StockDriftsStockDriftsTop 50 Van Leeuwen & Company, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.6% | 21.6K | $9.1M | +1.87%(+396) | — | 2024-03-31 | |
| GOOG | ALPHABET INC | 3.91% | 50.6K | $7.7M | -10.69%(-6.06K) | — | 2024-03-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.57% | 16.7K | $7.0M | -1.09%(-185) | — | 2024-03-31 | |
| V | VISA INC | 3.45% | 24.4K | $6.8M | +0.30%(+74) | — | 2024-03-31 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 3.39% | 16.0K | $6.7M | -1.94%(-317) | — | 2024-03-31 | |
| ROST | ROSS STORES INC | 3.36% | 45.2K | $6.6M | -1.77%(-815) | — | 2024-03-31 | |
| HUBB | HUBBELL INC | 3.25% | 15.5K | $6.4M | +87.11%(+7.20K) | — | 2024-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.24% | 7.1K | $6.4M | -3.90%(-287) | — | 2024-03-31 | |
| AAPL | APPLE INC | 2.92% | 33.5K | $5.8M | -24.66%(-10.98K) | — | 2024-03-31 | |
| EFA | ISHARES TR | 2.55% | 63.0K | $5.0M | +1.40%(+869) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Van Leeuwen & Company, Llc reports $197.28M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.6%), GOOG (3.9%) and BRKB (3.6%). Figures reflect the Q1 2024 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 Van Leeuwen & Company, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1769031). View Van Leeuwen & Company, Llc’s 13F filings on SEC