Fund HoldingsFreestone Grove Partners LP

Total Portfolio Value
$13.83B
Total Bought
$7.30B
Total Sold
$6.91B
Net Transaction
+$387.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR300,6701,430,000+1,129,330201,238979,4647.08%+778,226
AMAZON COM INC(AMZN)0683,670+683,6700157,8051.14%+157,805
BOSTON SCIENTIFIC CORP(BSX)01,327,239+1,327,2390126,5520.91%+126,552
ELEVANCE HEALTH INC FORMERLY(ELV)0283,107+283,107099,2430.72%+99,243
LENNAR CORP(LEN)0933,278+933,278095,9410.69%+95,941
DANAHER CORPORATION(DHR)0412,785+412,785094,4950.68%+94,495
COLGATE PALMOLIVE CO(CL)01,164,038+1,164,038091,9820.66%+91,982
EXXON MOBIL CORP0755,658+755,658090,9360.66%+90,936
CATERPILLAR INC(CAT)0158,274+158,274090,6700.66%+90,670
ALPHABET INC(GOOG)0269,538+269,538084,3650.61%+84,365
GE AEROSPACE(GE)0252,039+252,039077,6360.56%+77,636
HERC HLDGS INC(HRI)0573,149+573,149085,0440.61%+85,044
CRANE COMPANY(CR)0413,005+413,005076,1710.55%+76,171
WW GRAINGER INC(GWW)073,063+73,063073,7240.53%+73,724
MORGAN STANLEY(MS)0410,395+410,395072,8570.53%+72,857
ALEXANDRIA REAL ESTATE EQ IN01,474,123+1,474,123072,1440.52%+72,144
UNITEDHEALTH GROUP INC(UNH)0207,360+207,360068,4520.49%+68,452
BOOZ ALLEN HAMILTON HLDG COR0794,606+794,606067,0330.48%+67,033
AMRIZE LTD(AMRZ)01,205,796+1,205,796065,2090.47%+65,209
BECTON DICKINSON & CO(BDX)0335,414+335,414065,0940.47%+65,094
CMS ENERGY CORP(CMS)0926,977+926,977064,8240.47%+64,824
FORTIVE CORP(FTV)01,159,137+1,159,137063,9960.46%+63,996
ROCKWELL AUTOMATION INC(ROK)0161,697+161,697062,9110.45%+62,911
PNC FINL SVCS GROUP INC(PNC)0295,635+295,635061,7080.45%+61,708
DTE ENERGY CO(DTB)0469,260+469,260060,5250.44%+60,525
INTERCONTINENTAL EXCHANGE IN(ICE)0369,580+369,580059,8570.43%+59,857
ENTERGY CORP NEW(ETR)0787,603+787,603072,7980.53%+72,798
KINDER MORGAN INC DEL(KMI)02,025,696+2,025,696055,6860.40%+55,686
FORTUNE BRANDS INNOVATIONS I(FBIN)800,3751,949,958+1,149,58342,73297,5370.71%+54,805
VERTIV HOLDINGS CO(VRT)0336,051+336,051054,4440.39%+54,444
TREX CO INC(TREX)01,537,938+1,537,938053,9510.39%+53,951
QUEST DIAGNOSTICS INC(DGX)0309,214+309,214053,6580.39%+53,658
ARISTA NETWORKS INC(ANET)0393,164+393,164051,5160.37%+51,516
OVINTIV INC(OVV)03,074,925+3,074,9250120,5060.87%+120,506
OWENS CORNING NEW(OC)0434,019+434,019048,5710.35%+48,571
AMERICAN WTR WKS CO INC NEW0356,804+356,804046,5630.34%+46,563
EVERGY INC(EVRG)0854,739+854,739061,9600.45%+61,960
OKTA INC(OKTA)294,700847,024+552,32427,02473,2420.53%+46,218
SERVICENOW INC(NOW)0301,372+301,372046,1670.33%+46,167
BOOKING HOLDINGS INC(BKNG)08,602+8,602046,0670.33%+46,067
SCHWAB CHARLES CORP(SCHW)01,067,690+1,067,6900106,6730.77%+106,673
PHILLIPS 66(PSX)0350,480+350,480045,2260.33%+45,226
ANTERO RESOURCES CORP(AR)01,892,006+1,892,006065,1990.47%+65,199
AUTOLIV INC(ALV)0376,484+376,484044,6890.32%+44,689
OLLIES BARGAIN OUTLET HLDGS(OLLI)0402,955+402,955044,1680.32%+44,168
HORMEL FOODS CORP(HRL)01,828,681+1,828,681043,3400.31%+43,340
ELI LILLY & CO(LLY)053,593+53,593057,5950.42%+57,595
HCI GROUP INC0275,108+275,108052,7350.38%+52,735
WORKDAY INC(WDAY)0312,301+312,301067,0760.48%+67,076
LANTHEUS HLDGS INC(LNTH)0608,526+608,526040,4970.29%+40,497
TOAST INC(TOST)01,102,638+1,102,638039,1550.28%+39,155
COCA COLA CO(KO)0557,270+557,270038,9590.28%+38,959
TANGER INC(SKT)01,184,674+1,184,674039,5330.29%+39,533
JEFFERIES FINL GROUP INC(JEF)0959,288+959,288059,4470.43%+59,447
SPOTIFY TECHNOLOGY S A(SPOT)066,016+66,016038,3360.28%+38,336
INSULET CORP(PODD)0198,490+198,490056,4190.41%+56,419
RTX CORPORATION(RTX)0268,799+268,799049,2980.36%+49,298
REVVITY INC(RVTY)0389,019+389,019037,6380.27%+37,638
BP PLC(BP)1,455,9812,476,418+1,020,43750,17386,0060.62%+35,833
GUIDEWIRE SOFTWARE INC(GWRE)0250,570+250,570050,3670.36%+50,367
SABRA HEALTH CARE REIT INC(SBRA)01,840,635+1,840,635034,8620.25%+34,862
MCCORMICK & CO INC(MKC)0505,335+505,335034,4180.25%+34,418
BIO RAD LABS INC0110,524+110,524033,4880.24%+33,488
AMERICAN HEALTHCARE REIT INC(AHR)0694,952+694,952032,7040.24%+32,704
GENERAL MTRS CO(GM)992,1011,144,149+152,04860,48893,0420.67%+32,554
PHINIA INC(PHIN)0557,097+557,097034,9240.25%+34,924
AMETEK INC476,035593,885+117,85089,495121,9310.88%+32,436
AFLAC INC(AFL)0294,119+294,119032,4330.23%+32,433
RH(RH)0179,198+179,198032,1030.23%+32,103
FERGUSON ENTERPRISES INC(FERG)0143,977+143,977032,0540.23%+32,054
VANGUARD INDEX FDS1,352,2731,370,820+18,547828,105859,6826.22%+31,577
KEYCORP(KEY)01,517,838+1,517,838031,3280.23%+31,328
INTUITIVE SURGICAL INC055,188+55,188031,2560.23%+31,256
SL GREEN RLTY CORP(SLG)0686,552+686,552031,4920.23%+31,492
PENUMBRA INC(PEN)096,889+96,889030,1240.22%+30,124
EPR PPTYS(EPR)0602,312+602,312030,0550.22%+30,055
AVANTOR INC(AVTR)02,584,006+2,584,006029,6130.21%+29,613
JOHNSON & JOHNSON(JNJ)0147,070+147,070030,4360.22%+30,436
CENTERPOINT ENERGY INC(CNP)02,111,044+2,111,044080,9370.59%+80,937
AMEREN CORP(AEE)0292,386+292,386029,1980.21%+29,198
OPTION CARE HEALTH INC(OPCH)0915,898+915,898029,1810.21%+29,181
ENVISTA HOLDINGS CORPORATION(NVST)01,337,923+1,337,923029,0460.21%+29,046
ALASKA AIR GROUP INC0974,582+974,582049,0210.35%+49,021
YUM BRANDS INC(YUM)0190,130+190,130028,7630.21%+28,763
ASSOCIATED BANC CORP01,079,930+1,079,930027,8190.20%+27,819
NATIONAL STORAGE AFFILIATES(NSA)01,000,091+1,000,091028,2130.20%+28,213
XCEL ENERGY INC(XEL)856,8281,308,948+452,12069,10396,6790.70%+27,576
INVITATION HOMES INC(INVH)0999,012+999,012027,7630.20%+27,763
ROSS STORES INC(ROST)0285,078+285,078051,3540.37%+51,354
TEREX CORP NEW(TEX)0510,232+510,232027,2360.20%+27,236
STIFEL FINL CORP(SF)0319,274+319,274039,9790.29%+39,979
S&P GLOBAL INC(SPGI)051,541+51,541026,9350.19%+26,935
CARLYLE GROUP INC(CG)0444,142+444,142026,2530.19%+26,253
APTIV PLC(APTV)0344,753+344,753026,2320.19%+26,232
PFIZER INC(PFE)01,049,881+1,049,881026,1420.19%+26,142
AMERICAN HOMES 4 RENT(AMH)01,150,321+1,150,321036,9250.27%+36,925
WASTE MGMT INC DEL(WM)0115,930+115,930025,4710.18%+25,471
BRIXMOR PPTY GROUP INC(BRX)0954,195+954,195025,0190.18%+25,019
AGREE RLTY CORP0635,736+635,736045,7920.33%+45,792
PERMIAN RESOURCES CORP(PR)04,922,956+4,922,956069,0690.50%+69,069
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