Fund HoldingsWELLINGTON MANAGEMENT GROUP LLP

Total Portfolio Value
$570.93B
Total Bought
$51.79B
Total Sold
$59.15B
Net Transaction
-$7.36B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BROADCOM INC(AVGO)3,774,29949,660,521+45,886,2226,059,7508,566,4401.50%+2,506,690
NASDAQ INC(NDAQ)14,749,35638,833,510+24,084,154888,7962,835,2350.50%+1,946,438
UNITEDHEALTH GROUP INC(UNH)25,883,50924,865,003-1,018,50613,181,43614,538,0702.55%+1,356,634
GILEAD SCIENCES INC(GILD)034,600,676+34,600,67602,900,9210.51%+2,900,921
DEERE & CO(DE)5,569,4817,352,465+1,782,9842,080,9253,068,4040.54%+987,479
TESLA INC(TSLA)4,833,0387,344,526+2,511,488956,3621,921,5480.34%+965,187
OREILLY AUTOMOTIVE INC(ORLY)997,2761,725,316+728,0401,053,1831,986,8740.35%+933,691
STARBUCKS CORP(SBUX)7,551,79115,149,937+7,598,146587,9071,476,9670.26%+889,060
WELLS FARGO CO NEW(WFC)71,836,96591,249,892+19,412,9274,266,3975,154,7060.90%+888,309
SERVICENOW INC(NOW)2,553,7343,169,531+615,7972,008,9462,834,7970.50%+825,851
EVERSOURCE ENERGY(ES)011,885,124+11,885,1240808,7830.14%+808,783
MCDONALDS CORP(MCD)14,954,09415,082,894+128,8003,810,9014,592,8920.80%+781,991
S&P GLOBAL INC(SPGI)8,575,9398,868,375+292,4363,824,8694,581,5800.80%+756,711
EQT CORP(EQT)53,452,12974,153,050+20,700,9211,976,6602,716,9680.48%+740,308
CHARLES RIV LABS INTL INC(CRL)03,740,768+3,740,7680736,8190.13%+736,819
CROWN CASTLE INC(CCI)017,528,597+17,528,59702,079,4170.36%+2,079,417
MARATHON PETE CORP(MPC)05,593,729+5,593,7290911,2740.16%+911,274
WELLTOWER INC(WELL)16,888,51418,685,844+1,797,3301,760,6282,392,3490.42%+631,721
NVIDIA CORPORATION(NVDA)139,023,118146,488,704+7,465,58617,174,91617,789,5883.12%+614,672
KKR & CO INC(KKR)23,372,68023,432,827+60,1472,459,7413,059,8590.54%+600,118
T-MOBILE US INC(TMUS)14,921,74315,524,529+602,7862,628,9133,203,6420.56%+574,729
APPLE INC(AAPL)103,918,47896,394,516-7,523,96221,887,31022,459,9223.93%+572,612
PARKER-HANNIFIN CORP(PH)01,977,849+1,977,84901,249,6450.22%+1,249,645
UBER TECHNOLOGIES INC(UBER)043,902,595+43,902,59503,299,7190.58%+3,299,719
EDWARDS LIFESCIENCES CORP031,532,725+31,532,72502,080,8450.36%+2,080,845
COCA COLA CO(KO)27,601,43231,615,428+4,013,9961,756,8312,271,8850.40%+515,054
CHENIERE ENERGY INC(LNG)04,200,456+4,200,4560755,4100.13%+755,410
ACCENTURE PLC IRELAND
SHS CLASS A
09,914,778+9,914,77803,504,6760.61%+3,504,676
LOCKHEED MARTIN CORP(LMT)03,074,855+3,074,85501,797,4370.31%+1,797,437
QIAGEN NV(QGEN)021,250,943+21,250,9430963,3860.17%+963,386
ATMOS ENERGY CORP(ATO)12,403,71213,745,352+1,341,6401,446,8931,906,6180.33%+459,725
NIKE INC(NKE)26,099,05227,442,145+1,343,0931,967,0862,425,8860.42%+458,800
WEC ENERGY GROUP INC(WEC)04,718,179+4,718,1790453,7940.08%+453,794
AMERICAN INTL GROUP INC025,013,346+25,013,34601,831,7270.32%+1,831,727
PACCAR INC(PCAR)8,764,94313,434,115+4,669,172902,2631,325,6780.23%+423,415
TRADEWEB MKTS INC(TW)8,225,26010,324,211+2,098,951871,8781,276,7950.22%+404,918
NORTHROP GRUMMAN CORP(NOC)04,140,892+4,140,89202,186,6810.38%+2,186,681
VALERO ENERGY CORP(VLO)02,850,526+2,850,5260384,9070.07%+384,907
TARGA RES CORP(TRGP)14,473,00215,106,591+633,5891,863,8332,235,9270.39%+372,093
DANAHER CORPORATION(DHR)023,306,257+23,306,25706,479,6061.13%+6,479,606
WILLIAMS COS INC(WMB)30,037,06135,734,666+5,697,6051,276,5751,631,2880.29%+354,712
EXACT SCIENCES CORP(EXK)014,332,237+14,332,2370976,3120.17%+976,312
AMERICAN TOWER CORP NEW(AMT)011,380,675+11,380,67502,646,6900.46%+2,646,690
RAYMOND JAMES FINL INC(RJF)012,114,502+12,114,50201,483,5420.26%+1,483,542
META PLATFORMS INC(META)010,739,784+10,739,78406,147,8821.08%+6,147,882
MERCADOLIBRE INC(MELI)228,756349,678+120,922375,938717,5250.13%+341,588
AIRBNB INC04,241,180+4,241,1800537,8240.09%+537,824
IDEX CORP(IEX)02,830,929+2,830,9290607,2340.11%+607,234
ARCHER DANIELS MIDLAND CO019,430,111+19,430,11101,160,7550.20%+1,160,755
KENVUE INC(KVUE)079,087,472+79,087,47201,829,2930.32%+1,829,293
CONOCOPHILLIPS(COP)031,161,897+31,161,89703,280,7250.57%+3,280,725
AMERICAN ELEC PWR CO INC020,870,388+20,870,38802,141,3020.38%+2,141,302
VERTEX PHARMACEUTICALS INC(VRTX)04,798,870+4,798,87002,231,8580.39%+2,231,858
WEYERHAEUSER CO MTN BE(WY)035,755,865+35,755,86501,210,6940.21%+1,210,694
VERTIV HOLDINGS CO(VRT)03,915,446+3,915,4460389,5480.07%+389,548
ABBOTT LABS025,810,977+25,810,97702,942,7090.52%+2,942,709
MASTERCARD INCORPORATED(MA)08,942,904+8,942,90404,416,0060.77%+4,416,006
CELANESE CORP DEL(CE)09,460,353+9,460,35301,286,2300.23%+1,286,230
BOSTON SCIENTIFIC CORP(BSX)32,102,31332,820,828+718,5152,472,1992,750,3850.48%+278,186
SEMPRA(SRE)34,196,04634,324,893+128,8472,600,9512,870,5910.50%+269,640
LINEAGE INC(LINE)03,392,389+3,392,3890265,8950.05%+265,895
ARISTA NETWORKS INC2,168,0802,660,695+492,615759,8691,021,2280.18%+261,359
REPUBLIC SVCS INC(RSG)4,872,3496,004,199+1,131,850946,8921,205,8830.21%+258,991
BANK AMERICA CORP40,606,90147,195,086+6,588,1851,614,9361,872,7010.33%+257,765
NATERA INC(NTRA)916,7822,800,263+1,883,48199,278355,4930.06%+256,215
FIRST SOLAR INC(FSLR)02,097,364+2,097,3640523,1660.09%+523,166
CORNING INC(GLW)39,092,23839,225,452+133,2141,518,7331,771,0290.31%+252,296
PPL CORP(PPL)035,089,490+35,089,49001,160,7600.20%+1,160,760
JOHNSON & JOHNSON(JNJ)023,925,367+23,925,36703,877,3450.68%+3,877,345
PROGRESSIVE CORP(PGR)09,716,477+9,716,47702,465,6530.43%+2,465,653
ALIGN TECHNOLOGY INC02,634,600+2,634,6000670,0310.12%+670,031
CITIZENS FINL GROUP INC(CFG)08,272,043+8,272,0430339,7330.06%+339,733
ROSS STORES INC(ROST)03,862,684+3,862,6840581,3730.10%+581,373
US FOODS HLDG CORP(USFD)9,671,11512,106,472+2,435,357512,376744,5480.13%+232,172
BANK NEW YORK MELLON CORP03,258,967+3,258,9670234,1890.04%+234,189
COTERRA ENERGY INC55,473,76671,210,013+15,736,2471,479,4851,705,4800.30%+225,994
CISCO SYS INC(CSCO)054,619,831+54,619,83102,906,8670.51%+2,906,867
AUTOMATIC DATA PROCESSING IN06,010,628+6,010,62801,663,3210.29%+1,663,321
GLAUKOS CORP(GKOS)02,183,766+2,183,7660284,5010.05%+284,501
AZEK CO INC014,224,410+14,224,4100665,7020.12%+665,702
KEURIG DR PEPPER INC(KDP)55,196,61154,956,602-240,0091,843,5672,059,7730.36%+216,207
GENERAL DYNAMICS CORP(GD)014,205,330+14,205,33004,292,8510.75%+4,292,851
HUBSPOT INC(HUBS)01,402,200+1,402,2000745,4100.13%+745,410
BARRICK GOLD CORP054,712,508+54,712,50801,088,4840.19%+1,088,484
ISHARES TR0540,989+540,9890203,0760.04%+203,076
AMERICAN HEALTHCARE REIT INC(AHR)013,445,752+13,445,7520350,9340.06%+350,934
COHERENT CORP(COHR)3,772,8855,251,332+1,478,447273,383466,8960.08%+193,513
CHAMPION HOMES INC(SKY)07,638,764+7,638,7640724,5370.13%+724,537
LINDE PLC(LIN)06,587,639+6,587,63903,141,0860.55%+3,141,086
ROPER TECHNOLOGIES INC(ROP)0738,582+738,5820410,9770.07%+410,977
ARES MANAGEMENT CORPORATION(ARES)18,652,68917,145,631-1,507,0582,486,0302,671,9750.47%+185,945
NETFLIX INC(NFLX)4,873,6874,897,389+23,7023,289,1543,473,5710.61%+184,417
TRANSUNION(TRU)04,426,510+4,426,5100463,4560.08%+463,456
EVERCORE INC(EVR)01,368,129+1,368,1290346,6020.06%+346,602
HONEYWELL INTL INC(HON)017,826,700+17,826,70003,684,9570.65%+3,684,957
VAXCYTE INC(PCVX)04,513,756+4,513,7560515,7870.09%+515,787
INTUITIVE SURGICAL INC3,061,6413,115,024+53,3831,361,9711,530,3180.27%+168,347
AVIDITY BIOSCIENCES INC3,802,0267,030,949+3,228,923155,313322,9310.06%+167,619
OLD DOMINION FREIGHT LINE IN(ODFL)01,435,228+1,435,2280285,0940.05%+285,094
HESS CORP2,361,8153,753,126+1,391,311348,415509,6750.09%+161,260
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