110,08405,6190.43%+5,619
LENZ THERAPEUTICS INC20,00040,000+20,0003469500.07%+604
DORCHESTER MINERALS LP(DMLP)019,456+19,45605870.04%+587
ENTERPRISE PRODS PARTNERS L(EPD)044,150+44,15001,2850.10%+1,285
ACCEL ENTMT INC(ACEL)049,606+49,60605760.04%+576
WESTERN MIDSTREAM PARTNERS L(WES)015,000+15,00005740.04%+574
SELECT SECTOR SPDR TR
ST STR ENERG ETF
06,523+6,52305730.04%+573
GE HEALTHCARE TECHNOLOGIES I(GEHC)06,014+6,01405640.04%+564
VANGUARD INTL EQUITY INDEX F011,767+11,76705630.04%+563
COMCAST CORP NEW013,136+13,13605490.04%+549
HYATT HOTELS CORP(H)03,500+3,50005330.04%+533
ISHARES TR03,926+3,92605300.04%+530
BROOKFIELD CORP(BN)09,900+9,90005260.04%+526
ATLANTA BRAVES HLDGS INC013,063+13,06305200.04%+520
BLACKSTONE GROUP INC.03,199+3,19904900.04%+490
SHOPIFY INC(SHOP)06,000+6,00004810.04%+481
TC ENERGY CORP010,000+10,00004760.04%+476
ISHARES TR
MSCI USA QLT FCT
02,642+2,64204740.04%+474
AFFIRM HLDGS INC(AFRM)011,366+11,36604640.04%+464
FIDELITY NATIONAL FINANCIAL(FNF)07,390+7,39004590.03%+459
INVESCO EXCHANGE TRADED FD T09,364+9,36404520.03%+452
WARNER BROS DISCOVERY INC(WBD)054,363+54,36304480.03%+448
LENNAR CORP(LEN)02,348+2,34804400.03%+440
PARKER HANNIFIN CORP(PH)03,447+3,44702,1780.17%+2,178
VANGUARD WORLD FDS
COMM SRVC ETF
02,876+2,87604180.03%+418
SHAKE SHACK INC(SHAK)04,000+4,00004130.03%+413
ALIBABA GROUP HLDG LTD(BABA)03,803+3,80304040.03%+404
MP MATERIALS CORP(MP)022,624+22,62403990.03%+399
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