StockDriftsStockDriftsTop 50 Villere St Denis J & CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LGND | LIGAND PHARMACEUTICALS INC | 5.87% | 155.5K | $49.2M | -17.67%(-33.37K) | $60.59(+391.57%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.57% | 116.9K | $38.3M | -8.80%(-11.27K) | $97.92(+269.18%) | 2026-06-30 | |
| V | VISA INC | 4.09% | 99.9K | $34.3M | -13.53%(-15.63K) | $52.48(+588.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.89% | 136.9K | $32.6M | -12.72%(-19.94K) | $191.09(+43.88%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 3.56% | 179.9K | $29.8M | -7.78%(-15.18K) | $116.63(+67.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.38% | 97.9K | $28.3M | -6.83%(-7.17K) | $136.79(+124.19%) | 2026-06-30 | |
| PLMR | PALOMAR HLDGS INC | 3.26% | 216.3K | $27.3M | -12.28%(-30.27K) | $81.35(+61.38%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.24% | 106.8K | $27.1M | -11.97%(-14.52K) | $138.67(+89.42%) | 2026-06-30 | |
| LINE | LINEAGE INC | 3.19% | 618.5K | $26.7M | -12.63%(-89.43K) | $59.39(-30.27%) | 2026-06-30 | |
| FCX | FREEPORT MCMORAN INC | 3.19% | 424.4K | $26.7M | -10.56%(-50.09K) | $34.91(+100.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +2.03% | +6.20% | -0.41% | -2.03% |
| Top 20 Holdings Unweighted | +0.97% | +2.94% | -1.20% | -5.85% |
Villere St Denis J & CO LLC reports $837.77M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are LGND (5.9%), JPM (4.6%) and V (4.1%). The top 20 holdings account for 63.47% of reported assets. Its disclosed equity book has returned +6.20% on a three-year cumulative basis. Figures reflect the Q2 2026 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 Villere St Denis J & CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1113629). View Villere St Denis J & CO LLC’s 13F filings on SEC