HOLDERNESS INVESTMENTS CO

données du 30/09/2025

Capitalisation

$ 489.924 M 5.37 %

Période de détention moyenne

23 ans

Performance

$ 299.176 M 122.57 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans HOLDERNESS INVESTMENTS CO

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 7.23% 35.414 M $ 68374 2014/12/31 1.449 M $ 4.13 %
2025/09/30 AAPL APPLE INC 6.07% 29.753 M $ 116849 2014/12/31 6.068 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 6.05% 29.631 M $ 158814 2017/03/31 4.523 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 3.38% 16.572 M $ 75477 2017/03/31 13.363 K $ 0.08 %
2025/09/30 ORCL ORACLE CORP 2.79% 13.657 M $ 48558 2014/12/31 3.110 M $ 28.64 %
2025/09/30 QQQ INVESCO QQQ TR 2.75% 13.464 M $ 22426 2022/03/31 1.077 M $ 8.83 %
2025/09/30 AVGO BROADCOM INC 2.67% 13.079 M $ 39644 2018/06/30 2.108 M $ 19.68 %
2025/09/30 AMAT APPLIED MATLS INC 2.65% 12.987 M $ 63429 2014/12/31 1.441 M $ 11.84 %
2025/09/30 GOOGL ALPHABET INC 2.23% 10.919 M $ 44914 2017/03/31 2.940 M $ 37.94 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.78% 8.715 M $ 27629 2014/12/31 739.441 K $ 8.80 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.74% 8.526 M $ 30216 2014/12/31 -375.167 K $ -4.28 %
2025/09/30 CAT CATERPILLAR INC 1.52% 7.423 M $ 15558 2014/12/31 1.395 M $ 22.91 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.32% 6.453 M $ 6971 2020/06/30 -458.723 K $ -6.50 %
2025/09/30 HD HOME DEPOT INC 1.28% 6.269 M $ 15471 2014/12/31 664.139 K $ 10.51 %
2025/09/30 IGV ISHARES TR 1.15% 5.627 M $ 48929 2023/12/31 273.042 K $ 5.03 %
2025/09/30 CSCO CISCO SYS INC 1.08% 5.309 M $ 77588 2014/12/31 -78.256 K $ -1.38 %
2025/09/30 XOM EXXON MOBIL CORP 1.07% 5.223 M $ 46328 2014/12/31 231.501 K $ 4.59 %
2025/09/30 ABBV ABBVIE INC 1.03% 5.066 M $ 21879 2014/12/31 1.084 M $ 24.74 %
2025/09/30 CRUS CIRRUS LOGIC INC 1.02% 4.981 M $ 39758 2014/12/31 997.347 K $ 20.17 %
2025/09/30 DUK DUKE ENERGY CORP NEW 1.00% 4.910 M $ 39678 2014/12/31 234.255 K $ 4.87 %
2025/09/30 GOOG ALPHABET INC 1.00% 4.906 M $ 20143 2017/03/31 1.329 M $ 37.30 %
2025/09/30 META META PLATFORMS INC 0.98% 4.806 M $ 6544 2017/03/31 -23.373 K $ -0.50 %
2025/09/30 VBK VANGUARD INDEX FDS 0.87% 4.240 M $ 14246 2023/12/31 306.518 K $ 7.47 %
2025/09/30 ETN EATON CORP PLC 0.86% 4.237 M $ 11322 2014/12/31 223.465 K $ 4.83 %
2025/09/30 IRM IRON MTN INC DEL 0.86% 4.222 M $ 41416 2020/06/30 -26.351 K $ -0.61 %
2025/09/30 WMT WALMART INC 0.85% 4.156 M $ 40329 2019/06/30 213.533 K $ 5.40 %
2025/09/30 BX BLACKSTONE INC 0.83% 4.072 M $ 23835 2019/09/30 588.711 K $ 14.22 %
2025/09/30 MCD MCDONALDS CORP 0.83% 4.056 M $ 13349 2014/12/31 157.610 K $ 4.01 %
2025/09/30 MA MASTERCARD INCORPORATED 0.79% 3.850 M $ 6769 2017/03/31 46.283 K $ 1.22 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.78% 3.834 M $ 5755 2020/09/30 270.406 K $ 7.82 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.77% 3.791 M $ 7541 2014/12/31 128.140 K $ 3.49 %
2025/09/30 CVX CHEVRON CORP NEW 0.71% 3.493 M $ 22495 2014/12/31 286.479 K $ 8.45 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.70% 3.435 M $ 22353 2014/12/31 -128.204 K $ -3.56 %
2025/09/30 BAC BANK AMERICA CORP 0.70% 3.415 M $ 66201 2014/12/31 308.814 K $ 9.02 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.67% 3.275 M $ 74526 2014/12/31 52.927 K $ 1.57 %
2025/09/30 LOW LOWES COS INC 0.67% 3.262 M $ 12980 2014/12/31 383.132 K $ 13.27 %
2025/09/30 GLW CORNING INC 0.66% 3.236 M $ 39444 2014/12/31 1.263 M $ 55.98 %
2025/09/30 V VISA INC 0.64% 3.115 M $ 9125 2017/03/31 -123.207 K $ -3.85 %
2025/09/30 TJX TJX COS INC NEW 0.58% 2.861 M $ 19797 2023/12/31 429.904 K $ 17.05 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.58% 2.854 M $ 8266 2014/12/31 347.931 K $ 10.68 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.58% 2.850 M $ 20102 2019/03/31 346.152 K $ 15.64 %
2025/09/30 MRK MERCK & CO INC 0.56% 2.762 M $ 32904 2014/12/31 168.242 K $ 6.03 %
2025/09/30 RTX RTX CORPORATION 0.56% 2.726 M $ 16293 2022/03/31 403.994 K $ 14.59 %
2025/09/30 SO SOUTHERN CO 0.55% 2.698 M $ 28473 2014/12/31 87.744 K $ 3.20 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.54% 2.651 M $ 52266 2022/09/30 2.586 K $ 0.10 %
2025/09/30 TFC TRUIST FINL CORP 0.53% 2.621 M $ 57321 2019/12/31 164.397 K $ 6.35 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.53% 2.602 M $ 21981 2023/12/31 223.948 K $ 9.07 %
2025/09/30 HON HONEYWELL INTL INC 0.53% 2.592 M $ 12312 2014/12/31 -290.089 K $ -9.61 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.53% 2.580 M $ 13912 2014/12/31 508.998 K $ 21.39 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.53% 2.576 M $ 7757 2023/12/31 102.224 K $ 4.13 %
2025/09/30 KO COCA COLA CO 0.51% 2.475 M $ 37325 2014/12/31 -175.848 K $ -6.26 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.50% 2.434 M $ 92401 2014/12/31 181.850 K $ 7.77 %
2025/09/30 KLAC KLA CORP 0.49% 2.421 M $ 2245 2016/12/31 589.906 K $ 20.41 %
2025/09/30 MCK MCKESSON CORP 0.48% 2.372 M $ 3070 2014/12/31 174.069 K $ 5.43 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.47% 2.319 M $ 90203 2020/03/31 178.590 K $ 7.89 %
2025/09/30 VRIG INVESCO ACTIVELY MANAGED EXC 0.45% 2.204 M $ 87799 2022/09/30 4.255 K $ 0.20 %
2025/09/30 AMGN AMGEN INC 0.45% 2.197 M $ 7786 2014/12/31 22.774 K $ 1.07 %
2025/09/30 PFE PFIZER INC 0.44% 2.159 M $ 84718 2014/12/31 116.593 K $ 5.12 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.44% 2.138 M $ 4282 2017/03/31 153.766 K $ 7.79 %
2025/09/30 INTC INTEL CORP 0.43% 2.128 M $ 63418 2014/12/31 759.649 K $ 49.78 %
2025/09/30 NFLX NETFLIX INC 0.39% 1.897 M $ 1582 2017/03/31 -217.886 K $ -10.47 %
2025/09/30 AMLP ALPS ETF TR 0.38% 1.849 M $ 39390 2024/12/31 -42.757 K $ -3.95 %
2025/09/30 WFC WELLS FARGO CO NEW 0.37% 1.836 M $ 21901 2014/12/31 83.952 K $ 4.62 %
2025/09/30 FDX FEDEX CORP 0.34% 1.668 M $ 7074 2014/12/31 66.062 K $ 3.74 %
2025/09/30 BA BOEING CO 0.34% 1.663 M $ 7704 2014/12/31 52.428 K $ 3.01 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.34% 1.653 M $ 10216 2022/03/31 203.196 K $ 14.02 %
2025/09/30 T AT&T INC 0.31% 1.533 M $ 54300 2014/12/31 -39.533 K $ -2.42 %
2025/09/30 IDU ISHARES TR 0.31% 1.512 M $ 13630 2017/03/31 86.265 K $ 6.05 %
2025/09/30 LEN LENNAR CORP 0.31% 1.498 M $ 11889 2023/12/31 187.536 K $ 13.95 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.29% 1.437 M $ 31856 2014/12/31 -47.692 K $ -2.57 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.29% 1.420 M $ 263 2018/03/31 -102.172 K $ -6.74 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.29% 1.404 M $ 9962 2020/03/31 78.485 K $ 5.73 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.29% 1.398 M $ 3312 2020/03/31 -51.556 K $ -3.53 %
2025/09/30 NVS NOVARTIS AG 0.28% 1.355 M $ 10563 2014/12/31 83.340 K $ 5.97 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.26% 1.297 M $ 21731 2020/06/30 -354.827 K $ -18.43 %
2025/09/30 LNG CHENIERE ENERGY INC 0.26% 1.262 M $ 5372 2023/12/31 -50.522 K $ -3.51 %
2025/09/30 SYK STRYKER CORPORATION 0.25% 1.240 M $ 3354 2014/12/31 -110.433 K $ -6.56 %
2025/09/30 NUE NUCOR CORP 0.25% 1.215 M $ 8972 2023/12/31 52.792 K $ 4.55 %
2025/09/30 GILD GILEAD SCIENCES INC 0.24% 1.197 M $ 10788 2020/03/31 1.385 K $ 0.12 %
2025/09/30 LH LABCORP HOLDINGS INC 0.24% 1.195 M $ 4164 2024/06/30 102.226 K $ 9.35 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.24% 1.187 M $ 1490 2020/12/31 132.014 K $ 12.52 %
2025/09/30 ENB ENBRIDGE INC 0.24% 1.184 M $ 23460 2017/03/31 126.001 K $ 11.34 %
2025/09/30 ACM AECOM 0.24% 1.176 M $ 9014 2023/12/31 164.495 K $ 15.60 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.24% 1.152 M $ 1890 2014/12/31 207.199 K $ 21.87 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.23% 1.137 M $ 41642 2017/12/31 29.384 K $ 3.02 %
2025/09/30 TXN TEXAS INSTRS INC 0.23% 1.109 M $ 6038 2014/12/31 -144.247 K $ -11.51 %
2025/09/30 VUG VANGUARD INDEX FDS 0.23% 1.108 M $ 2310 2021/12/31 96.019 K $ 9.40 %
2025/09/30 NKE NIKE INC 0.22% 1.100 M $ 15773 2023/12/31 -21.138 K $ -1.84 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.22% 1.095 M $ 36934 2018/09/30 60.951 K $ 5.67 %
2025/09/30 FCNCA FIRST CTZNS BANCSHARES INC D 0.22% 1.084 M $ 606 2017/03/31 -101.389 K $ -8.55 %
2025/09/30 QRVO QORVO INC 0.22% 1.058 M $ 11614 2015/06/30 85.108 K $ 7.27 %
2025/09/30 MMM 3M CO 0.21% 1.025 M $ 6603 2014/12/31 19.448 K $ 1.93 %
2025/09/30 DE DEERE & CO 0.21% 1.018 M $ 2226 2014/12/31 -111.527 K $ -10.08 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.21% 1.006 M $ 2949 2014/12/31 146.737 K $ 16.92 %
2025/09/30 CTAS CINTAS CORP 0.20% 997.564 K $ 4860 2023/12/31 -85.584 K $ -7.90 %
2025/09/30 PEP PEPSICO INC 0.20% 993.051 K $ 7071 2014/12/31 70.408 K $ 6.36 %
2025/09/30 VMC VULCAN MATLS CO 0.20% 971.156 K $ 3157 2023/12/31 155.937 K $ 17.94 %
2025/09/30 IP INTERNATIONAL PAPER CO 0.20% 965.027 K $ 20798 2014/12/31 -9.134 K $ -0.92 %
2025/09/30 VGT VANGUARD WORLD FD 0.19% 926.568 K $ 1241 2019/06/30 110.522 K $ 12.57 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.19% 925.608 K $ 11882 2019/06/30 125.517 K $ 13.57 %