J. L. Bainbridge & Co., Inc. Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$1.1T

Holdings

101

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (101 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP COM
321,467$159.9B14.49%
2
AAPLAPPLE INC COM
498,579$102.3B9.27%
3
GSGOLDMAN SACHS GROUP INC COM
90,479$64.0B5.80%
4
ETNEATON CORP PLC SHS
161,002$57.5B5.21%
5
AMZNAMAZON COM INC COM
238,833$52.4B4.75%
6
METAMETA PLATFORMS INC CL A
68,880$50.8B4.61%
7
GOOGLALPHABET INC CAP STK CL A
269,315$47.5B4.30%
8
CITHE CIGNA GROUP COM
136,958$45.3B4.10%Call
9
FISVFISERV INC COM
252,707$43.6B3.95%
10
DALDELTA AIR LINES INC DEL COM NEW
787,748$38.7B3.51%Call
11
GOOGALPHABET INC CAP STK CL C
215,372$38.2B3.46%
12
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
160,840$36.4B3.30%
13
SMAXISHARES LARGE CAP MAX BUFFER SEP ETF
1,380,226$35.9B3.26%
14
GEGE AEROSPACE COM NEW
131,700$33.9B3.07%Call
15
QCOMQUALCOMM INC COM
209,419$33.4B3.02%
16
GMGENERAL MTRS CO COM
646,160$31.8B2.88%Call
17
AXPAMERICAN EXPRESS CO COM
91,963$29.3B2.66%
18
BXBLACKSTONE INC COM
180,913$27.1B2.45%
19
DISDISNEY WALT CO COM
214,054$26.5B2.41%
20
MAXJISHARES LARGE CAP MAX BUFFER JUN ETF
948,338$26.1B2.36%
21
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
49,352$24.0B2.17%
22
CRMSALESFORCE INC COM
66,461$18.1B1.64%
23
BIIBBIOGEN INC COM
122,345$15.4B1.39%
24
NEENEXTERA ENERGY INC COM
122,673$8.5B0.77%
25
BDXBECTON DICKINSON & CO COM
38,352$6.6B0.60%
26
USBUS BANCORP DEL COM NEW
96,930$4.4B0.40%
27
MMAXISHARES LARGE CAP MAX BUFFER MAR ETF
152,324$3.9B0.35%
28
NVDANVIDIA CORPORATION COM
19,343$3.1B0.28%
29
VTIVANGUARD TOTAL STOCK MARKET ETF
8,615$2.6B0.24%
30
NDQINVESCO QQQ TRUST SERIES I
4,136$2.3B0.21%
31
BLKBLACKROCK INC COM
1,822$1.9B0.17%
32
PGPROCTER AND GAMBLE CO COM
9,088$1.4B0.13%
33
SCHWSCHWAB CHARLES CORP COM
15,711$1.4B0.13%
34
TSLATESLA INC COM
4,336$1.4B0.12%
35
JNJJOHNSON & JOHNSON COM
8,572$1.3B0.12%
36
AVGOBROADCOM INC COM
4,356$1.2B0.11%
37
SPYSPDR S&P 500 ETF TRUST
1,687$1.0B0.09%
38
HDHOME DEPOT INC COM
2,553$935.9M0.08%
39
TCBKTRICO BANCSHARES COM
23,000$931.3M0.08%
40
WMTWALMART INC COM
9,412$920.3M0.08%
41
JPMJPMORGAN CHASE & CO. COM
3,138$909.6M0.08%
42
VGTVANGUARD INFORMATION TECHNOLOGY ETF
1,027$680.9M0.06%
43
NFLXNETFLIX INC COM
502$671.6M0.06%
44
COSTCOSTCO WHSL CORP NEW COM
666$659.5M0.06%
45
4I1PHILIP MORRIS INTL INC COM
3,384$616.3M0.06%
46
TAT&T INC COM
21,253$615.1M0.06%
47
CVXCHEVRON CORP NEW COM
4,291$614.4M0.06%
48
XOMEXXON MOBIL CORP COM
5,664$610.5M0.06%
49
MCDMCDONALDS CORP COM
2,064$603.0M0.05%
50
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
17,836$511.0M0.05%
51
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
20,737$508.9M0.05%
52
IVVISHARES CORE S&P 500 ETF
778$483.1M0.04%
53
SCHXSCHWAB U.S. LARGE-CAP ETF
18,834$460.3M0.04%
54
BACBANK AMERICA CORP COM
9,649$456.6M0.04%
55
SCHASCHWAB U.S. SMALL-CAP ETF
17,154$434.0M0.04%
56
SOSOUTHERN CO COM
4,523$415.4M0.04%
57
LLYELI LILLY & CO COM
524$408.3M0.04%
58
IJHISHARES CORE S&P MID-CAP ETF
6,573$407.7M0.04%
59
KOCOCA COLA CO COM
5,697$403.1M0.04%
60
TIPISHARES TIPS BOND ETF
3,503$385.5M0.03%
61
IBITISHARES BITCOIN TRUST ETF
5,932$363.1M0.03%
62
ABBVABBVIE INC COM
1,913$355.1M0.03%
63
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF
14,061$354.1M0.03%
64
COPCONOCOPHILLIPS COM
3,944$353.9M0.03%
65
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
1,090$336.1M0.03%
66
GEVGE VERNOVA INC COM
623$329.7M0.03%
67
RYROYAL BK CDA COM
2,500$328.9M0.03%
68
PLTRPALANTIR TECHNOLOGIES INC CL A
2,331$317.8M0.03%
69
VVISA INC COM CL A
881$312.8M0.03%
70
OTISOTIS WORLDWIDE CORP COM
3,110$307.9M0.03%
71
SBUXSTARBUCKS CORP COM
3,311$303.4M0.03%
72
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
5,694$300.4M0.03%
73
EMREMERSON ELEC CO COM
2,239$298.5M0.03%
74
IBMINTERNATIONAL BUSINESS MACHS COM
1,004$295.9M0.03%
75
ORCLORACLE CORP COM
1,353$295.7M0.03%
76
BACVERIZON COMMUNICATIONS INC COM
6,634$287.0M0.03%
77
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
4,992$283.8M0.03%
78
MOALTRIA GROUP INC COM
4,651$272.7M0.02%
79
HIGHARTFORD INSURANCE GROUP INC COM
2,055$260.7M0.02%
80
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
6,422$257.0M0.02%
81
LMTLOCKHEED MARTIN CORP COM
553$256.1M0.02%
82
NSCNORFOLK SOUTHN CORP COM
1,000$256.0M0.02%
83
AMLPALERIAN MLP ETF
5,103$249.3M0.02%
84
CSCOCISCO SYS INC COM
3,563$247.2M0.02%
85
SMHVANECK SEMICONDUCTOR ETF
878$244.9M0.02%
86
XYLXYLEM INC COM
1,855$240.0M0.02%
87
ITTITT INC COM
1,527$239.5M0.02%
88
IAU*ISHARES GOLD TRUST
3,837$239.3M0.02%
89
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF
9,301$225.7M0.02%
90
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
9,246$224.2M0.02%
91
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND
2,306$221.3M0.02%
92
IWMISHARES RUSSELL 2000 ETF
1,017$219.5M0.02%
93
HONHONEYWELL INTL INC COM
918$213.7M0.02%
94
IJRISHARES CORE S&P SMALL CAP ETF
1,946$212.7M0.02%
95
LIESUN LIFE FINANCIAL INC. COM
3,148$209.2M0.02%
96
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
4,445$206.0M0.02%
97
ESBAEMPIRE ST RLTY OP L P UNIT LTD PRTNSP
24,206$190.5M0.02%
98
RYAMRAYONIER ADVANCED MATLS INC COM
45,176$173.9M0.02%
99
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
18,991$152.3M0.01%
100
PLUNPLUG POWER INC COM NEW
11,989$17.9M0.00%
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