BB

Bridge Builder Tax Managed Large Cap Fund | BBTLX

Mutual Fund
Bridge Builder Trust
Last update 2025-06-24 364 Stocks (24 new)
Value $5.41 Bil Turnover 15 %
Countries:
Top Holdings: MSFT(6.28%)AAPL(4.95%)NVDA(3.97%)AMZN(3.87%)META(2.81%)
Summary Stock Picks Current Portfolio
Bridge Builder Tax Managed Lar... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
903,845
339,294.4
+16.20%
6.280
+0.88%
0.010
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
1,204,320
267,515.6
+6.47%
4.950
+0.30%
0.010
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
1,979,839
214,575.0
+4.03%
3.970
+0.15%
0.010
+69.89%
+28.41%
4,204,658.7
Semiconductors
AMZN
Amazon.com Inc
1,099,307
209,154.1
+14.04%
3.870
+0.48%
0.010
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
META
Meta Platforms Inc
263,171
151,681.2
+30.00%
2.810
+0.65%
0.010
+40.55%
+20.48%
1,770,790.4
Interactive Media
GOOGL
Alphabet Inc
787,190
121,731.1
+5.25%
2.250
+0.11%
0.010
+22.57%
-2.01%
2,250,461.0
Interactive Media
V
Visa Inc
322,744
113,108.9
+28.47%
2.090
+0.46%
0.020
+6.07%
+10.81%
681,869.3
Credit Services
UNH
UnitedHealth Group Inc
207,613
108,737.3
+40.33%
2.010
+0.58%
0.020
-37.32%
-43.49%
256,403.2
Healthcare Plans
BRK.B
Berkshire Hathaway Inc
170,304
90,700.5
-5.41%
1.680
-0.09%
0.010
-8.57%
+4.53%
1,022,296.6
Insurance
LLY
Eli Lilly and Co
106,839
88,239.4
+20.28%
1.630
+0.27%
0.010
-7.94%
+0.34%
692,791.6
Drug Manufacturers

Bridge Builder Tax Managed Large Cap Fund's Historical Top Holdings Breakdowns

Bridge Builder Tax Managed Large Cap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.88%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 16.2%
903,845
126,040
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.67%
●
167.43 ($211.65) 244.7
$283.34
33.87%
Add 82.62%
475,477
215,112
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.65%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Add 30%
263,171
60,738
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+0.58%
●
461.52 ($511.2) 548.18
$282.65
-44.71%
Add 40.33%
207,613
59,666
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.48%
●
190.26 ($217) 242.06
$226.13
4.21%
Add 14.04%
1,099,307
135,354
V
Visa Inc
2025-03-31
Add
Add
+0.46%
●
306.92 ($338.38) 362.71
$349.05
3.15%
Add 28.47%
322,744
71,530
ETR
Entergy Corp
2025-03-31
Add
Add
+0.40%
●
75.26 ($82.35) 87.89
$86.40
4.92%
Add 85.68%
543,829
250,941
SRE
Sempra
2025-03-31
Reduce
Reduce
-0.34%
●
67.85 ($77.91) 87.67
$78.25
0.44%
Reduce -81.27%
45,026
-195,346
LVS
Las Vegas Sands Corp
2025-03-31
Reduce
Reduce
-0.34%
●
38.18 ($44.17) 50.93
$48.67
10.19%
Reduce -76.2%
102,432
-328,026
DFS Unlock Delisted
Discover Financial Services
2025-03-31
Add
Add
+0.32%
●
152.99 ($182.9) 203.25
$200.05
9.38%
Add 827.2%
113,666
101,407

Bridge Builder Tax Managed Large Cap Fund Total Holding History ($B)

To

Bridge Builder Tax Managed Large Cap Fund's Asset Allocation

To

Bridge Builder Tax Managed Large Cap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bridge Builder Tax Managed Large Cap Fund's Hypothetical Growth since 2025-03-31

Bridge Builder Tax Managed Large Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Bridge Builder Tax Managed Large Cap Fund's Holdings Heat Map

Size field:

Bridge Builder Tax Managed Large Cap Fund's Holdings Bubble Chart

Bridge Builder Tax Managed Large Cap Fund News

  • 1

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