Freestone Grove Partners LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$9.7T

Holdings

568

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (568 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
915,148$470.3B4.84%
2
GDGENERAL DYNAMICS CORP
682,976$186.2B1.92%
3
SCHWSCHWAB CHARLES CORP
1,556,409$121.8B1.26%
4
LRCXLAM RESEARCH CORP
1,599,730$116.3B1.20%
5
AMZNAMAZON COM INC
598,433$113.9B1.17%
6
XOMEXXON MOBIL CORP
931,588$110.8B1.14%
7
AZOAUTOZONE INC
27,343$104.3B1.07%
8
WWDWOODWARD INC
548,897$100.2B1.03%
9
IVVISHARES TR
178,000$100.0B1.03%
10
ZBHZIMMER BIOMET HOLDINGS INC
840,893$95.2B0.98%
11
HIIHUNTINGTON INGALLS INDS INC
458,628$93.6B0.96%
12
TXNTEXAS INSTRS INC
509,332$91.5B0.94%
13
GLGLOBE LIFE INC
690,924$91.0B0.94%
14
DHRDANAHER CORPORATION
435,286$89.2B0.92%
15
UNMUNUM GROUP
1,081,196$88.1B0.91%
16
TRVTRAVELERS COMPANIES INC
325,557$86.1B0.89%
17
MNSTMONSTER BEVERAGE CORP NEW
1,467,036$85.9B0.88%
18
NOKNOKIA CORP
16,249,261$85.6B0.88%
19
ETRENTERGY CORP NEW
1,001,564$85.6B0.88%
20
PRPERMIAN RESOURCES CORP
5,693,062$78.8B0.81%
21
MDLZMONDELEZ INTL INC
1,135,304$77.0B0.79%
22
FT2FIRST HORIZON CORPORATION
3,933,193$76.4B0.79%
23
UMBFUMB FINL CORP
749,507$75.8B0.78%
24
BABOEING CO
442,097$75.4B0.78%
25
IPINTERNATIONAL PAPER CO
1,411,710$75.3B0.78%
26
SHELSHELL PLC
1,026,164$75.2B0.77%
27
ELVELEVANCE HEALTH INC
167,256$72.7B0.75%
28
BURLBURLINGTON STORES INC
299,758$71.4B0.74%
29
HONHONEYWELL INTL INC
327,385$69.3B0.71%
30
CAHCARDINAL HEALTH INC
498,970$68.7B0.71%
31
AJGGALLAGHER ARTHUR J & CO
193,296$66.7B0.69%
32
CVSCVS HEALTH CORP
963,196$65.3B0.67%
33
EQHEQUITABLE HLDGS INC
1,242,772$64.7B0.67%
34
EWEDWARDS LIFESCIENCES CORP
874,714$63.4B0.65%
35
OVVOVINTIV INC
1,454,749$62.3B0.64%
36
TWLOTWILIO INC
627,910$61.5B0.63%
37
MSFTMICROSOFT CORP
163,367$61.3B0.63%
38
ZIONZIONS BANCORPORATION N A
1,213,207$60.5B0.62%
39
GEHCGE HEALTHCARE TECHNOLOGIES I
745,839$60.2B0.62%
40
XPOXPO INC
554,526$59.7B0.61%
41
QRVOQORVO INC
819,263$59.3B0.61%
42
ABGCENCORA INC
206,398$57.4B0.59%
43
HALHALLIBURTON CO
2,255,728$57.2B0.59%
44
WHWYNDHAM HOTELS & RESORTS INC
621,436$56.2B0.58%
45
MATMATTEL INC
2,868,938$55.7B0.57%
46
COPCONOCOPHILLIPS
529,637$55.6B0.57%
47
DDOGDATADOG INC
548,841$54.5B0.56%
48
TDYTELEDYNE TECHNOLOGIES INC
107,591$53.5B0.55%
49
MUMICRON TECHNOLOGY INC
612,447$53.2B0.55%
50
DFSEURDISCOVER FINL SVCS
306,973$52.4B0.54%
51
GFLGFL ENVIRONMENTAL INC
1,078,031$52.1B0.54%
52
COFCAPITAL ONE FINL CORP
289,435$51.9B0.53%
53
ROLROLLINS INC
959,971$51.9B0.53%
54
BACBANK AMERICA CORP
1,208,006$50.4B0.52%
55
SHWSHERWIN WILLIAMS CO
143,818$50.2B0.52%
56
MTZMASTEC INC
427,815$49.9B0.51%
57
SPOTSPOTIFY TECHNOLOGY S A
90,721$49.9B0.51%
58
PNCPNC FINL SVCS GROUP INC
282,537$49.7B0.51%
59
EOGEOG RES INC
380,721$48.8B0.50%
60
CHRDCHORD ENERGY CORPORATION
431,790$48.7B0.50%
61
NTAPNETAPP INC
552,238$48.5B0.50%
62
MAMASTERCARD INCORPORATED
88,277$48.4B0.50%
63
WDAYWORKDAY INC
207,159$48.4B0.50%
64
METMETLIFE INC
600,966$48.3B0.50%
65
HUMHUMANA INC
178,845$47.3B0.49%
66
ESTCELASTIC N V
521,397$46.5B0.48%
67
SPGIS&P GLOBAL INC
89,108$45.3B0.47%
68
SJMSMUCKER J M CO
379,005$44.9B0.46%
69
MOALTRIA GROUP INC
696,566$41.8B0.43%
70
INTUINTUIT
68,032$41.8B0.43%
71
LNGCHENIERE ENERGY INC
179,876$41.6B0.43%
72
WDCWESTERN DIGITAL CORP
1,009,697$40.8B0.42%
73
AVTRAVANTOR INC
2,493,370$40.4B0.42%
74
ALGMALLEGRO MICROSYSTEMS INC
1,603,200$40.3B0.42%
75
HDHOME DEPOT INC
109,605$40.2B0.41%
76
RGAREINSURANCE GRP OF AMERICA I
200,971$39.6B0.41%
77
LITELUMENTUM HLDGS INC
633,825$39.5B0.41%
78
PFGCPERFORMANCE FOOD GROUP CO
495,626$39.0B0.40%
79
PSTGPURE STORAGE INC
876,338$38.8B0.40%
80
TPRTAPESTRY INC
548,455$38.6B0.40%
81
LHLABCORP HOLDINGS INC
164,387$38.3B0.39%
82
KMBKIMBERLY-CLARK CORP
268,945$38.2B0.39%
83
DYDYCOM INDS INC
247,959$37.8B0.39%
84
VNOMUSDVIPER ENERGY INC
836,462$37.8B0.39%
85
PTCPTC INC
243,247$37.7B0.39%
86
THCTENET HEALTHCARE CORP
277,498$37.3B0.38%
87
CAGCONAGRA BRANDS INC
1,392,968$37.2B0.38%
88
DPZDOMINOS PIZZA INC
80,645$37.1B0.38%
89
TCBITEXAS CAP BANCSHARES INC
492,362$36.8B0.38%
90
SSENTINELONE INC
1,984,824$36.1B0.37%
91
BHFBRIGHTHOUSE FINL INC
621,725$36.1B0.37%
92
VLYVALLEY NATL BANCORP
3,998,897$35.6B0.37%
93
STTSTATE STR CORP
389,397$34.9B0.36%
94
UNHUNITEDHEALTH GROUP INC
66,315$34.7B0.36%
95
RHRH
147,935$34.7B0.36%
96
RKTROCKET COS INC
2,871,272$34.7B0.36%
97
MMM3M CO
235,356$34.6B0.36%
98
KEYKEYCORP
2,158,240$34.5B0.36%
99
DLTRDOLLAR TREE INC
458,065$34.4B0.35%
100
FTITECHNIPFMC PLC
1,067,935$33.8B0.35%
Page 1 of 6Next