Freestone Grove Partners LP
Institutional investor · Portfolio as of Q4 2025
Top Holdings713 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.4M | $979.5M | 7.1% | $684.56 | +0.78% | 2 qtrssince 2025-Q3 | Increased 100 |
VANGUARD S&P 500 ETF | 1.4M | $859.7M | 6.2% | $527.06 | +19.86% | 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% | $96.07 | -46.46% | 2 qtrssince 2025-Q3 | Increased 69 |
AMETEK INC | 593,885 | $121.9M | 0.9% | $188.13 | +10.05% | 4 qtrssince 2025-Q1 | Increased 52 |
OVINTIV INC | 3.1M | $120.5M | 0.9% | $39.11 | +1.15% | 5 qtrssince 2024-Q4 | Increased 65 |
FIRST HORIZON CORPORATION | 4.7M | $113M | 0.8% | $20.15 | +18.73% | 5 qtrssince 2024-Q4 | Decreased 0 |
SCHWAB (CHARLES) CORP | 1.1M | $106.7M | 0.8% | $85.11 | +16.23% | 5 qtrssince 2024-Q4 | Increased 62 |
ANTHEM INC | 283,107 | $99.2M | 0.7% | $348.80 | 0.00% | 1 qtr | New 58 |
MASTEC INC | 455,617 | $99M | 0.7% | $145.63 | +51.30% | 5 qtrssince 2024-Q4 | Decreased 0 |
FORTUNE BRANDS INNOVATIONS I | 1.9M | $97.5M | 0.7% | $51.61 | -1.61% | 5 qtrssince 2024-Q4 | Increased 68 |
XCEL ENERGY INC | 1.3M | $96.7M | 0.7% | $71.77 | +3.38% | 3 qtrssince 2025-Q2 | Increased 59 |
LENNAR CORP-A | 933,278 | $95.9M | 0.7% | $103.43 | -16.05% | 1 qtr | New 58 |
MARTIN MARIETTA MATERIALS | 151,872 | $94.6M | 0.7% | $612.82 | -10.59% | 4 qtrssince 2025-Q1 | Increased 51 |
DANAHER CORP | 412,785 | $94.5M | 0.7% | $230.67 | 0.00% | 1 qtr | New 58 |
US BANCORP | 1.8M | $94M | 0.7% | $48.45 | +11.03% | 2 qtrssince 2025-Q3 | Increased 46 |
GENERAL MOTORS 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 | +16.24% | 1 qtr | New 58 |
EXXON MOBIL CORP | 755,658 | $90.9M | 0.7% | $120.19 | +34.34% | 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 Rating: 1/5.0.
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
Best and worst performing positions by estimated return
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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