TA

TEALWOOD ASSET MANAGEMENT INC

13F
TEALWOOD ASSET MANAGEMENT INC
Last update 2025-07-17 125 Stocks (10 new)
Value $225.00 Mil Turnover 8 %
Countries:
Top Holdings: AVGO(1.98%)POWW(1.90%)META(1.66%)GOOGL(1.49%)CSCO(1.41%)
Summary Stock Picks Current Portfolio
TEALWOOD ASSET MANAGEMENT INC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVGO
Broadcom Inc
16,093
4,440.0
-3.45%
1.980
-0.04%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
POWW
Outdoor Holding Co
3,335,000
4,270.0
0%
1.900
0%
2.860
-31.18%
+16.36%
149.9
Aerospace & Defense
META
Meta Platforms Inc
5,058
3,730.0
-3.25%
1.660
-0.05%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
GOOGL
Alphabet Inc
18,959
3,340.0
-3.12%
1.490
-0.04%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
CSCO
Cisco Systems Inc
45,501
3,160.0
-2.87%
1.410
-0.04%
0.000
+22.05%
+17.62%
270,428.3
Hardware
BJ
BJ's Wholesale Club Holdings Inc
29,080
3,140.0
-11.18%
1.400
-0.19%
0.020
-7.92%
+15.89%
13,673.9
Retail - Defensive
NTAP
NetApp Inc
28,175
3,000.0
+23.43%
1.330
+0.25%
0.010
+19.28%
-8.41%
20,970.3
Hardware
ABBV
AbbVie Inc
16,167
3,000.0
-2.00%
1.330
-0.03%
0.000
+6.71%
+10.35%
337,082.7
Drug Manufacturers
KLAC
KLA Corp
3,322
2,980.0
-1.57%
1.330
-0.02%
0.000
+31.47%
+44.16%
119,570.1
Semiconductors
WRB
WR Berkley Corp
39,746
2,920.0
-2.90%
1.300
-0.04%
0.010
-3.70%
+18.22%
26,003.0
Insurance

TEALWOOD ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns

TEALWOOD ASSET MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TEL
TE Connectivity PLC
2025-06-30
New Buy
New Buy
+1.24%
●
122 ($151.65) 169.05
$205.60
35.58%
New holding
16,536
16,536
STX
Seagate Technology Holdings PLC
2025-06-30
Sold Out
Sold Out
-1.13%
●
66.54 ($103.23) 144.33
$152.73
47.95%
Sold Out
0
-28,760
DELL
Dell Technologies Inc
2025-06-30
New Buy
New Buy
+1.12%
●
71.63 ($102.03) 125.98
$128.35
25.80%
New holding
20,518
20,518
STT
State Street Corp
2025-06-30
Sold Out
Sold Out
-1.12%
●
75.33 ($92.44) 106.34
$110.98
20.06%
Sold Out
0
-27,115
AON
Aon PLC
2025-06-30
New Buy
New Buy
+0.92%
●
335.85 ($362.9) 399.09
$356.61
-1.73%
New holding
5,792
5,792
MDT
Medtronic PLC
2025-06-30
Sold Out
Sold Out
-0.90%
●
80.68 ($84.89) 89.86
$92.32
8.75%
Sold Out
0
-21,693
SNPS
Synopsys Inc
2025-06-30
New Buy
New Buy
+0.79%
●
380.9 ($465.32) 517.66
$609.68
31.02%
New holding
3,477
3,477
OTIS
Otis Worldwide Corp
2025-06-30
New Buy
New Buy
+0.70%
●
90.88 ($96.64) 104.3
$89.20
-7.70%
New holding
15,844
15,844
WDAY
Workday Inc
2025-06-30
New Buy
New Buy
+0.69%
●
210.47 ($243.43) 274.71
$237.19
-2.56%
New holding
6,462
6,462
QCOM
Qualcomm Inc
2025-06-30
Sold Out
Sold Out
-0.69%
●
124.66 ($147.32) 159.48
$158.84
7.82%
Sold Out
0
-9,775

TEALWOOD ASSET MANAGEMENT INC Total Holding History ($B)

To

TEALWOOD ASSET MANAGEMENT INC's Asset Allocation

To

TEALWOOD ASSET MANAGEMENT INC Past Portfolios

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

Top Ranked Articles

  • 1

TEALWOOD ASSET MANAGEMENT INC's Hypothetical Growth since 2025-06-30

TEALWOOD ASSET MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

TEALWOOD ASSET MANAGEMENT INC's Holdings Heat Map

Size field:

TEALWOOD ASSET MANAGEMENT INC's Holdings Bubble Chart

TEALWOOD ASSET MANAGEMENT INC News

  • 1

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