Freestone Grove Partners LP
Institutional investor · Portfolio as of Q4 2025
Top Holdings713 positions
ISHARES TR | 1.4M | $979.5M | 7.1% | $675.57 | +0.56% | 2 qtrssince 2025-Q3 | Increased 100 |
VANGUARD INDEX FDS | 1.4M | $859.7M | 6.2% | $525.38 | +18.34% | 4 qtrssince 2025-Q1 | Increased 62 |
AMAZON COM INC | 683,670 | $157.8M | 1.1% | $232.53 | 0.00% | 1 qtr | New 69 |
BOSTON SCIENTIFIC CORP | 1.3M | $126.6M | 0.9% | $95.47 | -0.13% | 2 qtrssince 2025-Q3 | Increased 69 |
AMETEK INC | 593,885 | $121.9M | 0.9% | $187.86 | +8.95% | 4 qtrssince 2025-Q1 | Increased 52 |
OVINTIV INC | 3.1M | $120.5M | 0.9% | $38.52 | +0.20% | 5 qtrssince 2024-Q4 | Increased 65 |
FIRST HORIZON CORPORATION | 4.7M | $113M | 0.8% | $19.71 | +18.69% | 5 qtrssince 2024-Q4 | Decreased 0 |
CHARLES SCHWAB CORP (THE) | 1.1M | $106.7M | 0.8% | $85.11 | +16.23% | 5 qtrssince 2024-Q4 | Increased 62 |
ELEVANCE HEALTH INC FORMERLY | 283,107 | $99.2M | 0.7% | $345.49 | 0.00% | 1 qtr | New 58 |
MASTEC INC | 455,617 | $99M | 0.7% | $145.89 | +48.99% | 5 qtrssince 2024-Q4 | Decreased 0 |
FORTUNE BRANDS INNOVATIONS I | 1.9M | $97.5M | 0.7% | $50.36 | -2.43% | 5 qtrssince 2024-Q4 | Increased 68 |
XCEL ENERGY INC | 1.3M | $96.7M | 0.7% | $70.28 | +2.71% | 3 qtrssince 2025-Q2 | Increased 59 |
LENNAR CORP | 933,278 | $95.9M | 0.7% | $100.55 | 0.00% | 1 qtr | New 58 |
MARTIN MARIETTA MATLS INC | 151,872 | $94.6M | 0.7% | $615.12 | +0.79% | 4 qtrssince 2025-Q1 | Increased 51 |
DANAHER CORP DEL | 412,785 | $94.5M | 0.7% | $227.56 | 0.00% | 1 qtr | New 58 |
US BANCORP | 1.8M | $94M | 0.7% | $46.94 | +10.52% | 2 qtrssince 2025-Q3 | Increased 46 |
GENERAL MTRS CO | 1.1M | $93M | 0.7% | $63.83 | +28.97% | 2 qtrssince 2025-Q3 | Increased 48 |
COLGATE PALMOLIVE CO | 1.2M | $92M | 0.7% | $77.61 | +21.26% | 1 qtr | New 58 |
EXXON MOBIL CORP | 755,658 | $90.9M | 0.7% | $120.19 | +48.91% | 1 qtr | New 58 |
CATERPILLAR INC | 158,274 | $90.7M | 0.7% | $569.39 | 0.00% | 1 qtr | New 58 |
Freestone Grove Partners LP manages $13.8B across 713 positions as of Q4 2025. Top holdings: IVV (7.1%), VOO (6.2%), AMZN (1.1%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Active quarter - 320 new positions, 285 exits, 181 increased. Top move: IVV (INCREASED, conviction 100). Portfolio: $13.8B across 713 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
Verify source filings on SEC EDGAR