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 ($87.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
J. Stern & Co. LLP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |