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 $2 Billions to $10 Billions
