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J. Stern & Co. LLP

13F
J. Stern & Co. LLP
Last update 2025-05-15 36 Stocks (1 new)
Value $1.04 Bil Turnover 8 %
Countries:
Top Holdings: NVDA(9.74%)AMZN(7.07%)MA(6.85%)META(6.82%)GOOG(5.89%)
Summary Stock Picks Current Portfolio
J. Stern & Co. LLP 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
NVDA
NVIDIA Corp
937,455
101,601.4
+9.16%
9.740
+0.82%
0.000
+70.47%
+28.85%
4,219,047.4
Semiconductors
AMZN
Amazon.com Inc
387,699
73,763.7
+8.61%
7.070
+0.56%
0.000
+29.70%
+2.05%
2,376,789.0
Retail - Cyclical
MA
Mastercard Inc
130,460
71,507.7
+7.65%
6.850
+0.49%
0.010
+7.54%
+5.98%
504,539.5
Credit Services
META
Meta Platforms Inc
123,468
71,161.9
+9.88%
6.820
+0.61%
0.000
+39.98%
+19.99%
1,763,574.3
Interactive Media
GOOG
Alphabet Inc
393,476
61,475.7
+8.47%
5.890
+0.46%
0.000
+20.58%
-2.79%
2,233,811.7
Interactive Media
ETN
Eaton Corp PLC
224,298
60,970.8
+9.67%
5.840
+0.52%
0.060
+42.38%
+15.54%
148,975.7
Industrial Products
HON
Honeywell International Inc
262,799
55,647.6
+9.83%
5.330
+0.48%
0.040
+21.87%
+6.63%
153,333.2
Conglomerates
APH
Amphenol Corp
845,119
55,431.3
+9.23%
5.310
+0.45%
0.070
+56.99%
+47.45%
123,330.7
Hardware
CRM
Salesforce Inc
197,840
53,092.4
+9.98%
5.090
+0.46%
0.020
+5.27%
-22.02%
248,445.3
Software
RTX
RTX Corp
364,274
48,251.7
+9.28%
4.620
+0.39%
0.030
+18.14%
+32.25%
202,397.0
Aerospace & Defense

J. Stern & Co. LLP's Historical Top Holdings Breakdowns

J. Stern & Co. LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALC
Alcon Inc
2025-03-31
Sold Out
Sold Out
-4.08%
●
82.73 ($89.71) 96.8
$86.96
-3.07%
Sold Out
0
-510,692
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.82%
●
106.98 ($126.74) 149.43
$173.00
36.50%
Add 9.16%
937,455
78,702
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.61%
●
576.36 ($645.17) 736.67
$701.41
8.72%
Add 9.88%
123,468
11,099
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.56%
●
190.26 ($217) 242.06
$223.88
3.17%
Add 8.61%
387,699
30,728
ETN
Eaton Corp PLC
2025-03-31
Add
Add
+0.52%
●
271.83 ($311.37) 371.23
$380.72
22.27%
Add 9.67%
224,298
19,785
MA
Mastercard Inc
2025-03-31
Add
Add
+0.49%
●
504.67 ($544.39) 576.31
$555.61
2.06%
Add 7.65%
130,460
9,275
HON
Honeywell International Inc
2025-03-31
Add
Add
+0.48%
●
202.75 ($214.7) 226.52
$238.37
11.02%
Add 9.83%
262,799
23,525
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.46%
●
156.06 ($183.12) 207.71
$184.70
0.86%
Add 8.47%
393,476
30,725
CRM
Salesforce Inc
2025-03-31
Add
Add
+0.46%
●
268.36 ($311.03) 359.95
$259.88
-16.45%
Add 9.98%
197,840
17,956
APH
Amphenol Corp
2025-03-31
Add
Add
+0.45%
●
61.62 ($68.22) 78.55
$101.96
49.46%
Add 9.23%
845,119
71,421

J. Stern & Co. LLP Total Holding History ($B)

To

J. Stern & Co. LLP's Asset Allocation

To

J. Stern & Co. LLP Past Portfolios

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

Top Ranked Articles

  • 1

J. Stern & Co. LLP's Hypothetical Growth since 2025-03-31

J. Stern & Co. LLP's Yearly Returns

Year Portfolio % % Excess Gain %

J. Stern & Co. LLP's Holdings Heat Map

Size field:

J. Stern & Co. LLP's Holdings Bubble Chart

J. Stern & Co. LLP News

  • 1

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