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.
VILLERE ST DENIS J & CO LLC (CIK 1113629) reported $906.9M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVX ($40.4M, 4.45%), LGND ($37.7M, 4.16%), JPM ($37.7M, 4.16%), V ($34.9M, 3.85%), LMT ($32.9M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | $40.4M | 4.45% | 195,089 | Trimmed |
| 2 | LGND | LIGAND PHARMACEUTICALS INC | $37.7M | 4.16% | 188,874 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $37.7M | 4.16% | 128,129 | Trimmed |
| 4 | V | VISA INC | $34.9M | 3.85% | 115,572 | Trimmed |
| 5 | LMT | LOCKHEED MARTIN CORP | $32.9M | 3.62% | 54,370 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $32.7M | 3.60% | 156,793 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $29.6M | 3.27% | 121,297 | Trimmed |
| 8 | PLMR | PALOMAR HLDGS INC | $29.5M | 3.25% | 246,543 | Trimmed |
| 9 | FCX | FREEPORT MCMORAN INC | $27.9M | 3.08% | 474,486 | Trimmed |
| 10 | AAPL | APPLE INC | $26.7M | 2.94% | 105,058 | Added |
| 11 | SYK | STRYKER CORPORATION | $24.7M | 2.73% | 75,264 | Trimmed |
| 12 | TDW | TIDEWATER INC NEW | $24.5M | 2.70% | 292,866 | Trimmed |
| 13 | AESI | ATLAS ENERGY SOLUTIONS INC | $24.4M | 2.69% | 1.9M | Trimmed |
| 14 | STE | STERIS PLC | $24.1M | 2.65% | 108,763 | Added |
| 15 | ABT | ABBOTT LABORATORIES | $23.7M | 2.61% | 230,462 | Trimmed |
| 16 | POOL | POOL CORP | $23.6M | 2.60% | 116,693 | Trimmed |
| 17 | CZR | CAESARS ENTERTAINMENT INC NE | $23.6M | 2.60% | 891,693 | Trimmed |
| 18 | VZ | VERIZON COMMUNICATIONS INC | $23.4M | 2.58% | 465,480 | Added |
| 19 | LINE | LINEAGE INC | $23.2M | 2.56% | 707,925 | Trimmed |
| 20 | BAC-PL | BANK AMERICA CORP | $22.2M | 2.45% | 18,612 | Added |
| 21 | MCHP | MICROCHIP TECHNOLOGY INC. | $21.9M | 2.42% | 339,517 | Trimmed |
| 22 | IDXX | IDEXX LABS INC | $21.8M | 2.40% | 38,736 | Trimmed |
| 23 | OPCH | OPTION CARE HEALTH INC | $21.6M | 2.38% | 801,040 | Trimmed |
| 24 | PEP | PEPSICO INC | $21.5M | 2.37% | 138,308 | Trimmed |
| 25 | ON | ON SEMICONDUCTOR CORP | $21.3M | 2.35% | 344,454 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31