Clearbridge Investments, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$132.8T

Holdings

711

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (711 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA Corp
35,292,101$6.6T4.96%
2
MSFTMicrosoft Corp
11,890,252$6.2T4.64%
3
AMZNAmazon.com Inc
18,328,890$4.0T3.03%
4
METAMeta Platforms Inc
5,362,298$3.9T2.97%
5
AAPLApple Inc
15,299,452$3.9T2.93%
6
AVGOBroadcom Inc
10,517,921$3.5T2.61%
7
GOOGLAlphabet Inc
10,655,696$2.6T1.95%
8
VVisa Inc
7,539,235$2.6T1.94%
9
NFLXNetflix Inc
1,626,911$2.0T1.47%
10
JPMJPMorgan Chase & Co
4,815,748$1.5T1.14%
11
ORCLOracle Corp
4,590,631$1.3T0.97%
12
ETNEaton Corp PLC
3,368,621$1.3T0.95%
13
TSLATesla Inc
2,719,179$1.2T0.91%
14
RTXRTX Corp
7,151,051$1.2T0.90%
15
PANWPalo Alto Networks Inc
5,859,097$1.2T0.90%
16
TELTE Connectivity
5,232,261$1.1T0.86%
17
LINLinde PLC
2,411,888$1.1T0.86%
18
ASMLASML Holding NV
1,160,166$1.1T0.85%
19
WMBWilliams Cos Inc/The
17,577,356$1.1T0.84%
20
ENBEnbridge Inc
21,628,289$1.1T0.82%
21
XOMExxon Mobil Corp
9,377,556$1.1T0.80%
22
VRTXVertex Pharmaceuticals Inc
2,645,764$1.0T0.78%
23
JNJJohnson & Johnson
5,335,692$989.3B0.74%
24
SRESempra
10,926,600$983.1B0.74%
25
LHXL3Harris Technologies Inc
3,204,642$978.7B0.74%
26
TMOThermo Fisher Scientific Inc
1,967,528$954.3B0.72%
27
TSMTaiwan Semiconductor Manufacturing Co Ltd
3,394,931$948.2B0.71%
28
BACBank of America Corp
18,051,330$931.3B0.70%
29
SHWSherwin-Williams Co/The
2,635,566$912.6B0.69%
30
MRSHMarsh & McLennan Cos Inc
4,517,111$910.3B0.69%
31
TRVTravelers Cos Inc/The
3,235,445$903.4B0.68%
32
INTUIntuit Inc
1,281,847$875.4B0.66%
33
TJXTJX Cos Inc/The
5,812,209$840.1B0.63%
34
BDXBecton Dickinson & Co
4,406,987$824.9B0.62%
35
GWWWW Grainger Inc
858,696$818.3B0.62%
36
UNPUnion Pacific Corp
3,406,353$805.2B0.61%
37
ISRGIntuitive Surgical Inc
1,733,232$775.2B0.58%
38
VMCVulcan Materials Co
2,313,647$711.7B0.54%
39
ABNBAirbnb Inc
5,857,492$711.2B0.54%
40
AMTAmerican Tower Corp
3,677,219$707.2B0.53%
41
DISWALT DISNEY COMPANY
6,073,069$695.4B0.52%
42
CVSCVS Health Corp
9,031,836$680.9B0.51%
43
UBERUber Technologies Inc
6,861,280$672.2B0.51%
44
SNPSSynopsys Inc
1,358,418$670.2B0.50%
45
SYKStryker Corp
1,807,235$668.1B0.50%
46
TMUST-Mobile US Inc
2,770,023$663.1B0.50%
47
ETREntergy Corp
6,994,555$651.8B0.49%
48
SHOPShopify Inc
4,354,811$647.2B0.49%
49
ADSKAutodesk Inc
1,960,336$622.7B0.47%
50
APPAppLovin Corp
862,028$619.4B0.47%
51
PYPLPayPal Holdings Inc
9,167,081$614.7B0.46%
52
FCXFreeport-McMoRan Inc
15,609,661$612.2B0.46%
53
NOWServiceNow Inc
655,191$603.0B0.45%
54
CMCSAComcast Corp
18,701,316$587.6B0.44%
55
KOCoca-Cola Co/The
8,824,422$585.2B0.44%
56
PGProcter & Gamble Co/The
3,729,901$573.1B0.43%
57
EQIXEquinix Inc
728,171$570.3B0.43%
58
WMWaste Management Inc
2,581,082$570.0B0.43%
59
HDHome Depot Inc/The
1,401,786$568.0B0.43%
60
JCIJohnson Controls International plc
5,163,876$567.8B0.43%
61
ARGXArgenx SE
756,862$558.2B0.42%
62
SBUXStarbucks Corp
6,471,592$547.5B0.41%
63
MNSTMonster Beverage Corp
7,974,897$536.8B0.40%
64
CRWDCrowdstrike Holdings Inc
1,082,987$531.1B0.40%
65
SPGIS&P Global Inc
1,085,798$528.5B0.40%
66
WECWEC Energy Group Inc
4,522,972$518.3B0.39%
67
NEENextEra Energy Inc
6,707,571$506.4B0.38%
68
METMetLife Inc
6,084,235$501.1B0.38%
69
TXNTexas Instruments Inc
2,716,444$499.1B0.38%
70
UNHUnitedHealth Group Inc
1,428,761$493.4B0.37%
71
NOCNorthrop Grumman Corp
807,406$492.0B0.37%
72
VRTVertiv Holdings Co
3,230,436$487.3B0.37%
73
EQTEQT Corp
8,943,904$486.8B0.37%
74
SESea Ltd
2,625,354$469.2B0.35%
75
TRPTC Energy Corp
8,356,989$454.7B0.34%
76
COFCapital One Financial Corp
2,132,274$453.3B0.34%
77
PODDInsulet Corp
1,467,274$453.0B0.34%
78
CRMSalesforce Inc
1,868,417$442.8B0.33%
79
SCHWCharles Schwab Corp/The
4,622,055$441.3B0.33%
80
AVBAvalonBay Communities Inc
2,267,079$437.9B0.33%
81
PFGCPerformance Food Group Co
4,198,074$436.8B0.33%
82
APOApollo Global Management Inc
3,273,187$436.2B0.33%
83
APDAir Products and Chemicals Inc
1,583,281$431.8B0.33%
84
WMTWalmart Inc
4,161,650$428.9B0.32%
85
PNCPNC Financial Services Group Inc/The
2,099,112$421.8B0.32%
86
MRKMerck & Co Inc
4,970,487$417.2B0.31%
87
CASYCasey's General Stores Inc
714,000$403.6B0.30%
88
ULUnilever PLC
6,737,679$399.4B0.30%
89
MRVLMarvell Technology Inc
4,717,628$396.6B0.30%
90
CVXChevron Corp
2,500,648$388.3B0.29%
91
VSTVistra Corp
1,921,513$376.5B0.28%
92
DTEDTE Energy Co
2,655,194$375.5B0.28%
93
DOCSDoximity Inc
5,128,772$375.2B0.28%
94
AZNAstraZeneca PLC
4,712,057$361.5B0.27%
95
XPOXPO Inc
2,708,296$350.1B0.26%
96
CLHClean Harbors Inc
1,426,351$331.2B0.25%
97
PSAPUBLIC STORAGE
1,145,571$330.9B0.25%
98
CNRCanadian National Railway Co
3,504,882$330.5B0.25%
99
EMAEmera Inc
6,866,836$329.3B0.25%
100
PEGPublic Service Enterprise Group Inc
3,754,625$313.4B0.24%
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