SC

SAYBROOK CAPITAL /NC

13F
SAYBROOK CAPITAL /NC
Last update 2025-04-23 43 Stocks (0 new)
Value $362.00 Mil Turnover 2 %
Countries:
Top Holdings: BRK.B(15.03%)AAPL(10.16%)GOOG(7.88%)GOOGL(6.91%)V(6.33%)
Summary Stock Picks Current Portfolio
SAYBROOK CAPITAL /NC 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
BRK.B
Berkshire Hathaway Inc
102,232
54,446.7
-1.53%
15.030
-0.19%
0.000
-6.02%
+5.11%
1,027,949.7
Insurance
AAPL
Apple Inc
165,682
36,802.9
+0.23%
10.160
+0.02%
0.000
+11.09%
-14.22%
3,200,747.5
Hardware
GOOG
Alphabet Inc
182,677
28,539.6
-4.21%
7.880
-0.41%
0.000
+27.18%
+0.20%
2,304,078.0
Interactive Media
GOOGL
Alphabet Inc
161,940
25,042.4
-2.11%
6.910
-0.18%
0.000
+28.40%
+0.28%
2,302,995.3
Interactive Media
V
Visa Inc
65,474
22,946.0
-0.49%
6.330
-0.03%
0.000
+10.31%
+11.92%
688,647.9
Credit Services
FDS
FactSet Research Systems Inc
46,467
21,125.9
-4.71%
5.830
-0.29%
0.120
+4.55%
-9.88%
16,287.2
Capital Markets
ADP
Automatic Data Processing Inc
68,569
20,949.9
+0.40%
5.780
+0.02%
0.020
+6.63%
+4.32%
122,684.1
Software
SHW
Sherwin-Williams Co
57,089
19,935.0
+0.61%
5.500
+0.03%
0.020
+6.69%
+1.37%
85,981.1
Chemicals
BRK.A
Berkshire Hathaway Inc
22
17,565.7
0%
4.850
0%
0.000
-6.07%
+4.91%
1,027,122.2
Insurance
NKE
Nike Inc
196,667
12,484.5
+10.47%
3.450
+0.33%
0.010
+32.54%
-1.21%
109,128.4
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories

SAYBROOK CAPITAL /NC's Historical Top Holdings Breakdowns

SAYBROOK CAPITAL /NC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DEO
Diageo PLC
2025-03-31
Sold Out
Sold Out
-1.34%
●
104.79 ($113.02) 126.12
$103.22
-8.67%
Sold Out
0
-39,444
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.64%
●
375.39 ($407.71) 447.2
$511.19
25.38%
Add 266.55%
8,471
6,160
IONQ
IonQ Inc
2025-03-31
Reduce
Reduce
-0.47%
●
18.27 ($32.4) 51.07
$46.70
44.14%
Reduce -79.85%
10,700
-42,400
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.41%
●
156.06 ($183.12) 207.71
$190.38
3.96%
Reduce -4.21%
182,677
-8,025
NKE
Nike Inc
2025-03-31
Add
Add
+0.33%
●
63.29 ($73.61) 81.72
$74.17
0.76%
Add 10.47%
196,667
18,645
FDS
FactSet Research Systems Inc
2025-03-31
Reduce
Reduce
-0.29%
●
427.5 ($455.27) 476.51
$430.63
-5.41%
Reduce -4.71%
46,467
-2,295
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-0.24%
●
142.06 ($156.47) 167.7
$163.96
4.78%
Reduce -32.41%
12,940
-6,206
IBTA
Ibotta Inc
2025-03-31
Reduce
Reduce
-0.22%
●
32.56 ($58.54) 74.78
$37.64
-35.70%
Reduce -15.48%
69,364
-12,700
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.19%
●
442.66 ($486.15) 534.52
$474.90
-2.31%
Reduce -1.53%
102,232
-1,585
KVUE
Kenvue Inc
2025-03-31
Add
Add
+0.19%
●
19.8 ($22.14) 23.98
$22.07
-0.34%
Add 8.93%
352,380
28,900

SAYBROOK CAPITAL /NC Total Holding History ($B)

To

SAYBROOK CAPITAL /NC's Asset Allocation

To

SAYBROOK CAPITAL /NC Past Portfolios

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

Top Ranked Articles

  • 1

SAYBROOK CAPITAL /NC's Hypothetical Growth since 2025-03-31

SAYBROOK CAPITAL /NC's Yearly Returns

Year Portfolio % % Excess Gain %

SAYBROOK CAPITAL /NC's Holdings Heat Map

Size field:

SAYBROOK CAPITAL /NC's Holdings Bubble Chart

SAYBROOK CAPITAL /NC News

  • 1

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