Fund Holdings — Portfolio Design Labs, LLC

Total Portfolio Value
$582.36M
Total Bought
$243.71M
Total Sold
$174.21M
Net Transaction
+$69.51M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)83,035183,142+100,10713,11934,1715.87%+21,052
APPLE INC(AAPL)47,355114,902+67,5479,71629,2585.02%+19,542
MICROSOFT CORP(MSFT)28,83159,951+31,12014,34131,0525.33%+16,711
ALPHABET INC(GOOG)42,29986,683+44,3847,50321,1123.63%+13,608
PROSHARES TR
PSHS ULT S&P 500
0102,488+102,488011,4921.97%+11,492
AMAZON COM INC(AMZN)49,79783,456+33,65910,92518,3243.15%+7,399
BROADCOM INC(AVGO)25,42341,443+16,0207,00813,6722.35%+6,665
BERKSHIRE HATHAWAY INC DEL011,114+11,11405,5870.96%+5,587
META PLATFORMS INC(META)16,66320,632+3,96912,29915,1522.60%+2,853
WALMART INC(WMT)3,07429,713+26,6393013,0620.53%+2,762
PALANTIR TECHNOLOGIES INC(PLTR)014,597+14,59702,6630.46%+2,663
CHEVRON CORP NEW(CVX)14,87530,339+15,4642,1304,7110.81%+2,581
ABBVIE INC(ABBV)3,07711,675+8,5985712,7030.46%+2,132
GOLDMAN SACHS GROUP INC(GS)02,607+2,60702,0760.36%+2,076
SALESFORCE INC(CRM)08,720+8,72002,0670.35%+2,067
MASTERCARD INCORPORATED(MA)2,2405,814+3,5741,2593,3070.57%+2,048
AMPHENOL CORP NEW3,75118,861+15,1103702,3340.40%+1,964
ADVANCED MICRO DEVICES INC(AMD)2,47614,295+11,8193512,3130.40%+1,961
MICRON TECHNOLOGY INC(MU)011,535+11,53501,9300.33%+1,930
FORD MTR CO(F)0157,050+157,05001,8780.32%+1,878
DISNEY WALT CO(DIS)016,216+16,21601,8570.32%+1,857
LAM RESEARCH CORP(LRCX)3,42916,186+12,7573342,1670.37%+1,834
MERCK & CO INC(MRK)021,259+21,25901,7840.31%+1,784
QUALCOMM INC(QCOM)010,715+10,71501,7830.31%+1,783
COSTCO WHSL CORP NEW(COST)1,1343,116+1,9821,1232,8840.50%+1,762
CMS ENERGY CORP(CMS)023,878+23,87801,7490.30%+1,749
CAPITAL ONE FINL CORP(COF)08,119+8,11901,7260.30%+1,726
PALO ALTO NETWORKS INC(PANW)08,400+8,40001,7100.29%+1,710
HUNTINGTON BANCSHARES INC(HBAN)096,805+96,80501,6720.29%+1,672
AMERICAN EXPRESS CO(AXP)05,004+5,00401,6620.29%+1,662
INTERNATIONAL BUSINESS MACHS(IBM)05,803+5,80301,6370.28%+1,637
GE AEROSPACE(GE)5,65110,252+4,6011,4553,0840.53%+1,629
CITIZENS FINL GROUP INC(CFG)029,740+29,74001,5810.27%+1,581
CONOCOPHILLIPS(COP)016,612+16,61201,5710.27%+1,571
ARISTA NETWORKS INC(ANET)010,777+10,77701,5700.27%+1,570
OCCIDENTAL PETE CORP(OXY)033,224+33,22401,5700.27%+1,570
GENERAL MTRS CO(GM)025,261+25,26101,5400.26%+1,540
UNITEDHEALTH GROUP INC(UNH)3,5417,617+4,0761,1052,6300.45%+1,526
CITIGROUP INC(C)014,962+14,96201,5190.26%+1,519
WEC ENERGY GROUP INC(WEC)013,221+13,22101,5150.26%+1,515
CATERPILLAR INC(CAT)03,163+3,16301,5090.26%+1,509
HOME DEPOT INC(HD)2,0415,569+3,5287482,2570.39%+1,508
HOWMET AEROSPACE INC(HWM)07,549+7,54901,4810.25%+1,481
MARTIN MARIETTA MATLS INC(MLM)02,340+2,34001,4750.25%+1,475
UBER TECHNOLOGIES INC(UBER)015,012+15,01201,4710.25%+1,471
DANAHER CORPORATION(DHR)07,396+7,39601,4660.25%+1,466
NEXTERA ENERGY INC(NEE)019,289+19,28901,4560.25%+1,456
WELLS FARGO CO NEW(WFC)13,90130,598+16,6971,1142,5650.44%+1,451
FASTENAL CO(FAST)029,556+29,55601,4490.25%+1,449
SCHWAB CHARLES CORP(SCHW)015,144+15,14401,4460.25%+1,446
FEDERAL RLTY INVT TR NEW(FRT)014,265+14,26501,4450.25%+1,445
ANALOG DEVICES INC(ADI)1,1546,986+5,8322751,7160.29%+1,442
LENNAR CORP(LEN)011,286+11,28601,4220.24%+1,422
PFIZER INC(PFE)055,545+55,54501,4150.24%+1,415
MORGAN STANLEY(MS)08,889+8,88901,4130.24%+1,413
MCDONALDS CORP(MCD)1,1225,712+4,5903281,7360.30%+1,408
AMGEN INC(AMGN)04,922+4,92201,3890.24%+1,389
THERMO FISHER SCIENTIFIC INC(TMO)02,831+2,83101,3730.24%+1,373
LOWES COS INC(LOW)05,458+5,45801,3720.24%+1,372
APPLIED MATLS INC3,2059,561+6,3565871,9580.34%+1,371
ACCENTURE PLC IRELAND
SHS CLASS A
1,0876,839+5,7523251,6860.29%+1,362
PROGRESSIVE CORP(PGR)1,2526,844+5,5923341,6900.29%+1,356
BLACKSTONE INC(BX)07,904+7,90401,3500.23%+1,350
GILEAD SCIENCES INC(GILD)012,148+12,14801,3480.23%+1,348
OLD DOMINION FREIGHT LINE IN(ODFL)09,496+9,49601,3370.23%+1,337
ASSURANT INC(AIZ)06,133+6,13301,3280.23%+1,328
CINTAS CORP(CTAS)06,468+6,46801,3280.23%+1,328
COCA COLA CO(KO)18,79040,035+21,2451,3292,6550.46%+1,326
DOORDASH INC(DASH)04,851+4,85101,3190.23%+1,319
PARKER-HANNIFIN CORP(PH)01,735+1,73501,3150.23%+1,315
TEXAS INSTRS INC(TXN)07,138+7,13801,3110.23%+1,311
NIKE INC(NKE)018,220+18,22001,2700.22%+1,270
STRYKER CORPORATION(SYK)6554,129+3,4742591,5260.26%+1,267
EOG RES INC(EOG)1,88213,310+11,4282251,4920.26%+1,267
INGERSOLL RAND INC(IR)015,045+15,04501,2430.21%+1,243
EXPEDITORS INTL WASH INC(EXPD)1,93711,936+9,9992211,4630.25%+1,242
GE VERNOVA INC(GEV)6782,598+1,9203591,5980.27%+1,239
PROLOGIS INC.(PLD)010,704+10,70401,2260.21%+1,226
BOEING CO(BA)05,598+5,59801,2080.21%+1,208
PEPSICO INC(PEP)2,72611,047+8,3213601,5510.27%+1,192
KKR & CO INC(KKR)09,129+9,12901,1860.20%+1,186
AMERICAN TOWER CORP NEW(AMT)06,140+6,14001,1810.20%+1,181
HILTON WORLDWIDE HLDGS INC(HLT)04,437+4,43701,1510.20%+1,151
BANK AMERICA CORP29,65649,479+19,8231,4032,5530.44%+1,149
PINNACLE WEST CAP CORP(PNW)012,684+12,68401,1370.20%+1,137
PAYCHEX INC(PAYX)1,77310,813+9,0402581,3710.24%+1,113
EATON CORP PLC(ETN)3,2466,037+2,7911,1592,2590.39%+1,101
INTUITIVE SURGICAL INC12,2873,171-9,1163551,4180.24%+1,063
DEERE & CO(DE)02,315+2,31501,0590.18%+1,059
TRANE TECHNOLOGIES PLC(TT)02,438+2,43801,0290.18%+1,029
ADOBE INC(ADBE)1,8184,879+3,0617031,7210.30%+1,018
SYNOPSYS INC(SNPS)02,055+2,05501,0140.17%+1,014
STARBUCKS CORP(SBUX)011,924+11,92401,0090.17%+1,009
COLGATE PALMOLIVE CO(CL)012,077+12,07709650.17%+965
PPL CORP(PPL)69,03487,891+18,8572,3403,2660.56%+926
AIR PRODS & CHEMS INC03,319+3,31909050.16%+905
CONSTELLATION BRANDS INC(STZ)06,276+6,27608450.15%+845
EXXON MOBIL CORP46,58851,071+4,4835,0225,7580.99%+736
GALLAGHER ARTHUR J & CO(AJG)2,5314,935+2,4048101,5290.26%+718
FISERV INC(FISV)2,7238,865+6,1424691,1430.20%+673
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Portfolio Design Labs, LLC — 13F Holdings — Q3 2025 | TickerTrail