Freestone Grove Partners LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings569 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.2M | $690.5M | 8.5% | $583.48 | 0.00% | 1 qtr | New 98 |
ALPHABET INC-CL A | 587,676 | $111.2M | 1.4% | $190.49 | 0.00% | 1 qtr | New 69 |
EXXON MOBIL CORP | 963,723 | $103.7M | 1.3% | $101.34 | 0.00% | 1 qtr | New 68 |
ROSS STORES INC | 681,560 | $103.1M | 1.3% | $149.84 | 0.00% | 1 qtr | New 68 |
BECTON DICKINSON AND CO | 439,138 | $99.6M | 1.2% | $172.26 | 0.00% | 1 qtr | New 68 |
CONOCOPHILLIPS | 990,850 | $98.3M | 1.2% | $93.84 | 0.00% | 1 qtr | New 68 |
BOEING CO/THE | 515,150 | $91.2M | 1.1% | $176.55 | 0.00% | 1 qtr | New 68 |
INTERNATIONAL PAPER CO | 1.6M | $88.4M | 1.1% | $51.55 | 0.00% | 1 qtr | New 68 |
FEDEX CORP | 309,102 | $87M | 1.1% | $274.07 | 0.00% | 1 qtr | New 68 |
NORTHROP GRUMMAN CORP | 184,477 | $86.6M | 1.1% | $458.56 | 0.00% | 1 qtr | New 68 |
SHELL PLC-ADR | 1.3M | $83.2M | 1.0% | $59.31 | 0.00% | 1 qtr | New 68 |
FIRST HORIZON CORPORATION | 3.7M | $75.5M | 0.9% | $19.58 | 0.00% | 1 qtr | New 58 |
DANAHER CORP | 327,548 | $75.2M | 0.9% | $228.22 | 0.00% | 1 qtr | New 58 |
CITIGROUP INC | 1M | $71.5M | 0.9% | $67.47 | 0.00% | 1 qtr | New 58 |
HEICO CORP | 298,770 | $71M | 0.9% | $239.41 | 0.00% | 1 qtr | New 58 |
CENTENE CORP | 1.2M | $71M | 0.9% | $60.36 | 0.00% | 1 qtr | New 58 |
SHERWIN-WILLIAMS CO/THE | 208,564 | $70.9M | 0.9% | $335.76 | 0.00% | 1 qtr | New 58 |
CARPENTER TECHNOLOGY | 408,254 | $69.3M | 0.8% | $166.58 | 0.00% | 1 qtr | New 58 |
PNC FINANCIAL SERVICES GROUP | 357,839 | $69M | 0.8% | $181.69 | 0.00% | 1 qtr | New 58 |
WESTERN DIGITAL CORP | 1.2M | $68.9M | 0.8% | $44.89 | 0.00% | 1 qtr | New 58 |
Freestone Grove Partners LP manages $8.2B across 569 positions as of Q4 2024. Top holdings: IVV (8.5%), GOOGL (1.4%), XOM (1.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 569 new positions, 0 exits, 0 increased. Top move: IVV (NEW, conviction 98). Portfolio: $8.2B across 569 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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