StockDriftsStockDriftsTop 17 Fithian, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IDXX | IDEXX LABS INC | 18.61% | 17.8K | $8.9M | +73.07%(+7.52K) | — | 2023-03-31 | |
| TECH | BIO-TECHNE CORP | 15.66% | 101.0K | $7.5M | +135.05%(+58.04K) | — | 2023-03-31 | |
| GOOG | ALPHABET INC | 13.15% | 60.5K | $6.3M | +265.79%(+43.95K) | — | 2023-03-31 | |
| ZTS | ZOETIS INC | 11.51% | 33.1K | $5.5M | +138.89%(+19.23K) | — | 2023-03-31 | |
| TTD | THE TRADE DESK INC | 9.08% | 71.3K | $4.3M | +152.37%(+43.06K) | — | 2023-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 8.82% | 7.3K | $4.2M | +53.02%(+2.54K) | — | 2023-03-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 8.5% | 13.2K | $4.1M | +88.76%(+6.19K) | — | 2023-03-31 | |
| ADSK | AUTODESK INC | 4.3% | 9.9K | $2.1M | +121.00%(+5.41K) | — | 2023-03-31 | |
| GOOGL | ALPHABET INC | 3.47% | 16.0K | $1.7M | +0.38%(+60) | — | 2023-03-31 | |
| HDB | HDFC BANK LTD | 2.69% | 19.3K | $1.3M | new | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Fithian, Llc reports $47.85M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are IDXX (18.6%), TECH (15.7%) and GOOG (13.2%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fithian, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965962). View Fithian, Llc’s 13F filings on SEC