Fund HoldingsOsprey Private Wealth LLC

Total Portfolio Value
$183.68M
Total Bought
$183.68M
Total Sold
$168.66M
Net Transaction
+$15.03M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)084,655+84,655013,4897.34%+13,489
META PLATFORMS INC CL A(META)016,258+16,258011,6906.36%+11,690
ALPHABET INC CAP STK CL C(GOOG)058,020+58,020010,4765.70%+10,476
JPMORGAN CHASE & CO. COM(JPM)035,330+35,330010,4585.69%+10,458
VISA INC COM CL A(V)027,320+27,32009,8045.34%+9,804
TETRA TECH INC NEW COM(TTEK)0218,800+218,80008,0084.36%+8,008
MICROSOFT CORP COM(MSFT)015,290+15,29007,6274.15%+7,627
ABBVIE INC COM(ABBV)039,110+39,11007,4034.03%+7,403
BLACKROCK INC COM(BLK)06,060+6,06006,5583.57%+6,558
HOME DEPOT INC COM(HD)017,635+17,63506,5553.57%+6,555
ARES MANAGEMENT CORPORATION CL A COM STK(ARES)034,765+34,76506,1873.37%+6,187
BERKSHIRE HATHAWAY INC DEL CL B NEW012,500+12,50006,0633.30%+6,063
THERMO FISHER SCIENTIFIC INC COM(TMO)012,100+12,10005,1952.83%+5,195
PROGRESSIVE CORP COM(PGR)018,675+18,67504,8872.66%+4,887
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
015,095+15,09504,6012.50%+4,601
COSTCO WHSL CORP NEW COM(COST)04,538+4,53804,4792.44%+4,479
DISNEY WALT CO COM(DIS)035,550+35,55004,4082.40%+4,408
ECOLAB INC COM(ECL)016,035+16,03504,3952.39%+4,395
JOHNSON & JOHNSON COM(JNJ)025,297+25,29703,9472.15%+3,947
AUTOZONE INC COM(AZO)01,038+1,03803,9122.13%+3,912
TJX COS INC NEW COM(TJX)029,230+29,23003,6792.00%+3,679
CISCO SYS INC COM(CSCO)048,285+48,28503,3501.82%+3,350
ADOBE INC COM(ADBE)08,417+8,41703,1931.74%+3,193
MCDONALDS CORP COM(MCD)09,940+9,94002,9231.59%+2,923
ROPER TECHNOLOGIES INC COM(ROP)04,990+4,99002,8591.56%+2,859
PEPSICO INC COM(PEP)020,680+20,68002,8001.52%+2,800
RTX CORPORATION COM(RTX)018,815+18,81502,7421.49%+2,742
ZOETIS INC CL A(ZTS)017,180+17,18002,7351.49%+2,735
BLACKSTONE INC COM(BX)015,400+15,40002,3891.30%+2,389
DANAHER CORPORATION COM(DHR)010,950+10,95002,2251.21%+2,225
APPLE INC COM(AAPL)09,375+9,37502,0021.09%+2,002
UNITEDHEALTH GROUP INC COM(UNH)05,705+5,70501,7600.96%+1,760
REGENERON PHARMACEUTICALS COM(REGN)03,100+3,10001,6970.92%+1,697
ALPHABET INC CAP STK CL A(GOOG)08,160+8,16001,4650.80%+1,465
SPDR S&P 500 ETF TRUST(SPY)01,665+1,66501,0410.57%+1,041
AUTOMATIC DATA PROCESSING INC COM03,000+3,00009280.50%+928
NOVARTIS AG SPONSORED ADR(NVS)06,675+6,67508140.44%+814
VERIZON COMMUNICATIONS INC COM(VZ)017,300+17,30007530.41%+753
MERCK & CO INC COM(MRK)06,325+6,32505120.28%+512
NETFLIX INC COM(NFLX)0375+37504860.26%+486
EXXON MOBIL CORP COM04,300+4,30004820.26%+482
PHILIP MORRIS INTL INC COM(PM)02,450+2,45004380.24%+438
ELI LILLY & CO COM(LLY)0519+51904050.22%+405
EOG RES INC COM(EOG)03,125+3,12503850.21%+385
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)01,500+1,50003520.19%+352
INTUIT COM(INTU)0325+32502540.14%+254
DONALDSON INC COM(DCI)03,200+3,20002280.12%+228
PAYPAL HLDGS INC COM(PYPL)02,900+2,90002220.12%+222
AMERICAN INTL GROUP INC COM NEW02,650+2,65002200.12%+220
GENERAC HLDGS INC COM(GNRC)01,350+1,35002060.11%+206
INTUIT(INTU)3250-3252000-200
DONALDSON INCORPORATED(DCI)3,2000-3,2002150-215
AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW2,6500-2,6502300-230
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS(TSM)1,5000-1,5002490-249
NETFLIX INCORPORATED(NFLX)3750-3753500-350
ELI LILLY & COMPANY(LLY)4600-4603800-380
PHILIP MORRIS INTERNATIONAL INCORPORATED(PM)2,4500-2,4503890-389
EOG RES INCORPORATED(EOG)3,1250-3,1254010-401
MERCK & COMPANY INCORPORATED(MRK)5,6250-5,6255050-505
EXXON MOBIL CORPORATION4,3000-4,3005110-511
NOVARTIS AG SPONSORED ADR(NVS)6,5750-6,5757330-733
VERIZON COMMUNICATIONS INCORPORATED(VZ)16,7000-16,7007580-758
SPDR S&P 500 ETF(SPY)1,5000-1,5008390-839
AUTOMATIC DATA PROCESSING INCORPORATED3,0000-3,0009170-917
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)8,1100-8,1101,2540-1,254
APPLE INCORPORATED(AAPL)8,5750-8,5751,9050-1,905
BLACKSTONE INCORPORATED(BX)14,9250-14,9252,0860-2,086
REGENERON(REGN)3,5300-3,5302,2390-2,239
RTX CORPORATION(RTX)18,2150-18,2152,4130-2,413
DANAHER CORPORATION(DHR)13,3800-13,3802,7430-2,743
ZOETIS INCORPORATED CLASS A(ZTS)17,1200-17,1202,8190-2,819
ROPER TECHNOLOGIES INCORPORATED(ROP)5,0050-5,0052,9510-2,951
PEPSICO INCORPORATED(PEP)19,9300-19,9302,9880-2,988
CISCO SYSTEMS INCORPORATED(CSCO)48,4850-48,4852,9920-2,992
MCDONALDS CORPORATION(MCD)9,6100-9,6103,0020-3,002
ADOBE INCORPORATED(ADBE)8,5220-8,5223,2680-3,268
DISNEY WALT COMPANY(DIS)35,7250-35,7253,5260-3,526
TJX COMPANIES INCORPORATED NEW(TJX)29,1300-29,1303,5480-3,548
UNITEDHEALTH GROUP INCORPORATED(UNH)6,9150-6,9153,6220-3,622
AUTOZONE INCORPORATED(AZO)1,0240-1,0243,9040-3,904
ECOLAB INCORPORATED(ECL)15,6500-15,6503,9680-3,968
JOHNSON & JOHNSON(JNJ)25,0470-25,0474,1540-4,154
COSTCO WHOLESALE CORPORATION NEW(COST)4,4630-4,4634,2210-4,221
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
14,9650-14,9654,6700-4,670
ARES MANAGEMENT CORPORATION CLASS A COM STK(ARES)34,2150-34,2155,0160-5,016
PROGRESSIVE CORPORATION(PGR)18,6750-18,6755,2850-5,285
MICROSOFT CORPORATION(MSFT)14,8750-14,8755,5840-5,584
BLACKROCK INCORPORATED(BLK)5,9550-5,9555,6360-5,636
THERMO FISHER SCIENTIFIC INCORPORATED(TMO)11,6350-11,6355,7900-5,790
TETRA TECH INCORPORATED NEW(TTEK)216,2500-216,2506,3250-6,325
HOME DEPOT INCORPORATED(HD)17,3250-17,3256,3490-6,349
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW12,3750-12,3756,5910-6,591
ABBVIE INCORPORATED(ABBV)38,2200-38,2208,0080-8,008
JPMORGAN CHASE & COMPANY.(JPM)34,9750-34,9758,5790-8,579
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)57,1200-57,1208,9240-8,924
NVIDIA CORPORATION(NVDA)82,4300-82,4308,9340-8,934
META PLATFORMS INCORPORATED CLASS A(META)15,9930-15,9939,2180-9,218
VISA INCORPORATED COM CLASS A(V)27,0200-27,0209,4690-9,469
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