Fund Holdings — WELLINGTON MANAGEMENT GROUP LLP

Total Portfolio Value
$571.19B
Total Bought
$74.90B
Total Sold
$77.50B
Net Transaction
-$2.59B
Filing Period:
Securities
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SharesValue ($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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APPLE INC(AAPL)76,449,37183,753,174+7,303,80315,685,11721,326,0713.73%+5,640,953
ALPHABET INC(GOOG)66,042,65865,608,960-433,69811,638,69815,949,5382.79%+4,310,841
NVIDIA CORPORATION(NVDA)146,233,293143,372,591-2,860,70223,103,39826,750,4584.68%+3,647,060
CATERPILLAR INC(CAT)129,0945,228,058+5,098,96450,1162,494,5680.44%+2,444,452
ABBVIE INC(ABBV)1,890,47710,536,901+8,646,424350,9102,439,7140.43%+2,088,804
UBS GROUP AG(UBS)17,940,24963,671,310+45,731,061605,1452,601,5890.46%+1,996,444
HOME DEPOT INC(HD)6,307,03810,143,089+3,836,0512,312,4124,109,8780.72%+1,797,466
INTUITIVE SURGICAL INC183,5213,151,229+2,967,70813,3641,409,3240.25%+1,395,960
ORACLE CORP(ORCL)2,252,9926,609,564+4,356,572492,5721,858,8740.33%+1,366,302
TESLA INC(TSLA)8,520,8549,082,638+561,7842,706,7344,039,2310.71%+1,332,496
ALPHABET INC(GOOG)16,250,46617,166,129+915,6632,882,6704,180,8110.73%+1,298,141
QUALCOMM INC(QCOM)5,144,45712,437,240+7,292,783819,3062,069,0590.36%+1,249,753
SIMON PPTY GROUP INC NEW(SPG)1,003,3787,370,089+6,366,711161,3031,383,1450.24%+1,221,842
T-MOBILE US INC(TMUS)9,126,30113,461,669+4,335,3682,174,4323,222,4540.56%+1,048,022
JOHNSON & JOHNSON(JNJ)24,876,53825,832,777+956,2393,799,8914,789,9140.84%+990,022
JAMES HARDIE INDS PLC
ORD SHS
050,649,731+50,649,7310972,9810.17%+972,981
BECTON DICKINSON & CO(BDX)57,1425,232,086+5,174,9449,843979,2900.17%+969,447
WELLS FARGO CO NEW(WFC)74,696,14782,414,032+7,717,8855,984,6556,907,9441.21%+923,289
FREEPORT-MCMORAN INC(FCX)12,544,23636,494,793+23,950,557543,7931,431,3260.25%+887,533
GOLDMAN SACHS GROUP INC(GS)844,6051,780,620+936,015597,7691,417,9970.25%+820,228
KROGER CO(KR)20,715,29033,367,551+12,652,2611,485,9082,249,3070.39%+763,399
DICKS SPORTING GOODS INC(DKS)3,593,0106,606,860+3,013,850710,7331,468,1760.26%+757,443
PALANTIR TECHNOLOGIES INC(PLTR)1,581,1885,182,560+3,601,372215,548945,4030.17%+729,855
THERMO FISHER SCIENTIFIC INC(TMO)1,429,2692,699,460+1,270,191579,5111,309,2920.23%+729,781
C H ROBINSON WORLDWIDE INC(CHRW)2,392,2637,143,297+4,751,034229,538945,7730.17%+716,235
CORNING INC(GLW)12,708,94916,557,489+3,848,540668,3641,358,2110.24%+689,847
ADVANCED MICRO DEVICES INC(AMD)1,112,0184,847,825+3,735,807157,795784,3300.14%+626,534
LOWES COS INC(LOW)2,081,6894,204,311+2,122,622461,8641,056,5850.18%+594,721
INTERCONTINENTAL EXCHANGE IN(ICE)6,286,30210,354,224+4,067,9221,153,3481,744,4800.31%+591,132
AUTOMATIC DATA PROCESSING IN4,621,3676,830,294+2,208,9271,425,2302,004,6910.35%+579,462
SYNOPSYS INC(SNPS)888,2902,068,217+1,179,927455,4091,020,4380.18%+565,029
SEMPRA(SRE)52,464,79250,405,763-2,059,0293,975,2574,535,5110.79%+560,253
SNOWFLAKE INC(SNOW)1,150,1633,551,003+2,400,840257,372800,9290.14%+543,557
SUN CMNTYS INC(SUI)338,7804,485,795+4,147,01542,852578,6680.10%+535,815
EVERCORE INC(EVR)563,6172,023,520+1,459,903152,188682,5740.12%+530,386
CARDINAL HEALTH INC(CAH)2,292,5115,804,090+3,511,579385,142911,0100.16%+525,868
CHEWY INC(CHWY)4,451,44317,622,768+13,171,325189,721712,8410.12%+523,120
TRUIST FINL CORP(TFC)76,30810,386,831+10,310,5233,280474,8860.08%+471,605
WELLTOWER INC(WELL)20,168,97420,017,966-151,0083,100,5763,566,0000.62%+465,424
MICRON TECHNOLOGY INC(MU)5,962,2347,150,530+1,188,296734,8451,196,4270.21%+461,581
UNITY SOFTWARE INC(U)11,476,19818,213,875+6,737,677277,724729,2840.13%+451,560
WILLIAMS COS INC(WMB)41,917,34948,586,299+6,668,9502,632,8293,077,9420.54%+445,113
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
381,1135,275,187+4,894,07432,475471,4430.08%+438,969
DELL TECHNOLOGIES INC(DELL)68,6393,005,776+2,937,1378,415426,1290.07%+417,714
NXP SEMICONDUCTORS N V
COM
11,249,79812,583,718+1,333,9202,457,9682,865,6900.50%+407,722
VIPER ENERGY INC(VNOM)010,346,671+10,346,6710395,4500.07%+395,450
CVS HEALTH CORP(CVS)1,287,9016,330,717+5,042,81688,839477,2730.08%+388,433
ISHARES TR03,636,000+3,636,0000387,1980.07%+387,198
AAON INC773,8044,739,892+3,966,08857,068442,8960.08%+385,827
EXPEDIA GROUP INC(EXPE)7,2341,808,466+1,801,2321,220386,5600.07%+385,339
ASML HOLDING N V
N Y REGISTRY SHS
924,3641,157,324+232,960740,7761,120,3940.20%+379,618
SYSCO CORP(SYY)115,5574,711,376+4,595,8198,752387,9350.07%+379,182
INTERPUBLIC GROUP COS INC607,12413,949,010+13,341,88614,862389,3170.07%+374,454
TRIP COM GROUP LTD(TCOM)133,7194,809,422+4,675,7037,841361,6690.06%+353,827
APPLOVIN CORP(APP)425,394693,874+268,480148,922498,5760.09%+349,654
CISCO SYS INC(CSCO)28,250,03933,748,414+5,498,3751,959,9882,309,0660.40%+349,079
KLARNA GROUP PLC(KLAR)09,517,988+9,517,9880348,8340.06%+348,834
VANGUARD MUN BD FDS06,943,100+6,943,1000347,6410.06%+347,641
KEYCORP(KEY)19,125,56636,370,694+17,245,128333,167679,7680.12%+346,601
WESCO INTL INC(WCC)2,004,2673,386,421+1,382,154371,190716,2280.13%+345,038
MARRIOTT INTL INC NEW(MAR)7,538,2589,175,377+1,637,1192,059,5272,389,6350.42%+330,108
COOPER COS INC(COO)1,428,8146,184,992+4,756,178101,674424,0430.07%+322,369
WIX COM LTD
SHS
1,780,6003,390,589+1,609,989282,154602,2700.11%+320,116
ARGENX SE(ARGX)405,333729,986+324,653223,428538,4080.09%+314,981
MEDTRONIC PLC(MDT)7,530,60510,189,586+2,658,981656,443970,4560.17%+314,013
DYNATRACE INC(DT)895,8657,340,127+6,444,26249,461355,6290.06%+306,168
COHERENT CORP(COHR)5,960,3417,687,202+1,726,861531,722828,0650.14%+296,343
MORGAN STANLEY(MS)19,124,17218,732,898-391,2742,693,8312,977,7810.52%+283,951
TERADYNE INC(TER)14,4982,036,887+2,022,3891,304280,3570.05%+279,053
ICON PLC(ICLR)3,661,8694,637,137+975,268532,619811,4990.14%+278,880
PERFORMANCE FOOD GROUP CO(PFGC)4,248,6446,213,443+1,964,799371,629646,4470.11%+274,818
PNC FINL SVCS GROUP INC(PNC)2,322,3563,485,320+1,162,964432,934700,3050.12%+267,372
INTERACTIVE BROKERS GROUP IN(IBKR)9,270,55110,901,171+1,630,620513,681750,1100.13%+236,428
MERCK & CO INC(MRK)76,856,49275,279,104-1,577,3886,083,9606,318,1751.11%+234,215
FERRARI N V
COM
66,460536,486+470,02632,462259,5640.05%+227,102
BIO-TECHNE CORP(TECH)1,137,1075,115,133+3,978,02658,504284,5550.05%+226,051
AUTODESK INC215,036918,010+702,97466,569291,6240.05%+225,056
MICROSOFT CORP(MSFT)53,297,97651,614,635-1,683,34126,510,94626,733,8004.68%+222,854
TRIMBLE INC(TRMB)22,4522,743,757+2,721,3051,706224,0280.04%+222,322
COLUMBIA BKG SYS INC(COLB)5,860,91913,782,222+7,921,303137,028354,7540.06%+217,726
DOMINION ENERGY INC(D)29,447,26530,746,146+1,298,8811,664,3591,880,7420.33%+216,382
ELI LILLY & CO(LLY)13,989,55114,563,780+574,22910,905,27511,112,1641.95%+206,889
ASCENDIS PHARMA A/S(ASND)918,0951,798,931+880,836158,463357,6450.06%+199,182
MASCO CORP(MAS)02,741,130+2,741,1300192,9480.03%+192,948
TECK RESOURCES LTD(TECK)1,586,1925,781,060+4,194,86864,017253,6950.04%+189,677
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,396,0515,861,474-534,5771,448,6421,637,0510.29%+188,409
WASTE CONNECTIONS INC(WCN)3,191,0124,455,162+1,264,150595,823783,2180.14%+187,395
MADRIGAL PHARMACEUTICALS INC(MDGL)7,379404,455+397,0762,233185,5070.03%+183,274
CRINETICS PHARMACEUTICALS IN(CRNX)5,807,3088,381,991+2,574,683167,018349,1100.06%+182,092
STEPSTONE GROUP INC(STEP)3,465,1935,723,073+2,257,880192,318373,7740.07%+181,456
IONIS PHARMACEUTICALS INC(IONS)6,345,7766,588,811+243,035250,722431,0400.08%+180,318
CARNIVAL CORP6,093,28312,159,619+6,066,336171,343351,5350.06%+180,191
LAUDER ESTEE COS INC(EL)50,9552,082,217+2,031,2624,117183,4850.03%+179,368
AVIDITY BIOSCIENCES INC9,249,69010,065,187+815,497262,691438,5400.08%+175,849
FERGUSON ENTERPRISES INC(FERG)3,052,2453,734,911+682,666664,626838,7860.15%+174,160
CG ONCOLOGY INC(CGON)1,898,8945,512,779+3,613,88549,371222,0550.04%+172,683
AMRIZE LTD(AMRZ)7,812,89111,622,024+3,809,133388,485561,0180.10%+172,533
UNITED THERAPEUTICS CORP DEL(UTHR)1,442,9361,398,781-44,155414,628586,3830.10%+171,755
ONTO INNOVATION INC(ONTO)106,2231,398,995+1,292,77210,721180,7780.03%+170,057
HEARTFLOW INC(HTFL)04,880,064+4,880,0640164,2630.03%+164,263
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WELLINGTON MANAGEMENT GROUP LLP — 13F Holdings — Q3 2025 | TickerTrail