VL

Van Leeuwen & Company, LLC

13F
Van Leeuwen & Company, LLC
Last update 2024-05-10 89 Stocks (12 new)
Value $197.00 Mil Turnover 14 %
Countries:
Top Holdings: MSFT(4.60%)GOOG(3.91%)BRK.B(3.57%)V(3.45%)VRTX(3.39%)
Summary Stock Picks Current Portfolio
Van Leeuwen & Company, LLC Top Holdings of 2024-03-31 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
21,593
9,084.7
+1.87%
4.600
+0.08%
0.000
+39.39%
+21.87%
3,803,232.7
Software
GOOG
Alphabet Inc
50,628
7,708.6
-10.69%
3.910
-0.50%
0.000
+20.58%
-2.79%
2,235,920.9
Interactive Media
BRK.B
Berkshire Hathaway Inc
16,741
7,039.9
-1.09%
3.570
-0.04%
0.000
-8.65%
+4.44%
1,021,673.0
Insurance
V
Visa Inc
24,377
6,803.1
+0.30%
3.450
+0.01%
0.000
+6.30%
+11.06%
683,353.9
Credit Services
VRTX
Vertex Pharmaceuticals Inc
16,020
6,696.5
-1.94%
3.390
-0.08%
0.010
-5.28%
+15.04%
118,966.4
Biotechnology
ROST
Ross Stores Inc
45,197
6,633.1
-1.77%
3.360
-0.07%
0.010
-6.29%
-13.22%
42,676.2
Retail - Cyclical
HUBB
Hubbell Inc
15,465
6,418.8
+87.11%
3.250
+1.51%
0.030
+29.42%
+5.10%
23,336.1
Industrial Products
NVDA
NVIDIA Corp
70,710
6,389.1
-3.90%
3.240
-0.08%
0.000
+70.47%
+28.85%
4,219,047.4
Semiconductors
AAPL
Apple Inc
33,541
5,751.5
-24.66%
2.920
-1.23%
0.000
+6.76%
-15.93%
3,136,822.2
Hardware
EFA
iShares MSCI EAFE ETF
63,024
5,033.1
+1.40%
2.550
+0.04%
-
+11.15%
+19.22%
63,906.2
 

Van Leeuwen & Company, LLC's Historical Top Holdings Breakdowns

Van Leeuwen & Company, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QCOM
Qualcomm Inc
2024-03-31
New Buy
New Buy
+2.19%
●
136.17 ($154.55) 175.72
$152.61
-1.26%
New holding
25,504
25,504
GLD
SPDR Gold Shares ETF
2024-03-31
New Buy
New Buy
+1.63%
●
184.42 ($191.93) 205.72
$307.59
60.26%
New holding
15,639
15,639
ADBE
Adobe Inc
2024-03-31
Sold Out
Sold Out
-1.55%
●
492.46 ($573.19) 634.76
$366.45
-36.07%
Sold Out
0
-4,476
HUBB
Hubbell Inc
2024-03-31
Add
Add
+1.51%
●
316.84 ($361.93) 417.92
$437.23
20.81%
Add 87.11%
15,465
7,200
SPYV
SPDR Portfolio S&P 500 Value ETF
2024-03-31
Sold Out
Sold Out
-1.24%
●
45.88 ($47.68) 50.1
$52.97
11.09%
Sold Out
0
-45,550
AAPL
Apple Inc
2024-03-31
Reduce
Reduce
-1.23%
●
169 ($181.83) 195.18
$210.02
15.50%
Reduce -24.66%
33,541
-10,981
SNA
Snap-on Inc
2024-03-31
Sold Out
Sold Out
-1.19%
●
262.09 ($283.85) 296.94
$337.80
19.01%
Sold Out
0
-7,065
CI
The Cigna Group
2024-03-31
New Buy
New Buy
+1.14%
●
297.82 ($329.18) 363.34
$298.28
-9.39%
New holding
6,170
6,170
APP
AppLovin Corp
2024-03-31
New Buy
New Buy
+1.08%
●
38.11 ($52.95) 72.6
$363.78
587.03%
New holding
30,904
30,904
SLB
Schlumberger Ltd
2024-03-31
Sold Out
Sold Out
-0.99%
●
47.08 ($50.41) 54.9
$34.67
-31.22%
Sold Out
0
-32,845

Van Leeuwen & Company, LLC Total Holding History ($B)

To

Van Leeuwen & Company, LLC's Asset Allocation

To

Van Leeuwen & Company, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Van Leeuwen & Company, LLC's Hypothetical Growth since 2024-03-31

Van Leeuwen & Company, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Van Leeuwen & Company, LLC's Holdings Heat Map

Size field:

Van Leeuwen & Company, LLC's Holdings Bubble Chart

Van Leeuwen & Company, LLC News

  • 1

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