INTECH INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,521 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.9M | $423.9M | 4.4% | $113.99 | -3.81% | 12 qtrssince 2022-Q2 | Decreased 0 |
APPLE INC | 1.8M | $410.2M | 4.2% | $135.98 | +62.36% | 12 qtrssince 2022-Q2 | Decreased 0 |
MICROSOFT CORP | 787,148 | $295.5M | 3.0% | $254.00 | +48.34% | 12 qtrssince 2022-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 478,793 | $276M | 2.8% | $257.41 | +123.55% | 12 qtrssince 2022-Q2 | Decreased 0 |
AMAZON.COM INC | 1.4M | $266.8M | 2.7% | $144.51 | +33.36% | 12 qtrssince 2022-Q2 | Increased 66 |
MERCK & CO. INC. | 1.5M | $135.8M | 1.4% | $91.01 | -4.69% | 12 qtrssince 2022-Q2 | Increased 71 |
BROADCOM INC | 792,635 | $132.7M | 1.4% | $180.31 | -8.04% | 12 qtrssince 2022-Q2 | Increased 64 |
TESLA INC | 489,161 | $126.8M | 1.3% | $247.29 | +6.58% | 12 qtrssince 2022-Q2 | Increased 65 |
NETFLIX INC | 134,124 | $125.1M | 1.3% | $64.33 | +45.18% | 12 qtrssince 2022-Q2 | Decreased 0 |
ELI LILLY & CO | 141,835 | $117.1M | 1.2% | $440.18 | +85.66% | 12 qtrssince 2022-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 201,959 | $105.8M | 1.1% | $484.85 | +4.32% | 12 qtrssince 2022-Q2 | Decreased 0 |
ALPHABET INC-CL A | 661,238 | $102.3M | 1.1% | $115.07 | +33.74% | 12 qtrssince 2022-Q2 | Decreased 0 |
PROGRESSIVE CORP | 333,003 | $94.2M | 1.0% | $194.18 | +34.88% | 12 qtrssince 2022-Q2 | Decreased 0 |
ALPHABET INC-CL C | 563,780 | $88.1M | 0.9% | $114.63 | +35.77% | 12 qtrssince 2022-Q2 | Decreased 0 |
SALESFORCE.COM INC | 305,317 | $81.9M | 0.8% | $275.10 | -2.50% | 12 qtrssince 2022-Q2 | Increased 45 |
ADOBE INC | 196,179 | $75.2M | 0.8% | $453.53 | -15.43% | 12 qtrssince 2022-Q2 | Increased 49 |
WELLS FARGO & CO | 1M | $73M | 0.8% | $64.56 | +7.61% | 12 qtrssince 2022-Q2 | Increased 56 |
CHIPOTLE MEXICAN GRILL INC | 1.5M | $72.8M | 0.8% | $58.94 | -15.32% | 12 qtrssince 2022-Q2 | Decreased 0 |
EXXON MOBIL CORP | 608,524 | $72.4M | 0.7% | $103.90 | +9.54% | 12 qtrssince 2022-Q2 | Increased 44 |
HCA HOLDINGS INC | 200,656 | $69.3M | 0.7% | $288.71 | +17.90% | 12 qtrssince 2022-Q2 | Decreased 0 |
INTECH INVESTMENT MANAGEMENT LLC manages $9.7B across 2521 positions as of Q1 2025. Top holdings: NVDA (4.4%), AAPL (4.2%), MSFT (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 207 new positions, 63 exits, 1731 increased. Top move: MRK (INCREASED, conviction 71). Portfolio: $9.7B across 2521 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer