Freestone Grove Partners LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings569 positions
ISHARES TR | 1.2M | $690.5M | 8.5% | $576.45 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC-CL A | 587,676 | $111.2M | 1.4% | $188.20 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 963,723 | $103.7M | 1.3% | $101.34 | 0.00% | 1 qtr | First report 0 |
ROSS STORES INC | 681,560 | $103.1M | 1.3% | $148.71 | 0.00% | 1 qtr | First report 0 |
BECTON DICKINSON AND CO | 439,138 | $99.6M | 1.2% | $171.25 | 0.00% | 1 qtr | First report 0 |
CONOCOPHILLIPS | 990,850 | $98.3M | 1.2% | $93.84 | 0.00% | 1 qtr | First report 0 |
BOEING CO/THE | 515,150 | $91.2M | 1.1% | $176.55 | 0.00% | 1 qtr | First report 0 |
INTERNATIONAL PAPER CO | 1.6M | $88.4M | 1.1% | $49.88 | 0.00% | 1 qtr | First report 0 |
FEDEX CORP | 309,102 | $87M | 1.1% | $218.88 | 0.00% | 1 qtr | First report 0 |
NORTHROP GRUMMAN CORP | 184,477 | $86.6M | 1.1% | $458.56 | 0.00% | 1 qtr | First report 0 |
SHELL PLC | 1.3M | $83.2M | 1.0% | $59.31 | 0.00% | 1 qtr | First report 0 |
FIRST HORIZON NATIONAL CORP | 3.7M | $75.5M | 0.9% | $19.16 | 0.00% | 1 qtr | First report 0 |
DANAHER CORP | 327,548 | $75.2M | 0.9% | $226.76 | 0.00% | 1 qtr | First report 0 |
CITIGROUP INC | 1M | $71.5M | 0.9% | $67.47 | 0.00% | 1 qtr | First report 0 |
HEICO CORP NEW | 298,770 | $71M | 0.9% | $237.37 | 0.00% | 1 qtr | First report 0 |
CENTENE CORP | 1.2M | $71M | 0.9% | $60.36 | 0.00% | 1 qtr | First report 0 |
SHERWIN-WILLIAMS CO/THE | 208,564 | $70.9M | 0.9% | $334.54 | 0.00% | 1 qtr | First report 0 |
CARPENTER TECHNOLOGY CORP | 408,254 | $69.3M | 0.8% | $166.58 | 0.00% | 1 qtr | First report 0 |
PNC FINANCIAL SERVICES GROUP | 357,839 | $69M | 0.8% | $181.69 | 0.00% | 1 qtr | First report 0 |
WESTERN DIGITAL CORP | 1.2M | $68.9M | 0.8% | $44.85 | 0.00% | 1 qtr | First report 0 |
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 Score: 1.5/5.0.
First quarter we have for this fund: 569 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $8.2B across 569 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
Verify source filings on SEC EDGAR