Covenant Partners, LLC

data from 30/09/2025

Capitalization

$ 352.758 M 5.30 %

Average holding period

17 ans

Performance

$ 218.814 M 92.66 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Covenant Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IWF ISHARES TR 29.42% 103.765 M $ 221527 2018/12/31 9.552 M $ 10.32 %
2025/09/30 IWD ISHARES TR 16.65% 58.745 M $ 288545 2018/12/31 2.630 M $ 4.82 %
2025/09/30 EFV ISHARES TR 7.27% 25.630 M $ 377860 2018/12/31 1.632 M $ 6.85 %
2025/09/30 EFG ISHARES TR 6.55% 23.100 M $ 202841 2018/12/31 378.601 K $ 1.68 %
2025/09/30 IWS ISHARES TR 6.13% 21.615 M $ 154758 2018/12/31 1.200 M $ 5.70 %
2025/09/30 IWO ISHARES TR 2.49% 8.779 M $ 27431 2018/12/31 1.014 M $ 11.96 %
2025/09/30 MSFT MICROSOFT CORP 2.18% 7.679 M $ 14826 2019/03/31 304.526 K $ 4.13 %
2025/09/30 IWN ISHARES TR 1.81% 6.393 M $ 36156 2018/12/31 871.537 K $ 12.08 %
2025/09/30 NVDA NVIDIA CORPORATION 1.39% 4.902 M $ 26274 2018/12/31 848.379 K $ 18.10 %
2025/09/30 AAPL APPLE INC 1.14% 4.036 M $ 15849 2019/03/31 783.891 K $ 24.11 %
2025/09/30 IJH ISHARES TR 0.75% 2.641 M $ 40468 2025/03/31 103.712 K $ 5.22 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.67% 2.350 M $ 7451 2019/03/31 190.149 K $ 8.80 %
2025/09/30 ASML ASML HOLDING N V 0.66% 2.330 M $ 2407 2019/03/31 401.246 K $ 20.80 %
2025/09/30 META META PLATFORMS INC 0.59% 2.084 M $ 2838 2019/03/31 -10.528 K $ -0.50 %
2025/09/30 AMZN AMAZON COM INC 0.57% 2.000 M $ 9107 2019/03/31 1.639 K $ 0.08 %
2025/09/30 HYG ISHARES TR 0.57% 1.994 M $ 24562 2022/12/31 12.778 K $ 0.67 %
2025/09/30 RACE FERRARI N V 0.55% 1.953 M $ 4025 2020/03/31 -22.217 K $ -1.12 %
2025/09/30 AMP AMERIPRISE FINL INC 0.55% 1.949 M $ 3968 2020/06/30 -164.907 K $ -7.96 %
2025/09/30 SNA SNAP ON INC 0.52% 1.821 M $ 5254 2020/06/30 185.728 K $ 11.36 %
2025/09/30 HD HOME DEPOT INC 0.50% 1.770 M $ 4368 2019/03/31 168.386 K $ 10.51 %
2025/09/30 V VISA INC 0.50% 1.749 M $ 5122 2019/03/31 -70.017 K $ -3.85 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.46% 1.638 M $ 5288 2018/12/31 -54.889 K $ -3.24 %
2025/09/30 BCS BARCLAYS PLC 0.45% 1.578 M $ 76357 2019/03/31 158.822 K $ 11.19 %
2025/09/30 SAP SAP SE 0.44% 1.540 M $ 5763 2018/12/31 -212.597 K $ -12.13 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.44% 1.534 M $ 6222 2019/03/31 -325.348 K $ -17.49 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 0.43% 1.534 M $ 20591 2023/09/30 -98.424 K $ -6.03 %
2025/09/30 NFLX NETFLIX INC 0.43% 1.521 M $ 1269 2021/09/30 -177.926 K $ -10.47 %
2025/09/30 BLK BLACKROCK INC 0.42% 1.474 M $ 1264 2024/12/31 147.407 K $ 11.11 %
2025/09/30 ABBV ABBVIE INC 0.42% 1.471 M $ 6351 2019/03/31 291.637 K $ 24.74 %
2025/09/30 CVX CHEVRON CORP NEW 0.40% 1.420 M $ 9143 2019/03/31 90.011 K $ 8.45 %
2025/09/30 PAYX PAYCHEX INC 0.39% 1.372 M $ 10822 2019/03/31 -202.371 K $ -12.86 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.37% 1.322 M $ 6494 2019/03/31 -6.623 K $ -0.50 %
2025/09/30 ING ING GROEP N.V. 0.36% 1.281 M $ 49131 2018/12/31 206.841 K $ 19.25 %
2025/09/30 OAKM HARRIS OAKMARK ETF TRUST 0.36% 1.266 M $ 47270 2025/03/31 30.748 K $ 4.28 %
2025/09/30 GWW GRAINGER W W INC 0.35% 1.241 M $ 1302 2019/03/31 -113.638 K $ -8.39 %
2025/09/30 SE SEA LTD 0.33% 1.159 M $ 6487 2024/09/30 121.890 K $ 11.75 %
2025/09/30 STE STERIS PLC 0.32% 1.138 M $ 4598 2023/09/30 33.197 K $ 3.01 %
2025/09/30 ABT ABBOTT LABS 0.31% 1.107 M $ 8267 2018/12/31 -17.112 K $ -1.52 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.29% 1.034 M $ 4866 2025/06/30 -875.000 $ -0.08 %
2025/09/30 NVS NOVARTIS AG 0.27% 967.187 K $ 7542 2018/12/31 54.528 K $ 5.97 %
2025/09/30 PHG KONINKLIJKE PHILIPS N V 0.27% 944.614 K $ 34652 2023/03/31 113.658 K $ 13.68 %
2025/09/30 RELX RELX PLC 0.26% 912.216 K $ 19100 2022/12/31 -125.678 K $ -12.11 %
2025/09/30 JNK SPDR SERIES TRUST 0.25% 897.393 K $ 9158 2022/12/31 6.378 K $ 0.74 %
2025/09/30 RJF RAYMOND JAMES FINL INC 0.25% 879.052 K $ 5093 2019/03/31 97.938 K $ 12.54 %
2025/09/30 AON AON PLC 0.25% 875.048 K $ 2454 2020/09/30 -441.000 $ -0.05 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.24% 852.282 K $ 3795 2024/09/30 25.919 K $ 3.14 %
2025/09/30 ETN EATON CORP PLC 0.23% 806.135 K $ 2154 2023/06/30 37.178 K $ 4.83 %
2025/09/30 SPGI S&P GLOBAL INC 0.22% 769.489 K $ 1581 2022/03/31 -64.156 K $ -7.70 %
2025/09/30 FLEX FLEX LTD 0.20% 720.799 K $ 12434 2019/03/31 100.093 K $ 16.13 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.20% 715.450 K $ 1025 2024/06/30 -71.073 K $ -9.04 %
2025/09/30 AZN ASTRAZENECA PLC 0.20% 709.354 K $ 9246 2021/09/30 63.242 K $ 9.79 %
2025/09/30 TSLA TESLA INC 0.20% 707.550 K $ 1591 2023/06/30 368.982 K $ 40.00 %
2025/09/30 ZTS ZOETIS INC 0.20% 707.311 K $ 4834 2019/03/31 -46.551 K $ -6.18 %
2025/09/30 NEE NEXTERA ENERGY INC 0.20% 690.508 K $ 9147 2018/12/31 55.522 K $ 8.74 %
2025/09/30 PGR PROGRESSIVE CORP 0.19% 661.333 K $ 2678 2019/03/31 -53.318 K $ -7.46 %
2025/09/30 SNPS SYNOPSYS INC 0.18% 651.275 K $ 1320 2019/03/31 -25.462 K $ -3.76 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.18% 644.592 K $ 1329 2019/03/31 105.735 K $ 19.62 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.18% 641.999 K $ 1277 2022/12/31 20.126 K $ 3.49 %
2025/09/30 RYAAY RYANAIR HOLDINGS PLC 0.18% 641.645 K $ 10655 2019/03/31 27.170 K $ 4.42 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.18% 624.334 K $ 1396 2022/03/31 -134.267 K $ -17.70 %
2025/09/30 SMFG SUMITOMO MITSUI FINL GROUP I 0.18% 623.766 K $ 37262 2019/03/31 60.737 K $ 10.79 %
2025/09/30 MELI MERCADOLIBRE INC 0.17% 586.572 K $ 251 2023/09/30 -69.449 K $ -10.59 %
2025/09/30 TJX TJX COS INC NEW 0.17% 583.075 K $ 4034 2019/03/31 84.915 K $ 17.05 %
2025/09/30 CSX CSX CORP 0.16% 564.077 K $ 15885 2019/03/31 45.748 K $ 8.83 %
2025/09/30 IVV ISHARES TR 0.16% 560.205 K $ 837 2018/12/31 39.107 K $ 7.80 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.16% 548.685 K $ 3571 2018/12/31 -20.247 K $ -3.56 %
2025/09/30 EME EMCOR GROUP INC 0.16% 546.913 K $ 842 2022/12/31 96.535 K $ 21.43 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.15% 544.159 K $ 2983 2024/12/31 137.516 K $ 33.82 %
2025/09/30 EQIX EQUINIX INC 0.14% 499.708 K $ 638 2019/03/31 -7.802 K $ -1.54 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.14% 478.094 K $ 4880 2019/06/30 22.789 K $ 5.01 %
2025/09/30 CRM SALESFORCE INC 0.13% 474.237 K $ 2001 2019/12/31 -71.415 K $ -13.09 %
2025/09/30 LIN LINDE PLC 0.13% 465.025 K $ 979 2023/09/30 5.697 K $ 1.24 %
2025/09/30 MT ARCELORMITTAL SA LUXEMBOURG 0.13% 463.950 K $ 12834 2025/03/31 58.651 K $ 14.47 %
2025/09/30 CW CURTISS WRIGHT CORP 0.13% 461.499 K $ 850 2025/06/30 46.231 K $ 11.13 %
2025/09/30 RMD RESMED INC 0.13% 455.761 K $ 1665 2018/12/31 26.190 K $ 6.10 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.13% 455.601 K $ 1408 2023/06/30 14.699 K $ 3.33 %
2025/09/30 NWG NATWEST GROUP PLC 0.13% 455.064 K $ 32160 2024/03/31 0.000 $ 0.00 %
2025/09/30 DHI D R HORTON INC 0.13% 452.485 K $ 2670 2019/03/31 108.268 K $ 31.45 %
2025/09/30 CBRE CBRE GROUP INC 0.13% 445.107 K $ 2825 2019/06/30 49.267 K $ 12.45 %
2025/09/30 AMAT APPLIED MATLS INC 0.13% 443.672 K $ 2167 2019/03/31 46.958 K $ 11.84 %
2025/09/30 SF STIFEL FINL CORP 0.12% 439.356 K $ 3872 2019/06/30 37.519 K $ 9.34 %
2025/09/30 ACGL ARCH CAP GROUP LTD 0.12% 431.694 K $ 4758 2023/03/31 -2.378 K $ -0.35 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 0.12% 417.971 K $ 454 2019/03/31 85.924 K $ 25.88 %
2025/09/30 CMI CUMMINS INC 0.12% 413.923 K $ 980 2022/09/30 92.972 K $ 28.97 %
2025/09/30 GSK GSK PLC 0.12% 406.309 K $ 9414 2023/09/30 44.810 K $ 12.40 %
2025/09/30 UBS UBS GROUP AG 0.12% 406.228 K $ 9908 2023/03/31 71.139 K $ 21.23 %
2025/09/30 CASY CASEYS GEN STORES INC 0.11% 403.074 K $ 713 2024/06/30 39.250 K $ 10.79 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.11% 388.765 K $ 420 2019/03/31 -27.010 K $ -6.50 %
2025/09/30 BP BP PLC 0.11% 381.817 K $ 11080 2020/06/30 50.192 K $ 15.14 %
2025/09/30 LLY ELI LILLY & CO 0.11% 377.685 K $ 495 2023/06/30 -8.198 K $ -2.12 %
2025/09/30 DRI DARDEN RESTAURANTS INC 0.11% 375.961 K $ 1975 2020/06/30 -54.529 K $ -12.67 %
2025/09/30 CR CRANE COMPANY 0.11% 370.858 K $ 2014 2023/09/30 -11.580 K $ -3.03 %
2025/09/30 CPNG COUPANG INC 0.10% 358.644 K $ 11138 2025/06/30 25.320 K $ 7.48 %
2025/09/30 CCL CARNIVAL CORP 0.10% 353.165 K $ 12216 2025/06/30 9.650 K $ 2.81 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.10% 349.392 K $ 1251 2024/06/30 66.052 K $ 23.31 %
2025/09/30 MTD METTLER TOLEDO INTERNATIONAL 0.09% 330.228 K $ 269 2019/03/31 14.227 K $ 4.50 %
2025/09/30 LH LABCORP HOLDINGS INC 0.09% 328.684 K $ 1145 2024/06/30 28.109 K $ 9.35 %
2025/09/30 NVT NVENT ELECTRIC PLC 0.09% 326.006 K $ 3305 2023/09/30 83.913 K $ 34.66 %
2025/09/30 BBVA BANCO BILBAO VIZCAYA ARGENTA 0.09% 325.229 K $ 16895 2020/03/31 65.552 K $ 25.24 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.09% 312.025 K $ 1852 2023/03/31 -27.761 K $ -8.17 %