J. Stern & Co. LLP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, J. Stern & Co. LLP held in its portfolio 43 assets valued at $1,173,366,950 (i.e. $1.17B).

The most valuable assets in the portfolio included: Nvidia ($125.76M), Alphabet Class C ($112.09M), and Amazon ($87.98M).

The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in J. Stern & Co. LLP Portfolio
Nvidia
Alphabet Class C
Amazon
Amphenol
Mastercard
Meta
RTX
Eaton
Intercontinental Exchange
Honeywell
J. Stern & Co. LLP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Nvidia 125760307 125760307 COM
Alphabet Class C 112091870 112091870 CAP STK CL C
Amazon 87982814 87982814 COM
Amphenol 76769791 76769791 CL A
Mastercard 72597097 72597097 CL A
Meta 69650056 69650056 CL A
RTX 62421841 62421841 COM
Eaton 59031051 59031051 SHS
Intercontinental Exchange 54107273 54107273 COM
Honeywell 53209042 53209042 COM
Nike Inc. 48054542 48054542 CL B
Salesforce 47385511 47385511 COM
Xylem 45448168 45448168 COM
Abbott Laboratories 39319009 39319009 COM
Otis 38619968 38619968 COM
Walt Disney 38135363 38135363 COM
American Tower 37686978 37686978 COM
Thermo Fisher 31509332 31509332 COM
Zoetis 24069492 24069492 CL A
Berkshire Hathaway Class B 4903351 4903351 CL B NEW
Estee Lauder 4094761 4094761 CL A
Eli Lilly & Co 4047245 4047245 COM
Lam Research 3459377 3459377 COM NEW
Visa 3378039 3378039 COM CL A
Cadence Design Systems 2953256 2953256 COM
Booking Holdings 2832970 2832970 COM
IDEXX Labs 2653351 2653351 COM
McDonalds 2541008 2541008 COM
Block Inc 2299565 2299565 CL A
Home Depot 2232521 2232521 COM
Intuitive Surgical Inc 2127248 2127248 COM NEW
TE Connectivity 1957724 1957724 ORD SHS
Dexcom Inc 1601973 1601973 COM
Gartner 1536890 1536890 COM
Lowe's 1490369 1490369 COM
Linde Plc 1326926 1326926 SHS
Goldman Sachs Physical Gold ET 902486 902486 UNIT
Applied Materials Common 719572 719572 COM
Brown-Forman Corp B 715503 715503 CL B
Adobe 652031 652031 COM
Northrop Grumman Corp 421955 421955 COM
Lockheed Martin Corp 340987 340987 COM
Alphabet Class A 328337 328337 CAP STK CL A