Van Leeuwen & Company, LLC

data from 31/03/2024

Capitalization

$ 197.282 M 14.84 %

Average holding period

9 ans

Performance

$ 100.049 M 72.08 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Van Leeuwen & Company, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/03/31 MSFT MICROSOFT CORP 4.60% 9.085 M $ 21593 2018/09/30 1.029 M $ 12.91 %
2024/03/31 GOOG ALPHABET INC 3.91% 7.709 M $ 50628 2019/03/31 882.601 K $ 11.05 %
2024/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 3.57% 7.040 M $ 16741 2018/09/30 1.075 M $ 17.82 %
2024/03/31 V VISA INC 3.45% 6.803 M $ 24377 2018/09/30 435.752 K $ 6.89 %
2024/03/31 VRTX VERTEX PHARMACEUTICALS INC 3.39% 6.697 M $ 16020 2022/12/31 222.019 K $ 3.34 %
2024/03/31 ROST ROSS STORES INC 3.36% 6.633 M $ 45197 2018/09/30 308.280 K $ 4.84 %
2024/03/31 HUBB HUBBELL INC 3.25% 6.419 M $ 15465 2023/06/30 726.245 K $ 26.71 %
2024/03/31 NVDA NVIDIA CORPORATION 3.24% 6.389 M $ 7071 2023/03/31 3.005 M $ 82.47 %
2024/03/31 AAPL APPLE INC 2.92% 5.752 M $ 33541 2018/09/30 -1.002 M $ -11.69 %
2024/03/31 EFA ISHARES TR 2.55% 5.033 M $ 63024 2022/06/30 259.186 K $ 5.53 %
2024/03/31 AVGO BROADCOM INC 2.41% 4.748 M $ 3582 2020/09/30 900.900 K $ 20.96 %
2024/03/31 LLY ELI LILLY & CO 2.22% 4.386 M $ 5638 2021/12/31 998.458 K $ 30.47 %
2024/03/31 QCOM QUALCOMM INC 2.19% 4.318 M $ 25504 2024/03/31 0.000 $ 0.00 %
2024/03/31 IR INGERSOLL RAND INC 2.18% 4.310 M $ 45391 2023/12/31 614.114 K $ 21.05 %
2024/03/31 XLE SELECT SECTOR SPDR TR 2.09% 4.122 M $ 43657 2022/09/30 397.797 K $ 13.44 %
2024/03/31 META META PLATFORMS INC 1.87% 3.687 M $ 7594 2020/06/30 1.166 M $ 38.82 %
2024/03/31 RSP INVESCO EXCHANGE TRADED FD T 1.82% 3.597 M $ 21238 2023/12/31 220.585 K $ 6.70 %
2024/03/31 TJX TJX COS INC NEW 1.78% 3.505 M $ 34560 2018/09/30 219.732 K $ 6.28 %
2024/03/31 AMZN AMAZON COM INC 1.66% 3.276 M $ 18160 2018/09/30 509.128 K $ 19.11 %
2024/03/31 GLD SPDR GOLD TR 1.63% 3.217 M $ 15639 2024/03/31 0.000 $ 0.00 %
2024/03/31 ELV ELEVANCE HEALTH INC 1.62% 3.206 M $ 6182 2023/12/31 160.250 K $ 9.42 %
2024/03/31 WFC WELLS FARGO CO NEW 1.49% 2.933 M $ 50601 2023/03/31 471.727 K $ 17.05 %
2024/03/31 BMY BRISTOL-MEYERS SQUIBB CO 1.43% 2.821 M $ 52025 2019/06/30 104.047 K $ 3.27 %
2024/03/31 DIS DISNEY WALT CO 1.26% 2.483 M $ 20295 2018/12/31 350.981 K $ 34.60 %
2024/03/31 PCAR PACCAR INC 1.25% 2.462 M $ 19872 2023/12/31 499.914 K $ 26.06 %
2024/03/31 PSX PHILLIPS 66 1.23% 2.423 M $ 14833 2023/06/30 447.231 K $ 22.68 %
2024/03/31 MOH MOLINA HEALTHCARE INC 1.20% 2.377 M $ 5786 2023/12/31 135.146 K $ 11.87 %
2024/03/31 AMAT APPLIED MATLS INC 1.20% 2.367 M $ 11478 2023/09/30 536.176 K $ 28.77 %
2024/03/31 PH PARKER-HANNIFIN CORP 1.18% 2.338 M $ 4206 2023/06/30 378.037 K $ 19.60 %
2024/03/31 LRCX LAM RESEARCH CORP 1.15% 2.260 M $ 2326 2023/06/30 512.725 K $ 25.34 %
2024/03/31 CI THE CIGNA GROUP 1.14% 2.241 M $ 6170 2024/03/31 0.000 $ 0.00 %
2024/03/31 DELL DELL TECHNOLOGIES INC 1.13% 2.238 M $ 19613 2023/12/31 1.058 M $ 56.39 %
2024/03/31 GWW GRAINGER W W INC 1.12% 2.213 M $ 2175 2023/06/30 440.070 K $ 21.84 %
2024/03/31 TXT TEXTRON INC 1.11% 2.181 M $ 22732 2023/09/30 334.207 K $ 18.54 %
2024/03/31 JNJ JOHNSON & JOHNSON 1.10% 2.177 M $ 13764 2018/09/30 14.173 K $ 0.66 %
2024/03/31 FI FISERV INC 1.10% 2.170 M $ 13576 2023/03/31 338.838 K $ 19.37 %
2024/03/31 CRM SALESFORCE INC 1.10% 2.166 M $ 7191 2023/09/30 279.512 K $ 14.87 %
2024/03/31 LOW LOWES COS INC 1.10% 2.165 M $ 8498 2023/12/31 253.507 K $ 12.01 %
2024/03/31 APP APPLOVIN CORP 1.08% 2.139 M $ 30904 2024/03/31 0.000 $ 0.00 %
2024/03/31 SPY SPDR S&P 500 ETF TR 1.07% 2.110 M $ 4034 2018/12/31 192.084 K $ 9.86 %
2024/03/31 GOOGL ALPHABET INC 1.06% 2.083 M $ 13798 2018/09/30 237.963 K $ 11.31 %
2024/03/31 CB CHUBB LIMITED 1.05% 2.070 M $ 7990 2023/09/30 249.347 K $ 13.89 %
2024/03/31 RTX RTX CORPORATION 1.02% 2.017 M $ 20683 2023/12/31 275.464 K $ 16.19 %
2024/03/31 BSX BOSTON SCIENTIFIC CORP 0.97% 1.908 M $ 27858 2023/03/31 297.185 K $ 17.80 %
2024/03/31 BKNG BOOKING HOLDINGS INC 0.92% 1.814 M $ 500 2023/09/30 10.543 K $ 0.61 %
2024/03/31 UNH UNITEDHEALTH GROUP INC 0.91% 1.801 M $ 3641 2018/09/30 -243.454 K $ -6.98 %
2024/03/31 PANW PALO ALTO NETWORKS INC 0.91% 1.797 M $ 6325 2024/03/31 0.000 $ 0.00 %
2024/03/31 HIG HARTFORD FINL SVCS GROUP INC 0.91% 1.790 M $ 17370 2024/03/31 0.000 $ 0.00 %
2024/03/31 COST COSTCO WHSL CORP NEW 0.88% 1.744 M $ 2381 2020/09/30 168.618 K $ 9.27 %
2024/03/31 AKAM AKAMAI TECHNOLOGIES INC 0.88% 1.743 M $ 16027 2023/12/31 -143.327 K $ -7.62 %
2024/03/31 ABNB AIRBNB INC 0.86% 1.706 M $ 10340 2023/03/31 236.601 K $ 20.00 %
2024/03/31 ETN EATON CORP PLC 0.86% 1.693 M $ 5413 2023/03/31 426.476 K $ 29.57 %
2024/03/31 LPLA LPL FINL HLDGS INC 0.79% 1.559 M $ 5900 2019/06/30 222.135 K $ 17.02 %
2024/03/31 GE GENERAL ELECTRIC CO 0.77% 1.522 M $ 8671 2021/09/30 323.785 K $ 29.83 %
2024/03/31 IVV ISHARES TR 0.71% 1.408 M $ 2679 2018/09/30 131.922 K $ 9.89 %
2024/03/31 ING ING GROEP N.V. 0.62% 1.217 M $ 73800 2022/12/31 104.796 K $ 9.45 %
2024/03/31 XLF SELECT SECTOR SPDR TR 0.56% 1.106 M $ 26255 2018/09/30 121.600 K $ 11.41 %
2024/03/31 MS MORGAN STANLEY 0.55% 1.088 M $ 11550 2023/12/31 3.188 K $ 0.30 %
2024/03/31 CE CELANESE CORP DEL 0.49% 971.868 K $ 5655 2024/03/31 0.000 $ 0.00 %
2024/03/31 TFC TRUIST FINANCIAL CORP 0.45% 895.098 K $ 22963 2021/09/30 33.242 K $ 3.93 %
2024/03/31 BA BOEING COMPANY 0.41% 804.961 K $ 4171 2019/03/31 -304.778 K $ -27.30 %
2024/03/31 VST VISTRA CORP 0.33% 651.019 K $ 9347 2022/12/31 614.613 K $ 85.70 %
2024/03/31 XOM EXXON MOBIL CORP 0.32% 625.064 K $ 5377 2021/03/31 93.367 K $ 17.01 %
2024/03/31 CVX CHEVRON CORP NEW 0.31% 614.871 K $ 3898 2018/09/30 37.705 K $ 6.65 %
2024/03/31 C CITIGROUP INC 0.29% 579.531 K $ 9164 2018/09/30 145.033 K $ 23.37 %
2024/03/31 EQH EQUITABLE HLDGS INC 0.28% 546.660 K $ 14382 2022/12/31 49.651 K $ 12.43 %
2024/03/31 CNC CENTENE CORP DEL 0.27% 540.963 K $ 6893 2024/03/31 0.000 $ 0.00 %
2024/03/31 IWM ISHARES TR 0.25% 501.145 K $ 2383 2020/12/31 14.634 K $ 3.79 %
2024/03/31 JPM JPMORGAN CHASE & CO 0.24% 475.312 K $ 2373 2022/12/31 52.921 K $ 16.95 %
2024/03/31 NSC NORFOLK SOUTHN COROP 0.24% 475.078 K $ 1864 2018/09/30 29.490 K $ 6.61 %
2024/03/31 PKST PEAKSTONE REALTY TRUST 0.21% 404.766 K $ 25094 2023/06/30 -117.679 K $ -22.88 %
2024/03/31 VTWO VANGUARD SCOTTSDALE FDS 0.20% 385.067 K $ 4527 2022/12/31 14.169 K $ 3.86 %
2024/03/31 NKE NIKE INC 0.19% 374.322 K $ 3983 2018/09/30 -91.256 K $ -14.75 %
2024/03/31 BP BP PLC 0.19% 371.926 K $ 9871 2018/09/30 25.072 K $ 7.18 %
2024/03/31 PG PROCTER AND GAMBLE CO 0.17% 338.616 K $ 2087 2018/09/30 27.883 K $ 9.58 %
2024/03/31 MRK MERCK & CO INC 0.17% 334.889 K $ 2538 2022/03/31 46.005 K $ 20.16 %
2024/03/31 TSLA TESLA INC 0.17% 329.958 K $ 1877 2023/03/31 -158.461 K $ -29.48 %
2024/03/31 INTC INTEL CORP 0.16% 312.459 K $ 7074 2018/09/30 -43.227 K $ -11.40 %
2024/03/31 VOYA VOYA FINANCIAL INC 0.14% 280.896 K $ 3800 2023/09/30 950.000 $ 0.34 %
2024/03/31 PLTR PALANTIR TECHNOLOGIES INC 0.14% 274.578 K $ 11933 2024/03/31 0.000 $ 0.00 %
2024/03/31 XLC SELECT SECTOR SPDR TR 0.14% 273.153 K $ 3345 2022/12/31 32.212 K $ 13.25 %
2024/03/31 GEHC GE HEALTHCARE TECHNOLOGIES I 0.13% 264.548 K $ 2910 2023/03/31 35.421 K $ 15.79 %
2024/03/31 SPYG SPDR SER TR 0.13% 263.340 K $ 3600 2022/03/31 33.061 K $ 12.62 %
2024/03/31 IBM INTERNTIONAL BUSINESS MACHS 0.13% 258.942 K $ 1356 2024/03/31 0.000 $ 0.00 %
2024/03/31 CELH CELSIUS HLDGS INC 0.12% 235.078 K $ 2835 2024/03/31 0.000 $ 0.00 %
2024/03/31 VGT VANGUARD WORLD FD 0.11% 220.223 K $ 420 2023/12/31 18.431 K $ 8.56 %
2024/03/31 IWD ISHARES TR 0.11% 213.141 K $ 1190 2024/03/31 0.000 $ 0.00 %
2024/03/31 IBB ISHARES TR 0.10% 205.967 K $ 1501 2023/12/31 1.488 K $ 0.71 %
2024/03/31 SPYV SPDR SER TR 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2024/03/31 SLB SCHLUMBERGER LTD 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2024/03/31 LULU LULULEMON ATHLETICA INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2024/03/31 ITA ISHARES TR 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2024/03/31 ADBE ADOBE INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2024/03/31 ULTA ULTA BEAUTY INC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2024/03/31 EOG EOG RES INC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2024/03/31 SNA SNAP ON INC 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %