StockDriftsStockDriftsTop 50 Moloney Securities Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 2.98% | 48.4K | $25.0M | -5.41%(-2.77K) | $157.08(+204.37%) | 2025-09-30 | |
| AAPL | APPLE INC | 2.52% | 83.2K | $21.2M | -2.57%(-2.19K) | $66.36(+290.37%) | 2025-09-30 | |
| AMZN | AMAZON.COM INC | 1.92% | 73.4K | $16.1M | -4.46%(-3.43K) | $139.57(+76.46%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY CLASS B | 1.56% | 26.0K | $13.1M | -0.82%(-215) | $231.61(+115.78%) | 2025-09-30 | |
| IYW | ISHARES U S TECHNOLOGY ETF | 1.36% | 58.2K | $11.4M | +579.40%(+49.67K) | $176.97(+12.89%) | 2025-09-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 1.2% | 83.2K | $10.0M | +301.68%(+62.52K) | $108.15(+14.40%) | 2025-09-30 | |
| IYF | ISHARES U S FINANCIALS ETF | 1.11% | 73.4K | $9.3M | +1708.12%(+69.38K) | $121.19(+8.69%) | 2025-09-30 | |
| IYZ | ISHARES TRUST ISHARES U S TELE | 1.11% | 287.9K | $9.3M | new | $26.59(+26.65%) | 2025-09-30 | |
| VOO | VANGUARD S&P 500 ETF | 1.1% | 15.1K | $9.3M | +280.90%(+11.15K) | $554.50(+14.35%) | 2025-09-30 | |
| IDU | ISHARES U S UTILITIES ETF | 1.1% | 83.1K | $9.2M | new | $84.71(+27.48%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.37% | +83.23% | — | — | +83.23% |
| Top 20 Holdings Unweighted | +21.30% | +78.49% | — | — | +78.49% |
Moloney Securities Asset Management, Llc reports $840.32M in US-listed equity holdings across 497 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.0%), AAPL (2.5%) and AMZN (1.9%). The top 20 holdings account for 24.03% of reported assets. Its disclosed equity book has returned +83.23% on a three-year cumulative basis. Figures reflect the Q3 2025 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 Moloney Securities Asset Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697934). View Moloney Securities Asset Management, Llc’s 13F filings on SEC