Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BESSEMER SECURITIES LLC (CIK 1023279) reported $72.2M across 127 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: MSFT ($5.2M, 7.16%), AAPL ($4.0M, 5.48%), GOOG ($2.3M, 3.14%), AMZN ($2.2M, 3.10%), V ($2.0M, 2.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $5.2M | 7.16% | 16,367 | Trimmed |
| 2 | AAPL | APPLE INC | $4.0M | 5.48% | 23,106 | Trimmed |
| 3 | GOOG | ALPHABET INC CLASS C | $2.3M | 3.14% | 17,186 | Trimmed |
| 4 | AMZN | AMAZON.COM INC | $2.2M | 3.10% | 17,621 | Trimmed |
| 5 | V | VISA INC | $2.0M | 2.73% | 8,574 | Trimmed |
| 6 | NVDA | NVIDIA CORP | $1.9M | 2.66% | 4,422 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $1.6M | 2.24% | 11,170 | Trimmed |
| 8 | CVX | CHEVRON CORP | $1.1M | 1.56% | 6,685 | Trimmed |
| 9 | META | META PLATFORMS INC | $1.1M | 1.55% | 3,731 | Trimmed |
| 10 | MSI | MOTOROLA SOLUTIONS INC | $1.1M | 1.54% | 4,086 | Trimmed |
| 11 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 1.51% | 2,169 | Trimmed |
| 12 | BAC | BANK OF AMERICA CORP | $1.1M | 1.47% | 38,895 | Trimmed |
| 13 | AVGO | BROADCOM INC | $1.1M | 1.46% | 1,273 | Trimmed |
| 14 | WMT | WALMART INC | $1.0M | 1.40% | 6,328 | Trimmed |
| 15 | ETN | EATON CORP PLC | $947,000 | 1.31% | 4,438 | Trimmed |
| 16 | SLB | SCHLUMBERGER LTD | $840,000 | 1.16% | 14,400 | Trimmed |
| 17 | HWM | HOWMET AEROSPACE INC | $805,000 | 1.11% | 17,398 | Trimmed |
| 18 | ORCL | ORACLE CORP | $788,000 | 1.09% | 7,439 | Trimmed |
| 19 | NOC | NORTHROP GRUMMAN CORP | $737,000 | 1.02% | 1,674 | Trimmed |
| 20 | NEE | NEXTERA ENERGY INC | $726,000 | 1.01% | 12,667 | Trimmed |
| 21 | ABC | CENCORA INC | $731,000 | 1.01% | 4,061 | Trimmed |
| 22 | BJ | BJS WHOLESALE CLUB HOLDIN | $664,000 | 0.92% | 9,299 | Trimmed |
| 23 | TRU | TRANSUNION | $648,000 | 0.90% | 9,027 | Trimmed |
| 24 | COST | COSTCO WHSL CORP NEW | $642,000 | 0.89% | 1,136 | Trimmed |
| 25 | CPRT | COPART INC | $622,000 | 0.86% | 14,426 | Trimmed |
Source: SEC Form 13F filings · as of 2023-09-30