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.
Freestone Grove Partners LP (CIK 2007591) reported $14.16B across 940 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($788.6M, 5.57%), IVV ($644.1M, 4.55%), SPY ($365.9M, 2.58%), JNJ ($135.5M, 0.96%), C ($133.9M, 0.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $788.6M | 5.57% | 1.3M | Trimmed |
| 2 | IVV | ISHARES TR | $644.1M | 4.55% | 986,000 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $365.9M | 2.58% | 562,700 | New |
| 4 | JNJ | JOHNSON & JOHNSON | $135.5M | 0.96% | 554,373 | Added |
| 5 | C | CITIGROUP INC | $133.9M | 0.95% | 1.2M | New |
| 6 | AXS | AXIS CAP HLDGS LTD | $131.8M | 0.93% | 1.3M | Added |
| 7 | DDOG | DATADOG INC | $128.1M | 0.90% | 1.1M | Added |
| 8 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $125.3M | 0.88% | 1.6M | Added |
| 9 | BP | BP PLC | $124.2M | 0.88% | 2.6M | Added |
| 10 | ESTC | ELASTIC N V | $113.2M | 0.80% | 2.3M | Added |
| 11 | PINNACLE FINL PARTNERS INC | $110.9M | 0.78% | 1.3M | New | |
| 12 | ISRG | INTUITIVE SURGICAL INC | $109.2M | 0.77% | 236,782 | Added |
| 13 | DT | DYNATRACE INC | $104.4M | 0.74% | 2.8M | Added |
| 14 | XEL | XCEL ENERGY INC | $103.2M | 0.73% | 1.3M | Trimmed |
| 15 | MDLZ | MONDELEZ INTL INC | $102.9M | 0.73% | 1.8M | New |
| 16 | WY | WEYERHAEUSER CO | $101.2M | 0.71% | 4.1M | Added |
| 17 | GWW | WW GRAINGER INC | $100.9M | 0.71% | 92,541 | Added |
| 18 | KKR | KKR & CO INC | $99.5M | 0.70% | 1.1M | New |
| 19 | AIG | AMERICAN INTL GROUP INC | $95.6M | 0.68% | 1.3M | Added |
| 20 | TWLO | TWILIO INC | $94.6M | 0.67% | 751,687 | Added |
| 21 | RTX | RTX CORPORATION | $91.1M | 0.64% | 472,012 | Added |
| 22 | PSX | PHILLIPS 66 | $90.7M | 0.64% | 498,027 | Added |
| 23 | MCD | MCDONALDS CORP | $90.2M | 0.64% | 290,178 | New |
| 24 | VMC | VULCAN MATLS CO | $89.3M | 0.63% | 327,809 | Added |
| 25 | USB | US BANCORP | $86.4M | 0.61% | 1.7M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31