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.
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $126.0M | 9.53% | 598,443 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $68.9M | 5.21% | 154,124 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $51.0M | 3.86% | 412,926 | Added |
| 4 | GOOGL | ALPHABET INC | $35.1M | 2.65% | 192,455 | Trimmed |
| 5 | AVGO | BROADCOM INC | $34.2M | 2.59% | 21,326 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.6M | 2.39% | 77,783 | Added |
| 7 | AMZN | AMAZON COM INC | $31.0M | 2.34% | 160,214 | Trimmed |
| 8 | GOOG | ALPHABET INC | $27.6M | 2.09% | 150,506 | Trimmed |
| 9 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $26.7M | 2.02% | 908,360 | Trimmed |
| 10 | COST | COSTCO WHSL CORP NEW | $25.4M | 1.92% | 29,828 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $23.7M | 1.80% | 49,541 | Trimmed |
| 12 | VUG | VANGUARD INDEX FDS | $21.8M | 1.65% | 58,236 | Trimmed |
| 13 | QCOM | QUALCOMM INC | $20.1M | 1.52% | 101,049 | Trimmed |
| 14 | CGGR | CAPITAL GROUP GROWTH ETF | $19.4M | 1.47% | 589,380 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $19.0M | 1.44% | 129,911 | Trimmed |
| 16 | CVX | CHEVRON CORP NEW | $18.5M | 1.40% | 118,397 | Trimmed |
| 17 | BLK | BLACKROCK INC | $18.0M | 1.36% | 22,808 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO. | $16.8M | 1.27% | 83,307 | Trimmed |
| 19 | V | VISA INC | $16.6M | 1.25% | 63,185 | Trimmed |
| 20 | VTV | VANGUARD INDEX FDS | $16.1M | 1.22% | 100,446 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $16.0M | 1.21% | 31,912 | Added |
| 22 | TSLA | TESLA INC | $15.8M | 1.19% | 79,640 | Trimmed |
| 23 | AMAT | APPLIED MATLS INC | $15.2M | 1.15% | 64,302 | Trimmed |
| 24 | BX | BLACKSTONE INC | $15.1M | 1.14% | 122,235 | Trimmed |
| 25 | PG | PROCTER AND GAMBLE CO | $14.8M | 1.12% | 90,026 | Added |
Source: SEC Form 13F filings · as of 2024-06-30