Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HOYLECOHEN, LLC 13F Holdings -- Portfolio & Top Positions (2024-06-30)

HOYLECOHEN, LLC (CIK 1559077) reported $1.32B across 275 reported positions in its SEC 13F filing for 2024-06-30. Largest positions: AAPL ($126.0M, 9.53%), MSFT ($68.9M, 5.21%), NVDA ($51.0M, 3.86%), GOOGL ($35.1M, 2.65%), AVGO ($34.2M, 2.59%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$126.0M9.53%598,443Trimmed
2MSFTMICROSOFT CORP$68.9M5.21%154,124Trimmed
3NVDANVIDIA CORPORATION$51.0M3.86%412,926Added
4GOOGLALPHABET INC$35.1M2.65%192,455Trimmed
5AVGOBROADCOM INC$34.2M2.59%21,326Trimmed
6BRK/BBERKSHIRE HATHAWAY INC DEL$31.6M2.39%77,783Added
7AMZNAMAZON COM INC$31.0M2.34%160,214Trimmed
8GOOGALPHABET INC$27.6M2.09%150,506Trimmed
9CGGOCAPITAL GROUP GBL GROWTH EQT$26.7M2.02%908,360Trimmed
10COSTCOSTCO WHSL CORP NEW$25.4M1.92%29,828Trimmed
11QQQINVESCO QQQ TR$23.7M1.80%49,541Trimmed
12VUGVANGUARD INDEX FDS$21.8M1.65%58,236Trimmed
13QCOMQUALCOMM INC$20.1M1.52%101,049Trimmed
14CGGRCAPITAL GROUP GROWTH ETF$19.4M1.47%589,380Added
15JNJJOHNSON & JOHNSON$19.0M1.44%129,911Trimmed
16CVXCHEVRON CORP NEW$18.5M1.40%118,397Trimmed
17BLKBLACKROCK INC$18.0M1.36%22,808Trimmed
18JPMJPMORGAN CHASE & CO.$16.8M1.27%83,307Trimmed
19VVISA INC$16.6M1.25%63,185Trimmed
20VTVVANGUARD INDEX FDS$16.1M1.22%100,446Trimmed
21VOOVANGUARD INDEX FDS$16.0M1.21%31,912Added
22TSLATESLA INC$15.8M1.19%79,640Trimmed
23AMATAPPLIED MATLS INC$15.2M1.15%64,302Trimmed
24BXBLACKSTONE INC$15.1M1.14%122,235Trimmed
25PGPROCTER AND GAMBLE CO$14.8M1.12%90,026Added

Source: SEC Form 13F filings · as of 2024-06-30