Top 50 Freestone Grove Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.08% | 1.43M | $979.5M | +375.60%(+1.13M) | $662.63(+6.12%) | 2025-12-31 | |
| VOO | VANGUARD INDEX FDS | 6.22% | 1.37M | $859.7M | +1.37%(+18.55K) | $533.18(+20.68%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 1.14% | 683.7K | $157.8M | new | $205.04(+21.20%) | 2025-12-31 | |
| BSX | BOSTON SCIENTIFIC CORP | 0.91% | 1.33M | $126.6M | +1733.23%(+1.25M) | $96.78(-33.24%) | 2025-12-31 | |
| AME | AMETEK INC | 0.88% | 593.9K | $121.9M | +24.76%(+117.85K) | $183.63(+25.31%) | 2025-12-31 | |
| OVV | OVINTIV INC | 0.87% | 3.07M | $120.5M | +79.88%(+1.37M) | $39.90(+37.93%) | 2025-12-31 | |
| FHN | FIRST HORIZON CORPORATION | 0.82% | 4.73M | $113.0M | -1.28%(-61.17K) | $18.73(+29.04%) | 2025-12-31 | |
| SCHW | SCHWAB CHARLES CORP | 0.77% | 1.07M | $106.7M | +66.98%(+428.26K) | $83.91(+19.50%) | 2025-12-31 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.72% | 283.1K | $99.2M | new | $375.29(-17.08%) | 2025-12-31 | |
| MTZ | MASTEC INC | 0.72% | 455.6K | $99.0M | -32.83%(-222.69K) | $136.65(+167.15%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.56% | +35.13% |
| Top 20 Holdings Unweighted | +7.78% | +25.21% |
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