ROSS\JOHNSON & Associates LLC Q1 2025 Filing
Filed May 16, 2025
Portfolio Value
$5.8B
Holdings
357
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (357 positions)
| Stock | Value |
|---|---|
DALDelta Air Lines Inc | $261 |
CDNSCadence Design Systems Inc | $254 |
PLTRPalantir Technologies Inc | $253 |
HIGHartford Insurance Group Inc/T | $247 |
HHyatt Hotels Corp | $245 |
RSGRepublic Services Inc | $242 |
FOXAFox Corp | $226 |
CHRDChord Energy Corp | $225 |
CHDChurch & Dwight Co Inc | $220 |
SBACSBA Communications Corp | $220 |
KNXKnight-Swift Transportation Ho | $217 |
MASMasco Corp | $209 |
PHMPULTE HOMES INC | $206 |
DHRDanaher Corp | $205 |
DC4Dexcom Inc | $204 |
DXCDXC Technology Co | $204 |
CPNGCoupang Inc | $197 |
DINOHF Sinclair Corp | $197 |
SBUXSTARBUCKS CORP | $196 |
VIGVANGUARD ETF/USA | $194 |
EMNEastman Chemical Co | $176 |
RBLXROBLOX Corp | $175 |
COINCOINBASE GLOBAL INC -CLASS | $172 |
LBRDKLiberty Broadband Corp | $170 |
EPAMEPAM Systems Inc | $168 |
SPGSIMON PROP GROUP | $166 |
RHIRobert Half Inc | $164 |
TTDTrade Desk Inc/The | $164 |
FIVNFive9 Inc | $163 |
INTCIntel Corp | $159 |
UUnity Software Inc | $157 |
WCCWESCO International Inc | $155 |
MSMMSC Industrial Direct Co Inc | $155 |
SNOWSnowflake Inc | $146 |
EWEdwards Lifesciences Corp | $144 |
BIIBBiogen Inc | $136 |
PYPLPayPal Holdings Inc | $131 |
HWMHowmet Aerospace Inc | $130 |
ONON Semiconductor Corp | $122 |
DWDMORGAN STANLEY | $117 |
NETCloudflare Inc | $112 |
JEFJefferies Financial Group Inc | $107 |
MUMicron Technology Inc | $87 |
KELKellanova | $82 |
VTRSVIATRIS INC | $78 |
DLTRDollar Tree Inc | $75 |
UBERUber Technologies Inc | $73 |
VRTVertiv Holdings Co | $72 |
SLMSLM Corp | $59 |
MRNAModerna Inc | $57 |
ZIMVZIMVIE INC | $54 |
ATDATI Inc | $52 |
EPREPR PPTYS | $52 |
QDELQuidelOrtho Corp | $35 |
KRCKilroy Realty Corp | $33 |
CAGCONAGRA FOODS INC | $26 |
FTREFortrea Holdings Inc | $15 |
CRDFCARDIFF ONCOLOGY INC | $3 |
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