Expect Equity LLC Portfolio Holdings

Expect Equity LLC

  • $102 Billion
  • Q3 2025

Expect Equity LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mks Instruments Inc with a value of $3.9B, Ceco Environmental Corp with a value of $3.8B, Columbia Banking System, Inc. with a value of $3.68B, Cousins Properties Inc with a value of $3.57B, and First Horizon Corp with a value of $3.55B.

Examining the 13F form we can see an increase of $8.72B in the current position value, from $93.7B to 102B.

Expect Equity LLC is based out at Pikesville, MD

Below you can find more details about Expect Equity LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
Industrials: $25.6 Billion
Technology: $20.3 Billion
Financial Services: $11.5 Billion
Healthcare: $9.98 Billion
Consumer Defensive: $8.54 Billion
Consumer Cyclical: $7.36 Billion
Real Estate: $3.57 Billion
Energy: $3.3 Billion
Other: $2.45 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11B
$3.55 Billion 3.47% of portfolio
156,926
Q3 2025 Added 9.29%
$10.1B
$2.97 Billion 2.9% of portfolio
5,948
Q3 2025 Added 30.21%
$10.7B
$2.25 Billion 2.19% of portfolio
29,600
Q3 2025 Reduced 34.35%
$12.9B
$1.25 Billion 1.22% of portfolio
15,350
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $102 Billion
  • Prior Value $93.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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