Broyhill Asset Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $10.2B, Philip Morris International Inc. with a value of $10.1B, Baxter International Inc with a value of $4.8B, Fiserv Inc with a value of $4.58B, and Avantor, Inc. with a value of $4.54B.

Examining the 13F form we can see an increase of $114B in the current position value.

Broyhill Asset Management is based out at Charlotte, NC

Below you can find more details about Broyhill Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
Financial Services: $25.7 Billion
Technology: $20.6 Billion
ETFs: $17.8 Billion
Consumer Defensive: $13.5 Billion
Healthcare: $12.3 Billion
Communication Services: $5.86 Billion
Consumer Cyclical: $5.02 Billion
Basic Materials: $4.54 Billion
Other: $6.27 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $114 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 73 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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