StockDriftsStockDriftsTop 50 Stonnington Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 7.94% | 900.5K | $30.5M | -8.16%(-80.00K) | — | 2023-03-31 | |
| AAPL | APPLE INC | 5.46% | 126.7K | $21.0M | +0.29%(+371) | — | 2023-03-31 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 4.6% | 36 | $17.7M | +0.00%(+0) | — | 2023-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 3.18% | 23.2K | $12.2M | -6.38%(-1.58K) | — | 2023-03-31 | |
| MSFT | MICROSOFT CORP | 2.44% | 32.3K | $9.4M | -2.86%(-951) | — | 2023-03-31 | |
| COST | COSTCO WHSL CORP NEW | 2.22% | 17.2K | $8.5M | -1.11%(-192) | — | 2023-03-31 | |
| AVGO | BROADCOM INC | 1.9% | 11.7K | $7.3M | +5.47%(+605) | — | 2023-03-31 | |
| HD | HOME DEPOT INC | 1.82% | 23.9K | $7.0M | -2.13%(-520) | — | 2023-03-31 | |
| AMGN | AMGEN INC | 1.52% | 23.2K | $5.8M | -8.69%(-2.20K) | — | 2023-03-31 | |
| KFY | KORN FERRY | 1.51% | 112.8K | $5.8M | +0.00%(+0) | — | 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 | — | — | — | — |
Stonnington Group, Llc reports $384.11M in US-listed equity holdings across 234 positions in its most recent 13F filing. Its largest disclosed positions are DFUV (7.9%), AAPL (5.5%) and BRKA (4.6%). 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 Stonnington Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1325261). View Stonnington Group, Llc’s 13F filings on SEC